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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 21 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 OMC OMNICOM GROUP INC Communication Services 1,016.0 $74K 0.03% NEW $72.83 +13.4%
402 JMHI J P MORGAN EXCHANGE TRADED F 1,458.0 $74K 0.03% NEW $50.65 -3.6%
403 IYF ISHARES TR 577.0 $74K 0.03% NEW $127.51 +8.2%
404 PSF COHEN & STEERS SELECT PFD & Financial Services 3,650.0 $73K 0.03% NEW $20.13 -4.3%
405 WBD WARNER BROS DISCOVERY INC Communication Services 2,744.0 $73K 0.03% NEW $26.66 +6.0%
406 TLH ISHARES TR 729.0 $73K 0.03% NEW $100.35 -3.7%
407 C CITIGROUP INC Financial Services 522.0 $73K 0.03% NEW $139.96 -1.6%
408 DVN DEVON ENERGY CORP NEW Energy 1,756.0 $73K 0.03% NEW $41.32 +16.3%
409 CENCORA INC 256.0 $72K 0.03% NEW $282.73
410 ENTERGY CORP NEW 627.0 $72K 0.03% NEW $114.86
411 SHEL SHELL PLC Energy 914.0 $71K 0.03% NEW $77.54 +19.9%
412 VOOV VANGUARD ADMIRAL FDS INC 322.0 $71K 0.03% NEW $219.29 +4.3%
413 REGN REGENERON PHARMACEUTICALS Healthcare 113.0 $70K 0.03% NEW $623.55 +32.7%
414 PFL PIMCO INCOME STRATEGY FD Financial Services 8,939.0 $70K 0.03% NEW $7.88 -4.4%
415 ROK ROCKWELL AUTOMATION INC Industrials 141.0 $70K 0.03% NEW $496.52 -12.6%
416 PTY PIMCO CORPORATE & INCOME OPP Financial Services 5,800.0 $70K 0.03% NEW $12.03 -2.3%
417 EWU ISHARES TR 1,512.0 $70K 0.03% NEW $46.14 +5.3%
418 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 786.0 $70K 0.03% NEW $88.60 -28.1%
419 TCAF T ROWE PRICE EXCHANGE-TRADED 1,692.0 $70K 0.03% NEW $41.10 +4.2%
420 NUE NUCOR CORP Basic Materials 307.0 $68K 0.03% NEW $222.75 +17.2%
Page 21 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%