American Institute for Advanced Investment Management, LLP

13F filer · CIK 0001805824

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$173MU.S. long equity reported on 13F

Positions723 new · 2 closed

Net flow last quarter-$473KBuys minus sells

Top 10 positions weight18.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202672 positions
SPYSPDR S&P 500 ETF Trust	$6.92M	4.00%	Not reported	-2.6%	Q4 2019
AAPLApple Inc.	$5.66M	3.27%	0.00%	-0.9%	Q4 2019
MSFTMicrosoft Corp	$3.47M	2.01%	0.00%	+0.1%	Q4 2019
SMHMarket Vectors ETF Trust	$2.67M	1.54%	Not reported	+2.4%	Q2 2023
MDYSPDR S&P Midcap 400 ETF Trust	$2.6M	1.50%	Not reported	-0.6%	Q4 2019
AMZNAmazon Com Inc	$2.42M	1.40%	0.00%	-0.7%	Q4 2019
GLDSPDR Gold Trust	$2.27M	1.31%	0.00%	-3.5%	Q4 2019
NVDANvidia Corp	$2.13M	1.23%	0.00%	-8.8%	Q2 2023
AIQAlliance HealthCare Services, Inc	$2.04M	1.18%	0.29%	+2.6%	Q2 2025
ABBVAbbVie Inc.	$1.81M	1.05%	0.00%	-5.9%	Q4 2019
JNJJohnson & Johnson	$1.61M	0.93%	0.00%	-2.2%	Q4 2019
CEGConstellation Energy Corp	$1.5M	0.87%	0.00%	Not reported	Q2 2022
VOTVan Kampen Municipal Opportunity Trust II	$1.44M	0.83%	Not reported	+0.4%	Q4 2019
HDHome Depot, Inc.	$1.33M	0.77%	0.00%	-1.0%	Q4 2019
ITWIllinois Tool Works Inc	$1.31M	0.76%	0.00%	Not reported	Q4 2019
GOOGLAlphabet Inc.	$1.24M	0.72%	0.00%	-1.2%	Q4 2019
MCKMckesson Corp	$1.21M	0.70%	0.00%	Not reported	Q1 2026
SHLDSears Holdings Corp	$1.15M	0.66%	0.02%	-17.6%	Q2 2025
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust	$1.11M	0.64%	Not reported	+2.9%	Q4 2025
MCHPMicrochip Technology Inc	$1.07M	0.62%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$1.03M	0.60%	0.00%	-0.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$988K	0.57%	Not reported	+0.6%	Q4 2019
