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Portfolio (Quarterly) Guide ↗

AMERIFLEX GROUP, INC.

· CIK 0002057637
13F Portfolio $245M AUM 1,574 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1574 New
Page 32 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 BHP BHP BILLITON LIMITED Basic Materials 359.0 $30K 0.01% NEW $83.31 +8.5%
622 NRG NRG ENERGY INC Utilities 204.0 $30K 0.01% NEW $146.06 -18.5%
623 FIX COMFORT SYS USA INC Industrials 15.0 $30K 0.01% NEW $1981.93 -18.7%
624 CGGE CAPITAL GROUP GLOBAL EQUITY 839.0 $30K 0.01% NEW $35.26 +0.1%
625 AIZ ASSURANT INC Financial Services 110.0 $30K 0.01% NEW $268.53 +6.4%
626 SJM SMUCKER J M CO Consumer Defensive 259.0 $29K 0.01% NEW $112.67 +11.9%
627 IWO ISHARES TR 74.0 $29K 0.01% NEW $394.07 -4.2%
628 MCHP MICROCHIP TECHNOLOGY INC. Technology 319.0 $29K 0.01% NEW $91.20 -18.7%
629 XLRE SELECT SECTOR SPDR TR 657.0 $29K 0.01% NEW $44.03 -0.2%
630 THG HANOVER INS GROUP INC Financial Services 135.0 $29K 0.01% NEW $214.12 +6.7%
631 IHE ISHARES TR 291.0 $29K 0.01% NEW $99.01 +5.7%
632 DFAI Dimensional International Core Equity Market ETF 695.0 $29K 0.01% NEW $41.25 +5.2%
633 CSX CSX CORP Industrials 603.0 $29K 0.01% NEW $47.53 +4.0%
634 CII BlackRock Enhanced Large Cap Core Fund Inc Financial Services 1,093.0 $29K 0.01% NEW $26.15 -6.3%
635 JPEF J P MORGAN EXCHANGE TRADED F 350.0 $28K 0.01% NEW $80.33 +1.4%
636 HAS HASBRO INC Consumer Cyclical 337.0 $28K 0.01% NEW $82.59 +12.0%
637 KKR KKR & CO INC 302.0 $28K 0.01% NEW $91.78
638 FEZ SPDR INDEX SHS FDS 400.0 $27K 0.01% NEW $68.68 +2.9%
639 INGR INGREDION INC Consumer Defensive 282.0 $27K 0.01% NEW $94.71 +6.9%
640 PWR QUANTA SVCS INC Industrials 37.0 $27K 0.01% NEW $720.05 -13.3%
Page 32 of 79  ·  1,574 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 39.6%
Financial Services 14.1%
Industrials 8.6%
Consumer Defensive 7.9%
Healthcare 7.3%
Consumer Cyclical 6.1%
Communication Services 5.6%
Energy 4.7%
Utilities 2.8%
Real Estate 1.8%