BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

· CIK 0001907820
13F Portfolio $128M AUM 60 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 18 Added 32 Reduced 33 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 T AT&T INC Communication Services 8,881 $251K 0.15% SOLD
22 JNJ JOHNSON & JOHNSON Healthcare 1,010 $243K 0.14% SOLD
23 TER TERADYNE INC Technology 761 $240K 0.14% SOLD
24 CVX CHEVRON CORPORATION Energy 1,144 $228K 0.13% SOLD
25 EDV VANGUARD WORLD FD 3,400 $220K 0.13% SOLD
26 VZ VERIZON COMMUNICATIONS INC Communication Services 4,301 $211K 0.12% SOLD
27 TLYS TILLYS INC Consumer Cyclical 40,000 $176K 0.10% SOLD
28 FSM FORTUNA MNG CORP Basic Materials 15,000 $154K 0.09% SOLD
29 GAU GALIANO GOLD INC Basic Materials 26,500 $67K 0.04% SOLD
30 TDOC TELADOC HEALTH INC Healthcare 10,250 $55K 0.03% SOLD
31 CMCSA COMCAST CORP NEW Communication Services 21,603 $49K 0.03% SOLD
32 VLO VALERO ENERGY CORP Energy 32,374 $32K 0.02% SOLD
33 IQ IQIYI INC Communication Services 11,144 $15K 0.01% SOLD
Page 2 of 2  ·  33 positions
Sector Allocation
Financial Services 65.7%
Technology 20.9%
Consumer Cyclical 8.8%
Energy 2.5%
Utilities 1.5%
Communication Services 0.5%
Healthcare 0.0%