AMI INVESTMENT MANAGEMENT INC Information

P O BOX 247, KENDALLVILLE, Indiana, 46755, (260) 347-1281

Report Date: 03/31/2015

Position Statistics

Total Positions 39
New Positions 2
Increased Positions 22
Decreased Positions 12
Positions with Activity 34
Sold Out Positions 2
Total Mkt Value (in $ millions) 124

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.66%
Capital Goods 1.5%
Conglomerates
Consumer Cyclical 7.79%
Consumer/Non-Cyclical 7.95%
Energy 1.07%
Financial 52.1%
Healthcare 3.33%
Services 2.68%
Technology 9.25%
Transportation
Utilities

39 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPDR S&P 500 ETF TR TR UNIT 14,429 959 7.12 69,369
BERKSHIRE HATHAWAY INC DEL CL B NEW 10,382 -20 (0.2) 73,500
WELLS FARGO & CO NEW COM 8,281 -1 (0.02) 143,323
FISERV INC COM 6,862 13 .19 79,797
SCHWAB STRATEGIC TR US LRG CAP ETF 6,337 1,010 18.96 127,450
SELECT SECTOR SPDR TR SBI INT-ENERGY 6,003 5 .09 86,355
INSTALLED BLDG PRODS INC COM 5,663 -3 (0.06) 213,475
BERKLEY W R CORP COM 5,313 -25 (0.48) 94,245
BANK NEW YORK MELLON CORP COM 4,894 8 .16 111,933
PROCTER & GAMBLE CO COM 4,589 4 .09 57,155
JOHNSON & JOHNSON COM 4,133 27 .66 41,687
WAL-MART STORES INC COM 3,324 -302 (8.32) 46,438
CONTINENTAL BLDG PRODS INC COM 3,054 -2 (0.05) 142,525
ALLISON TRANSMISSION HLDGS INC COM 2,964 -4 (0.14) 103,875
UNITEDHEALTH GROUP INC COM 2,773 6 .21 23,511
WABCO HLDGS INC COM 2,748 6 .22 23,310
PEPSICO INC COM 2,654 7 .28 27,598
DARLING INGREDIENTS INC COM 2,638 2,638 New 203,675
LEUCADIA NATL CORP COM 2,633 11 .40 112,500
JPMORGAN CHASE & CO WT EXP 102818 2,445 12 .49 91,820