Amplify Investments
LISLE, ILfiles as Amplify Investments, LLC
$7m in 26 US stocks at the end of 30 June 2026. The top 10 are 65.6% of the money. It changed about 8.2% of the portfolio this quarter.
Value
$7m
Stocks
26
Top 10 share
65.6%
Turnover
8.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Solaris Energy InfrastructureSEI11.3% of the fund+18%
- Bloom EnergyBE9.5% of the fund+18%
- Williams CompaniesWMB8.2% of the fund+18%
- Kinder MorganKMI7.1% of the fund+18%
- Mplx LPMPLX6.7% of the fund+18%
- EnbridgeENB6.7% of the fund+18%
- ArchrockAROC4.1% of the fund+18%
- TC EnergyTRP4.1% of the fund+18%
- DT MidstreamDTM4.1% of the fund+18%
- Kodiak Gas ServicesKGS3.9% of the fund+18%
- Plains GP Holdings LPPAGP3.9% of the fund+18%
- Targa ResourcesTRGP3.6% of the fund+18%
- Energy Transfer L PET3.5% of the fund+18%
- Western Midstream Partners LWES3.0% of the fund+18%
- VistraVST2.9% of the fund+18%
- Chart Inds2.9% of the fund+18%
- Golar LNGGLNG2.2% of the fund+18%
- Cheniere EnergyLNG2.0% of the fund+18%
- PPLPPL1.9% of the fund+18%
- Venture GlobalVG1.6% of the fund+18%
- Worthington EnterprisesWOR1.6% of the fund+18%
- Flex LNGFLNG1.6% of the fund+18%
- Air Products & ChemicalsAPD1.5% of the fund+18%
- EQTEQT0.8% of the fund+18%
- OneokOKE0.8% of the fund+18%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Mplx LPMPLX
- Share
- 6.7%
- Value
- $485,565
- Shares
- 8,620
+18%
- TC EnergyTRP
- Share
- 4.1%
- Value
- $294,328
- Shares
- 4,440
+18%
- Energy Transfer L PET
- Share
- 3.5%
- Value
- $255,061
- Shares
- 13,340
+18%
- Western Midstream Partners LWES
- Share
- 3.0%
- Value
- $220,550
- Shares
- 5,040
+18%
- Chart Inds
- Share
- 2.9%
- Value
- $208,940
- Shares
- 1,000
+18%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Solaris Energy InfrastructureSEI | 11.3% | $819,083 | 10,180 | +18% |
| Bloom EnergyBE | 9.5% | $684,102 | 2,260 | +18% |
| Williams CompaniesWMB | 8.2% | $596,207 | 8,020 | +18% |
| Kinder MorganKMI | 7.1% | $511,520 | 16,000 | +18% |
| Mplx LPMPLX | 6.7% | $485,565 | 8,620 | +18% |
| EnbridgeENB | 6.7% | $482,469 | 8,900 | +18% |
| ArchrockAROC | 4.1% | $294,740 | 7,240 | +18% |
| TC EnergyTRP | 4.1% | $294,328 | 4,440 | +18% |
| DT MidstreamDTM | 4.1% | $293,480 | 2,000 | +18% |
| Kodiak Gas ServicesKGS | 3.9% | $285,494 | 3,800 | +18% |
| Plains GP Holdings LPPAGP | 3.9% | $282,988 | 11,660 | +18% |
| Targa ResourcesTRGP | 3.6% | $262,777 | 980 | +18% |
| Energy Transfer L PET | 3.5% | $255,061 | 13,340 | +18% |
| Western Midstream Partners LWES | 3.0% | $220,550 | 5,040 | +18% |
| VistraVST | 2.9% | $212,564 | 1,340 | +18% |
| Chart Inds | 2.9% | $208,940 | 1,000 | +18% |
| Golar LNGGLNG | 2.2% | $157,494 | 3,160 | +18% |
| Cheniere EnergyLNG | 2.0% | $148,186 | 620 | +18% |
| PPLPPL | 1.9% | $140,311 | 3,860 | +18% |
| Venture GlobalVG | 1.6% | $119,314 | 10,720 | +18% |
| Worthington EnterprisesWOR | 1.6% | $113,971 | 2,120 | +18% |
| Flex LNGFLNG | 1.6% | $112,801 | 4,020 | +18% |
| Air Products & ChemicalsAPD | 1.5% | $105,545 | 360 | +18% |
| EQTEQT | 0.8% | $58,487 | 1,100 | +18% |
| OneokOKE | 0.8% | $55,642 | 640 | +18% |
| Expand EnergyEXE | 0.5% | $32,828 | 360 | +18% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 97.0% since 30 June 2025.
Where the money is
Energy37.7%
Industrials24.5%
Utilities18.6%
Materials3.0%
Other16.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.