AMH Equity as of March 31, 2025
Portfolio Holdings for AMH Equity
AMH Equity holds 53 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Powerfleet (AIOT) | 9.1 | $6.0M | 1.1M | 5.49 | |
| Universal Electronics (UEIC) | 7.1 | $4.7M | 768k | 6.12 | |
| Lightpath Technologies Com Cl A (LPTH) | 6.9 | $4.6M | 2.3M | 2.01 | |
| Twin Disc, Incorporated (TWIN) | 6.1 | $4.0M | 530k | 7.57 | |
| Digitalocean Hldgs (DOCN) | 4.8 | $3.2M | 95k | 33.39 | |
| Teradata Corporation (TDC) | 4.6 | $3.0M | 135k | 22.48 | |
| InterDigital (IDCC) | 3.4 | $2.3M | 11k | 206.75 | |
| Harvard Bioscience (HBIO) | 2.9 | $1.9M | 3.4M | 0.57 | |
| Thermon Group Holdings (THR) | 2.8 | $1.8M | 66k | 27.85 | |
| Hurco Companies (HURC) | 2.7 | $1.8M | 117k | 15.51 | |
| Cvd Equipment Corp equity (CVV) | 2.7 | $1.8M | 576k | 3.07 | |
| Brady Corp Cl A (BRC) | 2.7 | $1.8M | 25k | 70.64 | |
| Sequans Communications S A Sponsored Ads | 2.5 | $1.7M | 800k | 2.10 | |
| Maris Tech Ordinary Shares (MTEK) | 2.5 | $1.7M | 770k | 2.15 | |
| Spartannash | 2.4 | $1.6M | 80k | 20.26 | |
| Ducommun Incorporated (DCO) | 2.4 | $1.6M | 27k | 58.03 | |
| Synalloy Corporation (ACNT) | 2.3 | $1.5M | 119k | 12.66 | |
| Algoma Stl Group (ASTL) | 2.2 | $1.5M | 270k | 5.42 | |
| Talos Energy (TALO) | 2.2 | $1.5M | 150k | 9.72 | |
| Lincoln Educational Services Corporation (LINC) | 1.9 | $1.3M | 80k | 15.87 | |
| Health Catalyst (HCAT) | 1.7 | $1.1M | 253k | 4.53 | |
| Viemed Healthcare (VMD) | 1.5 | $1.0M | 139k | 7.28 | |
| Barrick Gold Corp Call Option | 1.5 | $991k | 51k | 19.44 | |
| Nlight (LASR) | 1.4 | $932k | 120k | 7.77 | |
| Centerra Gold (CGAU) | 1.4 | $902k | 142k | 6.35 | |
| Performant Finl (PHLT) | 1.3 | $888k | 300k | 2.96 | |
| Cambium Networks Corp SHS (CMBM) | 1.3 | $882k | 1.3M | 0.71 | |
| inTEST Corporation (INTT) | 1.2 | $825k | 118k | 6.99 | |
| Team Com New (TISI) | 1.2 | $784k | 46k | 16.92 | |
| Aspen Aerogels (ASPN) | 1.1 | $703k | 110k | 6.39 | |
| Westport Fuel Systems (WPRT) | 1.0 | $671k | 181k | 3.71 | |
| Stratasys SHS (SSYS) | 1.0 | $634k | 65k | 9.79 | |
| Inspired Entmt (INSE) | 1.0 | $632k | 74k | 8.54 | |
| Scynexis Com New (SCYX) | 0.9 | $597k | 627k | 0.95 | |
| Materialise Nv Sponsored Ads (MTLS) | 0.8 | $541k | 110k | 4.92 | |
| QuinStreet Call Option (QNST) | 0.8 | $535k | 30k | 17.84 | |
| IRIDEX Corporation (IRIX) | 0.8 | $513k | 519k | 0.99 | |
| Lantronix Com New (LTRX) | 0.8 | $500k | 201k | 2.49 | |
| Dare Bioscience Com New (DARE) | 0.7 | $475k | 164k | 2.89 | |
| Amtech Sys Com Par $0.01n (ASYS) | 0.7 | $471k | 98k | 4.83 | |
| Marchex CL B (MCHX) | 0.5 | $354k | 217k | 1.63 | |
| Collplant Biotechnologies Lt Shs New (CLGN) | 0.5 | $323k | 125k | 2.58 | |
| Duos Technologies Group (DUOT) | 0.4 | $282k | 50k | 5.64 | |
| Electrovaya Com New (ELVA) | 0.3 | $231k | 100k | 2.31 | |
| Precipio (PRPO) | 0.3 | $211k | 38k | 5.50 | |
| Broadwind Com New (BWEN) | 0.3 | $209k | 144k | 1.45 | |
| eHealth (EHTH) | 0.3 | $194k | 29k | 6.68 | |
| Precision Optics Corp Inc Ma Com New (POCI) | 0.3 | $187k | 45k | 4.15 | |
| Dariohealth Corp Com New | 0.2 | $153k | 250k | 0.61 | |
| Socket Mobile Com New (SCKT) | 0.2 | $142k | 125k | 1.13 | |
| Mogo (MOGO) | 0.2 | $107k | 125k | 0.86 | |
| Hyperfine Com Cl A (HYPR) | 0.1 | $90k | 125k | 0.72 | |
| Biodesix | 0.0 | $30k | 48k | 0.63 |
