American-Investment-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "MMM",
  "GOOGL",
  null,
  "CCI",
  null,
  null,
  null,
  null,
  "ESS",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "IVW",
  null,
  null,
  "ICF",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "EQIX",
  "GE",
  "HIG",
  null,
  null,
  "IJR",
  "IWD",
  null,
  null,
  "EEM",
  "IWF",
  "PEP",
  "IRM",
  "VGSH",
  null,
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "SCHX",
  "SPG",
  "O",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  "AMT",
  "SPLG",
  "IBM",
  "CI",
  "VNQ",
  "VV",
  null,
  "VWO",
  "VSS",
  "SBAC",
  null,
  null,
  "VCIT",
  null,
  null,
  "VIG",
  "MGC",
  "AMD",
  "AVB",
  "EQR",
  "INVH",
  "IVE",
  null,
  null,
  null,
  null,
  null,
  "CEF",
  "VEU",
  "VGT",
  "VUG",
  "VEA",
  "VYMI",
  "VONE",
  "VXUS",
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  null,
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WBA",
  "SOLV",
  null,
  null,
  "DVY",
  "SCHF",
  "SCHA",
  "JCI",
  "DIA",
  "SPYV",
  "EXR",
  "PSA",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BF-A",
  "CVX",
  "CSCO",
  "CL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "RSP",
  null,
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "MLM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 157
Total Value: 568139593
Accession Number: 0001085146-25-003042
Form Type: 13F-HR
CIK: american-investment-services
Manager Name: American-Investment-Services

Data Enrichment

73% identified

114 identified43 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $568.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288679

Shares:71.5K

Value:$7.9M

% of Portfolio:1.4% ($7.9M/$568.1M)

CHEVRON CORP

CVX|166764100

Shares:43.8K

Value:$7.3M

% of Portfolio:1.3% ($7.3M/$568.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:12.7K

Value:$6.8M

% of Portfolio:1.2% ($6.8M/$568.1M)

922908553

VNQ|922908553

Shares:74.3K

Value:$6.7M

% of Portfolio:1.2% ($6.7M/$568.1M)

25434V658

Shares:245.0K

Value:$6.4M

% of Portfolio:1.1% ($6.4M/$568.1M)

25434V617

Shares:104.5K

Value:$6.4M

% of Portfolio:1.1% ($6.4M/$568.1M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:8

Value:$6.4M

% of Portfolio:1.1% ($6.4M/$568.1M)

25434V732

Shares:239.6K

Value:$6.3M

% of Portfolio:1.1% ($6.3M/$568.1M)

922908363

VOO|922908363

Shares:11.9K

Value:$6.1M

% of Portfolio:1.1% ($6.1M/$568.1M)

922908611

VBR|922908611

Shares:31.9K

Value:$5.9M

% of Portfolio:1.0% ($5.9M/$568.1M)

922908751

VB|922908751

Shares:23.2K

Value:$5.1M

% of Portfolio:0.9% ($5.1M/$568.1M)

3M CO

MMM|88579Y101

Shares:33.8K

Value:$5.0M

% of Portfolio:0.9% ($5.0M/$568.1M)

922908637

VV|922908637

Shares:19.2K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$568.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:29.1K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$568.1M)

25434V849

Shares:89.5K

Value:$4.3M

% of Portfolio:0.7% ($4.3M/$568.1M)

VISA INC.

V|92826C839

Shares:11.2K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$568.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.7K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$568.1M)

DOW INC.

DOW|260557103

Shares:112.0K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$568.1M)

25434V815

Shares:133.8K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$568.1M)

Philip Morris International Inc.

