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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 28 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 COLB COLUMBIA BKG SYS INC Financial Services 1,314.0 $42K 0.02% NEW $32.05 -3.9%
542 IWR ISHARES TR 381.0 $42K 0.02% NEW $110.32 +1.4%
543 MDYV SPDR SERIES TRUST 443.0 $42K 0.02% NEW $94.85 +0.3%
544 SDY SPDR SERIES TRUST 275.0 $42K 0.02% NEW $152.18 +2.4%
545 SHOP SHOPIFY INC Technology 363.0 $41K 0.02% NEW $114.18 +27.1%
546 BBDC BARINGS BDC INC Financial Services 4,771.0 $41K 0.02% NEW $8.52 +5.9%
547 ROBT FIRST TR EXCHANGE TRADED FD 722.0 $41K 0.02% NEW $56.26 +4.7%
548 USTB VICTORY PORTFOLIOS II 800.0 $40K 0.02% NEW $50.62 -0.3%
549 GM GENERAL MTRS CO Consumer Cyclical 524.0 $40K 0.02% NEW $77.08 +13.9%
550 RDVI FIRST TR EXCHANGE-TRADED FD 1,373.0 $40K 0.02% NEW $29.40 -0.5%
551 MKC MCCORMICK &CO INC Consumer Defensive 800.0 $40K 0.02% NEW $50.42 +3.3%
552 ITA ISHARES TR 166.0 $40K 0.02% NEW $242.13 -6.8%
553 UBER UBER TECHNOLOGIES INC Technology 554.0 $40K 0.02% NEW $72.16 +5.0%
554 XSMO INVESCO EXCHANGE TRADED FD T 425.0 $40K 0.02% NEW $93.67 -9.2%
555 MATX MATSON INC Industrials 206.0 $40K 0.02% NEW $191.99 +17.5%
556 MTUM ISHARES TR 115.0 $39K 0.02% NEW $343.08 -11.1%
557 ROBO EXCHANGE TRADED CONCEPTS TRU 455.0 $39K 0.02% NEW $85.66 -5.9%
558 DECK DECKERS OUTDOOR CORP Consumer Cyclical 391.0 $39K 0.02% NEW $99.29 -13.6%
559 BSY BENTLEY SYS INC Technology 1,295.0 $39K 0.02% NEW $29.90 +12.7%
560 IWY ISHARES TR 132.0 $38K 0.02% NEW $290.59 -0.4%
Page 28 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%