AVGOBroadcom Inc.	$932K	0.54%	0.00%	-5.7%	Q4 2021
CATCaterpillar Inc	$925K	0.53%	0.00%	Not reported	Q4 2021
BSVNBank7 Corp.	$766K	0.44%	0.10%	-5.5%	Q4 2019
BRK.ABerkshire Hathaway Inc	$749K	0.43%	Not reported	Not reported	Q4 2019
AMATApplied Materials Inc	$729K	0.42%	0.00%	-9.0%	Q1 2024
SLViShares Silver Trust	$691K	0.40%	0.00%	-1.5%	Q3 2024
AMDAdvanced Micro Devices Inc	$685K	0.40%	0.00%	+19.2%	Q1 2026
WMTWalmart Inc.	$675K	0.39%	0.00%	+1.6%	Q4 2019
MUMicron Technology Inc	$656K	0.38%	0.00%	New	Q2 2026
RIORio Tinto PLC	$640K	0.37%	0.00%	+16.9%	Q1 2026
KLACKla Corp	$631K	0.36%	0.00%	+22.9%	Q4 2025
BRK.BBerkshire Hathaway Inc	$612K	0.35%	Not reported	-15.5%	Q4 2019
JPMJPMorgan Chase & Co	$548K	0.32%	0.00%	Not reported	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$548K	0.32%	Not reported	-8.0%	Q1 2024
MRKMerck & Co., Inc.	$488K	0.28%	0.00%	Not reported	Q4 2019
FCXFreeport-Mcmoran Inc	$485K	0.28%	0.00%	-1.9%	Q1 2022
EPDEnterprise Products Partners L.P.	$480K	0.28%	0.00%	-1.9%	Q1 2023
TSLATesla, Inc.	$472K	0.27%	0.00%	+0.5%	Q2 2025
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$453K	0.26%	Not reported	Not reported	Q4 2019
IBMInternational Business Machines Corp	$438K	0.25%	0.00%	-6.0%	Q2 2023
CVXChevron Corp	$438K	0.25%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$420K	0.24%	0.00%	-10.3%	Q3 2023
GOOGAlphabet Inc.	$416K	0.24%	Not reported	-2.9%	Q2 2021
MOAltria Group, Inc.	$410K	0.24%	0.00%	Not reported	Q4 2019
CBChubb Ltd	$398K	0.23%	0.00%	Not reported	Q3 2024
ETNEaton Corp plc	$386K	0.22%	0.00%	-1.1%	Q3 2023
MLMMartin Marietta Materials Inc	$381K	0.22%	0.00%	Not reported	Q1 2021
IRMIron Mountain Inc	$356K	0.21%	0.00%	+0.9%	Q3 2022

