BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 47 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 BC Brunswick Corp/DE Consumer Cyclical 90.0 $8K 0.00% NEW $84.24 -14.0%
922 SHW SHERWIN WILLIAMS CO Basic Materials 22.0 $8K 0.00% NEW $344.27 -4.7%
923 LDSF FIRST TR EXCHNG TRADED FD VI 400.0 $8K 0.00% NEW $18.90 -0.5%
924 STRL Sterling Infrastructure Inc Industrials 9.0 $8K 0.00% NEW $839.33 -40.5%
925 TXT TEXTRON INC Industrials 82.0 $8K 0.00% NEW $91.76 -13.5%
926 FESM FIDELITY COVINGTON TRUST 155.0 $8K 0.00% NEW $48.41 -2.8%
927 WFRD WEATHERFORD INTL PLC Energy 92.0 $7K 0.00% NEW $81.50 +19.8%
928 FNDF SCHWAB STRATEGIC TR 142.0 $7K 0.00% NEW $52.76 +6.9%
929 SCHA SCHWAB STRATEGIC TR 207.0 $7K 0.00% NEW $36.13 -4.4%
930 BWA BorgWarner Inc Consumer Cyclical 112.0 $7K 0.00% NEW $66.40 +0.5%
931 VTRS Viatris Inc Healthcare 468.0 $7K 0.00% NEW $15.88 +4.9%
932 ARGX ARGENX SE Healthcare 8.0 $7K 0.00% NEW $927.75 +9.1%
933 TNL Travel Plus Leisure Co Consumer Cyclical 97.0 $7K 0.00% NEW $76.43 -14.6%
934 BUG GLOBAL X FDS 194.0 $7K 0.00% NEW $38.19 +5.9%
935 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,000.0 $7K 0.00% NEW $3.67 -5.2%
936 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 76.0 $7K 0.00% NEW $96.12 -54.8%
937 BSX BOSTON SCIENTIFIC CORP Healthcare 171.0 $7K 0.00% NEW $42.68 +7.7%
938 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 22.0 $7K 0.00% NEW $330.45 -7.0%
939 UMC UNITED MICROELECTRONICS CORP Technology 267.0 $7K 0.00% NEW $27.21 -19.8%
940 ARWR Arrowhead Pharmaceuticals INC Healthcare 89.0 $7K 0.00% NEW $81.51 +4.5%
Page 47 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%