Latest American Institute for Advanced Investment Managem Stock Portfolio

American Institute for Advanced Investment Managem Performance:

2025 Q4: 0.57%YTD: 10.67%2024: 14.76%

Performance for 2025 Q4 is 0.57%, and YTD is 10.67%, and 2024 is 14.76%.

About American Institute for Advanced Investment Managem and 13F Hedge Fund Stock Holdings

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, American Institute for Advanced Investment Management, LLP reported an equity portfolio of $155.6 Millions as of 31 Dec, 2025.

The top stock holdings of American Institute for Advanced Investment Management, LLP are IJR, IJR, SPY. The fund has invested 7.8% of it's portfolio in ISHARES TR and 4.3% of portfolio in ISHARES TR.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), ISHARES TR (AAXJ) and CINTAS CORP (CTAS) stocks. They significantly reduced their stock positions in ENERGY TRANSFER L P (ET), IRON MTN INC DEL (IRM) and DIGITAL RLTY TR INC (DLR). American Institute for Advanced Investment Management, LLP opened new stock positions in BLACKROCK UTILS, ISHARES TR (AAXJ) and EQT CORP (EQT). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SPDR SERIES TRUST (BIL) and WISDOMTREE TR (AGZD).

American Institute for Advanced Investment Managem Annual Return Estimates Vs S&P 500

Our best estimate is that American Institute for Advanced Investment Management, LLP made a return of 0.57% in the last quarter. In trailing 12 months, it's portfolio return was 10.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
blackrock utils	490,611
ishares tr	352,110
eqt corp	255,221
first tr exchng traded fd	251,960
bluerock pvt real estate fd	250,980
kla corp	233,674
vanguard instl index fd	215,730

New stocks bought by American Institute for Advanced Investment Managem

Additions

Ticker	% Inc.
select sector spdr tr	99.79
spdr series trust	95.91
select sector spdr tr	77.38
wisdomtree tr	35.72
international business	35.01
ishares tr	34.98
global x fds	34.55
cencora inc	26.96

Additions to existing portfolio by American Institute for Advanced Investment Managem

Reductions

Ticker	% Reduced
energy transfer l p	-48.26
iron mtn inc del	-42.1
digital rlty tr inc	-23.98
vanguard index fds	-20.62
vanguard world fd	-18.41
illinois tool wks inc	-14.62
oracle corp	-12.89
chevron corp new	-10.73

American Institute for Advanced Investment Managem reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-464,867
nuveen quality muncp income	-125,866
ishares tr	-293,791
cintas corp	-242,206

American Institute for Advanced Investment Managem got rid off the above stocks

Sector Distribution

American Institute for Advanced Investment Management, LLP has about 74% of it's holdings in Others sector.

Sector	%
Others	74
Technology	10.5
Consumer Cyclical	3.2
Healthcare	2.8
Industrials	2.4
Utilities	1.8
Consumer Defensive	1.7

Market Cap. Distribution

American Institute for Advanced Investment Management, LLP has about 25.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.9
MEGA-CAP	17.5
LARGE-CAP	8.3

Stocks belong to which Index?

About 24.8% of the stocks held by American Institute for Advanced Investment Management, LLP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.8
S&P 500	24.8

Top 5 Winners (%)		%
SLV	ishares silver tr	48.2 %
LLY	eli lilly & co	40.9 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.0 %
AMAT	applied matls inc	25.5 %

Top 5 Winners ($)		$
AAPL	apple inc	0.3 M
GLD	spdr gold tr	0.3 M
GOOG	alphabet inc	0.2 M
IJR	ishares tr	0.2 M
SLV	ishares silver tr	0.2 M

Top 5 Losers (%)		%
	fibrobiologics inc	-58.8 %
XLB	select sector spdr tr	-43.6 %
XLB	select sector spdr tr	-41.9 %
ORCL	oracle corp	-28.7 %
IRM	iron mtn inc del	-14.7 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-1.0 M
MSFT	microsoft corp	-0.3 M
HD	home depot inc	-0.2 M
ORCL	oracle corp	-0.2 M
AFK	vaneck etf trust	-0.2 M

American Institute for Advanced Investment Managem Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of American Institute for Advanced Investment Managem

American Institute for Advanced Investment Management, LLP has 147 stocks in it's portfolio. About 33.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for American Institute for Advanced Investment Management, LLP last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.68	21,211	5,724,980	reduced	-4.64

AAXJ	ishares tr	0.75	18,952	1,164,010	added	17.13

AAXJ	ishares tr	0.63	18,578	982,409	unchanged	0.00

AAXJ	ishares tr	0.23	3,300	352,110	new

AAXJ	ishares tr	0.16	2,320	255,549	unchanged	0.00

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	1.12	7,659	1,742,930	reduced	-0.33

ABC	cencora inc	0.16	18,975	243,445	added	26.96

ABT	abbott labs	0.22	2,799	350,363	added	2.87

ACIO	etf ser solutions	0.16	3,875	247,365	unchanged	0.00

AFK	vaneck etf trust	1.39	17,349	2,167,000	added	1.39

AFK	vaneck etf trust	0.94	4,047	1,462,340	added	1.33

AFK	vaneck etf trust	0.26	4,785	410,410	unchanged	0.00

AFLG	first tr exchng traded fd	0.57	25,770	882,882	reduced	-1.3

AFLG	first tr exchng traded fd	0.16	5,685	251,960	new

AFTY	pacer fds tr	0.58	16,106	894,950	reduced	-2.23

AGNG	global x fds	1.25	40,469	1,939,120	reduced	-0.17

AGNG	global x fds	0.97	29,789	1,515,160	added	34.55

AGNG	global x fds	0.44	36,583	691,779	added	0.69

AGZD	wisdomtree tr	0.24	2,599	379,264	added	35.72