American Institute for Advanced Investment Management, LLP
13F Reported Value
ⓘ$154.3M
Holdings
153
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
American Institute for Advanced Investment Management, LLP disclosed 153 positions worth $154.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $MCK and a full exit from $BPRE. The portfolio is most concentrated in Other (63.3% of disclosed assets). All figures are sourced directly from American Institute for Advanced Investment Management, LLP’s Form 13F-HR filing with the SEC under CIK 1805824.
AI Fund Analysis
Diversifying
$SPY
$AAPL
$IVZ
$COR$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$10.8M25,240 shISHARES TR
—Quality
$6.7M31,537 sh- —
Quality
$6.2M9,512 sh - 76.1
Quality
$5.0M19,720 sh PIMCO ETF TR
—Quality
$3.7M36,728 sh- 83.7
Quality
$3.4M9,299 sh - —
Quality
$2.7M6,392 sh ISHARES TR
—Quality
$2.7M10,977 shVANGUARD SPECIALIZED FUNDS
—Quality
$2.6M12,286 shVANGUARD INDEX FDS
—Quality
$2.6M8,086 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $10.8M | 25,240 |
| ISHARES TR | — | $6.7M | 31,537 |
| SPDR S&P 500 ETF TRUST$SPY | — | $6.2M | 9,512 |
| Apple Inc.$AAPL | 76.1 | $5.0M | 19,720 |
| PIMCO ETF TR | — | $3.7M | 36,728 |
 MICROSOFT CORP$MSFT | 83.7 | $3.4M | 9,299 |
 SPDR GOLD TRUST$GLD | — | $2.7M | 6,392 |
| ISHARES TR | — | $2.7M | 10,977 |
| VANGUARD SPECIALIZED FUNDS | — | $2.6M | 12,286 |
| VANGUARD INDEX FDS | — | $2.6M | 8,086 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of American Institute for Advanced Investment Management, LLP's 153 positions.
Showing top 10 of 153 holdings.
Sector Allocation
Other
$97.7M
Financials
$16.9M
Technology
$16.1M
Consumer Discretionary
$5.6M
Healthcare
$5.0M
Industrials
$4.0M
Consumer Staples
$2.6M
Utilities
$2.4M
Full Holdings — American Institute for Advanced Investment Management, LLP (Q1 2026)
All 153 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $10.8M | 7.0% | -2% | — |
| 2 | — | ISHARES TR | $6.7M | 4.4% | +0% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $6.2M | 4.0% | -1% | — |
| 4 | $AAPL | Apple Inc. | $5.0M | 3.2% | -7% | 76.1 |
| 5 | — | PIMCO ETF TR | $3.7M | 2.4% | +0% | — |
| 6 | $MSFT | MICROSOFT CORP | $3.4M | 2.2% | +2% | 83.7 |
| 7 | $GLD | SPDR GOLD TRUST | $2.7M | 1.8% | +5% | — |
| 8 | — | ISHARES TR | $2.7M | 1.8% | +0% | — |
| 9 | — | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.7% | -28% | — |
| 10 | — | VANGUARD INDEX FDS | $2.6M | 1.7% | -28% | — |
| 11 | — | VANGUARD INDEX FDS | $2.6M | 1.7% | -5% | — |
| 12 | — | VANGUARD INDEX FDS | $2.5M | 1.6% | +8% | — |
| 13 | — | SPDR SERIES TRUST | $2.4M | 1.6% | +72% | — |
| 14 | $IVZ | Invesco Ltd. | $2.4M | 1.6% | -1% | — |
| 15 | — | VANECK ETF TRUST | $2.3M | 1.5% | -0% | — |
| 16 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.3M | 1.5% | +0% | — |
| 17 |  $AMZN | AMAZON COM INC | $2.1M | 1.4% | -6% | 74.6 |
