AMI Investment Management Inc. has filed its most recent 13F-HR report, revealing significant insights into its investment portfolio as of September 30, 2026. The filing shows that the company has a total value of approximately $517.66 million in assets under management. This report is crucial as it provides transparency regarding the company's investment strategies and holdings.

The filing, submitted on October 27, 2026, highlights the firm’s ongoing commitment to regulatory compliance and transparency. The 13F-HR form is a required quarterly filing for institutional investment managers that manage over $100 million in assets. It provides a detailed account of the manager's equity holdings, which can influence market trends and investor decisions.

Background

AMI Investment Management Inc., based in Kendallville, Indiana, is an investment management firm that specializes in managing assets for various clients. The company is registered with the SEC under the Central Index Key (CIK) number 0001122241. Although the specific Standard Industrial Classification (SIC) code is not listed, AMI Investment Management operates within the financial services sector, focusing on investment management.

According to the recent filings, AMI has consistently reported its holdings, reflecting its active management approach. The firm’s previous filings include a 13F-HR report dated July 15, 2026, and another on April 15, 2026, indicating a routine update of its investment positions.

What the Filing Says

The latest filing reveals that AMI Investment Management holds a diverse portfolio with a total of 94 entries. The total value of the reported holdings is approximately $517,664,569. This figure indicates a strategic allocation across various sectors and industries, reflecting the firm's investment philosophy.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors within the asset management industry. Clients can gain insights into AMI's investment strategies and performance, while competitors may analyze the firm's holdings to benchmark their own strategies. The transparency provided by the filing contributes to a more informed market environment.

What's Next

The filing does not specify what actions will follow this report. However, AMI Investment Management is expected to continue updating its holdings quarterly, providing ongoing transparency to its clients and the market.

For more detailed information, the filing can be accessed through the SEC's EDGAR database under the accession number 0001122241-26-000007.