Where does 13F Pro source American Institute for Advanced Investment Management, LLP's holdings?

All American Institute for Advanced Investment Management, LLP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1805824. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

American Institute for Advanced Investment Management, LLP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1805824

Institutional-grade research for retail investors

Sector Allocation

Other65.1%$112.7M
Technology11.7%$20.2M
Financials9.9%$17.2M
Healthcare3.0%$5.2M
Consumer Discretionary2.6%$4.5M
Consumer Staples2.4%$4.2M
Industrials2.0%$3.4M
Utilities1.2%$2.0M
Materials0.9%$1.5M
Energy0.8%$1.5M

AUM History

13fpro.ai/research/fund/american-institute-for-advanced-investment-management-llp-1805824

Conviction and streaks

Stable · top 10 = 30.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.2% weight · held 10 quarters

$Conviction hold4.4% weight · held 10 quarters

$SPYConviction hold4.0% weight · held 10 quarters

$AAPLConviction hold3.3% weight · held 10 quarters

$Conviction hold2.1% weight · held 10 quarters

$Accumulating+248% shares · 9 quarters running

$IVZAccumulating+393% shares · 7 quarters running

$CORAccumulating+52% shares · 6 quarters running

$Accumulating+508% shares · 4 quarters running

$Accumulating+148% shares · 4 quarters running

$AMZNTrimming-18% shares · 7 quarters running

$Trimming-33% shares · 7 quarters running

$Trimming-31% shares · 7 quarters running

$Trimming-29% shares · 6 quarters running

$AAPLTrimming-14% shares · 5 quarters running

Largest positions — Q2 2026

ISHARES
$12.5M
ISHARES
$7.6M
SPY
$6.9M
AAPL
$5.7M
PIMCO
$3.7M
MSFT
$3.5M
ISHARES
$3.3M
VANGUARD
$3.1M
VANGUARD
$3.0M
VANGUARD
$2.8M
VANGUARD
$2.8M
VANECK
$2.7M
IVZ
$2.7M
MDY
$2.6M
FIRST
$2.5M
AMZN
$2.4M
GLOBAL
$2.4M
GLD
$2.3M
JOHN
$2.3M
NVDA
$2.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/american-institute-for-advanced-investment-management-llp-1805824

American Institute for Advanced Investment Management, LLP 13F holdings — Q2 2026

$173.1M portfolio (+12.1% QoQ) · 159 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio

1
ISHARES TR - RUS 1000 GRW ETF
$12.5M
7.2% of stocks
+298%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - RUS 1000 VAL ETF
$7.6M
4.4% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
3
SPDR S&P 500 ETF TRUST
$SPY
$6.9M
4.0% of stocks
-3%This quarter+2.4%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
4
Apple Inc.
$AAPL
$5.7M
3.3% of stocks
-0.9%This quarter+5.5%Since filed10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
5
PIMCO ETF TR - ENHAN SHRT MA AC
$3.7M
2.1% of stocks
+0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
MICROSOFT CORP
$MSFT
$3.5M
2.0% of stocks
+0.1%This quarter+36.5%Since filed10+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
7
ISHARES TR - RUSSELL 2000 ETF
$3.3M
1.9% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - GROWTH ETF
$3.1M
1.8% of stocks
+501%This quarter—Since filed—Held
AIQuality—Est. buy—
9
VANGUARD INDEX FDS - TOTAL STK MKT
$3.0M
1.7% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INDEX FDS - VALUE ETF
$2.8M
1.6% of stocks
+0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - RUS 1000 GRW ETF	$12.5M	7.2%	+298%	—	—	—	—
2	ISHARES TR - RUS 1000 VAL ETF	$7.6M	4.4%	-1%	—	—	—	—
3	SPDR S&P 500 ETF TRUST$SPY	$6.9M	4.0%	-3%	+2.4%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
4	Apple Inc.$AAPL	$5.7M	3.3%	-0.9%	+5.5%	10+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
5	PIMCO ETF TR - ENHAN SHRT MA AC	$3.7M	2.1%	+0.6%	—	—	—	—
6	MICROSOFT CORP$MSFT	$3.5M	2.0%	+0.1%	+36.5%	10+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
7	ISHARES TR - RUSSELL 2000 ETF	$3.3M	1.9%	-0.6%	—	—	—	—
8	VANGUARD INDEX FDS - GROWTH ETF	$3.1M	1.8%	+501%	—	—	—	—
9	VANGUARD INDEX FDS - TOTAL STK MKT	$3.0M	1.7%	+0.7%	—	—	—	—
10	VANGUARD INDEX FDS - VALUE ETF	$2.8M	1.6%	+0.4%	—	—	—	—

