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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 35 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 AVSC AMERICAN CENTY ETF TR 303.0 $22K 0.01% NEW $73.33 -0.9%
682 XHR XENIA HOTELS &RESORTS INC Real Estate 1,084.0 $22K 0.01% NEW $20.35 -13.2%
683 TJX TJX COS INC NEW Consumer Cyclical 145.0 $22K 0.01% NEW $151.51 -14.9%
684 IRIDIUM COMMUNICATIONS INC 400.0 $22K 0.01% NEW $54.85
685 FPE FIRST TR EXCH TRADED FD III 1,226.0 $22K 0.01% NEW $17.88 -1.5%
686 ACWV iShares MSCI Global Min Vol Factor ETF 182.0 $22K 0.01% NEW $120.23 +5.3%
687 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 1,800.0 $22K 0.01% NEW $12.12 -6.0%
688 EMB ISHARES TR 226.0 $22K 0.01% NEW $96.44 -2.1%
689 SCCO SOUTHERN COPPER CORP Basic Materials 125.0 $22K 0.01% NEW $174.26 +20.4%
690 MUNI PIMCO ETF TR 411.0 $22K 0.01% NEW $52.60 -2.9%
691 PAA Plains All American Pipeline LP Energy 961.0 $21K 0.01% NEW $22.26 +16.3%
692 LUNR INTUITIVE MACHINES INC Industrials 1,000.0 $21K 0.01% NEW $21.39 -27.0%
693 IDV ISHARES TR 508.0 $21K 0.01% NEW $41.43 +9.2%
694 ASC ARDMORE SHIPPING CORP Industrials 1,500.0 $21K 0.01% NEW $14.01 +29.1%
695 EMHY ISHARES INC 516.0 $21K 0.01% NEW $40.66 -1.5%
696 BROS DUTCH BROS INC Consumer Cyclical 292.0 $21K 0.01% NEW $71.81 -36.0%
697 CX CEMEX SA EURO MTN BE 144A Basic Materials 1,744.0 $21K 0.01% NEW $12.00 -8.1%
698 SIL GLOBAL X FDS 269.0 $21K 0.01% NEW $77.46 +28.0%
699 J P MORGAN EXCHANGE TRADED F 437.0 $21K 0.01% NEW $47.14
700 FMB FIRST TR EXCH TRADED FD III 393.0 $20K 0.01% NEW $51.37 -3.4%
Page 35 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%