1y return+21.0%S&P 500 +20.9%
3y return+54.3%S&P 500 +68.5%
5y return+51.8%S&P 500 +74.5%
10y return+196.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $297 against $357 in the S&P 500.2
Ameritas Investment Partners, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $134.7M | 3.6% | −1.8% |
| AAPLApple Inc | $121.1M | 3.2% | |
| MSFTMicrosoft Corp | $78.1M | 2.1% | −1.4% |
| AMZNAmazon Com Inc | $71.0M | 1.9% | −1.2% |
| GOOGAlphabet Inc | $67.0M | 1.8% | |
| MUMicron Technology Inc | $66.4M | 1.8% | |
| AMDAdvanced Micro Devices Inc | $55.0M | 1.5% | −1.5% |
| AVGOBroadcom Inc | $54.6M | 1.5% | −1.9% |
| IVVIshares Tr | $49.5M | 1.3% | −10.2% |
| GOOGLAlphabet Inc | $47.0M | 1.3% | −1.2% |
| VEAVanguard Tax-managed Fds | $45.6M | 1.2% | −3.4% |
| TSLATesla Inc | $39.6M | 1.1% | |
| VOOVanguard Index Fds | $38.5M | 1.0% | −9.2% |
| AGGIshares Tr | $35.3M | 0.9% | |
| ONEVSpdr Series Trust | $34.8M | 0.9% | −31.5% |
| METAMeta Platforms Inc | $34.3M | 0.9% | −1.1% |
| INTCIntel Corp | $31.3M | 0.8% | |
| QQQInvesco Qqq Tr | $29.4M | 0.8% | −14.6% |
| CSCOCisco Sys Inc | $26.7M | 0.7% | −5.6% |
| WMTWalmart Inc | $26.0M | 0.7% | |
| AMATApplied Matls Inc | $25.9M | 0.7% | |
| LRCXLam Research Corp | $24.3M | 0.6% | |
| IVWIshares Tr | $23.6M | 0.6% | −17.8% |
| COSTCostco Wholesale Corporation | $23.4M | 0.6% | |
| BNDVanguard Bd Index Fds | $22.3M | 0.6% | +2.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $134.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $54.6M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $25.9M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $55.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $20.4M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $24.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $47.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $67.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $121.1M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $23.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $9.2M
- BEBloom Energy Corp was $2.4M
- Masimo CorpCUSIP 574795100 was $1.5M
- Thomson Reuters CorpCUSIP 884903808 was $1.4M
- INSMInsmed Inc was $1.3M
- SCHASchwab Strategic Tr was $1.3M
- Credo Technology Group HoldiCUSIP G25457105 was $1.3M
- RWJInvesco Exch Traded Fd Tr II was $1.0M
- BBIOBridgebio Pharma Inc was $964K
- CTRACoterra Energy Inc was $955K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.4% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −5.2% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +11.0% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| March 31, 2023 | +5.9% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +8.2% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ameritas Investment Partners, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1055980&type=13F-HR&dateb=&owner=include&count=40CIK 1055980
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1055980/000105598026000004/Filed August 13, 2026 · accession 0001055980-26-000004