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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 30 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SMR NUSCALE PWR CORP Utilities 3,601.0 $36K 0.01% NEW $10.03 -3.3%
582 DFAX Dimensional World EX US Core Equity 2 ETF 975.0 $36K 0.01% NEW $36.84 +4.8%
583 PAVE GLOBAL X FDS 607.0 $36K 0.01% NEW $58.92 -6.4%
584 WTV WISDOMTREE TR 351.0 $36K 0.01% NEW $101.72 +7.3%
585 KMX CARMAX INC Consumer Cyclical 675.0 $36K 0.01% NEW $52.89 +19.7%
586 DBC INVESCO DB COMMDY INDX TRCK Financial Services 1,315.0 $35K 0.01% NEW $26.66 +19.7%
587 GDXJ VANECK ETF TRUST 352.0 $35K 0.01% NEW $98.25 +31.3%
588 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 118.0 $34K 0.01% NEW $292.34 +3.1%
589 VCIT VANGUARD SCOTTSDALE FDS 416.0 $34K 0.01% NEW $82.65 -2.6%
590 VXF VANGUARD INDEX FDS 139.0 $34K 0.01% NEW $246.23 -1.4%
591 ITW ILLINOIS TOOL WKS INC Industrials 126.0 $34K 0.01% NEW $270.47 -0.1%
592 ROST ROSS STORES INC Consumer Cyclical 160.0 $34K 0.01% NEW $212.85 +8.4%
593 SPMD SPDR SERIES TRUST 496.0 $34K 0.01% NEW $67.56 -1.6%
594 TDG TRANSDIGM GROUP INC Industrials 25.0 $33K 0.01% NEW $1332.04 -12.8%
595 AIG AMERICAN INTL GROUP INC Financial Services 446.0 $33K 0.01% NEW $74.53 +2.3%
596 PAPR INNOVATOR ETFS TRUST 787.0 $33K 0.01% NEW $42.20 +2.1%
597 BAI BLACKROCK ETF TRUST 626.0 $33K 0.01% NEW $52.72 -15.4%
598 OKLO OKLO INC Utilities 630.0 $33K 0.01% NEW $52.33 -21.1%
599 STIP ISHARES TR 322.0 $33K 0.01% NEW $102.16 -1.3%
600 MTB M &T BK CORP Financial Services 138.0 $33K 0.01% NEW $238.01 +0.8%
Page 30 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%