# EDGAR Filing Document

**Accession Number:** 0001122241
**File Stem:** 0001122241-26-000001
**Filing Date:** 2026-1
**Character Count:** 12014
**Document Hash:** 6e1540bcdd8261f530db8c3c66a8a377
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001122241-26-000001.hdr.sgml**: 20260114

**ACCESSION NUMBER**: 0001122241-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260114

**DATE AS OF CHANGE**: 20260114

**EFFECTIVENESS DATE**: 20260114

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMI INVESTMENT MANAGEMENT INC
- **CENTRAL INDEX KEY:** 0001122241

**ORGANIZATION NAME:**
- **EIN:** 351954247
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10180
- **FILM NUMBER:** 26532807

**BUSINESS ADDRESS:**
- **STREET 1:** P O BOX 247
- **STREET 2:** 710 N KRUEGER STREET
- **CITY:** KENDALLVILLE
- **STATE:** IN
- **ZIP:** 46755
- **BUSINESS PHONE:** 2603471281

**MAIL ADDRESS:**
- **STREET 1:** P O BOX 247
- **STREET 2:** 710 N KRUEGER STREET
- **CITY:** KENDALLVILLE
- **STATE:** IN
- **ZIP:** 46755

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AMI INVESTMENT MANAGEMENT INC<br>**Address:** P O BOX 247<br>710 N KRUEGER STREET<br>KENDALLVILLE, IN 46755

**Form 13F File Number:** 028-10180

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Erica Gulick<br>**Title:** Compliance Officer<br>**Phone:** 260-347-1281

**Signature, Place, and Date of Signing:**

/s/Erica Gulick  Kendallville, IN  01-14-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 74