PM|718172109

Shares:23.4K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$568.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288679)✕	71.5K	QoQ +72.58% (+30.1K) YoY NEW(+71.5K)	All Managers (Combined)	$7.9M	1.4% ($7.9M/$568.1M)	QoQ +73.13% (+$3.3M) YoY NEW(+$7.9M)
CHEVRON CORP(CVXcusip166764100)	43.8K	QoQ +22.87% (+8.2K) YoY +537.02% (+36.9K)	All Managers (Combined)	$7.3M	1.3% ($7.3M/$568.1M)	QoQ +41.92% (+$2.2M) YoY +575.59% (+$6.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	12.7K	QoQ -0.23% (-30) YoY +2.26% (+282)	All Managers (Combined)	$6.8M	1.2% ($6.8M/$568.1M)	QoQ +17.21% (-$997.0K) YoY +29.51% (+$1.5M)
(VNQcusip922908553)	74.3K	QoQ +5.85% (+4.1K) YoY +1.76% (+1.3K)	All Managers (Combined)	$6.7M	1.2% ($6.7M/$568.1M)	QoQ +7.59% (+$474.9K) YoY +6.54% (+$413.3K)
(cusip25434V658)✕	245.0K	QoQ +3.21% (+7.6K) YoY +38.88% (+68.6K)	All Managers (Combined)	$6.4M	1.1% ($6.4M/$568.1M)	QoQ +6.12% (+$371.3K) YoY +42.85% (+$1.9M)
(cusip25434V617)✕	104.5K	QoQ +3.73% (+3.8K) YoY NEW(+104.5K)	All Managers (Combined)	$6.4M	1.1% ($6.4M/$568.1M)	QoQ +1.77% (+$111.6K) YoY NEW(+$6.4M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$6.4M	1.1% ($6.4M/$568.1M)	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)
(cusip25434V732)✕	239.6K	QoQ +3.57% (+8.3K) YoY +3.83% (+8.8K)	All Managers (Combined)	$6.3M	1.1% ($6.3M/$568.1M)	QoQ +4.64% (+$281.2K) YoY +7.78% (+$458.0K)
(VOOcusip922908363)	11.9K	QoQ +7.33% (+814) YoY +19.18% (+1.9K)	All Managers (Combined)	$6.1M	1.1% ($6.1M/$568.1M)	QoQ +2.36% (+$141.8K) YoY +27.41% (+$1.3M)
(VBRcusip922908611)	31.9K	QoQ -10.41% (-3.7K) YoY -13.11% (-4.8K)	All Managers (Combined)	$5.9M	1.0% ($5.9M/$568.1M)	QoQ -15.78% (-$1.1M) YoY -15.64% (-$1.1M)
(VBcusip922908751)	23.2K	QoQ +0.55% (-127) YoY -2.10% (-499)	All Managers (Combined)	$5.1M	0.9% ($5.1M/$568.1M)	QoQ -7.20% (-$398.4K) YoY -5.04% (-$272.6K)
3M CO(MMMcusip88579Y101)	33.8K	QoQ -28.56% (-13.5K) YoY -53.33% (-38.6K)	All Managers (Combined)	$5.0M	0.9% ($5.0M/$568.1M)	QoQ -18.73% (-$1.1M) YoY -35.38% (-$2.7M)
(VVcusip922908637)	19.2K	QoQ -1.30% (-254) YoY +3.97% (+736)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$568.1M)	QoQ -5.93% (-$312.3K) YoY +11.46% (+$508.9K)
Alphabet Inc.(GOOGLcusip02079K305)	29.1K	QoQ 0.00% (-0) YoY +1.07% (+310)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$568.1M)	QoQ -18.30% (-$1.0M) YoY +3.55% (+$154.8K)
(cusip25434V849)✕	89.5K	QoQ -3.27% (-3.0K) YoY +9.90% (+8.1K)	All Managers (Combined)	$4.3M	0.7% ($4.3M/$568.1M)	QoQ -3.68% (-$162.7K) YoY +8.71% (+$341.5K)
VISA INC.(Vcusip92826C839)	11.2K	QoQ -0.29% (-33) YoY -1.60% (-183)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$568.1M)	QoQ +10.56% (-$375.1K) YoY +23.56% (-$748.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.7K	QoQ -4.76% (-787) YoY +3.94% (+597)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$568.1M)	QoQ +7.72% (-$280.7K) YoY +35.35% (+$1.0M)
DOW INC.(DOWcusip260557103)	112.0K	QoQ -17.44% (-23.7K) YoY -27.72% (-42.9K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$568.1M)	QoQ -28.16% (-$1.5M) YoY -56.43% (-$5.1M)
(cusip25434V815)✕	133.8K	QoQ +19.36% (+21.7K) YoY +11.39% (+13.7K)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$568.1M)	QoQ +9.16% (+$316.4K) YoY +4.18% (+$151.2K)
Philip Morris International Inc.(PMcusip718172109)	23.4K	QoQ +1.06% (+247) YoY +7.31% (+1.6K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$568.1M)	QoQ +33.29% (+$929.6K) YoY +85.93% (+$1.7M)