AIFG Consultants Ltd.
CIK
1988547
Location
HALFMOON, NY
Portfolio Value
Micro
$16,547,012
Diversification
Highly concentrated
Filing Date
Global Rank
#7,945
/ 8,662
▼ 516
· as of Dec 2025
Top Industry
Semiconductors
20.4%
3Y Alpha vs SPY
+7.5%
Period ended 6 months ago
Filed Feb 4, 2026 · 5mo
13 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+109.2%
SPY
+76.0%
Annualised alpha
+7.2%
Max drawdown
−14.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
20 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
56.4%
−1.0 pts
Top 5
70.7%
−3.4 pts
Top 10
83.2%
−4.0 pts
HHI
3,292
Highly concentrated−134
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.2% | $10,299,907 |
| Technology | 17.9% | $2,969,338 |
| Industrials | 7.3% | $1,210,384 |
| Financial Services | 6.6% | $1,096,674 |
| Energy | 2.2% | $362,278 |
| Consumer Defensive | 2.0% | $337,573 |
| Utilities | 1.6% | $270,858 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| MSFT | Microsoft Corp | −12 | 886 | $428,487 | |
| SYY | Sysco Corp | −9 | 4,581 | $337,573 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
20 positions ·
$16,547,012 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 109,299 | $9,330,855 | 56.39% | |
| GE |
General Electric Co
Industrials
|
Added | 2,126 | $654,871 | 3.96% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,492 | $591,294 | 3.57% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,091 | $576,471 | 3.48% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 2,656 | $552,846 | 3.34% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,373 | $475,195 | 2.87% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 886 | $428,487 | 2.59% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 3,171 | $415,496 | 2.51% | |
| SLV |
iShares Silver Trust
|
Reduced | 5,864 | $377,758 | 2.28% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,377 | $362,278 | 2.19% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 542 | $354,234 | 2.14% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 4,581 | $337,573 | 2.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,211 | $329,222 | 1.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 977 | $314,808 | 1.90% | |
| FN |
Fabrinet
Technology
|
NEW | 674 | $306,858 | 1.85% | |
| DTE |
Dte Energy Co
Utilities
|
Held | 2,100 | $270,858 | 1.64% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 4,164 | $229,020 | 1.38% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 771 | $220,051 | 1.33% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 790 | $217,558 | 1.31% | |
| PCAR |
Paccar Inc
Industrials
|
NEW | 1,838 | $201,279 | 1.22% |