All holdings — American Institute for Advanced Investment Management, LLP (Q2 2026)

Sort

159 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$2.8M	1.6%	12K	-5%	—	—	13F
12	—	VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund	—	$2.7M	1.5%	4,067	+2%	—	—	13F
13	$IVZ	Invesco Ltd.	Financials	$2.7M	1.5%	15K	+3%	10+ qtrsAdded 9 qtrs in a row	—	13F
14	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$2.6M	1.5%	3,696	-0.6%	10+ qtrs	—	13F
15	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	—	$2.5M	1.5%	18K	+2%	—	—	13F
16	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.4M	1.4%	10K	-0.7%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	GLOBAL X FDS - US INFR DEV ETFetf/fund	—	$2.4M	1.4%	41K	+0.7%	—	—	13F
18	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$2.3M	1.3%	6,167	-4%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	JOHN HANCOCK EXCHANGE TRADED - MULTIFACTR SML	—	$2.3M	1.3%	47K	-0.5%	—	—	13F
20	$NVDA	NVIDIA CORP	Technology	$2.1M	1.2%	11K	-9%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund	—	$2.1M	1.2%	23K	-14%	—	—	13F
22	—	VANGUARD WORLD FD - INF TECH ETFetf/fund	—	$2.1M	1.2%	17K	+692%	—	—	13F
23	—	GLOBAL X FDS - ARTIFICIAL ETFetf/fund	—	$2.0M	1.2%	31K	+3%	—	—	13F
24	—	VANECK ETF TRUST - URANI NUCLE ETFetf/fund	—	$2.0M	1.2%	17K	+0.5%	—	—	13F
25	$ABBV	AbbVie Inc.	Healthcare	$1.8M	1.1%	7,204	-6%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	ISHARES TR - U.S. TECH ETF	—	$1.7M	1.0%	6,929	+2%
27	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$1.7M	1.0%	9,050	-2%
28	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.6M	0.9%	6,340	-2%
29	—	SELECT SECTOR SPDR TR - ST STR FINL ETF	—	$1.5M	0.9%	29K	-2%
30	$CEG	Constellation Energy Corp	Utilities	$1.5M	0.9%	6,021	—
31	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$1.5M	0.8%	9,267	-7%
32	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	—	$1.4M	0.8%	4,706	+0.4%
33	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$1.3M	0.8%	6,795	-0.2%
34	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.3M	0.8%	10K	-1%
35	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$1.3M	0.8%	4,840	—
36	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$1.3M	0.8%	26K	+9%
37	—	FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF	—	$1.3M	0.7%	52K	-0.4%
38	—	ISHARES TR - GLB INFRASTR ETF	—	$1.3M	0.7%	19K	-0.6%
39	$GOOGL	Alphabet Inc.	Technology	$1.2M	0.7%	3,587	-1%
40	$MCK	MCKESSON CORP	Consumer Staples	$1.2M	0.7%	1,600	—
41	$IVZ	Invesco Ltd.	Financials	$1.2M	0.7%	5,551	-0.8%
42	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$1.1M	0.7%	19K	-18%
43	$IVZ	Invesco Ltd.	Financials	$1.1M	0.7%	16K	-0.7%
44	$BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	—	$1.1M	0.6%	38K	+3%
45	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$1.1M	0.6%	12K	+0.0%
46	$IVZ	Invesco Ltd.	Financials	$1.1M	0.6%	55K	+8%
47	$MCHP	MICROCHIP TECHNOLOGY INC	Technology	$1.1M	0.6%	12K	—
48	—	ISHARES TR - ISHS 1-5YR INVS	—	$1.1M	0.6%	20K	+4%
49	—	SPDR SERIES TRUST - ST STR SP DIV	—	$1.0M	0.6%	6,850	—
50	$IVZ	Invesco Ltd.	Financials	$1.0M	0.6%	51K	+16%
51	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.0M	0.6%	1,104	-0.7%
