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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 29 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 STT STATE STR CORP Financial Services 226.0 $38K 0.02% NEW $169.60 +14.5%
562 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 414.0 $38K 0.02% NEW $92.09 -4.6%
563 OHI OMEGA HEALTHCARE INVS INC Real Estate 799.0 $38K 0.02% NEW $47.65 -2.7%
564 SHAG WISDOMTREE TR 802.0 $38K 0.02% NEW $47.35 -0.7%
565 THRO BLACKROCK ETF TRUST 876.0 $38K 0.01% NEW $43.11 +2.2%
566 OEF ISHARES TR 103.0 $38K 0.01% NEW $365.88 +4.5%
567 IVOO VANGUARD ADMIRAL FDS INC 288.0 $38K 0.01% NEW $130.27 -1.4%
568 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 3,910.0 $37K 0.01% NEW $9.57 +3.3%
569 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,139.0 $37K 0.01% NEW $17.35 -9.3%
570 EMN EASTMAN CHEM CO Basic Materials 554.0 $37K 0.01% NEW $66.96 +6.3%
571 EFAV ISHARES TR MSCI EAFE MIN VL 420.0 $37K 0.01% NEW $87.71 +8.1%
572 FBND FIDELITY MERRIMACK STR TR 808.0 $37K 0.01% NEW $45.49 -1.7%
573 RGTI RIGETTI COMPUTING INC Technology 1,900.0 $37K 0.01% NEW $19.32 -21.3%
574 IGF ISHARES TR 550.0 $37K 0.01% NEW $66.60 -2.3%
575 ATR APTARGROUP INC Healthcare 292.0 $37K 0.01% NEW $125.27 +1.7%
576 DIVO AMPLIFY ETF TR 800.0 $37K 0.01% NEW $45.70 +5.9%
577 MFC MANULIFE FINL CORP Financial Services 900.0 $36K 0.01% NEW $40.50 +9.5%
578 SUSB ISHARES TR 1,456.0 $36K 0.01% NEW $25.00 -1.1%
579 FAST FASTENAL CO Industrials 754.0 $36K 0.01% NEW $48.04 +3.3%
580 AVUV AMERICAN CENTY ETF TR 290.0 $36K 0.01% NEW $124.76 +1.7%
Page 29 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%