Amplify Investments, LLC

Portfolio Overview

Amplify Investments, LLC disclosed 26 positions worth $7.2M in its Form 13F-HR for Q2 2026, led by $SEI (Solaris Energy Infrastructure, Inc.) at 11.3% of the equity portfolio, followed by $BE and $WMB. The portfolio is most concentrated in Energy (76.0% of disclosed assets). All figures are sourced directly from Amplify Investments, LLC’s Form 13F-HR filing with the SEC under CIK 1632494.

• 

  Solaris Energy Infrastructure, Inc.

  $SEI

  56.1#1,169

  Quality

  $819.1K10,180 sh
• 

  Bloom Energy Corp

  $BE

  66.0#430

  Quality

  $684.1K2,260 sh
• 

  WILLIAMS COMPANIES, INC.

  $WMB

  64.0#555

  Quality

  $596.2K8,020 sh
• 

  KINDER MORGAN, INC.

  $KMI

  71.1

  Quality

  $511.5K16,000 sh
• 

  MPLX LP

  $MPLX

  69.7

  Quality

  $485.6K8,620 sh
• 

  ENBRIDGE INC

  $ENB

  66.7

  Quality

  $482.5K8,900 sh
• 

  Archrock, Inc.

  $AROC

  71.7

  Quality

  $294.7K7,240 sh
• 

  TC ENERGY CORP

  $TRP

  —

  Quality

  $294.3K4,440 sh
• 

  DT Midstream, Inc.

  $DTM

  68.3

  Quality

  $293.5K2,000 sh
• 

  Kodiak Gas Services, Inc.

  $KGS

  56.6

  Quality

  $285.5K3,800 sh

Company	Quality	Value	Shares
Solaris Energy Infrastructure, Inc.$SEI	56.1#1,169	$819.1K	10,180
Bloom Energy Corp$BE	66.0#430	$684.1K	2,260
WILLIAMS COMPANIES, INC.$WMB	64.0#555	$596.2K	8,020
KINDER MORGAN, INC.$KMI	71.1	$511.5K	16,000
MPLX LP$MPLX	69.7	$485.6K	8,620
ENBRIDGE INC$ENB	66.7	$482.5K	8,900
Archrock, Inc.$AROC	71.7	$294.7K	7,240
TC ENERGY CORP$TRP	—	$294.3K	4,440
DT Midstream, Inc.$DTM	68.3	$293.5K	2,000
Kodiak Gas Services, Inc.$KGS	56.6	$285.5K	3,800

Showing top 10 of 26 holdings.

Full Holdings — Amplify Investments, LLC (Q2 2026)

All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SEI	Solaris Energy Infrastructure, Inc.	$819,083	11.3%	+18%	56.1
2	$BE	Bloom Energy Corp	$684,102	9.5%	+18%	66
3	$WMB	WILLIAMS COMPANIES, INC.	$596,207	8.2%	+18%	64
4	$KMI	KINDER MORGAN, INC.	$511,520	7.1%	+18%	71.1
5	$MPLX	MPLX LP	$485,565	6.7%	+18%	69.7
6	$ENB	ENBRIDGE INC	$482,469	6.7%	+18%	66.7
7	$AROC	Archrock, Inc.	$294,740	4.1%	+18%	71.7
8	$TRP	TC ENERGY CORP	$294,328	4.1%	+18%	—
9	$DTM	DT Midstream, Inc.	$293,480	4.1%	+18%	68.3
10	$KGS	Kodiak Gas Services, Inc.	$285,494	4.0%	+18%	56.6
11	$PAGP	PLAINS GP HOLDINGS LP	$282,988	3.9%	+18%	54.9
12	$TRGP	Targa Resources Corp.	$262,777	3.6%	+18%	63
13	$ET	Energy Transfer LP	$255,061	3.5%	+18%	64.2
14	$WES	Western Midstream Partners, LP	$220,550	3.0%	+18%	70.8
15	$VST	Vistra Corp.	$212,564	2.9%	+18%	71.6
16	$GTLS	CHART INDUSTRIES INC	$208,940	2.9%	+18%	49
17	$GLNG	GOLAR LNG LTD	$157,494	2.2%	+18%	—
18	$LNG	Cheniere Energy, Inc.	$148,186	2.0%	+18%	66.3
19	$PPL	PPL Corp	$140,311	1.9%	+18%	55.3
20	$VG	Venture Global, Inc.	$119,314	1.6%	+18%	69.3
21	$WOR	WORTHINGTON ENTERPRISES, INC.	$113,971	1.6%	+18%	55.5
22	$FLNG	Flex LNG Ltd.	$112,801	1.6%	+18%	—
23	$APD	Air Products & Chemicals, Inc.	$105,545	1.5%	+18%	46.2
24	$EQT	EQT Corp	$58,487	0.8%	+18%	83.5
25	$OKE	ONEOK INC /NEW/	$55,642	0.8%	+18%	71.5
26	$EXE	EXPAND ENERGY Corp	$32,828	0.5%	+18%	80.6