Amplify Investments, LLC
Filing Date
Global Rank
#7,955
/ 8,232
▲ 247
Top Industry
Oil & Gas Midstream
65.9%
3Y Alpha vs SPY
+25.9%
Period ended 2 months ago
Filed May 8, 2026 · 37d
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+36.5%
SPY
+16.0%
Annualised alpha
+25.9%
Max drawdown
−6.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.9%
+0.0 pts
Top 5
40.7%
−1.3 pts
Top 10
61.9%
−1.1 pts
HHI
529
Diversified−14
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 83.6% | $4,663,555 |
| Industrials | 9.5% | $529,969 |
| Utilities | 5.3% | $296,559 |
| Basic Materials | 1.6% | $88,889 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
26 positions ·
$5,578,972 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMB |
Williams Companies, Inc.
Energy
|
Held | 6,817 | $496,141 | 8.89% | |
| SEI |
Solaris Energy Infrastructure, Inc.
Energy
|
Held | 8,653 | $488,981 | 8.76% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Held | 13,600 | $456,008 | 8.17% | |
| MPLX |
Mplx LP
Energy
|
Held | 7,327 | $418,151 | 7.50% | |
| ENB |
Enbridge Inc
Energy
|
Held | 7,565 | $409,569 | 7.34% | |
| BE |
Bloom Energy Corp
Industrials
|
Held | 1,921 | $260,276 | 4.67% | |
| PAGP |
Plains Gp Holdings LP
Energy
|
Held | 9,911 | $240,639 | 4.31% | |
| TRP |
Tc Energy Corp
Energy
|
Held | 3,774 | $236,252 | 4.23% | |
| DTM |
DT Midstream, Inc.
Energy
|
Held | 1,700 | $228,939 | 4.10% | |
| ET |
Energy Transfer LP
Energy
|
Held | 11,339 | $218,842 | 3.92% | |
| AROC |
Archrock, Inc.
Energy
|
Held | 6,154 | $214,159 | 3.84% | |
| TRGP |
Targa Resources Corp.
Energy
|
Held | 833 | $208,858 | 3.74% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
Held | 3,230 | $188,373 | 3.38% | |
| WES |
Western Midstream Partners, LP
Energy
|
Held | 4,284 | $176,372 | 3.16% | |
| GTLS |
Chart Industries Inc
Industrials
|
Held | 850 | $175,737 | 3.15% | |
| VST |
Vistra Corp.
Utilities
|
Held | 1,139 | $171,225 | 3.07% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Held | 527 | $149,541 | 2.68% | |
| GLNG |
Golar Lng Ltd
Energy
|
Held | 2,686 | $145,339 | 2.61% | |
| VG |
Venture Global, Inc.
Energy
|
Held | 9,112 | $143,605 | 2.57% | |
| PPL |
PPL Corp
Utilities
|
Held | 3,281 | $125,334 | 2.25% | |
| FLNG |
Flex LNG Ltd.
Energy
|
Held | 3,417 | $101,519 | 1.82% | |
| WOR |
Worthington Enterprises, Inc.
Industrials
|
Held | 1,802 | $93,956 | 1.68% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 306 | $88,889 | 1.59% | |
| EQT |
EQT Corp
Energy
|
Held | 935 | $59,503 | 1.07% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 544 | $49,172 | 0.88% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
Held | 306 | $33,592 | 0.60% |