Amh Equity Ltd Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Amh Equity LtdInvestment ActivityAmh Equity Ltd has $111.35 million in total holdings as of December 31, 2023.Amh Equity Ltd owns shares of 34 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 35.85% of the portfolio was purchased this quarter.About 21.06% of the portfolio was sold this quarter.This quarter, Amh Equity Ltd has purchased 31 new stocks and bought additional shares in 11 stocks.Amh Equity Ltd sold shares of 6 stocks and completely divested from 11 stocks this quarter.Largest Holdings Twin Disc $12,119,725Harvard Bioscience $11,571,478Luna Innovations $10,771,524Orion Group $9,163,700iShares Expanded Tech-Software Sector ETF $8,112,800 Largest New Holdings this Quarter iShares Expanded Tech-Software Sector ETF $8,112,800 HoldingIndustrial Select Sector SPDR Fund $5,699,500 HoldingThermon Group $4,152,675 HoldingArrow Electronics $3,667,500 HoldingSmith & Wesson Brands $2,712,000 Holding Largest Purchases this Quarter iShares Expanded Tech-Software Sector ETF 20,000 shares (about $8.11M)Industrial Select Sector SPDR Fund 50,000 shares (about $5.70M)Thermon Group 127,500 shares (about $4.15M)Arrow Electronics 30,000 shares (about $3.67M)Smith & Wesson Brands 200,000 shares (about $2.71M) Largest Sales this Quarter ARC Document Solutions 998,463 shares (about $3.27M)Twin Disc 55,520 shares (about $897.20K)TransAlta 84,864 shares (about $705.95K)IRIDEX 241,103 shares (about $677.50K)Applied DNA Sciences 217,232 shares (about $133.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmh Equity Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTWINTwin Disc$12,119,725$897,203 ▼-6.9%749,98310.9%Industrial ProductsHBIOHarvard Bioscience$11,571,478$115,239 ▲1.0%2,162,89310.4%Computer and TechnologyLUNALuna Innovations$10,771,524$774,226 ▲7.7%1,619,7789.7%Business ServicesORNOrion Group$9,163,700$6,911 ▼-0.1%1,855,0008.2%ConstructionIGViShares Expanded Tech-Software Sector ETF$8,112,800$8,112,800 ▲New Holding20,0007.3%ETFLTRXLantronix$7,742,431$1,069,755 ▲16.0%1,321,2347.0%Computer and TechnologyCNDTConduent$5,840,000$401,500 ▲7.4%1,600,0005.2%Business ServicesXLIIndustrial Select Sector SPDR Fund$5,699,500$5,699,500 ▲New Holding50,0005.1%ETFTHRThermon Group$4,152,675$4,152,675 ▲New Holding127,5003.7%Computer and TechnologyUEICUniversal Electronics$3,756,000$976,560 ▲35.1%400,0003.4%Computer and TechnologyARWArrow Electronics$3,667,500$3,667,500 ▲New Holding30,0003.3%Computer and TechnologyLPTHLightPath Technologies$3,552,029$391,696 ▲12.4%2,819,0713.2%Computer and TechnologyCVVCVD Equipment$2,923,800$208,210 ▲7.7%660,0002.6%Industrial ProductsSWBISmith & Wesson Brands$2,712,000$2,712,000 ▲New Holding200,0002.4%Consumer DiscretionaryCPSIComputer Programs and Systems$2,688,000$2,688,000 ▲New Holding240,0002.4%MedicalTACTransAlta$2,079,638$705,946 ▼-25.3%250,0001.9%UtilitiesJNPRJuniper Networks$2,063,600$2,063,600 ▲New Holding70,0001.9%Computer and TechnologyWPRTWestport Fuel Systems$1,655,000$572,365 ▲52.9%250,0001.5%Auto/Tires/TrucksFRSXForesight Autonomous$1,328,075$1,328,075 ▲New Holding1,289,3931.2%Business ServicesSCYXSCYNEXIS$1,227,392$703,815 ▲134.4%550,4001.1%MedicalIRIXIRIDEX$1,112,760$677,499 ▼-37.8%396,0001.0%Computer and TechnologyHPEHewlett Packard Enterprise$1,018,800$1,018,800 ▲New Holding60,0000.9%Computer and TechnologyCSTECaesarstone$848,8530.0%226,9660.8%ConstructionPOCIPrecision Optics$844,805$844,805 ▲New Holding140,3330.8%MedicalNSTGNanoString Technologies$718,464$306,844 ▲74.5%960,0000.6%MedicalPFIEProfire Energy$690,425$690,425 ▲New Holding381,4500.6%Oils/EnergyXTNTXtant Medical$671,2530.0%594,0290.6%MedicalMEIMethode Electronics$570,523$570,523 ▲New Holding25,1000.5%Computer and TechnologyCPSHCPS Technologies$524,7320.0%223,2900.5%Computer and TechnologyKVHIKVH Industries$457,888$457,888 ▲New Holding87,0510.4%Computer and TechnologyASYSAmtech Systems$376,576$376,576 ▲New Holding89,6610.3%Computer and TechnologyARCARC Document Solutions$261,068$3,274,955 ▼-92.6%79,5940.2%Industrial ProductsAPDNApplied DNA Sciences$228,216$133,989 ▼-37.0%370,0000.2%Industrial ProductsAMPGAmpliTech Group$196,289$19,644 ▲11.1%104,4090.2%Computer and TechnologyVSHVishay Intertechnology$0$4,763,544 ▼-100.0%00.0%Computer and TechnologyTXNTexas Instruments$0$3,180,200 ▼-100.0%00.0%Computer and TechnologyASPNAspen Aerogels$0$3,142,827 ▼-100.0%00.0%ConstructionMCHPMicrochip Technology$0$2,341,500 ▼-100.0%00.0%Computer and TechnologyFTVFortive$0$1,483,200 ▼-100.0%00.0%Computer and TechnologyTXG10x Genomics$0$837,375 ▼-100.0%00.0%MedicalMYGNMyriad Genetics$0$758,451 ▼-100.0%00.0%MedicalCDXSCodexis$0$446,885 ▼-100.0%00.0%MedicalGNPXGenprex$0$321,107 ▼-100.0%00.0%MedicalCAMPCalAmp$0$319,509 ▼-100.0%00.0%Computer and TechnologyZYXIZynex$0$156,960 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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