AMH Equity
Latest statistics and disclosures from AMH Equity's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LPTH, AIOT, TWIN, DOCN, UEIC, and represent 33.76% of AMH Equity's stock portfolio.
- Added to shares of these 10 stocks: BW, RFIL, PRPO, OSS, NVA, NEXN, BOOM, IPWR, RELL, MYGN.
- Started 17 new stock positions in RFIL, NEXN, RELL, BBCP, NVA, CLFD, MNTN, BW, LSPD, MGTX. DUOT, OSS, MIST, OBIO, BOOM, DVLT, IPWR.
- Reduced shares in these 10 stocks: LPTH (-$6.2M), DOCN (-$5.2M), TDC, TWIN, CGAU, TALO, LASR, PEGA, , IDCC.
- Sold out of its positions in ASTL, CGAU, DRIO, GDOT, HPE, LTRX, MCHX, NNDM, PEGA, PHLT. SQNS, TALO, TDC.
- AMH Equity was a net seller of stock by $-13M.
- AMH Equity has $80M in assets under management (AUM), dropping by 5.53%.
- Central Index Key (CIK): 0001600535
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Portfolio Holdings for AMH Equity
AMH Equity holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Lightpath Technologies Com Cl A (LPTH) | 12.8 | $10M | -37% | 1.3M | 7.93 |
|
| Powerfleet (AIOT) | 5.9 | $4.7M | -9% | 900k | 5.24 |
|
| Twin Disc, Incorporated (TWIN) | 5.7 | $4.6M | -28% | 330k | 13.94 |
|
| Digitalocean Hldgs (DOCN) | 4.7 | $3.8M | -58% | 110k | 34.16 |
|
| Universal Electronics (UEIC) | 4.6 | $3.7M | +10% | 800k | 4.66 |
|
| InterDigital (IDCC) | 4.3 | $3.5M | -23% | 10k | 345.23 |
|
| Myriad Genetics (MYGN) | 3.6 | $2.9M | +33% | 400k | 7.23 |
|
| Ducommun Incorporated (DCO) | 3.6 | $2.9M | -9% | 30k | 96.13 |
|
| Precipio (PRPO) | 2.9 | $2.3M | +370% | 131k | 17.79 |
|
| Babcock & Wilcox Enterpr (BW) | 2.5 | $2.0M | NEW | 704k | 2.90 |
|
| Health Catalyst (HCAT) | 2.3 | $1.9M | +54% | 660k | 2.85 |
|
| Synalloy Corporation (ACNT) | 2.3 | $1.9M | 145k | 12.88 |
|
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| Stratasys SHS (SSYS) | 2.3 | $1.9M | -33% | 166k | 11.20 |
|
| Rf Inds Com Par $0.01 (RFIL) | 2.3 | $1.8M | NEW | 224k | 8.23 |
|
| Harvard Bioscience (HBIO) | 2.2 | $1.8M | +15% | 4.0M | 0.44 |
|
| Lincoln Educational Services Corporation (LINC) | 2.2 | $1.8M | 75k | 23.50 |
|
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| Brady Corp Cl A (BRC) | 1.9 | $1.5M | -18% | 20k | 78.03 |
|
| Team Com New (TISI) | 1.9 | $1.5M | +12% | 90k | 16.58 |
|
| Nlight (LASR) | 1.8 | $1.5M | -50% | 50k | 29.63 |
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| Cvd Equipment Corp equity (CVV) | 1.7 | $1.4M | 417k | 3.36 |
|
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| Hurco Companies (HURC) | 1.7 | $1.4M | -26% | 78k | 17.40 |
|
| Maris Tech Ordinary Shares (MTEK) | 1.6 | $1.3M | -5% | 684k | 1.86 |
|
| inTEST Corporation (INTT) | 1.6 | $1.3M | 162k | 7.81 |
|
|
| Electrovaya Com New (ELVA) | 1.5 | $1.2M | 201k | 5.89 |
|
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| Materialise Nv Sponsored Ads (MTLS) | 1.4 | $1.2M | 208k | 5.57 |
|
|
| One Stop Systems (OSS) | 1.3 | $1.1M | NEW | 200k | 5.36 |
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| QuinStreet (QNST) | 1.3 | $1.0M | 66k | 15.47 |
|
|
