— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Amplify Investments, LLC

3333 WARRENVILLE ROAD SUITE 350, LISLE, IL 60532 • 855-267-3837

Q4 2025 · Filed 2026-02-02
Market Value
$2.2B
+13.1%
Holdings
26
-1
New Purchases
1
Added To
23
Closed
0
Reduced
2
Top 10 Concentration
90.7%
Turnover
3.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ENB 15.99% 0.02% +15.98% $348M
BE 2.79% 0.01% +2.79% $61M
KMI 17.37% 16.48% +0.89% $378M
ET 8.98% 8.33% +0.65% $195M
PAGP 7.98% 7.74% +0.24% $174M
FLNG 3.92% 3.69% +0.23% $85M
WES 7.41% 7.20% +0.20% $161M
GLNG 4.84% 4.65% +0.19% $105M
AROC 7.07% 6.93% +0.14% $154M
PPL 5.30% 5.22% +0.08% $115M
KGS 5.13% 5.11% +0.02% $112M
EQT 0.00% 0.00% +0.00% $51K
WOR 0.00% 0.00% +0.00% $108K
OKE 0.00% 0.00% +0.00% $44K
TRGP 0.01% 0.01% +0.00% $137K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MPLX 0.02% 15.67% -15.65% $368K
SEI 10.64% 14.80% -4.16% $232M
AGPXX 2.49% 4.08% -1.59% $54M
VST 0.01% 0.01% -0.00% $182K
APD 0.00% 0.00% -0.00% $83K
GTLS 0.01% 0.01% -0.00% $148K
WMB 0.02% 0.02% -0.00% $400K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Energy 83.2%
Industrials 9.8%
Utilities 5.5%
Basic Materials 1.6%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 18 $1.3B 60.4%
Mid Cap 7 $776M 35.7%
Small Cap 1 $85M 3.9%

Portfolio Analytics

Avg Market Cap
$42.9B
Median Market Cap
$43.3B
Avg P/E
29.1
Median P/E
23.7
Avg Dividend Yield
0.03%
Avg Beta
0.82
# Stocks
25
# ETFs / Funds
1

Top Holdings (26 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 KMI 17.37% 13,600 $378M $27,808.24 $61M +2,400 +21.4%
2 ENB 15.99% 7,565 $348M $46,021.15 $348M +1,335 +21.4%
3 SEI 10.64% 8,653 $232M $26,777.07 -$53M +1,527 +21.4%
4 ET 8.98% 11,339 $195M $17,235.12 $35M +2,001 +21.4%
5 PAGP 7.98% 9,911 $174M $17,516.09 $25M +1,749 +21.4%
6 WES 7.41% 4,284 $161M $37,635.62 $23M +756 +21.4%
7 AROC 7.07% 6,154 $154M $25,008.45 $21M +1,086 +21.4%
8 PPL 5.30% 3,281 $115M $35,137.76 $15M +579 +21.4%
9 KGS 5.13% 3,230 $112M $34,590.40 $13M +570 +21.4%
10 GLNG 4.84% 2,686 $105M $39,184.66 $16M +474 +21.4%
11 FLNG 3.92% 3,417 $85M $24,951.71 $14M +603 +21.4%
12 BE 2.79% 1,921 $61M $31,648.10 $61M +339 +21.4%
13 AGPXX 2.49% 54,210 $54M $1,000.00 -$24M -24,372 -31.0%
14 WMB 0.02% 6,817 $400K $58.66 $44K +1,203 +21.4%
15 MPLX 0.02% 7,327 $368K $50.29 -$301M +1,293 +21.4%
16 TRP 0.01% 3,774 $192K $50.75 $22K +666 +21.4%
17 VST 0.01% 1,139 $182K $159.45 -$2K +201 +21.4%
18 DTM 0.01% 1,700 $181K $106.75 $23K +300 +21.4%
19 GTLS 0.01% 850 $148K $174.16 $8K +150 +21.4%
20 TRGP 0.01% 833 $137K $164.09 $22K +147 +21.4%
21 LNG 0.01% 527 $120K $228.21 $18K +93 +21.4%
22 WOR —% 1,802 $108K $59.85 $25K +318 +21.4%
23 APD —% 306 $83K $271.86 -$5K -16 -5.0%
24 EQT —% 935 $51K $54.22 +935 NEW
25 OKE —% 544 $44K $81.63 $12K +96 +21.4%
26 EXE —% 306 $35K $114.93 $8K +54 +21.4%

New Positions

SymbolValue% Port
EQT $51K —%
View SEC EDGAR Filings for Amplify Investments, LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms