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AMG Funds IV

CIK: 0000912036 Equity
Report date: 2026-03-30
AUM $199M
Expense Ratio —
Category Equity
State DE
Fiscal Year End —
Inception Date —
Manager —
Latest Filing 2026-03-30

About this Fund

AMG Funds IV is a leading mutual fund company that specializes in providing a diverse range of investment solutions to meet the unique needs of its clients, leveraging its expertise in asset management to deliver exceptional results. As a trusted partner in wealth management, AMG Funds IV offers a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, each carefully designed to cater to the distinct investment objectives and risk tolerance of its investors. With a strong focus on long-term growth and stability, the company's investment portfolio is meticulously crafted to optimize returns, while minimizing risk, making it an attractive option for those seeking to build a robust and resilient investment portfolio through systematic investment plans, or SIPs. By combining cutting-edge research and analysis with a deep understanding of market trends, AMG Funds IV's experienced team of investment professionals works tirelessly to identify opportunities that can help investors achieve their financial goals, whether they are seeking aggressive growth, regular income, or capital preservation. The company's investor-centric approach is built on a foundation of transparency, accountability, and exceptional customer service, ensuring that clients receive personalized attention and support every step of the way. With a proven track record of delivering strong investment performance and a commitment to fostering long-term relationships, AMG Funds IV has earned the trust of a diverse range of investors, from individual investors to institutional clients, who appreciate the company's unwavering dedication to helping them navigate the complexities of the investment landscape and achieve their aspirations. What sets AMG Funds IV apart is its ability to balance innovation with prudence, leveraging its extensive expertise in asset management to develop forward-thinking investment strategies that are grounded in a deep understanding of the markets and the economy. The company's investment approach is characterized by a rigorous research process, a disciplined risk management framework, and a relentless focus on delivering exceptional results, all of which have contributed to its reputation as a trusted and reliable partner in the mutual fund industry. As investors seek to build wealth, manage risk, and achieve their financial objectives, AMG Funds IV is well-positioned to provide the guidance, support, and investment solutions they need to succeed, making it an excellent choice for those seeking a trusted ally in their investment journey. With its comprehensive range of mutual funds, commitment to excellence, and passion for delivering outstanding investment results, AMG Funds IV continues to be a preferred destination for investors seeking to create a brighter financial future.

