AMI ASSET MANAGEMENT CORP 13F Holdings

CIK 0001369702 · LOS ANGELES, CA

As of Sep 30, 2025, AMI ASSET MANAGEMENT CORP reported 89 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology238,643 23.6M6.90%
APPLE INCAAPLTechnology478,170 21.8M6.80%
ALPHABET INCGOOGLCommunication Services480,870 16.9M6.53%
NETFLIX INC COMNFLXCommunication Services75,876$91.0M5.08%
QUANTA SVCS INCPWRIndustrials203,882$84.5M4.72%
AMAZON.COM INCAMZNEquity356,883$78.4M4.38%
BROADCOM LTD SHSAVGOTechnology224,889$74.2M4.14%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology218,444$61.0M3.41%
ULTA SALON COSM & FRAG COMULTAConsumer Cyclical109,783$60.0M3.35%
LABCORP HOLDINGS INCLHHealthcare182,776$52.5M2.93%
BECTON DICKINSON & COBDXHealthcare274,931$51.5M2.87%
CHURCH & DWIGHT CO INCCHDConsumer Defensive565,744$49.6M2.77%
InsuletPODD—159,031$49.1M2.74%
ELI LILLY & COLLYHealthcare62,932$48.0M2.68%
SCHWAB CHARLES CORPSCHWEquity472,267$45.1M2.52%
ZOETIS INCZTSHealthcare302,152$44.2M2.47%
Mastercard Inc.MA—75,324$42.8M2.39%
WEST PHARMACEUTICAL SERVICES INCWSTHealthcare163,000$42.8M2.39%
SALESFORCE COM INC COMCRMTechnology177,834$42.1M2.35%
COLGATE PALMOLIVE COCLConsumer Defensive518,183$41.4M2.31%
WASTE MANAGEMENT INCWMIndustrials187,213$41.3M2.31%
PALO ALTO NETWORKS INCPANWTechnology197,954$40.3M2.25%
PINTEREST INC CL APINSCommunication Services1,112,026$35.8M2.00%
SERVICENOW INC COMNOWTechnology38,311$35.3M1.97%
QUALCOMM INCQCOMTechnology207,156$34.5M1.92%