Arkolith/Funds/Ami Asset Management Corp

Ami Asset Management Corp

CIK 1369702
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Ami Asset Management Corp holds a diversified book of 99 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Axon Enterprise Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +22% (+11.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
7
exited the position entirely
+4 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.0%
+11.2%/yr · since Oct '24
Their reported book
+15.7%
held from quarter-end
S&P 500
+34.7%
same window
$8K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Ami Asset Management Corp (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.3 points over this window.

Growth of $10,000 cloning Ami Asset Management Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
48%
Top 20 holdings
75%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

99% mapped to company sectors

Information Technology
40%
Health Care
15%
Materials
11%
Consumer Discretionary
10%
Industrials
10%
Communication Services
5%
Financials
4%
Utilities
2%

+3 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Ami Asset Management Corp

Manager / fundShared namesTheir $ in those
Emerald Advisors, LLC18 / 80$621.4M
New World Advisors LLC21 / 80$451.1M
Marest Capital, LLC9 / 80$149.0M
Independent Investors Inc16 / 80$375.5M
Harold Davidson & Associates Inc.18 / 80$157.1M
Trust Asset Management LLC26 / 80$1.1B
Private Capital Advisors, Inc.14 / 80$768.9M
Jia Investment Alliance Pte. LTD.12 / 80$706.0M

Ranked by the share of each fund's own book sitting in the names it shares with Ami Asset Management Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

