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Sandra Potter-Stevenson

American Investment Services, Inc.

Assets Managed
$448.312M
Holdings
132
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
4.05%(2Q avg: 3.79%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in American Investment Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of American Investment Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 448.312M in assets, with a quarterly growth rate of 4.05% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Sandra Potter-Stevenson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -8.5%
9.71%
$43.504M
469,354 shares@ $92.7 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.15%
7.73%
$34.647M
79,321 shares@ $436.8 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.12%
5.2%
$23.277M
480,336 shares@ $48.47 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Decreased -3.25%
4.57%
$20.482M
217,344 shares@ $94.25 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 2.66%
3.16%
$14.126M
397,581 shares@ $35.53 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -1.48%
2.85%
$12.753M
179,294 shares@ $71.14 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 7.15%
2.75%
$12.297M
173,415 shares@ $70.91 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.7%
2.64%
$11.824M
57,149 shares@ $206.91 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.76%
2.63%
$11.79M
60,090 shares@ $196.2 avg price
VPU
Vanguard Utilities Etf
Recent Activity
Decreased -1.2%
2.36%
$10.553M
53,259 shares@ $198.15 avg price

1-10 of 132