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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 62 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CGCP CAPITAL GRP FIXED INCM ETF T 112.0 $3K 0.00% NEW $22.33 -2.0%
1222 ANGL VANECK ETF TRUST 85.0 $2K 0.00% NEW $29.40 -2.0%
1223 USHY ISHARES TR 67.0 $2K 0.00% NEW $37.22 -1.6%
1224 HSTM HealthStream Inc Healthcare 91.0 $2K 0.00% NEW $27.25 +7.1%
1225 RIOT Riot Platforms Inc Financial Services 90.0 $2K 0.00% NEW $27.38 -20.4%
1226 PPL PPL Corp Utilities 67.0 $2K 0.00% NEW $36.34 -3.4%
1227 DXCM Dexcom Inc Healthcare 36.0 $2K 0.00% NEW $67.36 +30.5%
1228 SLDE Slide Insurance Holdings Inc Financial Services 125.0 $2K 0.00% NEW $19.37 +27.4%
1229 SNX TD SYNNEX Corp Technology 9.0 $2K 0.00% NEW $267.33 -1.8%
1230 KFRC Kforce Inc Industrials 51.0 $2K 0.00% NEW $46.92 +16.2%
1231 CLH CLEAN HARBORS INC Industrials 8.0 $2K 0.00% NEW $298.75 +6.1%
1232 CRC California Resources Corp Energy 45.0 $2K 0.00% NEW $52.87 +2.6%
1233 XBI SPDR SERIES TRUST 15.0 $2K 0.00% NEW $158.27 +3.5%
1234 ISTB ISHARES TR 49.0 $2K 0.00% NEW $47.94 -0.3%
1235 VPU VANGUARD WORLD FD 12.0 $2K 0.00% NEW $195.75 -4.8%
1236 POWI Power Integrations Inc Technology 28.0 $2K 0.00% NEW $83.75 -39.8%
1237 WULF Terawulf Inc Financial Services 94.0 $2K 0.00% NEW $24.70 -33.2%
1238 IQVIA Holdings Inc 12.0 $2K 0.00% NEW $193.25
1239 KEX Kirby Corp Industrials 17.0 $2K 0.00% NEW $135.94 +3.6%
1240 KNSL Kinsale Capital Group Inc Financial Services 7.0 $2K 0.00% NEW $329.86 +13.1%
Page 62 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%