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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 42 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MRNA MODERNA INC Healthcare 163.0 $11K 0.01% NEW $70.03 +102.5%
822 SMAY FIRST TR EXCHNG TRADED FD VI 400.0 $11K 0.01% NEW $28.38 +0.4%
823 R RYDER SYS INC Industrials 43.0 $11K 0.01% NEW $263.77 -5.8%
824 DEO Diageo PLC Consumer Defensive 141.0 $11K 0.01% NEW $80.38 +8.5%
825 ONEQ FIDELITY COMWLTH TR 109.0 $11K 0.01% NEW $103.37 +0.9%
826 SEIV SEI QiM U.S. Large Cap Value Active ETF 234.0 $11K 0.01% NEW $48.00 +5.9%
827 Smurfit Westrock PLC 242.0 $11K 0.01% NEW $46.26
828 ESGE ISHARES INC 204.0 $11K 0.01% NEW $54.79 +1.8%
829 BTI British American Tobacco PLC Consumer Defensive 180.0 $11K 0.01% NEW $61.76 -10.5%
830 RRX Regal Rexnord Corp Industrials 46.0 $11K 0.00% NEW $238.20 -30.5%
831 WAL WESTERN ALLIANCE BANCORP Financial Services 133.0 $11K 0.00% NEW $82.20 -2.1%
832 MAR MARRIOTT INTL INC NEW Consumer Cyclical 29.0 $11K 0.00% NEW $373.48 -11.8%
833 DFGX Dimensional International Core Fixed Income ETF 201.0 $11K 0.00% NEW $53.60 -3.3%
834 PH PARKER-HANNIFIN CORP Industrials 11.0 $11K 0.00% NEW $978.09 -2.1%
835 HELO J P MORGAN EXCHANGE TRADED F 159.0 $11K 0.00% NEW $67.58 +2.8%
836 NUDM NUSHARES ETF TR 268.0 $11K 0.00% NEW $40.02 +2.7%
837 CHD CHURCH & DWIGHT CO INC Consumer Defensive 110.0 $11K 0.00% NEW $96.88 +0.1%
838 SCHP SCHWAB STRATEGIC TR 402.0 $11K 0.00% NEW $26.50 -2.4%
839 PHM PULTE GROUP INC Consumer Cyclical 77.0 $11K 0.00% NEW $137.21 -11.7%
840 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 200.0 $11K 0.00% NEW $52.65 +23.7%
Page 42 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%