Q1 2026Reported Apr 24, 202671 positions
SPYSPDR S&P 500 ETF Trust	$6.19M	4.01%	Not reported	-0.9%	Q4 2019
AAPLApple Inc.	$5M	3.24%	0.00%	-7.0%	Q4 2019
MSFTMicrosoft Corp	$3.44M	2.23%	0.00%	+1.7%	Q4 2019
GLDSPDR Gold Trust	$2.73M	1.77%	0.00%	+4.9%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.29M	1.49%	Not reported	Not reported	Q4 2019
AMZNAmazon Com Inc	$2.13M	1.38%	0.00%	-6.0%	Q4 2019
NVDANvidia Corp	$2.04M	1.32%	0.00%	-1.4%	Q2 2023
CEGConstellation Energy Corp	$1.69M	1.10%	0.00%	-3.6%	Q2 2022
ABBVAbbVie Inc.	$1.67M	1.08%	0.00%	Not reported	Q4 2019
SHLDSears Holdings Corp	$1.65M	1.07%	0.02%	+1.5%	Q2 2025
JNJJohnson & Johnson	$1.59M	1.03%	0.00%	Not reported	Q4 2019
SMHMarket Vectors ETF Trust	$1.52M	0.99%	Not reported	-1.9%	Q2 2023
AIQAlliance HealthCare Services, Inc	$1.41M	0.91%	0.28%	+1.5%	Q2 2025
MCKMckesson Corp	$1.38M	0.90%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$1.28M	0.83%	0.00%	-35.7%	Q4 2019
ITWIllinois Tool Works Inc	$1.26M	0.82%	0.00%	-17.1%	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$1.21M	0.78%	Not reported	-1.9%	Q4 2019
COSTCostco Wholesale Corp	$1.11M	0.72%	0.00%	+0.1%	Q4 2019
GOOGLAlphabet Inc.	$1.02M	0.66%	0.00%	-2.4%	Q4 2019
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust	$978K	0.63%	Not reported	+94.7%	Q4 2025
SLViShares Silver Trust	$893K	0.58%	0.00%	+31.0%	Q3 2024
BSVNBank7 Corp.	$816K	0.53%	0.11%	+13.7%	Q4 2019
AVGOBroadcom Inc.	$810K	0.52%	0.00%	-2.8%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$769K	0.50%	Not reported	-1.1%	Q4 2019
MCHPMicrochip Technology Inc	$756K	0.49%	0.00%	-1.1%	Q4 2019
WMTWalmart Inc.	$729K	0.47%	0.00%	+5.4%	Q4 2019
BRK.ABerkshire Hathaway Inc	$718K	0.47%	Not reported	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$694K	0.45%	Not reported	-4.0%	Q4 2019
CATCaterpillar Inc	$616K	0.40%	0.00%	-8.4%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$558K	0.36%	Not reported	Not reported	Q1 2024
CVXChevron Corp	$546K	0.35%	0.00%	-5.2%	Q4 2019
RIORio Tinto PLC	$538K	0.35%	0.00%	New	Q1 2026
EPDEnterprise Products Partners L.P.	$504K	0.33%	0.00%	-5.2%	Q1 2023
JPMJPMorgan Chase & Co	$493K	0.32%	0.00%	Not reported	Q1 2022
WMWaste Management Inc	$478K	0.31%	0.00%	-5.7%	Q2 2020
PLTRPalantir Technologies Inc.	$471K	0.31%	0.00%	Not reported	Q4 2024
FCXFreeport-Mcmoran Inc	$462K	0.30%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$457K	0.30%	0.00%	Not reported	Q4 2019
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$422K	0.27%	Not reported	+4.0%	Q4 2019
TSLATesla, Inc.	$415K	0.27%	0.00%	+8.0%	Q2 2025
IBMInternational Business Machines Corp	$402K	0.26%	0.00%	-6.6%	Q2 2023
CBChubb Ltd	$392K	0.25%	0.00%	Not reported	Q3 2024
EQTEQT Corp	$391K	0.25%	0.00%	+28.2%	Q4 2025
MLMMartin Marietta Materials Inc	$389K	0.25%	0.00%	Not reported	Q1 2021
AMATApplied Materials Inc	$379K	0.25%	0.00%	Not reported	Q1 2024
MOAltria Group, Inc.	$376K	0.24%	0.00%	-1.1%	Q4 2019
LLYELI LILLY & Co	$359K	0.23%	0.00%	-2.5%	Q3 2023
MCDMcdonalds Corp	$356K	0.23%	0.00%	-6.5%	Q4 2019
GOOGAlphabet Inc.	$348K	0.23%	Not reported	-6.9%	Q2 2021
SCHWSchwab Charles Corp	$347K	0.22%	0.00%	Not reported	Q4 2023