| 18 | — | FIRST TR EXCHANGE-TRADED FD | $2.1M | 1.4% | -0% | — |
| 19 | — | GLOBAL X FDS | $2.1M | 1.3% | +0% | — |
| 20 |  $NVDA | NVIDIA CORP | $2.0M | 1.3% | -1% | 90.2 |
| 21 | — | JOHN HANCOCK EXCHANGE TRADED | $2.0M | 1.3% | +7% | — |
| 22 |  $CEG | Constellation Energy Corp | $1.7M | 1.1% | -4% | 62.5 |
| 23 |  $ABBV | AbbVie Inc. | $1.7M | 1.1% | +0% | 59.3 |
| 24 | — | GLOBAL X FDS | $1.7M | 1.1% | +2% | — |
| 25 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 1.0% | +0% | 72.8 |
| 26 | — | VANGUARD WORLD FD | $1.5M | 1.0% | -1% | — |
| 27 | — | VANECK ETF TRUST | $1.5M | 1.0% | -2% | — |
| 28 | — | SELECT SECTOR SPDR TR | $1.5M | 0.9% | -2% | — |
| 29 | — | SELECT SECTOR SPDR TR | $1.4M | 0.9% | -3% | — |
| 30 | — | GLOBAL X FDS | $1.4M | 0.9% | +2% | — |
| 31 |  $MCK | MCKESSON CORP | $1.4M | 0.9% | NEW | 63.7 |
| 32 |  $HD | HOME DEPOT, INC. | $1.3M | 0.8% | -36% | 69.2 |
| 33 | — | ISHARES TR | $1.3M | 0.8% | +0% | — |
| 34 |  $ITW | ILLINOIS TOOL WORKS INC | $1.3M | 0.8% | -17% | 71.2 |
| 35 | — | VANGUARD INDEX FDS | $1.3M | 0.8% | +1% | — |
| 36 | — | FIRST TR EXCHANGE TRADED FD | $1.2M | 0.8% | +1% | — |
| 37 | — | ISHARES TR | $1.2M | 0.8% | -5% | — |
| 38 | — | SELECT SECTOR SPDR TR | $1.2M | 0.8% | -3% | — |
| 39 | — | VANGUARD INDEX FDS | $1.2M | 0.8% | -2% | — |
| 40 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.7% | +0% | 67 |
| 41 | $IVZ | Invesco Ltd. | $1.1M | 0.7% | -3% | — |
| 42 | — | SPDR INDEX SHS FDS | $1.1M | 0.7% | +122% | — |
| 43 | $IVZ | Invesco Ltd. | $1.1M | 0.7% | -30% | — |
| 44 | — | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.7% | +0% | — |
| 45 | — | ISHARES TR | $1.0M | 0.7% | +5% | — |
| 46 |  $GOOG | Alphabet Inc. | $1.0M | 0.7% | -2% | 80.2 |
| 47 | — | SPDR SERIES TRUST | $999,690 | 0.7% | +0% | — |
| 48 | $IVZ | Invesco Ltd. | $990,936 | 0.6% | +13% | — |
| 49 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $977,776 | 0.6% | +95% | — |
| 50 | — | FIRST TR EXCHNG TRADED FD VI | $910,252 | 0.6% | -1% | — |
| 51 | — | SSGA ACTIVE ETF TR | $904,325 | 0.6% | +21% | — |
| 52 |  $SLV | iShares Silver Trust | $892,909 | 0.6% | +31% | — |
| 53 | $IVZ | Invesco Ltd. | $892,001 | 0.6% | +15% | — |
| 54 | — | ISHARES U S ETF TR | $873,091 | 0.6% | +1% | — |
| 55 | — | FIRST TR EXCH TRD ALPHDX FD | $857,406 | 0.6% | +0% | — |
| 56 | — | FIRST TR EXCHNG TRADED FD VI | $850,499 | 0.6% | -2% | — |
| 57 |  $META | Meta Platforms, Inc. | $816,092 | 0.5% | +14% | 80.9 |
| 58 |  $AVGO | Broadcom Inc. | $809,989 | 0.5% | -3% | 86.4 |
| 59 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $769,383 | 0.5% | -1% | — |
| 60 | — | PACER FDS TR | $768,880 | 0.5% | -9% | — |
| 61 |  $MCHP | MICROCHIP TECHNOLOGY INC | $756,325 | 0.5% | -1% | 40 |
| 62 | — | FIRST TR EXCHANGE-TRADED FD | $756,134 | 0.5% | +3% | — |
| 63 | — | INVESCO EXCHANGE TRADED FD T | $730,248 | 0.5% | +2% | — |
| 64 |  $WMT | Walmart Inc. | $728,900 | 0.5% | +5% | 63.2 |
