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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 6 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUK DUKE ENERGY CORP NEW Utilities 3,826.0 $484K 0.20% NEW $126.58 -5.0%
102 ASML ASML HLDG NV Technology 242.0 $481K 0.20% NEW $1989.43 -13.8%
103 JNJ JOHNSON &JOHNSON Healthcare 1,889.0 $480K 0.20% NEW $253.95 +8.4%
104 IJR ISHARES TR 3,153.0 $468K 0.19% NEW $148.33 -2.0%
105 LMT LOCKHEED MARTIN CORP Industrials 915.0 $466K 0.19% NEW $509.46 +3.1%
106 CGBL CAPITAL GROUP CORE BALANCED 12,267.0 $466K 0.19% NEW $37.96 +0.4%
107 DELL DELL TECHNOLOGIES INC Technology 1,070.0 $462K 0.19% NEW $431.46 +21.4%
108 HONEYWELL INTL INC 2,056.0 $460K 0.19% NEW $223.90
109 HONEYWELL AEROSPACE INC 2,056.0 $455K 0.19% NEW $221.08
110 ISRG INTUITIVE SURGICAL INC Healthcare 1,137.0 $452K 0.18% NEW $397.68 -7.8%
111 SEI Select International Equity ETF 12,658.0 $449K 0.18% NEW $35.49
112 VOOG VANGUARD ADMIRAL FDS INC 5,360.0 $443K 0.18% NEW $82.62 +2.3%
113 VLO VALERO ENERGY CORP Energy 1,677.0 $437K 0.18% NEW $260.44 +42.3%
114 QALT SEI DBi Multi-Strategy Alternative ETF 16,440.0 $436K 0.18% NEW $26.54 -0.2%
115 V VISA INC Financial Services 1,267.0 $435K 0.18% NEW $343.12 +9.3%
116 GLD SPDR GOLD TR Financial Services 1,176.0 $433K 0.18% NEW $368.38 +10.4%
117 IYH ISHARES TR 6,407.0 $429K 0.17% NEW $67.01 +8.0%
118 LOW LOWES COS INC Consumer Cyclical 1,940.0 $428K 0.17% NEW $220.45 -7.3%
119 SCHV SCHWAB STRATEGIC TR 12,188.0 $424K 0.17% NEW $34.81 +0.0%
120 HDV ISHARES TR 15,289.0 $419K 0.17% NEW $27.41 +7.3%
Page 6 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%