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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 64 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 AVY Avery Dennison Corp Industrials 13.0 $2K 0.00% NEW $162.38 +7.8%
1262 UCB United Community Banks Inc/GA Financial Services 60.0 $2K 0.00% NEW $35.08 +1.6%
1263 AJG GALLAGHER ARTHUR J & CO Financial Services 9.0 $2K 0.00% NEW $229.56 +14.4%
1264 RUSHB Rush Enterprises Inc 27.0 $2K 0.00% NEW $76.52
1265 SRLN SSGA ACTIVE ETF TR 51.0 $2K 0.00% NEW $40.29 +0.7%
1266 CNI Canadian National Railway Co Industrials 17.0 $2K 0.00% NEW $119.24 +3.5%
1267 RSI Rush Street Interactive Inc Consumer Cyclical 68.0 $2K 0.00% NEW $29.74 -10.3%
1268 CBRE CBRE GROUP INC Real Estate 15.0 $2K 0.00% NEW $134.67 +9.8%
1269 STVN Stevanato Group SpA Healthcare 111.0 $2K 0.00% NEW $18.07 +13.5%
1270 TTWO Take-Two Interactive Software Inc Communication Services 8.0 $2K 0.00% NEW $250.00 -14.1%
1271 WWW Wolverine World Wide Inc Consumer Cyclical 121.0 $2K 0.00% NEW $16.53 +25.6%
1272 OI O-I Glass Inc Consumer Cyclical 207.0 $2K 0.00% NEW $9.63 -25.8%
1273 ADM Archer-Daniels-Midland Co Consumer Defensive 26.0 $2K 0.00% NEW $76.38 +10.8%
1274 CNS Cohen & Steers Inc Financial Services 26.0 $2K 0.00% NEW $76.15 +4.9%
1275 PODD INSULET CORP Healthcare 13.0 $2K 0.00% NEW $152.23 -3.1%
1276 CVNA Carvana Co Consumer Cyclical 30.0 $2K 0.00% NEW $65.83 +13.3%
1277 SNDR Schneider National Inc Industrials 54.0 $2K 0.00% NEW $36.54 -4.1%
1278 NTCT NetScout Systems Inc Technology 45.0 $2K 0.00% NEW $43.56 -14.5%
1279 RIGL RIGEL PHARMACEUTICALS INC Healthcare 50.0 $2K 0.00% NEW $39.12 +24.4%
1280 TNA DIREXION SHARES ETF TRUST 26.0 $2K 0.00% NEW $75.12 -7.0%
Page 64 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%