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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 43 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 QXO QXO Inc Industrials 607.0 $10K 0.00% NEW $17.28 -23.3%
842 ENSG Ensign Group Inc/The Healthcare 65.0 $10K 0.00% NEW $160.31 +7.3%
843 BUFD FIRST TR EXCHNG TRADED FD VI 350.0 $10K 0.00% NEW $29.72 +2.1%
844 LIN LINDE PLC Basic Materials 20.0 $10K 0.00% NEW $518.95 -9.7%
845 AAL AMERICAN AIRLINES GROUP INC Industrials 573.0 $10K 0.00% NEW $18.07 -28.0%
846 AWK AMERICAN WTR WKS CO INC NEW Utilities 78.0 $10K 0.00% NEW $131.58 +7.4%
847 VSNT VERSANT MEDIA GROUP INC Industrials 285.0 $10K 0.00% NEW $36.01 +7.1%
848 TECK TECK RESOURCES LTD Basic Materials 171.0 $10K 0.00% NEW $59.46 +21.3%
849 BAB INVESCO EXCH TRADED FD TR II 377.0 $10K 0.00% NEW $26.84 -2.3%
850 TKO TKO GROUP HOLDINGS INC Communication Services 50.0 $10K 0.00% NEW $201.30 -3.0%
851 POST POST HLDGS INC Consumer Defensive 114.0 $10K 0.00% NEW $88.26 -5.3%
852 PAAA PGIM AAA CLO ETF 196.0 $10K 0.00% NEW $51.27 +0.2%
853 FNDE SCHWAB STRATEGIC TR 253.0 $10K 0.00% NEW $39.68 +8.4%
854 ACN ACCENTURE PLC IRELAND Technology 80.0 $10K 0.00% NEW $124.70 +43.2%
855 FTA FIRST TR EXCHANGE-TRADED ALP 103.0 $10K 0.00% NEW $96.80 +5.6%
856 TQQQ PROSHARES TR 122.0 $10K 0.00% NEW $81.00 -10.6%
857 EQT EQT CORP Energy 184.0 $10K 0.00% NEW $53.17 +4.6%
858 MKL Markel Group Inc Financial Services 5.0 $10K 0.00% NEW $1953.00 -8.0%
859 ALL Allstate Corp/The Financial Services 41.0 $10K 0.00% NEW $237.95 +7.3%
860 CORPAY INC 29.0 $10K 0.00% NEW $333.28
Page 43 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%