Q4 2025Reported Feb 4, 202669 positions
SPYSPDR S&P 500 ETF Trust	$6.54M	4.21%	Not reported	-0.6%	Q4 2019
AAPLApple Inc.	$5.72M	3.68%	0.00%	-4.6%	Q4 2019
MSFTMicrosoft Corp	$4.42M	2.84%	0.00%	-0.9%	Q4 2019
AMZNAmazon Com Inc	$2.51M	1.61%	0.00%	-3.2%	Q4 2019
GLDSPDR Gold Trust	$2.4M	1.55%	0.00%	-0.8%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.24M	1.44%	Not reported	-0.4%	Q4 2019
NVDANvidia Corp	$2.21M	1.42%	0.00%	+2.8%	Q2 2023
CEGConstellation Energy Corp	$2.19M	1.41%	0.00%	-5.6%	Q2 2022
ABBVAbbVie Inc.	$1.74M	1.12%	0.00%	-0.3%	Q4 2019
HDHome Depot, Inc.	$1.56M	1.01%	0.00%	-4.3%	Q4 2019
AIQAlliance HealthCare Services, Inc	$1.52M	0.97%	0.28%	+34.6%	Q2 2025
SHLDSears Holdings Corp	$1.5M	0.97%	0.02%	+17.1%	Q2 2025
SMHMarket Vectors ETF Trust	$1.46M	0.94%	Not reported	+1.3%	Q2 2023
ITWIllinois Tool Works Inc	$1.44M	0.92%	0.00%	-14.6%	Q4 2019
JNJJohnson & Johnson	$1.34M	0.86%	0.00%	Not reported	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$1.33M	0.86%	Not reported	Not reported	Q4 2019
GOOGLAlphabet Inc.	$1.13M	0.73%	0.00%	+1.4%	Q4 2019
COSTCostco Wholesale Corp	$960K	0.62%	0.00%	+1.9%	Q4 2019
AVGOBroadcom Inc.	$931K	0.60%	0.00%	-5.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$827K	0.53%	Not reported	-2.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$758K	0.49%	Not reported	Not reported	Q4 2019
BRK.ABerkshire Hathaway Inc	$755K	0.49%	Not reported	Not reported	Q4 2019
MCHPMicrochip Technology Inc	$754K	0.48%	0.00%	Not reported	Q4 2019
BSVNBank7 Corp.	$721K	0.46%	0.10%	+2.2%	Q4 2019
SLViShares Silver Trust	$644K	0.41%	0.00%	+11.1%	Q3 2024
WMTWalmart Inc.	$620K	0.40%	0.00%	Not reported	Q4 2019
PLTRPalantir Technologies Inc.	$572K	0.37%	0.00%	+7.3%	Q4 2024
CATCaterpillar Inc	$545K	0.35%	0.00%	+2.0%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$540K	0.35%	Not reported	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$533K	0.34%	0.00%	+2.3%	Q1 2022
IBMInternational Business Machines Corp	$525K	0.34%	0.00%	+35.0%	Q2 2023
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust	$491K	0.32%	Not reported	New	Q4 2025
WMWaste Management Inc	$485K	0.31%	0.00%	Not reported	Q2 2020
TSLATesla, Inc.	$465K	0.30%	0.00%	+26.1%	Q2 2025
EPDEnterprise Products Partners L.P.	$451K	0.29%	0.00%	-10.2%	Q1 2023
DLRDigital Realty Trust, Inc.	$434K	0.28%	0.00%	-24.0%	Q1 2020
LLYELI LILLY & Co	$430K	0.28%	0.00%	Not reported	Q3 2023
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$427K	0.27%	Not reported	+22.1%	Q4 2019
CVXChevron Corp	$425K	0.27%	0.00%	-10.7%	Q4 2019
ORCLOracle Corp	$422K	0.27%	0.00%	-12.9%	Q3 2021
MLMMartin Marietta Materials Inc	$412K	0.26%	0.00%	Not reported	Q1 2021
GOOGAlphabet Inc.	$409K	0.26%	Not reported	-3.0%	Q2 2021
PGPROCTER & GAMBLE Co	$407K	0.26%	0.00%	Not reported	Q4 2019
MRKMerck & Co., Inc.	$399K	0.26%	0.00%	-1.2%	Q4 2019
IRMIron Mountain Inc	$387K	0.25%	0.00%	-42.1%	Q3 2022
CBChubb Ltd	$383K	0.25%	0.00%	-9.8%	Q3 2024
MCDMcdonalds Corp	$374K	0.24%	0.00%	Not reported	Q4 2019
SCHWSchwab Charles Corp	$369K	0.24%	0.00%	-5.1%	Q4 2023
ABTAbbott Laboratories	$350K	0.23%	0.00%	+2.9%	Q4 2019
MOAltria Group, Inc.	$332K	0.21%	0.00%	Not reported	Q4 2019

