American Investment Services, Inc.

All 13F Filings

Location
Great Barrington, MA
Most recent 13F
Q2 2026
Holdings value ($000)
473,329
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/12/2026 133 473,329 13F-HR American Investment Services, Inc.
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 63.87 K 13.5% 750 0 750
ETFs 406.9 K 86.0% 24.2 K 0 24.2 K
Debt 2.591 K 0.5% 59 0 59
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
473,329
Holdings
133
QoQ value change ($000)
25,017 (5.6%)
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.