American Institute for Advanced Investment Management, LLP reported 57 positions worth $48.33M for the quarter ended Sep 30, 2026, up 2.1% on the prior quarter. It opened 2 new positions, added to 18, trimmed 18 and exited 3. Its largest holding is Apple Inc. at 13.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HD Home Depot, Inc. | +6,892 | +68.9% | $430.52K | 2.18% |
| SHEL Shell plc | +2,410 | – | $229.07K | 0.474% |
| SAP Sap Se | +1,030 | – | $214.73K | 0.444% |
| INTC Intel Corp | +1,450 | +99.9% | $174.33K | 0.722% |
| RIO Rio Tinto Plc | +875 | +13.0% | $82.40K | 1.48% |
| GOOGL Alphabet Inc. | +181 | +5.0% | $60.46K | 2.6% |
| CVX Chevron Corp | +240 | +9.1% | $49.01K | 1.22% |
| NVDA Nvidia Corp | +209 | +2.0% | $47.73K | 5.13% |
| XOM ExxonMobil Holdings Corp | +272 | +13.7% | $44.27K | 0.76% |
| COST Costco Wholesale Corp | +35 | +3.2% | $31.86K | 2.15% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| WM Waste Management Inc | -1,185 | -100.0% | $264.11K | Exited |
| EQT EQT Corp | -4,945 | -100.0% | $262.93K | Exited |
| COR Cencora, Inc. | -19.4K | -100.0% | $245.80K | Exited |
| GLD Spdr Gold Trust | -336 | -5.4% | $127.66K | 4.58% |
| AMD Advanced Micro Devices Inc | -195 | -16.5% | $119.29K | 1.25% |
| ITW Illinois Tool Works Inc | -375 | -7.7% | $96.48K | 2.38% |
| MLM Martin Marietta Materials Inc | -195 | -29.5% | $93.56K | 0.462% |
| AAPL Apple Inc. | -240 | -1.2% | $79.92K | 13.31% |
| CEG Constellation Energy Corp | -305 | -5.1% | $78.08K | 3.03% |
| KLAC Kla Corp | -400 | -19.1% | $77.97K | 0.682% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 19.3K | $6.43M | 13.31% | -240 | -1.2% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 9,264 | $4.75M | 9.83% | -45 | -0.5% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 10.0K | $2.50M | 5.17% | -124 | -1.2% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 10.9K | $2.48M | 5.13% | +209 | +2.0% | Added | 0% |
| 5 | GLD Spdr Gold Trust | Financial Services | 5,831 | $2.22M | 4.58% | -336 | -5.4% | Reduced | 0% |
| 6 | ABBV AbbVie Inc. | Healthcare | 7,171 | $1.88M | 3.88% | -33 | -0.5% | Reduced | 0% |
| 7 | JNJ Johnson & Johnson | Healthcare | 6,320 | $1.67M | 3.46% | -20 | -0.3% | Reduced | 0% |
| 8 | CEG Constellation Energy Corp | Utilities | 5,716 | $1.46M | 3.03% | -305 | -5.1% | Reduced | 0% |
| 9 | MCK Mckesson Corp | Healthcare | 1,600 | $1.37M | 2.83% | 0 | 0.0% | Unchanged | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 3,768 | $1.26M | 2.6% | +181 | +5.0% | Added | 0% |
| 11 | ITW Illinois Tool Works Inc | Industrials | 4,465 | $1.15M | 2.38% | -375 | -7.7% | Reduced | 0% |
| 12 | HD Home Depot, Inc. | Consumer Discretionary | 16.9K | $1.06M | 2.18% | +6,892 | +68.9% | Added | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 1,139 | $1.04M | 2.15% | +35 | +3.2% | Added | 0% |
| 14 | MCHP Microchip Technology Inc | Technology | 11.7K | $910.38K | 1.88% | 0 | 0.0% | Unchanged | 0% |
| 15 | AVGO Broadcom Inc. | Technology | 2,417 | $848.83K | 1.76% | -50 | -2.0% | Reduced | 0% |
Tip. Select a row to see that position’s full history at American Institute for Advanced Investment Management, LLP.
As of its Q3 2026 13F filing, American Institute for Advanced Investment Management, LLP’s five largest positions were Apple Inc. (AAPL) at 13.3%, Microsoft Corp (MSFT) at 9.8%, Amazon Com Inc (AMZN) at 5.2%, Nvidia Corp (NVDA) at 5.1%, Spdr Gold Trust (GLD) at 4.6% of the reported portfolio.
American Institute for Advanced Investment Management, LLP reported a 13F portfolio worth $48.33M across 57 positions for Q3 2026. That is up 2.1% from the previous quarter.
Its largest purchases by value were Home Depot, Inc. ($430.52K), Shell plc ($229.07K), Sap Se ($214.73K). It opened 2 new positions.
Its largest sales by value were Waste Management Inc ($264.11K), EQT Corp ($262.93K), Cencora, Inc. ($245.80K). It exited 3 positions entirely.
From the Form 13F-HR reports American Institute for Advanced Investment Management, LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.