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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 50 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 FIXD FIRST TR EXCHNG TRADED FD VI 145.0 $6K 0.00% NEW $43.61 -2.0%
982 LMBS FIRST TR EXCHANGE-TRADED FD 127.0 $6K 0.00% NEW $49.78 -0.6%
983 FSIG FIRST TR EXCHANGE-TRADED FD 334.0 $6K 0.00% NEW $18.86 -0.7%
984 TER TERADYNE INC Technology 13.0 $6K 0.00% NEW $483.85 -26.2%
985 CNH Industrial NV 560.0 $6K 0.00% NEW $11.23
986 FXZ FIRST TR EXCHANGE-TRADED FD 79.0 $6K 0.00% NEW $79.44 +8.2%
987 CTRE CARETRUST REIT INC Real Estate 155.0 $6K 0.00% NEW $40.35 -3.3%
988 DDOG Datadog Inc Technology 24.0 $6K 0.00% NEW $260.38 -18.2%
989 ESML ISHARES TR 111.0 $6K 0.00% NEW $56.08 -1.8%
990 PFFA ETFIS SER TR I 300.0 $6K 0.00% NEW $20.57 +1.9%
991 JBL Jabil Inc Technology 16.0 $6K 0.00% NEW $385.50 -19.4%
992 VOD VODAFONE GROUP PLC Communication Services 465.0 $6K 0.00% NEW $13.22 +27.8%
993 RDW REDWIRE CORPORATION Industrials 500.0 $6K 0.00% NEW $12.23 -13.9%
994 SFBS ServisFirst Bancshares Inc Financial Services 70.0 $6K 0.00% NEW $86.76 -50.3%
995 PUK Prudential PLC Financial Services 226.0 $6K 0.00% NEW $26.81 +3.5%
996 RNR RenaissanceRe Holdings Ltd Financial Services 19.0 $6K 0.00% NEW $316.89 +4.3%
997 XLB SELECT SECTOR SPDR TR 118.0 $6K 0.00% NEW $50.83 +3.2%
998 COIN COINBASE GLOBAL INC Financial Services 41.0 $6K 0.00% NEW $146.17 +26.3%
999 AGM Federal Agricultural Mortgage Corp Financial Services 30.0 $6K 0.00% NEW $199.27 +14.3%
1000 GNK GENCO SHIPPING &TRADING LTD Industrials 239.0 $6K 0.00% NEW $24.83 +11.4%
Page 50 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%