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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 40 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BDVL BLACKROCK ETF TRUST 535.0 $14K 0.01% NEW $25.98 +2.3%
782 SYM SYMBOTIC INC Industrials 308.0 $14K 0.01% NEW $44.95 -3.7%
783 BCS Barclays PLC Financial Services 514.0 $14K 0.01% NEW $26.86 -0.3%
784 APH AMPHENOL CORP Technology 78.0 $14K 0.01% NEW $176.32 -53.6%
785 BEN FRANKLIN RESOURCES INC Financial Services 413.0 $14K 0.01% NEW $33.27 +4.1%
786 EBND State Street SPDR Bloomberg Emerging Markets Local Bond ETF 654.0 $14K 0.01% NEW $20.92 +1.1%
787 ISHARES TR 276.0 $14K 0.01% NEW $49.55
788 BIZD VANECK ETF TRUST 1,075.0 $14K 0.01% NEW $12.66 +3.8%
789 CAG CONAGRA BRANDS INC Consumer Defensive 1,010.0 $14K 0.01% NEW $13.46 +13.4%
790 HOOD ROBINHOOD MKTS INC Financial Services 135.0 $14K 0.01% NEW $100.28 +17.0%
791 KHC KRAFT HEINZ CO Consumer Defensive 564.0 $13K 0.01% NEW $23.63 +5.4%
792 APOS APOLLO GLOBAL MGMT INC 111.0 $13K 0.01% NEW $118.31
793 MTRN Materion Corp Basic Materials 44.0 $13K 0.01% NEW $297.39 -13.9%
794 NTRA Natera Inc Healthcare 48.0 $13K 0.01% NEW $271.46 +19.4%
795 VRTX VERTEX PHARMACEUTICALS INC Healthcare 26.0 $13K 0.01% NEW $496.73 +6.5%
796 SXI Standex International Corp Industrials 36.0 $13K 0.01% NEW $357.67 -24.0%
797 SPIP SPDR SERIES TRUST 501.0 $13K 0.01% NEW $25.69 -2.4%
798 HTD HANCOCK JOHN TAX-ADVANTAGED Financial Services 500.0 $13K 0.01% NEW $25.49 -0.9%
799 DIHP Dimensional International High Profitability ETF 373.0 $13K 0.01% NEW $34.13 +2.8%
800 VSS VANGUARD INTL EQUITY INDEX F 82.0 $13K 0.01% NEW $153.96 +4.2%
Page 40 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%