AMH Equity as of June 30, 2025
Portfolio Holdings for AMH Equity
AMH Equity holds 50 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Digitalocean Hldgs (DOCN) | 9.9 | $7.5M | 263k | 28.56 | |
| Lightpath Technologies Com Cl A (LPTH) | 8.4 | $6.4M | 2.1M | 3.08 | |
| Universal Electronics (UEIC) | 6.3 | $4.8M | 721k | 6.62 | |
| Powerfleet (AIOT) | 5.7 | $4.3M | 999k | 4.31 | |
| Twin Disc, Incorporated (TWIN) | 5.4 | $4.1M | 464k | 8.83 | |
| InterDigital (IDCC) | 3.8 | $2.9M | 13k | 224.23 | |
| Stratasys SHS Call Option (SSYS) | 3.8 | $2.9M | 250k | 11.47 | |
| Ducommun Incorporated (DCO) | 3.6 | $2.7M | 33k | 82.63 | |
| Maris Tech Ordinary Shares (MTEK) | 3.0 | $2.3M | 725k | 3.20 | |
| Teradata Corporation (TDC) | 2.9 | $2.2M | 100k | 22.31 | |
| Hurco Companies (HURC) | 2.6 | $2.0M | 106k | 18.90 | |
| Nlight (LASR) | 2.6 | $2.0M | 100k | 19.68 | |
| Synalloy Corporation (ACNT) | 2.4 | $1.8M | 145k | 12.61 | |
| Lincoln Educational Services Corporation (LINC) | 2.3 | $1.7M | 75k | 23.05 | |
| Centerra Gold (CGAU) | 2.2 | $1.7M | 233k | 7.21 | |
| Brady Corp Cl A (BRC) | 2.1 | $1.6M | 24k | 67.97 | |
| Health Catalyst (HCAT) | 2.1 | $1.6M | 427k | 3.77 | |
| Talos Energy (TALO) | 2.1 | $1.6M | 188k | 8.48 | |
| Myriad Genetics (MYGN) | 2.1 | $1.6M | 300k | 5.31 | |
| Harvard Bioscience (HBIO) | 2.0 | $1.6M | 3.5M | 0.44 | |
| Team Com New (TISI) | 1.9 | $1.5M | 80k | 18.20 | |
| Pegasystems (PEGA) | 1.7 | $1.3M | 24k | 54.13 | |
| Cvd Equipment Corp equity (CVV) | 1.7 | $1.3M | 425k | 2.98 | |
| inTEST Corporation (INTT) | 1.6 | $1.2M | 163k | 7.28 | |
| Materialise Nv Sponsored Ads (MTLS) | 1.5 | $1.2M | 208k | 5.65 | |
| Performant Finl (PHLT) | 1.4 | $1.1M | 275k | 4.00 | |
| QuinStreet (QNST) | 1.4 | $1.1M | 66k | 16.10 | |
| Hewlett Packard Enterprise Call Option (HPE) | 1.3 | $1.0M | 50k | 20.45 | |
| Dxc Technology Call Option (DXC) | 1.3 | $971k | 64k | 15.29 | |
| Sequans Communications S A Sponsored Ads | 1.0 | $735k | 500k | 1.47 | |
| Lantronix Com New (LTRX) | 0.9 | $718k | 250k | 2.87 | |
| Electrovaya Com New (ELVA) | 0.9 | $682k | 200k | 3.41 | |
| Inspired Entmt (INSE) | 0.9 | $654k | 80k | 8.17 | |
| Marchex CL B (MCHX) | 0.8 | $609k | 278k | 2.19 | |
| Broadwind Com New (BWEN) | 0.8 | $585k | 323k | 1.81 | |
| Viemed Healthcare (VMD) | 0.7 | $553k | 80k | 6.91 | |
| Westport Fuel Systems (WPRT) | 0.6 | $489k | 156k | 3.14 | |
| Dare Bioscience Com New (DARE) | 0.6 | $463k | 194k | 2.39 | |
| eHealth (EHTH) | 0.6 | $435k | 100k | 4.35 | |
| Cambium Networks Corp SHS (CMBM) | 0.4 | $325k | 802k | 0.41 | |
| Precipio (PRPO) | 0.4 | $308k | 28k | 11.04 | |
| Green Dot Corp Cl A Call Option (GDOT) | 0.3 | $261k | 24k | 10.78 | |
| Collplant Biotechnologies Lt Shs New (CLGN) | 0.3 | $219k | 161k | 1.36 | |
| Algoma Stl Group (ASTL) | 0.3 | $208k | 30k | 6.89 | |
| Nano Dimension Sponsord Ads New (NNDM) | 0.3 | $208k | 128k | 1.62 | |
| Scynexis Com New (SCYX) | 0.2 | $176k | 261k | 0.67 | |
| IRIDEX Corporation (IRIX) | 0.2 | $168k | 190k | 0.88 | |
| Socket Mobile Com New (SCKT) | 0.2 | $145k | 126k | 1.15 | |
| Dariohealth Corp Com New | 0.2 | $144k | 215k | 0.67 | |
| Precision Optics Corp Inc Ma Com New (POCI) | 0.2 | $123k | 25k | 4.90 |
