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Erica Gulick

Ami Investment Management Inc

Assets Managed
$444.706M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.07%(2Q avg: 1.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ami Investment Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Ami Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 444.706M in assets, with a quarterly growth rate of -0.07% and a 2-quarter average growth rate of 1.59%. The portfolio is managed by Erica Gulick, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 3.39%
11%
$48.893M
70,076 shares@ $697.73 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 3.38%
9.71%
$43.176M
544,670 shares@ $79.27 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 3.14%
8.42%
$37.422M
639,260 shares@ $58.55 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 2.51%
7.39%
$32.853M
424,563 shares@ $77.39 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 5.07%
5.83%
$25.887M
434,706 shares@ $59.55 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -7.2%
3.13%
$13.903M
29,012 shares@ $479.21 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.26%
2.97%
$13.171M
20,253 shares@ $650.34 avg price
OSEA
Harbor Intl Compounders Etf
Recent Activity
Increased 1.99%
2.85%
$12.639M
436,578 shares@ $28.95 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 4.17%
2.76%
$12.252M
248,126 shares@ $49.39 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 32.89%
2.47%
$10.951M
375,933 shares@ $29.13 avg price

1-10 of 77