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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 60 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 OGE OGE Energy Corp Utilities 60.0 $3K 0.00% NEW $48.67 -3.6%
1182 FNDC SCHWAB STRATEGIC TR 60.0 $3K 0.00% NEW $48.57 +6.4%
1183 PNR Pentair PLC Industrials 38.0 $3K 0.00% NEW $76.66 -21.5%
1184 CHRD Chord Energy Corp Energy 25.0 $3K 0.00% NEW $114.32 +28.1%
1185 HUN Huntsman Corp Basic Materials 268.0 $3K 0.00% NEW $10.62 -9.4%
1186 NBOS NEUBERGER BERMAN ETF TRUST 101.0 $3K 0.00% NEW $28.01 +2.1%
1187 DNTH Magenta Therapeutics Inc Healthcare 29.0 $3K 0.00% NEW $97.48 +10.9%
1188 BCI Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF 126.0 $3K 0.00% NEW $22.34 +16.1%
1189 WEC WEC ENERGY GROUP INC Utilities 24.0 $3K 0.00% NEW $116.79 -9.3%
1190 SCHC SCHWAB STRATEGIC TR 58.0 $3K 0.00% NEW $48.12 +7.3%
1191 J Jacobs Solutions Inc Industrials 22.0 $3K 0.00% NEW $126.00 +16.1%
1192 MPWR Monolithic Power Systems Inc Technology 2.0 $3K 0.00% NEW $1382.50 -11.5%
1193 RGA Reinsurance Group of America Inc Financial Services 13.0 $3K 0.00% NEW $212.62 +19.1%
1194 ACAD ACADIA Pharmaceuticals Inc Healthcare 109.0 $3K 0.00% NEW $25.30 +10.7%
1195 SCI Service Corp International/US Consumer Cyclical 36.0 $3K 0.00% NEW $75.97 +8.2%
1196 CGO CALAMOS GLOBAL TOTAL RETURN Financial Services 200.0 $3K 0.00% NEW $13.66 -3.1%
1197 HST HOST HOTELS & RESORTS INC Real Estate 115.0 $3K 0.00% NEW $23.70 -7.0%
1198 ALGT Allegiant Travel Co Industrials 23.0 $3K 0.00% NEW $117.61 -33.5%
1199 EXC EXELON CORP Utilities 58.0 $3K 0.00% NEW $46.62 -6.4%
1200 MTDR Matador Resources Co Energy 54.0 $3K 0.00% NEW $49.78 +18.8%
Page 60 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%