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AMERICAN PENSION INVESTORS TRUST

CIK: 0000764859 Equity
Report date: 2026-04-01
AUM $35M
Expense Ratio —
Category Equity
State MA
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-04-01

About this Fund

American Pension Investors Trust is a renowned mutual fund company that specializes in providing a comprehensive range of investment solutions to cater to the diverse needs of its valued clients. With a strong focus on asset management and wealth management, the company offers a broad spectrum of mutual funds that enable investors to create a well-diversified portfolio. The company's investment portfolio comprises an array of equity, debt, and hybrid funds, each carefully crafted to meet the unique objectives and risk tolerance of its investors. Whether it's investing in the stock market, bonds, or a combination of both, American Pension Investors Trust provides its clients with the flexibility to choose from a variety of funds that align with their financial goals and investment horizon. The company's investor-centric approach is built on the foundation of transparency, reliability, and performance, which has earned the trust of its clients over the years. By adopting a disciplined investment strategy and leveraging the expertise of its experienced fund managers, American Pension Investors Trust strives to deliver consistent returns and long-term growth to its investors. The company's systematic investment plan, or SIP, allows investors to invest a fixed amount of money at regular intervals, providing a convenient and disciplined approach to investing in the mutual fund of their choice. With a strong emphasis on wealth management, American Pension Investors Trust helps its clients navigate the complexities of the investment landscape and create a personalized investment plan that meets their unique needs and objectives. American Pension Investors Trust's key strengths lie in its ability to provide a comprehensive range of investment solutions, coupled with its commitment to exceptional customer service and support. The company's experienced team of investment professionals works closely with its clients to understand their investment goals and risk tolerance, providing them with tailored advice and guidance to help them make informed investment decisions. By combining its technical expertise with a deep understanding of the markets and the economy, American Pension Investors Trust is well-positioned to help its clients achieve their financial objectives and secure their financial future. As a trusted mutual fund company, American Pension Investors Trust has established a reputation for its unwavering commitment to its clients, its investment expertise, and its dedication to delivering exceptional results, which is why investors trust the company to manage their investments and help them achieve their long-term financial goals. With its robust investment platform, extensive range of mutual funds, and investor-centric approach, American Pension Investors Trust is an ideal partner for individuals, institutions, and financial advisors seeking to create a diversified investment portfolio and achieve their financial objectives.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

73 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ACMR Acm Research Inc Since 2026-05-10 00108J109 Equity (Common)
2.20%
 $0.77 13,300
2 AZZ AZZ Inc Since 2026-05-10 002474104 Equity (Common)
1.33%
 $0.47 3,750
3 ACAD Acadia Pharmaceuticals Inc Since 2026-05-10 004225108 Equity (Common)
0.86%
 $0.30 12,050
4 AVAV AeroVironment, Inc. Since 2026-05-10 008073108 Equity (Common)
1.58%
 $0.56 1,994
5 ALHC Alignment Healthcare Inc Since 2026-05-10 01625V104 Equity (Common)
0.79%
 $0.28 12,300
