AMERIFLEX GROUP, INC.
Top Portfolio Positions
685 positions ·
$132,731,668 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
52,768 | $13,391,990 | 10.09% | |
| NVDA |
Nvidia Corp
Technology
|
60,875 | $10,616,600 | 8.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,185 | $3,787,389 | 2.85% | |
| MSFT |
Microsoft Corp
Technology
|
9,529 | $3,527,349 | 2.66% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,349 | $3,337,044 | 2.51% | |
| CVX |
Chevron Corp
Energy
|
14,582 | $3,017,015 | 2.27% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,153 | $2,974,208 | 2.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,551 | $2,959,697 | 2.23% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
19,507 | $2,817,591 | 2.12% | |
| UNP |
Union Pacific Corp
Industrials
|
11,027 | $2,675,370 | 2.02% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PDT
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,622 | 4,246 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $53,924 | 4,246 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,340 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $78,192 | 5,978 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $76,159 | 5,978 | Shares | Sole | 2025-02-24 | |
| No 13F history on record for this holder in this stock. | ||||||