American Institute for Advanced Investment Management, LLP: 13F holdings
CIK 18058242026Q2
| Positions | 159 |
|---|---|
| Reported value | $178.3m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWF ISHARES TR | 100,432 | $12.5m | 7.0% |
| IWD ISHARES TR | 31,216 | $7.6m | 4.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 9,263 | $6.9m | 3.9% |
| AAPL APPLE INC | 19,550 | $5.7m | 3.2% |
| COR CENCORA INC | 19,385 | $5.5m | 3.1% |
| MINT PIMCO ETF TR | 36,958 | $3.7m | 2.1% |
| MSFT MICROSOFT CORP | 9,309 | $3.5m | 1.9% |
| IWM ISHARES TR | 10,912 | $3.3m | 1.8% |
| VUG VANGUARD INDEX FDS | 35,664 | $3.1m | 1.7% |
| VTI VANGUARD INDEX FDS | 8,144 | $3.0m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1805824")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.