6 ALGM Allegro MicroSystems Inc Since 2026-05-10 01749D105 Equity (Common)
1.19%
 $0.42 11,300
7 AGX Argan Inc Since 2026-05-10 04010E109 Equity (Common)
0.66%
 $0.23 670
8 AXON Axon Enterprise Inc Since 2026-05-10 05464C101 Equity (Common)
1.07%
 $0.38 775
9 BMI Badger Meter Inc Since 2026-05-10 056525108 Equity (Common)
0.69%
 $0.24 1,650
10 BOOT Boot Barn Holdings Inc Since 2026-05-10 099406100 Equity (Common)
1.29%
 $0.46 2,550
11 BYD Boyd Gaming Corporation Since 2026-05-10 103304101 Equity (Common)
0.65%
 $0.23 2,700
12 BAM Brookfield Asset Management Ltd Since 2026-05-10 113004105 Equity (Common)
0.80%
 $0.28 5,637
13 CECO CECO Environmental Corp. Since 2026-05-10 125141101 Equity (Common)
0.61%
 $0.22 3,200
14 CSW CSW Industrials Inc. Since 2026-05-10 126402106 Equity (Common)
1.00%
 $0.35 1,300
15 WHD Cactus Inc Since 2026-05-10 127203107 Equity (Common)
1.11%
 $0.39 6,950
16 CALX Calix Inc. Since 2026-05-10 13100M509 Equity (Common)
1.14%
 $0.40 9,000
17 CVCO Cavco Industries Since 2026-05-10 149568107 Equity (Common)
1.12%
 $0.39 800
18 ROAD Construction Partners Inc. Since 2026-05-10 21044C107 Equity (Common)
1.50%
 $0.53 4,800
19 DKNG DraftKings Inc. Since 2026-05-10 26142V105 Equity (Common)
0.78%
 $0.27 9,960
20 ELF E L F Beauty Inc Since 2026-05-10 26856L103 Equity (Common)
0.64%
 $0.23 2,650
21 ENVA Enova International Inc. Since 2026-05-10 29357K103 Equity (Common)
1.06%
 $0.37 2,250
22 EVLV Evolv Technologies Holdings Inc. Since 2026-05-10 30049H102 Equity (Common)
0.63%
 $0.22 35,900
23 FCFS Firstcash Holdings Inc Since 2026-05-10 33768G107 Equity (Common)
1.29%
 $0.45 2,650
24 GSHD Goosehead Insurance Inc Since 2026-05-10 38267D109 Equity (Common)
0.89%
 $0.31 5,050
25 GPI Group 1 Automotive, Inc. Since 2026-05-10 398905109 Equity (Common)
0.70%
 $0.24 690
26 GH Guardant Health Inc Since 2026-05-10 40131M109 Equity (Common)
1.80%
 $0.63 5,550
27 HASI HA Sustainable Infrastructure Capital Inc Since 2026-05-10 41068X100 Equity (Common)
1.17%
 $0.41 12,000
28 HWKN Hawkins Inc Since 2026-05-10 420261109 Equity (Common)
0.54%
 $0.19 1,450
29 IESC IES Holdings Inc. Since 2026-05-10 44951W106 Equity (Common)
1.02%
 $0.36 940
30 IBP Installed Building Products Inc Since 2026-05-10 45780R101 Equity (Common)
1.31%
 $0.46 1,600
31 INTA Intapp Inc Since 2026-05-10 45827U109 Equity (Common)
0.64%
 $0.22 6,600
32 TILE Interface, Inc. Since 2026-05-10 458665304 Equity (Common)
0.65%
 $0.23 7,225
33 ITRI Itron, Inc. Since 2026-05-10 465741106 Equity (Common)
0.85%
 $0.30 3,000
34 KNSL Kinsale Capital Group Inc Since 2026-05-10 49714P108 Equity (Common)
0.74%
 $0.26 660
35 KGS Kodiak Gas Services Inc. Since 2026-05-10 50012A108 Equity (Common)
0.90%
 $0.32 7,500
36 KTOS Kratos Defense & Security Solutions, Inc. Since 2026-05-10 50077B207 Equity (Common)
1.82%
 $0.64 6,200
37 LPLA LPL Financial Holdings Inc. Since 2026-05-10 50212V100 Equity (Common)
2.38%
 $0.84 2,300
38 LQDT Liquidity Services Inc. Since 2026-05-10 53635B107 Equity (Common)
0.42%
 $0.15 4,600
39 MLI Mueller Industries Inc. Since 2026-05-10 624756102 Equity (Common)
2.58%
 $0.91 6,650
40 NSSC NAPCO Security Technologies Inc. Since 2026-05-10 630402105 Equity (Common)
1.04%
 $0.36 9,900
41 NRDS Nerdwallet Inc Since 2026-05-10 64082B102 Equity (Common)
0.52%
 $0.18 15,100
42 PDFS PDF Solutions Inc Since 2026-05-10 693282105 Equity (Common)
0.62%
 $0.22 6,850
43 PLMR Palomar Holdings Inc Since 2026-05-10 69753M105 Equity (Common)
0.70%
 $0.25 2,000
44 PARR Par Pacific Holdings, Inc. Since 2026-05-10 69888T207 Equity (Common)
1.06%
 $0.37 9,900
45 PCOR Procore Technologies Inc Since 2026-05-10 74275K108 Equity (Common)
0.66%
 $0.23 4,100
46 PGNY Progyny Inc Since 2026-05-10 74340E103 Equity (Common)
0.78%
 $0.28 11,500
47 RMBS Rambus Inc. Since 2026-05-10 750917106 Equity (Common)
2.27%
