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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 36 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HSY HERSHEY CO Consumer Defensive 115.0 $20K 0.01% NEW $175.45 -1.2%
702 ICF ISHARES TR 298.0 $20K 0.01% NEW $67.61 -0.4%
703 COWG PACER FDS TR 500.0 $20K 0.01% NEW $40.15 -1.7%
704 EFX EQUIFAX INC Industrials 126.0 $20K 0.01% NEW $158.70 +8.4%
705 PBF PBF ENERGY INC Energy 438.0 $20K 0.01% NEW $45.52 +68.2%
706 PSEC PROSPECT CAP CORP Financial Services 8,630.0 $20K 0.01% NEW $2.31 -3.7%
707 CNA CNA FINL CORP Financial Services 410.0 $20K 0.01% NEW $48.61 -1.0%
708 MS MORGAN STANLEY Financial Services 95.0 $20K 0.01% NEW $209.03 +4.4%
709 CCI CROWN CASTLE INC Real Estate 262.0 $20K 0.01% NEW $75.73 +1.3%
710 LNT ALLIANT ENERGY CORP Utilities 256.0 $20K 0.01% NEW $76.29 -9.8%
711 GAB GABELLI EQUITY TR INC Financial Services 3,450.0 $20K 0.01% NEW $5.66 -0.1%
712 ES EVERSOURCE ENERGY Utilities 270.0 $20K 0.01% NEW $72.27 -0.3%
713 IEO ISHARES TR 177.0 $19K 0.01% NEW $109.59 +28.7%
714 DFAE Dimensional Emerging Core Equity Market ETF 480.0 $19K 0.01% NEW $40.21 +1.4%
715 DRIV GLOBAL X FDS 500.0 $19K 0.01% NEW $38.57 -9.5%
716 HRL HORMEL FOODS CORP Consumer Defensive 760.0 $19K 0.01% NEW $24.82 -14.8%
717 SO SOUTHERN CO Utilities 194.0 $19K 0.01% NEW $95.71 -6.8%
718 CGMM CAPITAL GROUP EQUITY ETF TR 563.0 $19K 0.01% NEW $32.97 -0.9%
719 COHR COHERENT CORP Technology 47.0 $19K 0.01% NEW $394.47 -22.5%
720 ADBE ADOBE INC Technology 90.0 $18K 0.01% NEW $205.02 +25.4%
Page 36 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%