Algorithmic Investment Models, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 86,393
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 35 | 86,393 | 13F-HR | Algorithmic Investment Models, LLC |
| Q1 2026 | 5/14/2026 | 32 | 81,036 | 13F-HR | Algorithmic Investment Models, LLC |
| Q4 2025 | 2/10/2026 | 36 | 81,105 | 13F-HR | Algorithmic Investment Models, LLC |
| Q3 2025 | 11/10/2025 | 49 | 150,621 | 13F-HR | Algorithmic Investment Models, LLC |
| Q2 2025 | 8/11/2025 | 43 | 146,158 | 13F-HR | Algorithmic Investment Models, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.368 K | 8.5% | 852 | 0 | 852 |
| ETFs | 79.03 K | 91.5% | 4.506 K | 0 | 4.506 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
86,393
Holdings
35
QoQ value change ($000)
5,357
(6.6%)
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.