52	—	ISHARES U S ETF TR - SHOR DURA BD ETF	—	$1.0M	0.6%	20K	+17%
53	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$999K	0.6%	11K	-0.7%
54	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$996K	0.6%	23K	+288%
55	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$988K	0.6%	1,341	+0.6%
56	$AVGO	Broadcom Inc.	Technology	$932K	0.5%	2,467	-6%
57	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	—	$926K	0.5%	31K	-4%
58	$CAT	CATERPILLAR INC	Industrials	$925K	0.5%	869	—
59	—	SSGA ACTIVE ETF TR - ST STR TOTAL ETF	—	$923K	0.5%	23K	+3%
60	—	ISHARES TR - ISHARES SEMICDTR	—	$905K	0.5%	1,413	+21%
61	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	—	$898K	0.5%	46K	+2%
62	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$894K	0.5%	24K	-3%
63	—	FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX	—	$871K	0.5%	11K	-3%
64	—	INVESCO EXCHANGE TRADED FD T - S&P SML600 VAL	—	$868K	0.5%	5,820	-0.9%
65	—	ISHARES TR - CORE S&P SCP ETF	—	$860K	0.5%	5,797	-0.1%
66	—	PACER FDS TR - TRENDP US LAR CP	—	$796K	0.5%	14K	-7%
67	$IVZ	Invesco Ltd.	Financials	$792K	0.5%	43K	+17%
68	$META	Meta Platforms, Inc.	Technology	$766K	0.4%	9,831	-6%
69	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$749K	0.4%	1	—
70	$AMAT	APPLIED MATERIALS INC /DE	Technology	$729K	0.4%	1,008	-9%
71	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$714K	0.4%	1,040	-8%
72	$NOTV	Inotiv, Inc.	Healthcare	$696K	0.4%	37K	-0.6%
73	$SLV	iShares Silver Trust	Financials	$691K	0.4%	13K	-1%
74	$IVZ	Invesco Ltd.	Financials	$687K	0.4%	35K	—
75	$AMD	ADVANCED MICRO DEVICES INC	Technology	$685K	0.4%	1,180	+19%
76	$WMT	Walmart Inc.	Consumer Staples	$675K	0.4%	5,960	+2%
77	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$665K	0.4%	3,592	—
78	—	FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH	—	$663K	0.4%	8,350	New
79	$MU	MICRON TECHNOLOGY INC	Technology	$656K	0.4%	568	New
80	—	FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD	—	$648K	0.4%	31K	New
81	$RIO	RIO TINTO PLC	Materials	$640K	0.4%	6,740	+17%
82	—	VANGUARD INDEX FDS - MID CAP ETF	—	$632K	0.4%	7,840	+300%
83	$KLAC	KLA CORP	Technology	$631K	0.4%	2,090	+1129%
84	—	ISHARES TR - 7-10 YR TRSY BD	—	$627K	0.4%	6,625	-0.2%
85	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$612K	0.3%	1,223	-16%
86	—	VANGUARD WORLD FD - ENERGY ETF	—	$609K	0.3%	4,055	—
87	—	GLOBAL X FDS - DATA CTR DIG ETF	—	$580K	0.3%	19K	New
88	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$556K	0.3%	9,308	+5%
89	$JPM	JPMORGAN CHASE & CO	Financials	$548K	0.3%	1,675	—
90	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$548K	0.3%	3,465	-8%
91	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$541K	0.3%	5,590	-0.5%
92	—	ISHARES TR - U.S. PHARMA ETF	—	$540K	0.3%	5,457	+2%
93	—	FIRST TR EXCH TRADED FD III - INSTL PFD SECS	—	$528K	0.3%	27K	—
94	—	FIRST TR EXCH TRADED FD III - PFD SECS INC ETF	—	$507K	0.3%	28K	—
95	$MRK	Merck & Co., Inc.	Healthcare	$488K	0.3%	3,795	—
96	$FCX	FREEPORT-MCMORAN INC	Materials	$485K	0.3%	7,713	-2%
97	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$480K	0.3%	13K	-2%
98	$TSLA	Tesla, Inc.	Consumer Discretionary	$472K	0.3%	1,122	+0.4%
99	$ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	Other	$453K	0.3%	29K	—