**Form 13F Information Table Value Total:** $445045616

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 1ST SOURCE CORP | COM | 336901103 | BBG001S5WB32 | 214966 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| ALLISON TRANSMISSION HLDGS I | COM | 01973R101 | BBG001V0T5F3 | 2956678 | 30201 | SH |  | SOLE |  | 0 | 0 | 30201 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 310497 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 13242442 | 42200 | SH |  | SOLE |  | 0 | 0 | 42200 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 4599781 | 19928 | SH |  | SOLE |  | 0 | 0 | 19928 |
| ANALOG DEVICES INC | COM | 032654105 | BBG001S5ND38 | 379680 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2747323 | 10106 | SH |  | SOLE |  | 0 | 0 | 10106 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | BBG001S82KF6 | 282953 | 1100 | SH |  | SOLE |  | 0 | 0 | 1100 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 4635675 | 84285 | SH |  | SOLE |  | 0 | 0 | 84285 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 15715353 | 31265 | SH |  | SOLE |  | 0 | 0 | 31265 |
| BLACKROCK ETF TRUST | ISHARES FINTECH | 09290C889 | BBG0195P5G61 | 837585 | 30853 | SH |  | SOLE |  | 0 | 0 | 30853 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 209241 | 2993 | SH |  | SOLE |  | 0 | 0 | 2993 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 1127853 | 14273 | SH |  | SOLE |  | 0 | 0 | 14273 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | BBG01633DW64 | 8077185 | 245209 | SH |  | SOLE |  | 0 | 0 | 245209 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 4367862 | 38392 | SH |  | SOLE |  | 0 | 0 | 38392 |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | BBG01G091M76 | 11828121 | 238206 | SH |  | SOLE |  | 0 | 0 | 238206 |
| DOW INC | COM | 260557103 | BBG00BN96931 | 223747 | 9570 | SH |  | SOLE |  | 0 | 0 | 9570 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | BBG001S6KBQ8 | 2403371 | 6856 | SH |  | SOLE |  | 0 | 0 | 6856 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 304135 | 283 | SH |  | SOLE |  | 0 | 0 | 283 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | BBG001SDHNW4 | 181341 | 10997 | SH |  | SOLE |  | 0 | 0 | 10997 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG001S9P0Z1 | 928041 | 28947 | SH |  | SOLE |  | 0 | 0 | 28947 |
| FEDEX CORP | COM | 31428X106 | BBG001S5R3M5 | 4125210 | 14281 | SH |  | SOLE |  | 0 | 0 | 14281 |
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 1144846 | 17044 | SH |  | SOLE |  | 0 | 0 | 17044 |
| GRAHAM HLDGS CO | COM CL B | 384637104 | BBG001S6H317 | 3062897 | 2788 | SH |  | SOLE |  | 0 | 0 | 2788 |
| HARBOR ETF TRUST | INTERNATNAL COMP | 41151J885 | BBG019FG0845 | 12950044 | 428101 | SH |  | SOLE |  | 0 | 0 | 428101 |
| HERSHEY CO | COM | 427866108 | BBG001S5S148 | 2120795 | 11654 | SH |  | SOLE |  | 0 | 0 | 11654 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 248155 | 1272 | SH |  | SOLE |  | 0 | 0 | 1272 |
| HORIZON BANCORP INC | COM | 440407104 | BBG001S7SGW0 | 192039 | 11323 | SH |  | SOLE |  | 0 | 0 | 11323 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 332264 | 3460 | SH |  | SOLE |  | 0 | 0 | 3460 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 395226 | 7224 | SH |  | SOLE |  | 0 | 0 | 7224 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 5272791 | 25479 | SH |  | SOLE |  | 0 | 0 | 25479 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 9334538 | 28969 | SH |  | SOLE |  | 0 | 0 | 28969 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 5169747 | 21437 | SH |  | SOLE |  | 0 | 0 | 21437 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 5885058 | 8916 | SH |  | SOLE |  | 0 | 0 | 8916 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 10535187 | 21784 | SH |  | SOLE |  | 0 | 0 | 21784 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 1845114 | 28961 | SH |  | SOLE |  | 0 | 0 | 28961 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 1278220 | 6558 | SH |  | SOLE |  | 0 | 0 | 6558 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 801847 | 5587 | SH |  | SOLE |  | 0 | 0 | 5587 |
| PHILLIPS 66 | COM | 718546104 | BBG00286S4P7 | 220788 | 1711 | SH |  | SOLE |  | 0 | 0 | 1711 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 425345 | 2968 | SH |  | SOLE |  | 0 | 0 | 2968 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 5875403 | 32036 | SH |  | SOLE |  | 0 | 0 | 32036 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | BBG001T6L7D9 | 2004409 | 61203 | SH |  | SOLE |  | 0 | 0 | 61203 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | BBG0051J0PJ9 | 1279632 | 47028 | SH |  | SOLE |  | 0 | 0 | 47028 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 1937714 | 80604 | SH |  | SOLE |  | 0 | 0 | 80604 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 2289302 | 87278 | SH |  | SOLE |  | 0 | 0 | 87278 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 9228301 | 282903 | SH |  | SOLE |  | 0 | 0 | 282903 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 7995862 | 297133 | SH |  | SOLE |  | 0 | 0 | 297133 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 | BBG001S7T107 | 2407381 | 30991 | SH |  | SOLE |  | 0 | 0 | 30991 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | BBG001S7T1S7 | 5038549 | 112694 | SH |  | SOLE |  | 0 | 0 | 112694 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 | BBG001S7T232 | 1624107 | 10470 | SH |  | SOLE |  | 0 | 0 | 10470 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | BBG001S7TD56 | 3413536 | 79961 | SH |  | SOLE |  | 0 | 0 | 79961 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 13846971 | 20306 | SH |  | SOLE |  | 0 | 0 | 20306 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 3962473 | 11274 | SH |  | SOLE |  | 0 | 0 | 11274 |
| TJX COS INC NEW | COM | 872540109 | BBG001S5WQ93 | 4595551 | 29917 | SH |  | SOLE |  | 0 | 0 | 29917 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 4070539 | 17597 | SH |  | SOLE |  | 0 | 0 | 17597 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 3165425 | 9589 | SH |  | SOLE |  | 0 | 0 | 9589 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | BBG001TC6MG7 | 207718 | 1014 | SH |  | SOLE |  | 0 | 0 | 1014 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 1900541 | 6549 | SH |  | SOLE |  | 0 | 0 | 6549 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 2833362 | 32019 | SH |  | SOLE |  | 0 | 0 | 32019 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 4009261 | 6393 | SH |  | SOLE |  | 0 | 0 | 6393 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 9077373 | 47528 | SH |  | SOLE |  | 0 | 0 | 47528 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | BBG01KH0XWG1 | 32262474 | 414179 | SH |  | SOLE |  | 0 | 0 | 414179 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 10062527 | 200090 | SH |  | SOLE |  | 0 | 0 | 200090 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | BBG001T62M92 | 24796458 | 413757 | SH |  | SOLE |  | 0 | 0 | 413757 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | BBG001T62M74 | 36401501 | 619811 | SH |  | SOLE |  | 0 | 0 | 619811 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 42010694 | 526912 | SH |  | SOLE |  | 0 | 0 | 526912 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 214024 | 2837 | SH |  | SOLE |  | 0 | 0 | 2837 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 1340107 | 21452 | SH |  | SOLE |  | 0 | 0 | 21452 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | BBG00C868SD7 | 217260 | 2414 | SH |  | SOLE |  | 0 | 0 | 2414 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 | BBG001SHVTQ3 | 3190361 | 8099 | SH |  | SOLE |  | 0 | 0 | 8099 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | BBG001SHVR32 | 4811413 | 16715 | SH |  | SOLE |  | 0 | 0 | 16715 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 51094253 | 67784 | SH |  | SOLE |  | 0 | 0 | 67784 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 6039928 | 17222 | SH |  | SOLE |  | 0 | 0 | 17222 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 927265 | 8323 | SH |  | SOLE |  | 0 | 0 | 8323 |

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