Q3 2025Reported Nov 3, 202567 positions
SPYSPDR S&P 500 ETF Trust	$6.43M	4.21%	Not reported	-1.5%	Q4 2019
AAPLApple Inc.	$5.66M	3.71%	0.00%	-1.4%	Q4 2019
MSFTMicrosoft Corp	$4.78M	3.13%	0.00%	-2.5%	Q4 2019
AMZNAmazon Com Inc	$2.47M	1.62%	0.00%	-1.6%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$2.22M	1.46%	Not reported	-1.3%	Q4 2019
CEGConstellation Energy Corp	$2.17M	1.42%	0.00%	-2.2%	Q2 2022
GLDSPDR Gold Trust	$2.17M	1.42%	0.00%	+17.0%	Q4 2019
NVDANvidia Corp	$2.15M	1.41%	0.00%	-2.1%	Q2 2023
HDHome Depot, Inc.	$1.89M	1.24%	0.00%	+270.0%	Q4 2019
ITWIllinois Tool Works Inc	$1.78M	1.17%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$1.78M	1.17%	0.00%	-3.2%	Q4 2019
VOTVan Kampen Municipal Opportunity Trust II	$1.4M	0.92%	Not reported	Not reported	Q4 2019
SHLDSears Holdings Corp	$1.38M	0.90%	0.02%	+68.7%	Q2 2025
SMHMarket Vectors ETF Trust	$1.3M	0.85%	Not reported	+5.1%	Q2 2023
JNJJohnson & Johnson	$1.2M	0.79%	0.00%	+0.9%	Q4 2019
AIQAlliance HealthCare Services, Inc	$1.09M	0.72%	0.20%	+333.7%	Q2 2025
COSTCostco Wholesale Corp	$1.01M	0.66%	0.00%	-0.5%	Q4 2019
AVGOBroadcom Inc.	$935K	0.61%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$871K	0.57%	0.00%	-4.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$828K	0.54%	Not reported	+5.3%	Q4 2019
IRMIron Mountain Inc	$822K	0.54%	0.00%	-12.8%	Q3 2022
MCHPMicrochip Technology Inc	$760K	0.50%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$758K	0.50%	Not reported	Not reported	Q4 2019
BRK.ABerkshire Hathaway Inc	$754K	0.49%	Not reported	Not reported	Q4 2019
BSVNBank7 Corp.	$706K	0.46%	0.09%	+6.9%	Q4 2019
ORCLOracle Corp	$698K	0.46%	0.00%	-0.2%	Q3 2021
DLRDigital Realty Trust, Inc.	$638K	0.42%	0.00%	-7.2%	Q1 2020
WMTWalmart Inc.	$574K	0.38%	0.00%	-5.4%	Q4 2019
PLTRPalantir Technologies Inc.	$547K	0.36%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$531K	0.35%	Not reported	Not reported	Q1 2024
JPMJPMorgan Chase & Co	$517K	0.34%	0.00%	Not reported	Q1 2022
EPDEnterprise Products Partners L.P.	$489K	0.32%	0.00%	+5.6%	Q1 2023
WMWaste Management Inc	$487K	0.32%	0.00%	-2.0%	Q2 2020
CVXChevron Corp	$485K	0.32%	0.00%	-25.4%	Q4 2019
CATCaterpillar Inc	$444K	0.29%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$436K	0.29%	0.00%	-6.6%	Q4 2019
ETEnergy Transfer LP	$431K	0.28%	0.00%	-4.4%	Q1 2023
MLMMartin Marietta Materials Inc	$416K	0.27%	0.00%	Not reported	Q1 2021
CBChubb Ltd	$401K	0.26%	0.00%	-12.7%	Q3 2024
SLViShares Silver Trust	$382K	0.25%	0.00%	-3.5%	Q3 2024
MOAltria Group, Inc.	$381K	0.25%	0.00%	-0.9%	Q4 2019
MCDMcdonalds Corp	$372K	0.24%	0.00%	-7.6%	Q4 2019
SCHWSchwab Charles Corp	$372K	0.24%	0.00%	-0.6%	Q4 2023
IBMInternational Business Machines Corp	$371K	0.24%	0.00%	-14.6%	Q2 2023
ETNEaton Corp plc	$369K	0.24%	0.00%	-9.2%	Q3 2023
TSLATesla, Inc.	$365K	0.24%	0.00%	Not reported	Q2 2025
ABTAbbott Laboratories	$364K	0.24%	0.00%	Not reported	Q4 2019
TYTRI-CONTINENTAL Corp	$349K	0.23%	Not reported	-12.4%	Q4 2019
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund	$347K	0.23%	Not reported	Not reported	Q4 2019
GOOGAlphabet Inc.	$327K	0.21%	Not reported	Not reported	Q2 2021

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