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Amplify Investments, LLC — 13F Filing & Top Stock Positions (Q2 2026)
Amplify Investments, LLCCIK: 0001632494
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$7.2M
Reporting period: 2026-06-30 · Number of holdings: 26
Amplify Investments, LLC disclosed 26 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $7.2M and a quarterly turnover rate of 26.7%.
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Personality snowflake
- Concentration
- 23.25
- Portfolio Stability
- 26.7
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 52
- Sizing Uniformity
- 92.71
Amplify Investments, LLC's disclosed holdings carry a Herfindahl concentration index of 0.058 — mathematically equivalent to about 17 equally-sized positions, close to its 26 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.73), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd BE
+17.6% $423.8K
Add SEI
+17.6% $330.1K
Trim KMI
+17.6% $55.5K
Trim VG
+17.6% -$24.3K
Trim MPLX
+17.6% $67.4K
Trim ENB
+17.6% $72.9K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SEI | Solaris Energy Infrastructur | Stock-Energy | 11.32% | +2.56% | +17.65% | |
| 2 | BE | Bloom Energy Corp- A | Stock-Industrials | 9.46% | +4.79% | +17.65% | |
| 3 | WMB | Williams Cos Inc | Stock-Energy | 8.24% | -0.65% | +17.65% | |
| 4 | KMI | Kinder Morgan, Inc. | Stock-Energy | 7.07% | -1.10% | +17.65% | |
| 5 | MPLX | Mplx LP | Stock-Energy | 6.71% | -0.79% | +17.65% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 6.67% | -0.67% | +17.65% | |
| 7 | AROC | Archrock Inc | Stock-Energy | 4.07% | +0.23% | +17.65% | |
| 8 | TRP | Tc Energy CORP | Stock-Energy | 4.07% | -0.16% | +17.65% | |
| 9 | DTM | Dt Midstream Inc | Stock-Energy | 4.06% | -0.04% | +17.65% | |
| 10 | KGS | Kodiak Gas Services Inc | Stock-Other | 3.95% | +0.57% | +17.65% | |
| 11 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 3.91% | -0.40% | +17.65% | |
| 12 | TRGP | Targa Resources CORP | Stock-Energy | 3.63% | -0.11% | +17.65% | |
| 13 | ET | Energy Transfer LP | Stock-Energy | 3.53% | -0.39% | +17.65% | |
| 14 | WES | Western Midstream Partners L | Stock-Energy | 3.05% | -0.11% | +17.65% | |
| 15 | VST | Vistra CORP | Stock-Utilities | 2.94% | -0.13% | +17.65% | |
| 16 | GTLS | Chart Industries Inc | Stock-Industrials | 2.89% | -0.26% | +17.65% | |
| 17 | GLNG | Golar LNG Limited | Stock-Energy | 2.18% | -0.43% | +17.65% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 2.05% | -0.63% | +17.65% | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 1.94% | -0.31% | +17.65% | |
| 20 | VG | Venture Global Inc-cl A | Stock-Energy | 1.65% | -0.92% | +17.65% | |
| 21 | WOR | Worthington Enterprises Inc | Stock-Other | 1.58% | -0.10% | +17.65% | |
| 22 | FLNG | FLEX LNG Ltd. | Stock-Other | 1.56% | -0.26% | +17.65% | |
| 23 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.46% | -0.13% | +17.65% | |
| 24 | EQT | Eqt CORP | Stock-Energy | 0.81% | -0.26% | +17.65% | |
| 25 | OKE | Oneok Inc | Stock-Energy | 0.77% | -0.11% | +17.65% | |
| 26 | EXE | Expand Energy CORP | Stock-Energy | 0.45% | -0.15% | +17.65% |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
-2.9%
Performance Last 4 Quarters
+31.7%
- Stdev
- +17.5%
- Beta
- +0.32
- Alpha
- +17.6%
- Max Drawdown
- -7.2%
- Annualized Perf
- +26.1%
- Batting Avg vs S&P
- +40%
- Sortino
- +3.32
- Stutzer
- +0.43
- Treynor
- +0.78
- Sterling
- +1.52
- Calmar
- +3.65
- Information Ratio
- +0.1
- Tracking Error
- +19%
- Stdev Down
- +7.5%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +40.2%
- Worst 12 Months
- +31.7%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.42
- Stdev Sectors
- +32%
- Skewness
- +0.27
- Kurtosis
- -0.38
- Upside Potential
- +4.83
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Amplify Investments, LLC's most significant position changes for 2026-06-30: Add: Bloom Energy Corp- A (BE) — shares +17.65%; Add: Solaris Energy Infrastructur (SEI) — shares +17.65%; Add: Kinder Morgan, Inc. (KMI) — shares +17.65%; Add: Venture Global Inc-cl A (VG) — shares +17.65%; Add: Mplx LP (MPLX) — shares +17.65%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BE | Bloom Energy Corp- A | +4.8% | +17.65% | Add |
