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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 38 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 FJAN FIRST TR EXCHNG TRADED FD VI 300.0 $17K 0.01% NEW $55.09 +2.5%
742 TLN Talen Energy Corporation Utilities 43.0 $17K 0.01% NEW $384.26 -14.8%
743 LYV LIVE NATION ENTERTAINMENT IN Communication Services 90.0 $16K 0.01% NEW $183.11 -6.4%
744 SJNK SPDR SERIES TRUST 657.0 $16K 0.01% NEW $25.02 -1.2%
745 EVR Evercore Inc Financial Services 48.0 $16K 0.01% NEW $341.44 -12.9%
746 FDX FEDEX CORP Industrials 52.0 $16K 0.01% NEW $313.13 +1.3%
747 STZ CONSTELLATION BRANDS INC Consumer Defensive 117.0 $16K 0.01% NEW $139.09 -13.2%
748 INTU INTUIT Technology 62.0 $16K 0.01% NEW $262.23 +20.7%
749 DNP DNP SELECT INCOME FD INC Financial Services 1,500.0 $16K 0.01% NEW $10.79 -0.5%
750 SDIV GLOBAL X FDS 660.0 $16K 0.01% NEW $24.44 +2.6%
751 LAD LITHIA MTRS INC Consumer Cyclical 55.0 $16K 0.01% NEW $290.49 +28.7%
752 NUDV NUSHARES ETF TR 487.0 $16K 0.01% NEW $32.55 +3.9%
753 NOK NOKIA CORP Technology 1,189.0 $16K 0.01% NEW $13.28 -19.2%
754 PJAN INNOVATOR ETFS TRUST 319.0 $16K 0.01% NEW $49.49 +2.3%
755 Z Zillow Group Inc Communication Services 500.0 $16K 0.01% NEW $31.52 +4.1%
756 PPA INVESCO EXCHANGE TRADED FD T 89.0 $16K 0.01% NEW $176.65 -6.7%
757 PGR PROGRESSIVE CORP Financial Services 71.0 $16K 0.01% NEW $218.45 -1.2%
758 ADI ANALOG DEVICES INC Technology 39.0 $15K 0.01% NEW $397.18 -9.1%
759 FNDX SCHWAB STRATEGIC TR 498.0 $15K 0.01% NEW $31.10 +4.6%
760 IRTR ISHARES TR 482.0 $15K 0.01% NEW $32.12 -0.4%
Page 38 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%