Holdings

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

54 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CRNX Crinetics Pharmaceuticals Inc Since 2026-05-10 22663K107 Equity (Common)
1.37%
 $2.73 54,744
2 HLI Houlihan Lokey Inc Since 2026-05-10 441593100 Equity (Common)
1.64%
 $3.27 19,432
3 AEIS Advanced Energy Industries Inc Since 2026-05-10 007973100 Equity (Common)
2.69%
 $5.36 20,988
4 FTAI FTAI Aviation Ltd Since 2026-05-10 — Equity (Common)
0.76%
 $1.52 5,577
5 RARE Ultragenyx Pharmaceutical Inc Since 2026-05-10 90400D108 Equity (Common)
1.25%
 $2.50 103,916
6 BOW Bowhead Specialty Holdings Inc Since 2026-05-10 10240L102 Equity (Common)
0.68%
 $1.36 55,331
7 LITE Lumentum Holdings Inc Since 2026-05-10 55024U109 Equity (Common)
2.23%
 $4.44 11,328
8 SPXC SPX Technologies Inc Since 2026-05-10 78473E103 Equity (Common)
2.93%
 $5.83 27,985
9 MEDP Medpace Holdings Inc Since 2026-05-10 58506Q109 Equity (Common)
1.00%
 $1.99 3,418
10 STRL Sterling Infrastructure Inc Since 2026-05-10 859241101 Equity (Common)
1.80%
 $3.59 10,021
11 INTA Intapp Inc Since 2026-05-10 45827U109 Equity (Common)
1.36%
 $2.71 79,889
12 PHAT Phathom Pharmaceuticals Inc Since 2026-05-10 71722W107 Equity (Common)
1.24%
 $2.48 181,314
13 ATRC AtriCure Inc Since 2026-05-10 04963C209 Equity (Common)
1.20%
 $2.38 64,564
14 OXM Oxford Industries Inc Since 2026-05-10 691497309 Equity (Common)
0.25%
 $0.50 13,665
15 IONS Ionis Pharmaceuticals Inc Since 2026-05-10 462222100 Equity (Common)
1.57%
 $3.14 37,943
16 HLMN Hillman Solutions Corp Since 2026-05-10 431636109 Equity (Common)
0.79%
 $1.57 167,340
17 MOG-B Moog Inc Since 2026-05-10 615394202 Equity (Common)
1.91%
 $3.81 12,493
18 POWL Powell Industries Inc Since 2026-05-10 739128106 Equity (Common)
1.81%
 $3.61 8,135
19 VERA Vera Therapeutics Inc Since 2026-05-10 92337R101 Equity (Common)
1.27%
 $2.52 58,372
20 TVTX Travere Therapeutics Inc Since 2026-05-10 89422G107 Equity (Common)
1.13%
 $2.25 72,445
21 LAD Lithia Motors Inc Since 2026-05-10 536797103 Equity (Common)
1.24%
 $2.46 7,616
22 ALKT Alkami Technology Inc Since 2026-05-10 01644J108 Equity (Common)
0.89%
 $1.78 84,154
23 CDRE Cadre Holdings Inc Since 2026-05-10 12763L105 Equity (Common)
1.12%
 $2.23 55,632
24 LOPE Grand Canyon Education Inc Since 2026-05-10 38526M106 Equity (Common)
2.48%
 $4.94 28,424
25 SITE SiteOne Landscape Supply Inc Since 2026-05-10 82982L103 Equity (Common)
1.35%
 $2.69 18,723
26 AZTA Azenta Inc Since 2026-05-10 114340102 Equity (Common)
0.96%
 $1.92 49,354
27 IONQ IonQ Inc Since 2026-05-10 46222L108 Equity (Common)
0.27%
 $0.55 13,641
28 CVLT Commvault Systems Inc Since 2026-05-10 204166102 Equity (Common)
0.89%
 $1.78 20,795
29 PJT PJT Partners Inc Since 2026-05-10 69343T107 Equity (Common)
2.00%
 $3.98 23,001
30 AVAV AeroVironment Inc Since 2026-05-10 008073108 Equity (Common)
1.38%
 $2.75 9,894
31 VCYT Veracyte Inc Since 2026-05-10 92337F107 Equity (Common)
0.97%
 $1.94 51,029
32 AORT Artivion Inc Since 2026-05-10 228903100 Equity (Common)
1.18%
 $2.36 57,814
33 BCRX BioCryst Pharmaceuticals Inc Since 2026-05-10 09058V103 Equity (Common)
1.14%
 $2.27 344,494
34 BLD TopBuild Corp Since 2026-05-10 89055F103 Equity (Common)
1.56%
 $3.12 6,658
35 HQY HealthEquity Inc Since 2026-05-10 42226A107 Equity (Common)
0.99%
 $1.98 23,052
36 NEO NeoGenomics Inc Since 2026-05-10 64049M209 Equity (Common)
1.37%
 $2.73 226,617
37 DORM Dorman Products Inc Since 2026-05-10 258278100 Equity (Common)
0.76%
 $1.51 12,177
38 TILE Interface Inc Since 2026-05-10 458665304 Equity (Common)
1.96%
 $3.91 124,249
39 BBIO Bridgebio Pharma Inc Since 2026-05-10 10806X102 Equity (Common)
1.33%
 $2.66 34,374
40 STAG STAG Industrial Inc Since 2026-05-10 85254J102 Equity (Common)
1.00%
 $2.00 53,287
41 NOVT Novanta Inc Since 2026-05-10 67000B104 Equity (Common)
1.65%
 $3.29 24,447
42 CRDO Credo Technology Group Holding Since 2026-05-10 — Equity (Common)
1.45%
 $2.89 23,066
43 GMED Globus Medical Inc Since 2026-05-10 379577208 Equity (Common)
1.31%
 $2.61 28,743
44 SEI Solaris Energy Infrastructure Since 2026-05-10 83418M103 Equity (Common)
1.21%
 $2.42 43,852
45 CSW CSW Industrials Inc Since 2026-05-10 126402106 Equity (Common)
1.02%
 $2.04 7,553
46 BRBR BellRing Brands Inc Since 2026-05-10 07831C103 Equity (Common)
0.35%
 $0.69 27,856
47 EPAC Enerpac Tool Group Corp Since 2026-05-10 292765104 Equity (Common)
1.53%
 $3.04 75,342
48 VIAV Viavi Solutions Inc Since 2026-05-10 925550105 Equity (Common)
1.92%
 $3.83 156,442
49 ARQT Arcutis Biotherapeutics Inc Since 2026-05-10 03969K108 Equity (Common)
0.93%
 $1.86 73,273
50 APPF Appfolio Inc Since 2026-05-10 03783C100 Equity (Common)
0.88%
 $1.76 9,260
51 SUPN Supernus Pharmaceuticals Inc Since 2026-05-10 868459108 Equity (Common)
1.41%
 $2.81 58,417
52 KRYS Krystal Biotech Inc Since 2026-05-10 501147102 Equity (Common)
1.41%
 $2.81 10,073
53 SNDR Schneider National Inc Since 2026-05-10 80689H102 Equity (Common)
0.60%
 $1.20 44,649
54 HALO Halozyme Therapeutics Inc Since 2026-05-10 40637H109 Equity (Common)
0.85%
 $1.69 23,551
Frequently Asked Questions — AMG Funds IV
What type of mutual fund is AMG Funds IV?
AMG Funds IV is a SEC-registered Equity fund, with $199M 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, AMG Funds IV holds 54 portfolio positions, all detailed in the holdings table on this page.
What are AMG Funds IV's assets under management (AUM)?
AMG Funds IV has $199M 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 AMG Funds IV's top holdings?
According to AMG Funds IV's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Crinetics Pharmaceuticals Inc, Houlihan Lokey Inc, Advanced Energy Industries Inc , among others. The complete list of all 54 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 AMG Funds IV's expense ratio?
Expense ratio data for AMG Funds IV 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 AMG Funds IV's SEC filings?
AMG Funds IV 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 0000912036. You can access all of AMG Funds IV's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000912036). 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 AMG Funds IV's holdings data on StockSifting?
Holdings data for AMG Funds IV 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.