| Nova Minerals Sponsored Ads (NVA) | 1.2 | $984k | NEW | 60k | 16.40 |
|
| Nexxen Intl Shs New (NEXN) | 1.2 | $925k | NEW | 100k | 9.25 |
|
| Dmc Global (BOOM) | 1.1 | $845k | NEW | 100k | 8.45 |
|
| Ideal Pwr Com New (IPWR) | 1.0 | $785k | NEW | 156k | 5.02 |
|
| Richardson Electronics (RELL) | 1.0 | $783k | NEW | 80k | 9.79 |
|
| Inspired Entmt (INSE) | 0.9 | $750k | 80k | 9.38 |
|
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| eHealth (EHTH) | 0.9 | $716k | +66% | 166k | 4.31 |
|
| Cambium Networks Corp SHS (CMBM) | 0.9 | $715k | 800k | 0.89 |
|
|
| Concrete Pumping Hldgs (BBCP) | 0.9 | $705k | NEW | 100k | 7.05 |
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| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.9 | $693k | NEW | 60k | 11.55 |
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| Broadwind Com New (BWEN) | 0.8 | $679k | 323k | 2.10 |
|
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| Meiragtx Holdings (MGTX) | 0.8 | $658k | NEW | 80k | 8.23 |
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| Clearfield (CLFD) | 0.8 | $640k | NEW | 19k | 34.38 |
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| Dxc Technology Call Option (DXC) | 0.7 | $545k | -37% | 40k | 13.63 |
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| Viemed Healthcare (VMD) | 0.7 | $543k | 80k | 6.79 |
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| Collplant Biotechnologies Lt Shs New (CLGN) | 0.7 | $538k | +24% | 200k | 2.69 |
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| Dare Bioscience Com New (DARE) | 0.6 | $488k | +20% | 232k | 2.10 |
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| Milestone Pharmaceuticals (MIST) | 0.6 | $463k | NEW | 232k | 2.00 |
|
| Health Sciences Acq Corp 2 (OBIO) | 0.5 | $412k | NEW | 166k | 2.48 |
|
| Westport Fuel Systems (WPRT) | 0.4 | $311k | -12% | 137k | 2.27 |
|
| Duos Technologies Group (DUOT) | 0.3 | $258k | NEW | 35k | 7.36 |
|
| IRIDEX Corporation (IRIX) | 0.3 | $210k | -3% | 184k | 1.14 |
|
| Scynexis Com New (SCYX) | 0.2 | $189k | -5% | 246k | 0.77 |
|
| MNTN Cl A (MNTN) | 0.2 | $186k | NEW | 10k | 18.55 |
|
| Socket Mobile Com New (SCKT) | 0.1 | $120k | -7% | 117k | 1.03 |
|
| Precision Optics Corp Inc Ma Com New (POCI) | 0.1 | $109k | 25k | 4.35 |
|
|
| Datavault Ai Com Shs (DVLT) | 0.1 | $108k | NEW | 99k | 1.09 |
|
Past Filings by AMH Equity
SEC 13F filings are viewable for AMH Equity going back to 2021
- AMH Equity 2025 Q3 filed Oct. 29, 2025
- AMH Equity 2025 Q2 filed Aug. 4, 2025
- AMH Equity 2025 Q1 filed May 5, 2025
- AMH Equity 2024 Q4 filed Feb. 5, 2025
- AMH Equity 2024 Q3 filed Nov. 7, 2024
- AMH Equity 2024 Q2 filed Aug. 6, 2024
- AMH Equity 2024 Q1 filed May 7, 2024
- AMH Equity 2023 Q4 filed Feb. 2, 2024
- AMH Equity 2023 Q3 filed Nov. 6, 2023
- AMH Equity 2023 Q2 filed Aug. 1, 2023
- AMH Equity 2023 Q1 filed May 2, 2023
- AMH Equity 2022 Q4 filed Jan. 20, 2023
- AMH Equity 2022 Q2 restated filed Nov. 4, 2022
- AMH Equity 2022 Q3 filed Nov. 4, 2022
- AMH Equity 2022 Q2 filed Aug. 1, 2022
- AMH Equity 2022 Q1 filed April 26, 2022