| 2 | SEI | Solaris Energy Infrastructur | +2.6% | +17.65% | Add |
| 3 | KGS | Kodiak Gas Services Inc | +0.6% | +17.65% | Add |
| 4 | AROC | Archrock Inc | +0.2% | +17.65% | Add |
| 5 | DTM | Dt Midstream Inc | 0% | +17.65% | Add |
| 6 | WOR | Worthington Enterprises Inc | -0.1% | +17.65% | Add |
| 7 | TRGP | Targa Resources CORP | -0.1% | +17.65% | Add |
| 8 | WES | Western Midstream Partners L | -0.1% | +17.65% | Add |
| 9 | OKE | Oneok Inc | -0.1% | +17.65% | Add |
| 10 | VST | Vistra CORP | -0.1% | +17.65% | Add |
| 11 | APD | Air Products & Chemicals Inc | -0.1% | +17.65% | Add |
| 12 | EXE | Expand Energy CORP | -0.2% | +17.65% | Add |
| 13 | TRP | Tc Energy CORP | -0.2% | +17.65% | Add |
| 14 | GTLS | Chart Industries Inc | -0.3% | +17.65% | Add |
| 15 | FLNG | FLEX LNG Ltd. | -0.3% | +17.65% | Add |
| 16 | EQT | Eqt CORP | -0.3% | +17.65% | Add |
| 17 | PPL | Ppl CORP | -0.3% | +17.65% | Add |
| 18 | ET | Energy Transfer LP | -0.4% | +17.65% | Add |
| 19 | PAGP | Plains Gp Holdings Lp-cl A | -0.4% | +17.65% | Add |
| 20 | GLNG | Golar LNG Limited | -0.4% | +17.65% | Add |
| 21 | LNG | Cheniere Energy Inc | -0.6% | +17.65% | Add |
| 22 | WMB | Williams Cos Inc | -0.7% | +17.65% | Add |
| 23 | ENB | Enbridge Inc | -0.7% | +17.65% | Add |
| 24 | MPLX | Mplx LP | -0.8% | +17.65% | Add |
| 25 | VG | Venture Global Inc-cl A | -0.9% | +17.65% | Add |
| 26 | KMI | Kinder Morgan, Inc. | -1.1% | +17.65% | Add |
Filing History
FAQ
What is Amplify Investments, LLC and what type of investor is it?
Amplify Investments, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $7.2M, spread across 26 disclosed positions.
What are Amplify Investments, LLC's largest equity positions?
Based on the latest 13F filing, Amplify Investments, LLC's top holdings by market value are:
1. Solaris Energy Infrastructur (SEI) — $819.1K (11.3%)
2. Bloom Energy Corp- A (BE) — $684.1K (9.5%)
3. Williams Cos Inc (WMB) — $596.2K (8.2%)
4. Kinder Morgan, Inc. (KMI) — $511.5K (7.1%)
5. Mplx LP (MPLX) — $485.6K (6.7%)
What changes did Amplify Investments, LLC make in its most recent portfolio filing?
In the latest quarter, Amplify Investments, LLC was primarily adding exposure — initiating 0 new positions and adding to 26 existing holdings. The largest of these moves: Add: Bloom Energy Corp- A (BE) — shares +17.65%; Add: Solaris Energy Infrastructur (SEI) — shares +17.65%; Add: Kinder Morgan, Inc. (KMI) — shares +17.65%; Add: Venture Global Inc-cl A (VG) — shares +17.65%; Add: Mplx LP (MPLX) — shares +17.65%
What sectors does Amplify Investments, LLC focus on?
Amplify Investments, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 79.9%
• Industrials: 13.3%
• Utilities: 5.3%
• Materials: 1.6%
Investment Profile
Amplify Investments, LLC returned an annualized 26.1% over the trailing 15 months — outperforming the S&P 500 by 17.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.32 (less volatile than the market) and a 40% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 79.9% of the portfolio concentrated in Energy.
Its turnover score has risen from 0 to 27 over the past 4 quarters — a shift toward more active trading.
It has added to its BE position over the past two quarters (+$623.3K, now $684.1K), while trimming EXE over the same stretch (-$2.3K, still holding $32.8K).
Peer Institutions
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Portfolio Stability100.0
Sector conviction59.4
AUM within 0.5% of this institution
View detail
CC
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CIK 0001544773
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NM
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Portfolio Stability100.0
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Developer Access
Access Amplify Investments, LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/amplify-investments-llcCLI
npx alphasmo institutions get amplify-investments-llc