| 65 | — | ISHARES TR | $721,504 | 0.5% | +4% | — |
| 66 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.5% | +0% | 64.5 |
| 67 | — | VANGUARD WORLD FD | $701,678 | 0.5% | -14% | — |
| 68 | — | FIRST TR EXCHANGE-TRADED FD | $701,576 | 0.5% | -3% | — |
| 69 |  $BRK.B | BERKSHIRE HATHAWAY INC | $693,881 | 0.5% | -4% | 64.5 |
| 70 |  $NOTV | Inotiv, Inc. | $689,034 | 0.5% | +2% | 29.3 |
| 71 | $IVZ | Invesco Ltd. | $687,259 | 0.5% | +1% | — |
| 72 | $IVZ | Invesco Ltd. | $679,047 | 0.4% | +21% | — |
| 73 | — | VANGUARD INDEX FDS | $674,636 | 0.4% | +22% | — |
| 74 | — | FIRST TR EXCHANGE-TRADED FD | $659,427 | 0.4% | -2% | — |
| 75 | — | ISHARES TR | $633,236 | 0.4% | +15% | — |
| 76 |  $CAT | CATERPILLAR INC | $615,652 | 0.4% | -8% | 67.8 |
| 77 | — | SELECT SECTOR SPDR TR | $580,934 | 0.4% | +0% | — |
| 78 | — | VANGUARD INDEX FDS | $562,873 | 0.4% | -7% | — |
| 79 | — | VANGUARD WHITEHALL FDS | $557,599 | 0.4% | +0% | — |
| 80 |  $CVX | CHEVRON CORP | $546,424 | 0.3% | -5% | 54.7 |
| 81 |  $RIO | RIO TINTO PLC | $537,819 | 0.3% | NEW | — |
| 82 | — | FIRST TR EXCH TRADED FD III | $519,935 | 0.3% | +0% | — |
| 83 | — | FIRST TR EXCHANGE-TRADED ALP | $519,007 | 0.3% | -1% | — |
| 84 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $503,650 | 0.3% | -5% | 66.4 |
| 85 | — | FIRST TR EXCH TRADED FD III | $503,215 | 0.3% | +5% | — |
| 86 |  $JPM | JPMORGAN CHASE & CO | $492,719 | 0.3% | +0% | 35.6 |
| 87 | — | VANGUARD INTL EQUITY INDEX F | $479,857 | 0.3% | +64% | — |
| 88 |  $WM | WASTE MANAGEMENT INC | $477,963 | 0.3% | -6% | 70.7 |
| 89 |  $PLTR | Palantir Technologies Inc. | $471,022 | 0.3% | +0% | 85.8 |
| 90 | — | ISHARES TR | $463,818 | 0.3% | +131% | — |
| 91 |  $FCX | FREEPORT-MCMORAN INC | $462,188 | 0.3% | NEW | 73.1 |
| 92 |  $MRK | Merck & Co., Inc. | $456,501 | 0.3% | +0% | 70.9 |
| 93 | — | VANECK ETF TRUST | $439,120 | 0.3% | +0% | — |
| 94 | — | PIMCO ETF TR | $438,187 | 0.3% | +0% | — |
| 95 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $422,449 | 0.3% | +4% | — |
| 96 | — | VANGUARD INSTL INDEX FD | $419,479 | 0.3% | +94% | — |
| 97 |  $TSLA | Tesla, Inc. | $415,246 | 0.3% | +8% | 50.1 |
| 98 |  $WT | WisdomTree, Inc. | $412,150 | 0.3% | +0% | 62.9 |
| 99 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $401,639 | 0.3% | -7% | 66.7 |
| 100 |  $CB | Chubb Ltd | $391,552 | 0.3% | +0% | — |
| 101 |  $EQT | EQT Corp | $391,068 | 0.3% | +28% | 83.3 |
| 102 | — | ISHARES TR | $388,725 | 0.3% | +11% | — |
| 103 |  $MLM | MARTIN MARIETTA MATERIALS INC | $388,528 | 0.3% | +0% | 67.6 |
| 104 | — | ISHARES TR | $383,875 | 0.3% | -1% | — |
| 105 | $IVZ | Invesco Ltd. | $381,695 | 0.3% | +65% | — |
| 106 |  $AMAT | APPLIED MATERIALS INC /DE | $378,704 | 0.3% | +0% | 74.8 |
| 107 | $IVZ | Invesco Ltd. | $376,670 | 0.2% | +5% | — |
| 108 |  $MO | ALTRIA GROUP, INC. | $376,407 | 0.2% | -1% | 72.1 |
| 109 |  $LLY | ELI LILLY & Co | $358,710 | 0.2% | -3% | 89.3 |
