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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 44 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 385.0 $10K 0.00% NEW $25.06 +17.4%
862 NTB BANK OF N T BUTTERFIELD &SO Financial Services 162.0 $10K 0.00% NEW $59.50 +3.7%
863 IFRA ISHARES TR 152.0 $10K 0.00% NEW $63.23 -5.4%
864 NATWEST GROUP PLC 543.0 $10K 0.00% NEW $17.63
865 SYK STRYKER CORPORATION Healthcare 30.0 $10K 0.00% NEW $319.03 -12.2%
866 LFUS Littelfuse Inc Technology 21.0 $10K 0.00% NEW $455.33 -6.1%
867 FNDA SCHWAB STRATEGIC TR 248.0 $9K 0.00% NEW $38.06 -2.7%
868 ASTS AST SPACEMOBILE INC Technology 106.0 $9K 0.00% NEW $88.86 -25.1%
869 SPTI SPDR SERIES TRUST 330.0 $9K 0.00% NEW $28.39 -1.9%
870 GSK GSK PLC Healthcare 178.0 $9K 0.00% NEW $52.42 -7.2%
871 LQDH ISHARES U S ETF TR 100.0 $9K 0.00% NEW $93.13 -0.7%
872 PYPL PAYPAL HLDGS INC Financial Services 216.0 $9K 0.00% NEW $43.12 +23.5%
873 ECC EAGLE POINT CR CO Financial Services 2,500.0 $9K 0.00% NEW $3.72 +5.5%
874 LHX L3HARRIS TECHNOLOGIES INC Industrials 32.0 $9K 0.00% NEW $290.56 -12.0%
875 RELX RELX PLC Communication Services 293.0 $9K 0.00% NEW $31.67 +9.8%
876 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 450.0 $9K 0.00% NEW $20.56 +2.1%
877 ALSN Allison Transmission Holdings Inc Consumer Cyclical 82.0 $9K 0.00% NEW $112.74 +16.0%
878 CNQ Canadian Natural Resources Ltd Energy 233.0 $9K 0.00% NEW $39.50 +29.8%
879 PHG Koninklijke Philips NV Healthcare 338.0 $9K 0.00% NEW $27.19 -6.7%
880 BHK BLACKROCK CORE BD TR Financial Services 1,000.0 $9K 0.00% NEW $9.17 -2.2%
Page 44 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%