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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 45 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 AFLG FIRST TR EXCHNG TRADED FD VI 210.0 $9K 0.00% NEW $43.42 +3.3%
882 LW LAMB WESTON HLDGS INC Consumer Defensive 211.0 $9K 0.00% NEW $43.18 +14.1%
883 KLIC Kulicke & Soffa Industries Inc Technology 68.0 $9K 0.00% NEW $133.76 -37.4%
884 GT GOODYEAR TIRE &RUBR CO Consumer Cyclical 1,372.0 $9K 0.00% NEW $6.60 -11.0%
885 VALE VALE S A Basic Materials 600.0 $9K 0.00% NEW $15.04 +4.2%
886 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 817.0 $9K 0.00% NEW $10.92 -15.1%
887 ANF Abercrombie & Fitch Co Consumer Cyclical 99.0 $9K 0.00% NEW $90.01 +66.7%
888 REMX VANECK ETF TRUST 100.0 $9K 0.00% NEW $88.50 -13.0%
889 PSX PHILLIPS 66 Energy 52.0 $9K 0.00% NEW $169.06 +53.9%
890 HYGH ISHARES U S ETF TR 100.0 $9K 0.00% NEW $86.61 -0.2%
891 BKR Baker Hughes Co Energy 156.0 $9K 0.00% NEW $55.50 +15.8%
892 CGGG CAPITAL GROUP EQUITY ETF TR 300.0 $9K 0.00% NEW $28.65 +0.7%
893 SMTC Semtech Corp Technology 53.0 $9K 0.00% NEW $161.85 +1.8%
894 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 251.0 $9K 0.00% NEW $34.00 +9.1%
895 YOU Clear Secure Inc Technology 153.0 $9K 0.00% NEW $55.73 -22.1%
896 RITM RITHM CAPITAL CORP Real Estate 908.0 $9K 0.00% NEW $9.39 +6.3%
897 MAA MID-AMER APT CMNTYS INC Real Estate 61.0 $8K 0.00% NEW $138.93 -7.7%
898 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 419.0 $8K 0.00% NEW $19.89 +19.2%
899 POET POET TECHNOLOGIES INC Technology 800.0 $8K 0.00% NEW $10.28 -17.3%
900 CME CME GROUP INC Financial Services 37.0 $8K 0.00% NEW $221.24 +25.8%
Page 45 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%