| 110 | $IVZ | Invesco Ltd. | $356,343 | 0.2% | -6% | — |
| 111 |  $MCD | MCDONALDS CORP | $355,856 | 0.2% | -7% | 73.9 |
| 112 |  $GOOGL | Alphabet Inc. | $347,512 | 0.2% | -7% | 80.2 |
| 113 |  $SCHW | SCHWAB CHARLES CORP | $347,068 | 0.2% | +0% | 77.2 |
| 114 |  $PG | PROCTER & GAMBLE Co | $344,778 | 0.2% | -16% | 72.9 |
| 115 | $IVZ | Invesco Ltd. | $339,415 | 0.2% | +3% | — |
| 116 |  $XOM | EXXON MOBIL CORP | $336,776 | 0.2% | +0% | 61.8 |
| 117 |  $ETN | Eaton Corp plc | $327,822 | 0.2% | +0% | — |
| 118 |  $TY | TRI-CONTINENTAL Corp | $321,266 | 0.2% | +0% | — |
| 119 |  $ORCL | ORACLE CORP | $318,199 | 0.2% | +0% | 67.2 |
| 120 | $IVZ | Invesco Ltd. | $313,400 | 0.2% | -4% | — |
| 121 | $IVZ | Invesco Ltd. | $310,491 | 0.2% | +1% | — |
| 122 |  $HON | HONEYWELL INTERNATIONAL INC | $299,490 | 0.2% | +0% | 65.7 |
| 123 | — | SELECT SECTOR SPDR TR | $298,275 | 0.2% | +0% | — |
| 124 | — | ISHARES TR | $288,587 | 0.2% | -13% | — |
| 125 |  $IRM | IRON MOUNTAIN INC | $284,972 | 0.2% | -40% | 50.7 |
| 126 | — | ISHARES TR | $281,495 | 0.2% | +10% | — |
| 127 | — | FIRST TR EXCHNG TRADED FD VI | $280,936 | 0.2% | +13% | — |
| 128 |  $TT | Trane Technologies plc | $277,133 | 0.2% | +0% | — |
| 129 |  $ABT | ABBOTT LABORATORIES | $277,105 | 0.2% | -4% | 67 |
| 130 | — | SCHWAB STRATEGIC TR | $275,465 | 0.2% | +19% | — |
| 131 | — | ISHARES TR | $274,959 | 0.2% | +2% | — |
| 132 |  $CWCO | Consolidated Water Co. Ltd. | $274,730 | 0.2% | -4% | — |
| 133 | — | ETF SER SOLUTIONS | $264,178 | 0.2% | +0% | — |
| 134 | $IVZ | Invesco Ltd. | $262,898 | 0.2% | +1% | — |
| 135 |  $CSX | CSX CORP | $259,436 | 0.2% | +0% | 66.4 |
| 136 | — | FIRST TR EXCHANGE-TRADED FD | $257,594 | 0.2% | +0% | — |
| 137 |  $PM | Philip Morris International Inc. | $256,442 | 0.2% | +0% | 80.5 |
| 138 |  $KLAC | KLA CORP | $250,310 | 0.2% | +0% | 84.4 |
| 139 |  $DLR | DIGITAL REALTY TRUST, INC. | $247,790 | 0.2% | -51% | 70.2 |
| 140 |  $RTX | RTX Corp | $245,563 | 0.2% | +0% | 70 |
| 141 | $COR | Cencora, Inc. | $243,912 | 0.2% | +1% | 59.6 |
| 142 | — | FIRST TR EXCHANGE-TRADED ALP | $234,531 | 0.1% | +3% | — |
| 143 | — | VANGUARD WORLD FD | $234,477 | 0.1% | -2% | — |
| 144 | — | ISHARES TR | $232,024 | 0.1% | -3% | — |
| 145 | — | FIRST TR EXCHANGE-TRADED ALP | $225,066 | 0.1% | +0% | — |
| 146 |  $SHEL | Shell plc | $224,130 | 0.1% | NEW | — |
| 147 |  $EME | EMCOR Group, Inc. | $221,493 | 0.1% | NEW | 71.7 |
| 148 | — | PIMCO ETF TR | $211,890 | 0.1% | -7% | — |
| 149 | — | EXCHANGE TRADED CONCEPTS TRU | $210,219 | 0.1% | +5% | — |
| 150 | — | SCHWAB STRATEGIC TR | $202,454 | 0.1% | -9% | — |
| 151 |  $AMD | ADVANCED MICRO DEVICES INC | $201,397 | 0.1% | NEW | 78.8 |
| 152 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $125,902 | 0.1% | +0% | — |
| 153 | — | BLACKROCK UTILS INFRASTRUCTU | $264 | 0.0% | NEW | — |
New Positions (7)
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