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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 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 29,741.0 $22.2M 17.24% -452K -93.8% $744.78 +3.5%
2 IJR ISHARES TR 43,098.0 $6.3M 4.91% -6K -12.7% $146.48 +0.2%
3 AMD ADVANCED MICRO DEVICES INC Technology 10,401.0 $5.4M 4.19% -6K -34.8% $517.82 -7.9%
4 GLD SPDR GOLD TR Financial Services 12,995.0 $4.9M 3.83% -126.0 -1.0% $378.12 +11.8%
5 XLK SELECT SECTOR SPDR TR 24,049.0 $4.3M 3.38% -6K -19.9% $180.59 +4.4%
6 IJH ISHARES TR 52,204.0 $4.0M 3.09% -51K -49.6% $76.09 +0.7%
7 AMZN AMAZON COM INC Consumer Cyclical 15,946.0 $3.9M 3.01% -1.8M -99.1% $242.67 +5.6%
8 BINC BLACKROCK ETF TRUST II 74,132.0 $3.9M 3.01% -1K -1.9% $52.13 -0.1%
9 XLP SELECT SECTOR SPDR TR 33,489.0 $2.8M 2.22% -8K -18.5% $84.99 +0.1%
10 IVE ISHARES TR 11,999.0 $2.8M 2.15% -123.0 -1.0% $230.21 +3.0%
11 RSP INVESCO EXCHANGE TRADED FD T 9,970.0 $2.1M 1.67% -112.0 -1.1% $214.92 +3.0%
12 BBEU J P MORGAN EXCHANGE TRADED F 21,249.0 $1.7M 1.30% -3K -10.7% $78.45 +2.5%
13 XLE SELECT SECTOR SPDR TR 27,251.0 $1.5M 1.13% -2K -7.8% $53.22 +17.0%
14 XOM EXXON MOBIL CORP Energy 7,743.0 $1.1M 0.83% -2K -23.3% $137.10 +14.1%
15 AIRR FIRST TR EXCHANGE TRADED FD 8,031.0 $1.0M 0.79% -892.0 -10.0% $125.90 -10.4%
16 EWZ ISHARES INC 27,792.0 $957K 0.74% -2K -6.8% $34.43 +3.9%
17 VWO VANGUARD INTL EQUITY INDEX F 15,749.0 $930K 0.72% -14K -47.4% $59.04 +3.3%
18 AAPL APPLE INC Technology 2,679.0 $827K 0.64% -4.6M -99.9% $308.63 +1.9%
19 EPI WISDOMTREE TR 18,106.0 $777K 0.60% -2K -9.8% $42.92 +0.1%
20 MUB ISHARES TR 6,999.0 $752K 0.59% -960.0 -12.1% $107.50 -2.0%
Page 1 of 2  ·  32 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
Financial Services 65.7%
Technology 20.9%
Consumer Cyclical 8.8%
Energy 2.5%
Utilities 1.5%
Communication Services 0.5%
Healthcare 0.0%