100	$IVZ	Invesco Ltd.	Financials	$443K	0.3%	6,872	—
101	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$438K	0.3%	1,557	-6%
102	$CVX	CHEVRON CORP	Energy	$438K	0.3%	2,641	—
103	—	PIMCO ETF TR - ENHNCD LW DUR AC	—	$437K	0.3%	4,573	—
104	$WT	WisdomTree, Inc.	Financials	$429K	0.3%	2,474	-5%
105	$IVZ	Invesco Ltd.	Financials	$427K	0.3%	26K	+12%
106	$LLY	ELI LILLY & Co	Healthcare	$420K	0.2%	350	-10%
107	$GOOG	Alphabet Inc.	Technology	$416K	0.2%	1,176	-3%
108	$MO	ALTRIA GROUP, INC.	Consumer Staples	$410K	0.2%	5,704	—
109	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$402K	0.2%	4,279	-40%
110	$CB	Chubb Ltd	Financials	$398K	0.2%	1,240	—
111	$IVZ	Invesco Ltd.	Financials	$394K	0.2%	5,416	-0.6%
112	—	ISHARES TR - SHRT NAT MUN ETF	—	$389K	0.2%	3,650	—
113	$ETN	Eaton Corp plc	Industrials	$386K	0.2%	907	-1%
114	$MLM	MARTIN MARIETTA MATERIALS INC	Materials	$381K	0.2%	660	—
115	$IVZ	Invesco Ltd.	Financials	$379K	0.2%	2,675	-1%
116	—	ISHARES TR - 1 3 YR TREAS BD	—	$372K	0.2%	4,530	+36%
117	—	ETF SER SOLUTIONS - DEFIANCE SPACE A	—	$368K	0.2%	3,875	—
118	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$361K	0.2%	4,785	—
119	$IRM	IRON MOUNTAIN INC	Real Estate	$356K	0.2%	2,815	+0.9%
120	$TY	TRI-CONTINENTAL Corp	Other	$355K	0.2%	10K	+2%
121	—	VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF	—	$355K	0.2%	4,695	-15%
122	$IVZ	Invesco Ltd.	Financials	$347K	0.2%	15K	—
123	$PG	PROCTER & GAMBLE Co	Consumer Staples	$343K	0.2%	2,337	-2%
124	$SCHW	SCHWAB CHARLES CORP	Financials	$341K	0.2%	3,693	—
125	$IVZ	Invesco Ltd.	Financials	$329K	0.2%	1,086	-2%
126	$TT	Trane Technologies plc	Technology	$327K	0.2%	665	—
127	$ORCL	ORACLE CORP	Technology	$317K	0.2%	2,163	—
128	$IVZ	Invesco Ltd.	Financials	$313K	0.2%	15K	—
129	$MCD	MCDONALDS CORP	Consumer Discretionary	$310K	0.2%	1,145	—
130	$CSX	CSX CORP	Industrials	$300K	0.2%	6,320	—
131	—	ISHARES TR - SELECT DIVID ETF	—	$298K	0.2%	1,906	—
132	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$294K	0.2%	12K	+7%
133	$TXN	TEXAS INSTRUMENTS INC	Technology	$294K	0.2%	985	New
134	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$286K	0.2%	6,550	+2%
135	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$284K	0.2%	1,965	—
136	—	ISHARES TR - TRUST ISHARE 0-1	—	$281K	0.2%	2,550	—
137	$PM	Philip Morris International Inc.	Consumer Staples	$281K	0.2%	1,551	—
138	—	EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF	—	$276K	0.2%	3,217	+5%
139	$XOM.R34088	EXXON MOBIL CORP	Energy	$271K	0.2%	1,985	—
140	$PLTR	Palantir Technologies Inc.	Technology	$271K	0.2%	2,320	-28%
141	$WM	WASTE MANAGEMENT INC	Utilities	$264K	0.1%	1,185	-43%
142	$EQT	EQT Corp	Energy	$263K	0.1%	4,945	-20%
143	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$257K	0.1%	1,755	—
144	$DLR	DIGITAL REALTY TRUST, INC.	Real Estate	$250K	0.1%	1,390	+1%
145	$EME	EMCOR Group, Inc.	Industrials	$249K	0.1%	300	—
146	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$249K	0.1%	3,147	New
147	$COR	Cencora, Inc.	Consumer Staples	$246K	0.1%	19K	+1%
148	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$245K	0.1%	4,619	-5%
149	$CWCO	Consolidated Water Co. Ltd.	Utilities	$245K	0.1%	8,295	—
150	$RTX	RTX Corp	Industrials	$242K	0.1%	1,273	—