 $0.80 7,000
48 METCB Ramaco Resources Inc. Since 2026-05-10 75134P600 Equity (Common)
1.06%
 $0.37 19,150
49 RYTM Rhythm Pharmaceuticals Inc Since 2026-05-10 76243J105 Equity (Common)
0.89%
 $0.31 3,050
50 RIOT Riot Platforms Inc Since 2026-05-10 767292105 Equity (Common)
0.75%
 $0.27 17,100
51 HOOD Robinhood Markets Inc Since 2026-05-10 770700102 Equity (Common)
3.48%
 $1.22 12,300
52 ROOT Root Inc Since 2026-05-10 77664L207 Equity (Common)
0.31%
 $0.11 1,750
53 WTTR Select Water Solutions Inc Since 2026-05-10 81617J301 Equity (Common)
0.67%
 $0.23 19,450
54 SNEX StoneX Group Inc Since 2026-05-10 861896108 Equity (Common)
1.05%
 $0.37 3,300
55 SMCI Super Micro Computer Inc. Since 2026-05-10 86800U302 Equity (Common)
0.72%
 $0.25 8,700
56 TXRH Texas Roadhouse Inc Since 2026-05-10 882681109 Equity (Common)
0.68%
 $0.24 1,330
57 PATH UiPath Inc. Since 2026-05-10 90364P105 Equity (Common)
0.62%
 $0.22 17,250
58 USLM United States Lime & Minerals Inc. Since 2026-05-10 911922102 Equity (Common)
0.72%
 $0.25 2,100
59 UPWK Upwork Inc Since 2026-05-10 91688F104 Equity (Common)
1.25%
 $0.44 21,900
60 VVX V2X Inc Since 2026-05-10 92242T101 Equity (Common)
1.06%
 $0.37 5,400
61 VEL Velocity Financial Inc Since 2026-05-10 92262D101 Equity (Common)
0.75%
 $0.26 13,000
62 WCC Wesco International, Inc. Since 2026-05-10 95082P105 Equity (Common)
0.78%
 $0.28 950
63 ZETA Zeta Global Holdings Corp Since 2026-05-10 98956A105 Equity (Common)
0.62%
 $0.22 11,800
64 GTM Zoominfo Technologies Inc Since 2026-05-10 98980F104 Equity (Common)
0.78%
 $0.27 33,950
65 DLO DLocal Limited Since 2026-05-10 G29018101 Equity (Common)
1.36%
 $0.48 35,400
66 MRX Marex Group Plc Since 2026-05-10 G5S37H101 Equity (Common)
0.66%
 $0.23 5,900
67 NIQ NIQ Global Intelligence PLC Since 2026-05-10 G63755105 Equity (Common)
0.85%
 $0.30 17,550
68 PAGS Pagseguro Digital Ltd Since 2026-05-10 G68707101 Equity (Common)
1.21%
 $0.42 37,800
69 SN Sharkninja Inc. Since 2026-05-10 G8068L108 Equity (Common)
1.18%
 $0.41 3,500
70 TGLS Tecnoglass Inc Since 2026-05-10 G87264100 Equity (Common)
0.56%
 $0.20 4,050
71 SRAD Sportradar Group AG Since 2026-05-10 H8088L103 Equity (Common)
0.70%
 $0.25 13,600
72 GLOB Globant S.A Since 2026-05-10 L44385109 Equity (Common)
0.89%
 $0.31 4,700
73 NVMI Nova Ltd Since 2026-05-10 M7516K103 Equity (Common)
2.34%
 $0.82 1,800
Frequently Asked Questions — AMERICAN PENSION INVESTORS TRUST
What type of mutual fund is AMERICAN PENSION INVESTORS TRUST?
AMERICAN PENSION INVESTORS TRUST is a SEC-registered Equity fund, with $35M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, AMERICAN PENSION INVESTORS TRUST holds 73 portfolio positions, all detailed in the holdings table on this page.
What are AMERICAN PENSION INVESTORS TRUST's assets under management (AUM)?
AMERICAN PENSION INVESTORS TRUST has $35M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are AMERICAN PENSION INVESTORS TRUST's top holdings?
According to AMERICAN PENSION INVESTORS TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Acm Research Inc, AZZ Inc, Acadia Pharmaceuticals Inc , among others. The complete list of all 73 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is AMERICAN PENSION INVESTORS TRUST's expense ratio?
Expense ratio data for AMERICAN PENSION INVESTORS TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find AMERICAN PENSION INVESTORS TRUST's SEC filings?
AMERICAN PENSION INVESTORS TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000764859. You can access all of AMERICAN PENSION INVESTORS TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000764859). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is AMERICAN PENSION INVESTORS TRUST's holdings data on StockSifting?
Holdings data for AMERICAN PENSION INVESTORS TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.