American Investment Services, Inc.

All 13F Filings

Location
Great Barrington, MA
Most recent 13F
Q1 2026
Holdings value ($000)
448,312
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/13/2026 132 448,312 13F-HR American Investment Services, Inc.
Q4 2025 2/13/2026 129 430,891 13F-HR American Investment Services, Inc.
Q3 2025 11/13/2025 134 416,209 13F-HR American Investment Services, Inc.
Q2 2025 8/13/2025 133 391,761 13F-HR American Investment Services, Inc.
Q2 2014 7/22/2014 77 183,552 13F-HR American Investment Services, Inc.
Q1 2014 4/24/2014 73 173,914 13F-HR American Investment Services, Inc.
Q4 2013 1/8/2014 68 167,718 13F-HR American Investment Services, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 63.12 K 14.1% 0 155.4 K -155.4 K
ETFs 382.7 K 85.4% 172.5 K 0 172.5 K
Debt 2.532 K 0.6% 255 0 255
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Fund Snapshot

Q1 2026
Latest filed
5/13/2026
Total value ($000)
448,312
Holdings
132
QoQ value change ($000)
17,421 (4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.