What changed in Q2 2026

Against the previous quarter's 13F: 9 new, 45 added to, 61 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (9)

FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH$663K
first bought this quarter
$MUMICRON TECHNOLOGY INC$656K
first bought this quarter
FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD$648K
first bought this quarter
GLOBAL X FDS - DATA CTR DIG ETF$580K
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$294K
first bought this quarter
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$249K
first bought this quarter

+3 more in the Excel export

Added to (45)

ISHARES TR - RUS 1000 GRW ETF+298%
now $12.5M
VANGUARD INDEX FDS - GROWTH ETF+501%
now $3.1M
VANGUARD WORLD FD - INF TECH ETF+692%
now $2.1M
FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY+288%
now $996K
$KLACKLA CORP+1129%
now $631K · held 3 qtrs
VANGUARD INDEX FDS - MID CAP ETF+300%
now $632K

+39 more in the Excel export

Trimmed (61)

SPDR SERIES TRUST - ST STR BLO 1 ETF-14%
now $2.1M
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF-40%
now $402K
GLOBAL X FDS - DEFENSE TECH ETF-18%
now $1.1M
$NVDANVIDIA CORP-9%
now $2.1M · held 10+ qtrs, 2 trims in a row
$WMWASTE MANAGEMENT INC-43%
now $264K · held 10+ qtrs, 2 trims in a row
$SPYSPDR S&P 500 ETF TRUST-3%
now $6.9M · held 10+ qtrs

+55 more in the Excel export

Sold out (3)

$HONHONEYWELL INTERNATIONAL INCwas $299K
held 9+ qtrs
$SHELShell plcwas $224K
held 1 qtr
BLACKROCK UTILS INFRASTRUCTUwas $264

Firm AUM (Form ADV): $309.3M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F American Institute for Advanced Investment Management, LLP has filed, 26 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 22, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of American Institute for Advanced Investment Management, LLP's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

+3.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 13% over the last 4

Top 10 weight

30%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

American Institute for Advanced Investment Management, LLP disclosed 159 positions worth $173.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 3 and a full exit from $HON. The portfolio is most concentrated in Other (65.1% 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.

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AI-Powered Hedge Fund Analysis: American Institute for Advanced Investment Management, LLP

13F Pro is an AI hedge fund tracker and stock research platform. For American Institute for Advanced Investment Management, LLP (SEC CIK: 1805824), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in American Institute for Advanced Investment Management, LLP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.