BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 51 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 WAB WABTEC Industrials 22.0 $6K 0.00% NEW $269.68 +5.8%
1002 ARMK Aramark Industrials 104.0 $6K 0.00% NEW $56.90 +1.7%
1003 SCHW Charles Schwab Corp/The Financial Services 64.0 $6K 0.00% NEW $92.27 +17.1%
1004 ZTS ZOETIS INC Healthcare 82.0 $6K 0.00% NEW $71.87 +3.2%
1005 OZK Bank OZK Financial Services 113.0 $6K 0.00% NEW $52.09 -4.8%
1006 UMI USCF ETF TR 100.0 $6K 0.00% NEW $58.84 +5.1%
1007 RWR SPDR SERIES TRUST 52.0 $6K 0.00% NEW $112.96 -1.2%
1008 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 337.0 $6K 0.00% NEW $17.42 +11.1%
1009 MGA Magna International Inc Consumer Cyclical 88.0 $6K 0.00% NEW $65.66 +1.3%
1010 CC CHEMOURS CO Basic Materials 280.0 $6K 0.00% NEW $20.52 -24.3%
1011 QQQI NEOS ETF TRUST 100.0 $6K 0.00% NEW $56.79 -3.6%
1012 SIVR ABRDN SILVER ETF TRUST Financial Services 100.0 $6K 0.00% NEW $56.22 +11.5%
1013 SNY Sanofi SA Healthcare 130.0 $6K 0.00% NEW $42.66 +1.6%
1014 TGTX TG THERAPEUTICS INC Healthcare 100.0 $5K 0.00% NEW $54.94 +1.5%
1015 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 150.0 $5K 0.00% NEW $36.49 +2.2%
1016 SEIQ SEI QiM U.S. Large Cap Quality Active ETF 138.0 $5K 0.00% NEW $39.41 +4.4%
1017 HEICO Corp 21.0 $5K 0.00% NEW $257.90
1018 INNOVATOR ETFS TRUST 166.0 $5K 0.00% NEW $32.21
1019 REZ ISHARES TR 56.0 $5K 0.00% NEW $94.70 -1.2%
1020 MPT MEDICAL PROPERTIES TRUST INC Financial Services 1,146.0 $5K 0.00% NEW $4.62 -13.9%
Page 51 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%