AIFG Consultants Ltd.

CIK

1988547

Location

HALFMOON, NY

Portfolio Value

Micro $17,913,117

Diversification

Highly concentrated

Filing Date

Global Rank

#8,280 / 8,755 ▼ 599 · as of Dec 2025

Top Industry

Semiconductors 17.9%

3Y Alpha vs SPY

+2.3%

Period ended 8 months ago

Filed Feb 4, 2026 · 7mo

13 quarters · since Dec 2022

Clone Performance

Sep 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+65.9%

SPY

+68.5%

Annualised alpha

-0.7%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.AIFG Consultants Ltd. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

52.1%

−0.6 pts

Top 5

67.0%

−2.8 pts

Top 10

79.6%

−3.3 pts

HHI

2,836

Highly concentrated−84

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	60.4%	$10,812,922	5
Technology	16.6%	$2,969,338	8
Energy	6.8%	$1,215,368	2
Industrials	6.8%	$1,210,384	3
Financial Services	6.1%	$1,096,674	3
Consumer Defensive	1.9%	$337,573	1
Utilities	1.5%	$270,858	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
ANET	Arista Networks, Inc.	+750	3,171	$415,496
AVGO	Broadcom Inc.	+190	1,373	$475,195
GE	General Electric Co	+183	2,126	$654,871
GEV	GE Vernova Inc.	+44	542	$354,234
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−5,075	109,299	$9,330,855
SLV	iShares Silver Trust	−3,279	5,864	$377,758
BAC	Bank Of America Corp /De/	−1,901	4,164	$229,020
NVDA	Nvidia Corp	−1,477	3,091	$576,471
XOM	ExxonMobil Holdings Corp	−406	7,089	$853,090
BIBL	Inspire 100 ETF	−265	6,430	$290,185
JPM	Jpmorgan Chase & Co	−190	977	$314,808
GLD	Spdr Gold Trust	−50	1,492	$591,294
AAPL	Apple Inc.	−26	1,211	$329,222
VEA	Vanguard FTSE Developed Markets ETF	−20	3,567	$222,830
MSFT	Microsoft Corp	−12	886	$428,487
SYY	Sysco Corp	−9	4,581	$337,573
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
FN	Fabrinet	674	$306,858
MU	Micron Technology Inc	771	$220,051
STX	Seagate Technology Holdings plc	790	$217,558
PCAR	Paccar Inc	1,838	$201,279
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $17,913,117 total · filing declares 54 positions · $58,236,348 · as of Dec 31, 2025

All sectors Consumer Defensive Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLDM	World Gold Trust	Reduced	109,299	-5,075	$9,330,855	+6.7%	52.09%
XOM	ExxonMobil Holdings Corp Energy	Reduced	7,089	-406	$853,090	+1.0%	4.76%
GE	General Electric Co Industrials	Added	2,126	+183	$654,871	+12.0%	3.66%
GLD	Spdr Gold Trust	Reduced	1,492	-50	$591,294	+7.9%	3.30%
NVDA	Nvidia Corp Technology	Reduced	3,091	-1,477	$576,471	−32.4%	3.22%
ALL	Allstate Corp Financial Services	Held	2,656	0	$552,846	−3.0%	3.09%
AVGO	Broadcom Inc. Technology	Added	1,373	+190	$475,195	+21.8%	2.65%
MSFT	Microsoft Corp Technology	Reduced	886	-12	$428,487	−7.9%	2.39%
ANET	Arista Networks, Inc. Technology	Added	3,171	+750	$415,496	+17.8%	2.32%
SLV	iShares Silver Trust	Reduced	5,864	-3,279	$377,758	−2.5%	2.11%
CVX	Chevron Corp Energy	Held	2,377	0	$362,278	−1.9%	2.02%
GEV	GE Vernova Inc. Industrials	Added	542	+44	$354,234	+15.7%	1.98%
SYY	Sysco Corp Consumer Defensive	Reduced	4,581	-9	$337,573	−10.7%	1.88%
AAPL	Apple Inc. Technology	Reduced	1,211	-26	$329,222	+4.5%	1.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	977	-190	$314,808	−14.5%	1.76%
FN	Fabrinet Technology	NEW	674	NEW	$306,858	NEW	1.71%
BIBL	Inspire 100 ETF	Reduced	6,430	-265	$290,185	−2.4%	1.62%
DTE	Dte Energy Co Utilities	Held	2,100	0	$270,858	−8.8%	1.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,164	-1,901	$229,020	−26.8%	1.28%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	3,567	-20	$222,830	+3.7%	1.24%
MU	Micron Technology Inc Technology	NEW	771	NEW	$220,051	NEW	1.23%
STX	Seagate Technology Holdings plc Technology	NEW	790	NEW	$217,558	NEW	1.21%
PCAR	Paccar Inc Industrials	NEW	1,838	NEW	$201,279	NEW	1.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.