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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 8 of 79  ·  1,574 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FCX FREEPORT MCMORAN INC Basic Materials 5,498.0 $346K 0.14% NEW $62.89 +15.6%
142 TMO THERMO FISHER SCIENTIFIC INC Healthcare 680.0 $341K 0.14% NEW $501.38 +22.4%
143 RSP INVESCO EXCHANGE TRADED FD T 1,589.0 $338K 0.14% NEW $212.77 +2.9%
144 CGDG CAPITAL GROUP DIVIDEND GROWE 8,943.0 $335K 0.14% NEW $37.51 +3.1%
145 BLUE OWL CAPITAL CORPORATION 30,792.0 $335K 0.14% NEW $10.87
146 BLUEROCK PVT REAL ESTATE FD 25,660.0 $334K 0.14% NEW $13.01
147 IVLU ISHARES TR 7,909.0 $331K 0.14% NEW $41.82 +7.5%
148 LAND Gladstone Land Corp Real Estate 38,578.0 $329K 0.13% NEW $8.53 +15.2%
149 MGK VANGUARD WORLD FD 3,610.0 $317K 0.13% NEW $87.91 +2.6%
150 PTLC PACER FDS TR 5,446.0 $317K 0.13% NEW $58.26 +3.0%
151 EFA ISHARES TR 3,022.0 $314K 0.13% NEW $103.89 +4.3%
152 PAUG INNOVATOR ETFS TRUST 6,879.0 $314K 0.13% NEW $45.64 +2.6%
153 NOC NORTHROP GRUMMAN CORP Industrials 615.0 $313K 0.13% NEW $509.31 +1.1%
154 QQQM INVESCO EXCH TRADED FD TR II 1,030.0 $312K 0.13% NEW $302.97 -2.3%
155 BA BOEING CO Industrials 1,438.0 $311K 0.13% NEW $216.47 -1.9%
156 GD GENERAL DYNAMICS CORP Industrials 873.0 $309K 0.13% NEW $354.35 +1.4%
157 PFE PFIZER INC Healthcare 12,810.0 $308K 0.13% NEW $24.08 +18.1%
158 VEA VANGUARD TAX-MANAGED FDS 4,324.0 $308K 0.13% NEW $71.25 +3.5%
159 SPYG SPDR SERIES TRUST 2,573.0 $306K 0.12% NEW $118.99 +2.3%
160 AOA ISHARES TR 3,109.0 $303K 0.12% NEW $97.60 +1.9%
Page 8 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%