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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 37 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 KVUE KENVUE INC Consumer Defensive 963.0 $18K 0.01% NEW $19.11 -3.3%
722 QFLR INNOVATOR ETFS TRUST 500.0 $18K 0.01% NEW $36.48 -2.7%
723 HLI HOULIHAN LOKEY INC Financial Services 133.0 $18K 0.01% NEW $134.13 +2.4%
724 DJT TRUMP MEDIA &TECHNOLOGY GRO Communication Services 2,302.0 $18K 0.01% NEW $7.74 +18.7%
725 NUSC NUSHARES ETF TR 341.0 $18K 0.01% NEW $52.12 -1.9%
726 ARCC ARES CAPITAL CORP Financial Services 958.0 $18K 0.01% NEW $18.54 +6.6%
727 CGIC CAPITAL GROUP INTERNATIONAL 481.0 $18K 0.01% NEW $36.40 +2.8%
728 ADVISORS INNER CIRCLE FD II 500.0 $17K 0.01% NEW $34.86
729 SAP SAP SE Technology 113.0 $17K 0.01% NEW $154.12 +36.3%
730 BEP BROOKFIELD RENEWABLE ENERGY Utilities 500.0 $17K 0.01% NEW $34.73 -6.8%
731 EMLC VANECK ETF TRUST 677.0 $17K 0.01% NEW $25.56 +0.3%
732 PCG PG&E CORP Utilities 1,013.0 $17K 0.01% NEW $16.82 -11.8%
733 GMAR FIRST TR EXCHNG TRADED FD VI 385.0 $17K 0.01% NEW $44.24 +2.0%
734 NAC NUVEEN CA DIVI ADV MUN Financial Services 1,400.0 $17K 0.01% NEW $12.12 -6.2%
735 GPN Global Payments Inc Industrials 233.0 $17K 0.01% NEW $72.56 +23.4%
736 BDX BECTON DICKINSON & CO Healthcare 111.0 $17K 0.01% NEW $151.33 +19.0%
737 LEU CENTRUS ENERGY CORP Energy 100.0 $17K 0.01% NEW $167.87 +13.8%
738 ON ON SEMICONDUCTOR CORP Technology 177.0 $17K 0.01% NEW $94.54 -23.5%
739 ADSK AUTODESK INC Technology 86.0 $17K 0.01% NEW $194.42 +9.4%
740 EQIX EQUINIX INC Real Estate 16.0 $17K 0.01% NEW $1042.38 +0.7%
Page 37 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%