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Portfolio (Quarterly) Guide ↗

PFG Advisors

· CIK 0001694435
13F Portfolio $2.1B AUM 767 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 64 New 227 Added 442 Reduced 109 Exited
Page 6 of 23  ·  442 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VGT VANGUARD WORLD FD 3,898.0 $2.9M 0.14% -3K -43.7% $753.72 -85.2%
102 CDNS CADENCE DESIGN SYSTEM INC Technology 9,365.0 $2.9M 0.14% -8K -45.2% $312.58 +9.8%
103 CSL CARLISLE COS INC Industrials 9,114.0 $2.9M 0.14% -7K -43.7% $319.86 +1.9%
104 PWR QUANTA SVCS INC Industrials 6,893.0 $2.9M 0.14% -6K -46.5% $422.06 +67.5%
105 DIVO AMPLIFY ETF TR 65,227.0 $2.9M 0.14% -3K -4.8% $44.50 +2.0%
106 HON HONEYWELL INTL INC Industrials 14,877.0 $2.9M 0.14% -7K -33.5% $195.09 +10.7%
107 PAYX PAYCHEX INC Industrials 25,607.0 $2.9M 0.14% -16K -38.6% $112.18 -15.4%
108 MRK MERCK & CO INC Healthcare 27,129.0 $2.9M 0.14% -12K -30.2% $105.26 +7.2%
109 CRH PLC 22,174.0 $2.8M 0.13% -10K -31.2% $124.80
110 DIA SPDR DOW JONES INDL AVERAGE Financial Services 5,671.0 $2.7M 0.13% -4K -40.8% $480.59 +2.5%
111 MRVL MARVELL TECHNOLOGY INC Technology 32,070.0 $2.7M 0.13% -466.0 -1.4% $84.98 +99.4%
112 IJR ISHARES TR 22,635.0 $2.7M 0.13% -1K -4.3% $120.18 +10.7%
113 FTXO FIRST TR EXCHANGE TRADED FD 71,345.0 $2.7M 0.13% -1K -1.9% $37.79 -2.1%
114 XME SPDR SERIES TRUST 25,930.0 $2.7M 0.13% -5K -15.1% $103.61 +6.4%
115 FLOT ISHARES TR 52,384.0 $2.7M 0.13% -837.0 -1.6% $50.86 +0.2%
116 VO VANGUARD INDEX FDS 9,115.0 $2.6M 0.13% -5K -36.2% $290.21 -73.8%
117 IUSG ISHARES TR 15,744.0 $2.6M 0.13% -945.0 -5.7% $167.94 +9.6%
118 NOC NORTHROP GRUMMAN CORP Industrials 4,608.0 $2.6M 0.13% -2K -33.8% $570.25 -3.1%
119 HEI HEICO CORP NEW Industrials 8,107.0 $2.6M 0.13% -8K -48.9% $323.59 -10.6%
120 ARKK ARK ETF TR 33,272.0 $2.6M 0.12% -15K -31.2% $76.92 -4.0%
Page 6 of 23  ·  442 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Financial Services 25.2%
Industrials 14.3%
Healthcare 7.4%
Communication Services 6.3%
Consumer Cyclical 5.7%
Consumer Defensive 4.9%
Energy 2.9%
Utilities 1.6%
Basic Materials 0.7%