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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 70 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VNO Vornado Realty Trust Real Estate 30.0 $1K NEW $39.30 -6.9%
1382 ZLAB ZAI LAB LTD Healthcare 62.0 $1K NEW $19.00 +38.1%
1383 INSM Insmed Inc Healthcare 11.0 $1K NEW $106.64 +18.4%
1384 WYNN Wynn Resorts Ltd Consumer Cyclical 12.0 $1K NEW $97.08 -5.7%
1385 VMI Valmont Industries Inc Industrials 2.0 $1K NEW $577.50 -16.6%
1386 ALLY Ally Financial Inc Financial Services 25.0 $1K NEW $45.96 -4.9%
1387 AVA Avista Corp Utilities 28.0 $1K NEW $40.89 -8.2%
1388 THOMSON REUTERS CORP 14.0 $1K NEW $81.64
1389 AVB AVALONBAY CMNTYS INC Real Estate 6.0 $1K NEW $188.67 -2.4%
1390 BAX BAXTER INTL INC Healthcare 53.0 $1K NEW $21.32 +21.1%
1391 BALL Ball Corp Consumer Cyclical 18.0 $1K NEW $62.39 +0.5%
1392 NYT New York Times Co/The Communication Services 16.0 $1K NEW $70.00 -3.9%
1393 YUM YUM BRANDS INC Consumer Cyclical 7.0 $1K NEW $159.86 -5.7%
1394 OCCIDENTAL PETE CORP 42.0 $1K NEW $26.62
1395 OXY Occidental Petroleum Corp Energy 23.0 $1K NEW $48.57 +23.6%
1396 IFF International Flavors & Fragrances Inc Basic Materials 14.0 $1K NEW $79.21 +9.0%
1397 DOCS DOXIMITY INC Healthcare 53.0 $1K NEW $20.74 +27.1%
1398 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 423.0 $1K NEW $2.59 +10.4%
1399 MANGOCEUTICALS INC 2,885.0 $1K NEW $0.38
1400 CLS Celestica Inc Technology 3.0 $1K NEW $364.67 -14.3%
Page 70 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%