1y return+16.4%S&P 500 +20.9%
3y return+48.7%S&P 500 +68.5%
5y return+46.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $174 against $232 in the S&P 500.2
American Institute for Advanced Investment Management, LLPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IWFIshares Tr | $12.5M | 7.2% | |
| IWDIshares Tr | $7.6M | 4.4% | −1.0% |
| SPYState Str Spdr S&p 500 Etf T | $6.9M | 4.0% | −2.6% |
| AAPLApple Inc | $5.7M | 3.3% | |
| MINTPimco Etf Tr | $3.7M | 2.2% | |
| MSFTMicrosoft Corp | $3.5M | 2.0% | |
| IWMIshares Tr | $3.3M | 1.9% | |
| VUGVanguard Index Fds | $3.1M | 1.8% | |
| VTIVanguard Index Fds | $3.0M | 1.7% | |
| VTVVanguard Index Fds | $2.8M | 1.6% | |
| VIGVanguard Specialized Funds | $2.8M | 1.6% | −5.0% |
| SMHVaneck Etf Trust | $2.7M | 1.5% | +2.4% |
| PPAInvesco Exchange Traded Fd T | $2.7M | 1.5% | +3.1% |
| MDYState Str Spdr S&p Midcap 40 | $2.6M | 1.5% | |
| GRIDFirst Tr Exchange-traded Fd | $2.5M | 1.5% | +1.7% |
| AMZNAmazon Com Inc | $2.4M | 1.4% | |
| PAVEGlobal X Fds | $2.4M | 1.4% | |
| GLDSpdr Gold Tr | $2.3M | 1.3% | −3.5% |
| JHSCJohn Hancock Exchange Traded | $2.3M | 1.3% | |
| NVDANvidia Corporation | $2.1M | 1.2% | −8.8% |
| BILSpdr Series Trust | $2.1M | 1.2% | −13.7% |
| VGTVanguard World Fd | $2.1M | 1.2% | |
| AIQGlobal X Fds | $2.0M | 1.2% | +2.6% |
| NLRVaneck Etf Trust | $2.0M | 1.2% | |
| ABBVAbbvie Inc | $1.8M | 1.0% | −5.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.2M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $2.1M |
| CEGConstellation Energy Corp | June 30, 2022 | +333.8% | $1.5M |
| SMHVaneck Etf Trust | June 30, 2023 | +330.8% | $2.7M |
| IYWIshares Tr | June 30, 2020 | +273.9% | $1.7M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $1.7M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $2.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.7M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $12.5M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $1.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $299K
- SHELShell PLC was $224K
- BUI-RBlackrock Utils Infrastructu was $264
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +7.4% | +7.8% |
| June 30, 2025 | +9.2% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +9.7% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −3.8% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: American Institute for Advanced Investment Management, LLP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1805824&type=13F-HR&dateb=&owner=include&count=40CIK 1805824
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1805824/000121465926008788/Filed July 22, 2026 · accession 0001214659-26-008788