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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 41 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 VDE VANGUARD WORLD FD 84.0 $13K 0.01% NEW $150.13 +21.4%
802 XAR SPDR SERIES TRUST 44.0 $12K 0.01% NEW $283.80 -10.8%
803 ESI ELEMENT SOLUTIONS INC Basic Materials 258.0 $12K 0.01% NEW $47.75 -24.2%
804 CRSP CRISPR THERAPEUTICS AG Healthcare 225.0 $12K 0.01% NEW $54.54 +0.4%
805 SPXL DIREXION SHARES ETF TRUST 45.0 $12K 0.01% NEW $270.67 +5.5%
806 JMUB J P MORGAN EXCHANGE TRADED F 240.0 $12K 0.01% NEW $50.65 -3.2%
807 TDIV FIRST TR EXCHANGE TRADED FD 105.0 $12K 0.01% NEW $114.88 +1.0%
808 ICLR ICON PLC Healthcare 69.0 $12K 0.01% NEW $173.71 -8.8%
809 IWN ISHARES TR 54.0 $12K 0.01% NEW $221.61 +0.5%
810 SEIM SEI QiM U.S. Large Cap Momentum Active ETF 213.0 $12K 0.01% NEW $56.15 -4.0%
811 ACM AECOM Industrials 171.0 $12K 0.01% NEW $69.80 -5.4%
812 FLR FLUOR CORP Industrials 226.0 $12K 0.01% NEW $52.39 +8.1%
813 SPGI S&P GLOBAL INC Financial Services 29.0 $12K 0.01% NEW $407.28 +5.4%
814 IJK ISHARES TR 100.0 $12K 0.01% NEW $117.50 -3.8%
815 VEU VANGUARD INTL EQUITY INDEX F 140.0 $12K 0.01% NEW $83.75 +2.8%
816 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 300.0 $12K 0.01% NEW $39.05 +0.8%
817 TEL TE CONNECTIVITY PLC Technology 58.0 $12K 0.01% NEW $200.67 +2.2%
818 SCHX SCHWAB STRATEGIC TR 393.0 $12K 0.01% NEW $29.43 +2.6%
819 SJT SAN JUAN BASIN RTY TR Energy 3,600.0 $12K 0.01% NEW $3.21 -4.4%
820 BIDU BAIDU INC Communication Services 100.0 $11K 0.01% NEW $114.29 -19.0%
Page 41 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%