American Institute for Advanced Investment Management, LLP
American Institute for Advanced Investment Management, LLP reported 159 holdings worth US$173M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
American Institute for Advanced Investment Management, LLP reported 159 holdings worth US$173M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 159
- Value as reported
- US$173M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 19,550 | US$5.66M | 3.3% |
| Microsoft Corp. | 9,309 | US$3.47M | 2.0% |
| Amazon.com, Inc. | 10,154 | US$2.42M | 1.4% |
| Nvidia Corporation | 10,654 | US$2.13M | 1.2% |
| Abbvie Inc. | 7,204 | US$1.81M | 1.0% |
| Alphabet Inc (google) Class C | 4,750 | US$1.66M | 0.96% |
| Johnson & Johnson | 6,340 | US$1.61M | 0.93% |
| Constellation Energy Corporation | 6,021 | US$1.5M | 0.87% |
| Berkshire Hathaway Inc. | 2,720 | US$1.36M | 0.79% |
| Home Depot, Inc. (the) | 10,001 | US$1.33M | 0.77% |
| Illinois Tool Works Inc. | 4,840 | US$1.31M | 0.76% |
| Mckesson Corporation | 1,600 | US$1.21M | 0.70% |
| Microchip Technology Incorporated | 11,706 | US$1.07M | 0.62% |
| Costco Wholesale Corporation | 1,104 | US$1.03M | 0.60% |
| Broadcom Inc. | 2,467 | US$932K | 0.54% |
| Caterpillar, Inc. | 869 | US$925K | 0.53% |
| Applied Materials, Inc. | 1,008 | US$729K | 0.42% |
| Advanced Micro Devices Inc | 1,180 | US$685K | 0.40% |
| Walmart Inc. | 5,960 | US$675K | 0.39% |
| Micron Technology, Inc. | 568 | US$656K | 0.38% |
| Rio Tinto Plc | 6,740 | US$640K | 0.37% |
| Kla Corporation | 2,090 | US$631K | 0.36% |
| Jp Morgan Chase & Co. | 1,675 | US$548K | 0.32% |
| Merck & Company, Inc. | 3,795 | US$488K | 0.28% |
| Freeport-mcmoran, Inc. | 7,713 | US$485K | 0.28% |
| Enterprise Products Partners L.p. | 13,060 | US$480K | 0.28% |
| Tesla, Inc. | 1,122 | US$472K | 0.27% |
| International Business Machines Corporation | 1,557 | US$438K | 0.25% |
| Chevron Corporation | 2,641 | US$438K | 0.25% |
| Eli Lilly And Company | 350 | US$420K | 0.24% |
| Altria Group, Inc. | 5,704 | US$410K | 0.24% |
| Martin Marietta Materials, Inc. | 660 | US$381K | 0.22% |
| Iron Mountain Incorporated (delaware) | 2,815 | US$356K | 0.21% |
| Procter & Gamble Company (the) | 2,337 | US$343K | 0.20% |
| Charles Schwab Corporation (the) | 3,693 | US$341K | 0.20% |
| Oracle Corporation | 2,163 | US$317K | 0.18% |
| Mcdonald's Corporation | 1,145 | US$310K | 0.18% |
| Csx Corporation | 6,320 | US$300K | 0.17% |
| Texas Instruments Incorporated | 985 | US$294K | 0.17% |
| Philip Morris International Inc | 1,551 | US$281K | 0.16% |
| Exxon Mobil Corporation | 1,985 | US$271K | 0.16% |
| Palantir Technologies Inc. | 2,320 | US$271K | 0.16% |
| Waste Management, Inc. | 1,185 | US$264K | 0.15% |
| Eqt Corporation | 4,945 | US$263K | 0.15% |
| Digital Realty Trust, Inc. | 1,390 | US$250K | 0.14% |
| Emcor Group, Inc. | 300 | US$249K | 0.14% |
| Consolidated Water Co. Ltd. | 8,295 | US$245K | 0.14% |
| Rtx Corporation | 1,273 | US$242K | 0.14% |
| Abbott Laboratories | 2,394 | US$217K | 0.13% |
| Intel Corporation | 1,452 | US$203K | 0.12% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
Source
View original at SEC
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