AMH Equity as of Sept. 30, 2025
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 | 1.3M | 7.93 | |
| Powerfleet (AIOT) | 5.9 | $4.7M | 900k | 5.24 | |
| Twin Disc, Incorporated (TWIN) | 5.7 | $4.6M | 330k | 13.94 | |
| Digitalocean Hldgs (DOCN) | 4.7 | $3.8M | 110k | 34.16 | |
| Universal Electronics (UEIC) | 4.6 | $3.7M | 800k | 4.66 | |
| InterDigital (IDCC) | 4.3 | $3.5M | 10k | 345.23 | |
| Myriad Genetics (MYGN) | 3.6 | $2.9M | 400k | 7.23 | |
| Ducommun Incorporated (DCO) | 3.6 | $2.9M | 30k | 96.13 | |
| Precipio (PRPO) | 2.9 | $2.3M | 131k | 17.79 | |
| Babcock & Wilcox Enterpr (BW) | 2.5 | $2.0M | 704k | 2.90 | |
| Health Catalyst (HCAT) | 2.3 | $1.9M | 660k | 2.85 | |
| Synalloy Corporation (ACNT) | 2.3 | $1.9M | 145k | 12.88 | |
| Stratasys SHS (SSYS) | 2.3 | $1.9M | 166k | 11.20 | |
| Rf Inds Com Par $0.01 (RFIL) | 2.3 | $1.8M | 224k | 8.23 | |
| Harvard Bioscience (HBIO) | 2.2 | $1.8M | 4.0M | 0.44 | |
| Lincoln Educational Services Corporation (LINC) | 2.2 | $1.8M | 75k | 23.50 | |
| Brady Corp Cl A (BRC) | 1.9 | $1.5M | 20k | 78.03 | |
| Team Com New (TISI) | 1.9 | $1.5M | 90k | 16.58 | |
| Nlight (LASR) | 1.8 | $1.5M | 50k | 29.63 | |
| Cvd Equipment Corp equity (CVV) | 1.7 | $1.4M | 417k | 3.36 | |
| Hurco Companies (HURC) | 1.7 | $1.4M | 78k | 17.40 | |
| Maris Tech Ordinary Shares (MTEK) | 1.6 | $1.3M | 684k | 1.86 | |
| inTEST Corporation (INTT) | 1.6 | $1.3M | 162k | 7.81 | |
| Electrovaya Com New (ELVA) | 1.5 | $1.2M | 201k | 5.89 | |
| Materialise Nv Sponsored Ads (MTLS) | 1.4 | $1.2M | 208k | 5.57 | |
| One Stop Systems (OSS) | 1.3 | $1.1M | 200k | 5.36 | |
| QuinStreet (QNST) | 1.3 | $1.0M | 66k | 15.47 | |
| Nova Minerals Sponsored Ads (NVA) | 1.2 | $984k | 60k | 16.40 | |
| Nexxen Intl Shs New (NEXN) | 1.2 | $925k | 100k | 9.25 | |
| Dmc Global (BOOM) | 1.1 | $845k | 100k | 8.45 | |
| Ideal Pwr Com New (IPWR) | 1.0 | $785k | 156k | 5.02 | |
| Richardson Electronics (RELL) | 1.0 | $783k | 80k | 9.79 | |
| Inspired Entmt (INSE) | 0.9 | $750k | 80k | 9.38 | |
| eHealth (EHTH) | 0.9 | $716k | 166k | 4.31 | |
| Cambium Networks Corp SHS (CMBM) | 0.9 | $715k | 800k | 0.89 | |
| Concrete Pumping Hldgs (BBCP) | 0.9 | $705k | 100k | 7.05 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.9 | $693k | 60k | 11.55 | |
| Broadwind Com New (BWEN) | 0.8 | $679k | 323k | 2.10 | |
| Meiragtx Holdings (MGTX) | 0.8 | $658k | 80k | 8.23 | |
| Clearfield (CLFD) | 0.8 | $640k | 19k | 34.38 | |
| Dxc Technology Call Option (DXC) | 0.7 | $545k | 40k | 13.63 | |
| Viemed Healthcare (VMD) | 0.7 | $543k | 80k | 6.79 | |
| Collplant Biotechnologies Lt Shs New (CLGN) | 0.7 | $538k | 200k | 2.69 | |
| Dare Bioscience Com New (DARE) | 0.6 | $488k | 232k | 2.10 | |
| Milestone Pharmaceuticals (MIST) | 0.6 | $463k | 232k | 2.00 | |
| Health Sciences Acq Corp 2 (OBIO) | 0.5 | $412k | 166k | 2.48 | |
| Westport Fuel Systems (WPRT) | 0.4 | $311k | 137k | 2.27 | |
| Duos Technologies Group (DUOT) | 0.3 | $258k | 35k | 7.36 | |
| IRIDEX Corporation (IRIX) | 0.3 | $210k | 184k | 1.14 | |
| Scynexis Com New (SCYX) | 0.2 | $189k | 246k | 0.77 | |
| MNTN Cl A (MNTN) | 0.2 | $186k | 10k | 18.55 | |
| Socket Mobile Com New (SCKT) | 0.1 | $120k | 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 | 99k | 1.09 |
