Institutional filer · SEC 13F · Q4 2025

Amanah Holdings Trust

The reported 13F portfolio of Amanah Holdings Trust (CIK 2076121) - top holdings, how concentrated the book is, and what changed last quarter.

$682.7M
Reported book
20
Positions
#80
of 360 filers
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The verdict

According to SEC Form 13F-HR filings in this corpus, Amanah Holdings Trust ranks #80 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2025 the reported book is $682.7M across 20 positions, a concentrated portfolio led by a few core positions.

$682.7M
reported 13F value
20
disclosed positions
15.7%
in ELI LILLY & CO
#80
of 360 filers

Top-5 share 51.6% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).

According to SEC Form 13F-HR filings in this corpus, Amanah Holdings Trust ranks #80 of 360 institutional filers by reported book value (largest first), matching the /funds listing.

Where Amanah Holdings Trust sits by disclosed position count

Amanah Holdings Trust reports 20 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.

Amanah Holdings Trust vs all filers by holding count

Where this filer's disclosed position inventory sits among every tracked 13F manager

20 318th of 360 higher than 42 of 360 filers

Filers, banded by disclosed position count

Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · 2026-05-16

Concentration vs. book size among peer filers

Amanah Holdings Trust reports $0.68B across 20 disclosed positions, tracking the median among similarly sized peer filers on position count.

Reported book value vs. disclosed position count

16 tracked 13F filers plotted by reported book value and disclosed position count; Amanah Holdings Trust highlighted. Source: SEC Form 13F-HR filings, 2026-05-16. 2×2 strategic matrix plotting 16 entities by Reported book value ($B) (X) and Disclosed positions (Y), with a crosshair dividing the plot into four quadrants. Large & diversifiedSmall & diversifiedConcentrated giantSmall & concentrated $0.6B$0.7B$0.7B$0.8B$0.8B 05001,0001,5002,000 Reported book value ($B) Disclosed positions Reported book value vs. disclosed position count
16 tracked 13F filers plotted by reported book value and disclosed position count; Amanah Holdings Trust highlighted. Source: SEC Form 13F-HR filings, 2026-05-16.

How 13F filings are computed · All institutional filers · Largest filers by value

SEC Form 13F-HR filing desk

CIK 2076121 · Q4 2025 $683M book

BOOK-HEAVY · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT

  • BOOK-HEAVY #80/360
  • POS-CORE 20 names
  • CONC-DOM 52% top-5
  • LEAD-DOM 15.7% ELI LILLY &
  • PHOTO-FINISH TOTAL INVESTMENT
  • TREND-FLAT Book steady
  • FY-SNAPSHOT Q4 2025

Photo-finish peer on reported book: TOTAL INVESTMENT MANAGEMENT INC

Read with: Ownership concentration guide - Amanah Holdings Trust's top-five positions weigh 52% of its reported book — read concentration before inferring strategy.

Reported-book neighbourhood · Amanah Holdings Trust

Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.

TOTAL INVESTMENT · near$692MAmanah Holdings Trust · this…$683MDOCK STREET ASSET · near$669MSILVERBACK ASSET · near$666MPinnacle Wealth Plan… · near$666M
Aggregate reported 13F book value ($)
Amanah Holdings Trust's largest reported positions
  1. 1
    ELI LILLY & CO $107.5M

    15.7% of book

  2. 2

    11.7% of book

  3. 3
    SANDISK CORP $59.3M

    8.7% of book

  4. 4

    8.0% of book

  5. 5

    7.6% of book

  6. 6

    7.3% of book

Top 6 of 20 positions by value · Q4 2025

How the reported book breaks down

$682.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.

Top 5 positions: $352.6M (51.6%) Remaining 15 positions: $330.1M (48.4%)

Top Reported Holdings

# Security Value % of book
1 ELI LILLY & CO $107.5M 15.7%
2 SEAGATE TECHNOLOGY HLDNGS PL $79.8M 11.7%
3 SANDISK CORP $59.3M 8.7%
4 WESTERN DIGITAL CORP $54.3M 8.0%
5 AMPHENOL CORP NEW $51.7M 7.6%
6 LUMENTUM HLDGS INC $49.8M 7.3%
7 CIENA CORP $46.8M 6.8%
8 CARVANA CO $38.6M 5.7%
9 GE VERNOVA INC $34.1M 5.0%
10 EPAM SYS INC $22.5M 3.3%
11 TERADYNE INC $21.3M 3.1%
12 WW GRAINGER INC $21.2M 3.1%
13 ALBEMARLE CORP $19.1M 2.8%
14 ADVANCED ENERGY INDS $17.8M 2.6%
15 METTLER TOLEDO INTERNATIONAL $16.7M 2.5%
16 ECHOSTAR CORP $12.5M 1.8%
17 LAUDER ESTEE COS INC $11.5M 1.7%
18 TOYOTA MOTOR CORP $7.9M 1.2%
19 ARCELORMITTAL SA LUXEMBOURG $6.7M 1.0%
20 RIO TINTO PLC $3.6M 0.5%

Latest Quarter Trades · Q4 2025

Frequently Asked Questions

How big is Amanah Holdings Trust's 13F portfolio?
Amanah Holdings Trust reports $682.7M of long US-equity positions across 20 securities as of Q4 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
Where does Amanah Holdings Trust sit among tracked 13F filers?
According to SEC Form 13F-HR filings in this corpus, Amanah Holdings Trust ranks #80 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
What is Amanah Holdings Trust's largest position?
Amanah Holdings Trust's largest reported position is ELI LILLY & CO at $107.5M, about 15.7% of its reported book as of Q4 2025.
What did Amanah Holdings Trust trade last quarter?
In its Q4 2025 filing, Amanah Holdings Trust opened 20 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.

Nationwide filers with similar book size or holding count

Two 13F-derived peer sets for Amanah Holdings Trust: nearest reported book value and nearest holding inventory, not catalog browse links.

Using this filing

  • The rankings sort every tracked filer the same way Amanah Holdings Trust was placed above, so you can see exactly how the rest of the field compares. View the rankings
  • TOTAL INVESTMENT MANAGEMENT INC reported the nearest book value ($692.1M) this quarter, a useful scale comparison for Amanah Holdings Trust. Compare filers
  • 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology

Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.