Algorithmic Investment Models, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 81,036
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.516 K | 8.0% | 0 | 69.64 K | -69.64 K |
| ETFs | 74.52 K | 92.0% | 69.58 K | 0 | 69.58 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
81,036
Holdings
32
QoQ value change ($000)
-69
(-0.1%)
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.