99 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$126.7M438.0K
7.3%
−3.3%
Reduced · −15K sh
2Alphabet Inc Class A
COM
$110.3M308.7K
6.4%
−20%
Reduced · −77K sh
3Taiwan Semiconductor M F Spons
COM
$93.3M195.4K
5.4%
−30%
Reduced · −86K sh
4Broadcom Inc
COM
$92.0M243.6K
5.3%
−2.8%
Reduced · −7K sh
5Amazon.com Inc
COM
$78.9M331.2K
4.5%
−2.1%
Reduced · −7K sh
6Quanta Svcs Inc
COM
$73.0M101.3K
4.2%
−29%
Reduced · −41K sh
7Eli Lilly & Co
COM
$70.4M58.7K
4.1%
−1.8%
Reduced · −1K sh
8Palo Alto Networks Inc
COM
$67.7M198.5K
3.9%
−26%
Reduced · −70K sh
9Microsoft Corp
COM
$61.9M165.9K
3.6%
−3.4%
Reduced · −6K sh
10Corning Inc
COM
$60.8M238.0K
3.5%
18×
Added · +225K sh
11Axon Enterprise Inc
COM
$58.3M104.1K
3.4%
New
New position
12West Pharmaceutical Svcs
COM
$52.7M146.8K
3.0%
−4.9%
Reduced · −8K sh
13Church & Dwight Inc
COM
$51.6M532.9K
3.0%
−1.7%
Reduced · −9K sh
14Netflix Inc
COM
$49.4M692.0K
2.8%
−4.0%
Reduced · −29K sh
15Labcorp Hldgs Inc
COM
$47.8M170.6K
2.7%
−1.7%
Reduced · −3K sh
16Ulta Beauty Inc
COM
$44.8M99.3K
2.6%
−4.7%
Reduced · −5K sh
17Crowdstrike Hldgs Inc Class CL
COM
$44.0M57.6K
2.5%
−32%
Reduced · −27K sh
18Colgate Palmolive Co
COM
$43.9M479.1K
2.5%
−3.8%
Reduced · −19K sh
19Charles Schwab Corp New
COM
$39.9M432.7K
2.3%
−3.2%
Reduced · −14K sh
20Becton Dickinson & Co
COM
$38.9M257.3K
2.2%
−2.5%
Reduced · −7K sh
21Waste Mgmt Inc Del
COM
$38.3M171.8K
2.2%
−3.1%
Reduced · −6K sh
22Mastercard Inc Class Class A
COM
$35.1M68.4K
2.0%
−4.0%
Reduced · −3K sh
23Maplebear Inc
COM
$35.1M741.9K
2.0%
+77%
Added · +323K sh
24Spotify Technology S A F
COM
$34.7M75.6K
2.0%
−12%
Reduced · −10K sh
25Servicenow Inc
COM
$34.2M344.3K
2.0%
−9.2%
Reduced · −35K sh
26Ecolab Inc
COM
$26.9M96.6K
1.5%
−3.1%
Reduced · −3K sh
27Synopsys Inc
COM
$23.1M51.8K
1.3%
−3.1%
Reduced · −2K sh
28Arm Hldgs PLC Equity A F Unspo
COM
$22.3M62.9K
1.3%
New
New position
29Costco WHSL Corp New
COM
$20.4M21.8K
1.2%
−2.9%
Reduced · −646 sh
30Insulet Corp
COM
$19.8M129.8K
1.1%
−14%
Reduced · −21K sh
31Zoetis Inc Class A
COM
$18.9M262.5K
1.1%
−7.0%
Reduced · −20K sh
32Space Ex Tech Spacex Class A
COM
$16.0M93.4K
0.9%
Listed
Newly reportable
33TJX Cos Inc New
COM
$15.4M101.4K
0.9%
New
New position
34McCormick & Co Inc Class N
COM
$14.5M287.4K
0.8%
−6.2%
Reduced · −19K sh
35Cintas Corp
COM
$12.0M70.8K
0.7%
−3.7%
Reduced · −3K sh
36Ishares Russell 1000 Growth Et
ETF
$9.4M75.8K
0.5%
+437%
Added · +62K sh
37State Street SPDR S&P 500 ETF
ETF
$2.3M3.1K
0.1%
~0%
Reduced · −1 sh
38Johnson & Johnson
COM
$1.6M6.1K
0.1%
+1.9%
Added · +116 sh
39Qualcomm Inc
COM
$1.5M8.0K
0.1%
+1.1%
Added · +87 sh
40CG Oncology Inc
COM
$1.4M19.4K
0.1%
−3.6%
Reduced · −731 sh
41Merck & Co. Inc.
COM
$1.4M10.7K
0.1%
+2.1%
Added · +222 sh
42JPMorgan Chase & Co
COM
$1.4M4.2K
0.1%
−0.4%
Reduced · −17 sh
43Vera Therapeutics Inc Class A
COM
$1.3M30.6K
0.1%
+39%
Added · +9K sh
44Onto Innovation Inc
COM
$1.2M3.2K
0.1%
+27%
Added · +685 sh
45Cytokinetics Inc
COM
$1.2M14.3K
0.1%
−3.7%
Reduced · −555 sh
46Scholar Rock Hldg Corp
COM
$1.2M21.7K
0.1%
−24%
Reduced · −7K sh
47Packaging Corp Of Amer
COM
$1.2M4.9K
0.1%
+1.1%
Added · +55 sh
48Madrigal Pharmaceuticals
COM
$1.1M2.1K
0.1%
−18%
Reduced · −478 sh
49Dycom Inds Inc
COM
$1.1M2.2K
0.1%
−3.6%
Reduced · −83 sh
50Veracyte Inc
COM
$1.1M18.9K
0.1%
−51%
Reduced · −20K sh
Showing 50 of 99 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.9B · Q4 2024Q3 2024 · $1.8BQ2 2026 · $1.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d99$1.7B13F-HR
Q1 2026Mar 31, 2026Apr 23, 202623d96$1.6B13F-HR
Q4 2025Dec 31, 2025Jan 23, 202623d91$1.8B13F-HR
Q3 2025Sep 30, 2025Oct 16, 202516d89$1.8B13F-HR
Q2 2025Jun 30, 2025Jul 18, 202518d85$1.7B13F-HR
Q1 2025Mar 31, 2025Apr 23, 202523d90$1.7B13F-HR
Q4 2024Dec 31, 2024Jan 17, 202517d92$1.9B13F-HR
Q3 2024Sep 30, 2024Oct 25, 202425d88$1.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.