Sowell Financial Services LLC ASYS — AMTECH SYS INC

Ownership history in Sowell Financial Services LLC  ·  5 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported AMTECH SYS INC (ASYS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows ASYS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ASYS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in AMTECH SYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ASYS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ASYS stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held ASYS — position size vs. price
% of Fund (quarterly)    ASYS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 20,206 — 0% 0.02% $466K 2026-07-20 $16.32
2026 Q1 ADDED — — — 20,206 +4,050 +25.1% 0.01% $236K 2026-04-20 $16.72
2025 Q4 REDUCED 51.8% -6.9% ✅ 16,156 -17,393 -51.8% 0.01% $203K 2026-01-21 $17.03
2025 Q2 ADDED — — — 33,549 +666 +2.0% 0.01% $149K 2025-07-14 $4.64
2025 Q1 INITIATED — — — 32,883 — — 0.01% $159K 2025-04-17 $3.58

🏢 Other funds also holding ASYS

As of 2026 Q2 — sorted by position size

Capelight Capital Asset Management LP 0.55% Optimus Capital Advisors, LLC 0.37% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.13% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.03% BUFFALO BUSINESS & ESTATE SERVICES LTD 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.01% FIRST UNITED BANK & TRUST 3Y 7Y 0.0% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0%

FAQ About Sowell Financial Services LLC and ASYS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning ASYS?

Sowell Financial Services LLC reported ASYS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ASYS position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for ASYS was 0.02% in 2026 Q2.

What is the latest reported ASYS position on this page?

The most recent filing on this page is 2026 Q2, when Sowell Financial Services LLC reported 20,206 shares, equal to 0.02% of portfolio, with an estimated market value of $466K.

What does the chart on this ASYS ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly ASYS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sowell Financial Services LLC time their ASYS position?

Based on 13F filing dates vs. subsequent ASYS price moves, Sowell Financial Services LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ASYS relative to SPY over the holding period was +151.6%.

← Back to Sowell Financial Services LLC Holdings