2026 Q2 Portfolio Activity
In 2026 Q2, Amplify Investments, LLC maintained a portfolio of 26 distinct positions. They heavily accumulated shares in BLOOM ENERGY CORP, increasing the position by 17.6%.
Position History
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Total Positions
26
Quarter
2026 Q2
Top Holding
SEI (11.3%)
Top 10 Concentration
65.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-26 of 26
Amplify Investments, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SEI
SOLARIS ENERGY ...
|
Energy | 11.32% | 8.76% |
#1
1
Prev: #2
|
8.0 |
—
|
1,527 | 17.6% |
P
S
|
10,180 | $819,083 |
$39.28
+29.2%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
BE
BLOOM ENERGY CO...
|
Industrials | 9.46% | 4.67% |
#2
4
Prev: #6
|
7.3 |
—
|
339 | 17.6% |
P
S
|
2,260 | $684,102 |
$71.91
+193.1%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
WMB
WILLIAMS COS IN...
|
Energy | 8.24% | 8.89% |
#3
2
Prev: #1
|
6.3 |
—
|
1,203 | 17.6% |
P
S
|
8,020 | $596,207 |
$62.69
+17.6%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | ||
|
KMI
KINDER MORGAN I...
|
Energy | 7.07% | 8.17% |
#4
1
Prev: #3
|
5.3 |
—
|
2,400 | 17.6% |
P
S
|
16,000 | $511,520 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
MPLX
MPLX LP
|
Energy | 6.71% | 7.50% |
#5
1
Prev: #4
|
5.2 |
—
|
1,293 | 17.6% |
P
S
|
8,620 | $485,565 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ENB
ENBRIDGE INC
|
Energy | 6.67% | 7.34% |
#6
1
Prev: #5
|
4.7 |
—
|
1,335 | 17.6% |
P
S
|
8,900 | $482,469 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
AROC
ARCHROCK INC
|
Energy | 4.07% | 3.84% |
#7
4
Prev: #11
|
3.6 |
—
|
1,086 | 17.6% |
P
S
|
7,240 | $294,740 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TRP
TC ENERGY CORP
|
Energy | 4.07% | 4.23% |
#8
Prev: #8
|
3.6 |
—
|
666 | 17.6% |
P
S
|
4,440 | $294,328 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
DTM
DT MIDSTREAM IN...
|
Energy | 4.06% | 4.10% |
#9
Prev: #9
|
3.6 |
—
|
300 | 17.6% |
P
S
|
2,000 | $293,480 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
KGS
KODIAK GAS SVCS...
|
Energy | 3.95% | 3.38% |
#10
3
Prev: #13
|
3.6 |
—
|
570 | 17.6% |
P
S
|
3,800 | $285,494 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PAGP
PLAINS GP HLDGS...
|
Bond/Debt | 3.91% | 4.31% |
#11
4
Prev: #7
|
3.6 |
—
|
1,749 | 17.6% |
P
S
|
11,660 | $282,988 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
TRGP
TARGA RES CORP
|
Energy | 3.63% | 3.74% |
#12
Prev: #12
|
3.5 |
—
|
147 | 17.6% |
P
S
|
980 | $262,777 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
ET
ENERGY TRANSFER...
|
Energy | 3.53% | 3.92% |
#13
3
Prev: #10
|
3.4 |
—
|
2,001 | 17.6% |
P
S
|
13,340 | $255,061 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
WES
WESTERN MIDSTRE...
|
Bond/Debt | 3.05% | 3.16% |
#14
Prev: #14
|
3.2 |
—
|
756 | 17.6% |
P
S
|
5,040 | $220,550 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VST
VISTRA CORP
|
Utilities | 2.94% | 3.07% |
#15
1
Prev: #16
|
3.2 |
—
|
201 | 17.6% |
P
S
|
1,340 | $212,564 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GTLS
CHART INDS INC
|
Industrials | 2.89% | 3.15% |
#16
1
Prev: #15
|
3.2 |
—
|
150 | 17.6% |
P
S
|
1,000 | $208,940 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
GLNG
GOLAR LNG LTD
|
Energy | 2.18% | 2.61% |
#17
1
Prev: #18
|
2.9 |
—
|
474 | 17.6% |
P
S
|
3,160 | $157,494 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
LNG
CHENIERE ENERGY...
|
Energy | 2.05% | 2.68% |
#18
1
Prev: #17
|
2.8 |
—
|
93 | 17.6% |
P
S
|
620 | $148,186 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
PPL
PPL CORP
|
Utilities | 1.94% | 2.25% |
#19
1
Prev: #20
|
2.8 |
—
|
579 | 17.6% |
P
S
|
3,860 | $140,311 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
VG
VENTURE GLOBAL ...
|
Energy | 1.65% | 2.57% |
#20
1
Prev: #19
|
2.7 |
—
|
1,608 | 17.6% |
P
S
|
10,720 | $119,314 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
WOR
WORTHINGTON ENT...
|
Industrials | 1.58% | 1.68% |
#21
1
Prev: #22
|
2.6 |
—
|
318 | 17.6% |
P
S
|
2,120 | $113,971 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
FLNG
FLEX LNG LTD
|
Energy | 1.56% | 1.82% |
#22
1
Prev: #21
|
2.6 |
—
|
603 | 17.6% |
P
S
|
4,020 | $112,801 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
APD
AIR PRODS & CHE...
|
Basic Materials | 1.46% | 1.59% |
#23
Prev: #23
|
2.6 |
—
|
54 | 17.6% |
P
S
|
360 | $105,545 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
EQT
EQT CORP
|
Energy | 0.81% | 1.07% |
#24
Prev: #24
|
2.3 |
—
|
165 | 17.6% |
P
S
|
1,100 | $58,487 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
OKE
ONEOK INC NEW
|
Energy | 0.77% | 0.88% |
#25
Prev: #25
|
2.3 |
—
|
96 | 17.6% |
P
S
|
640 | $55,642 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 0.45% | 0.60% |
#26
Prev: #26
|
2.2 |
—
|
54 | 17.6% |
P
S
|
360 | $32,828 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-10 |
Showing 1-26 of 26 holdings