AMERIFLEX GROUP, INC.
Top Portfolio Positions
683 positions ·
$130,612,711 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
52,768 | $13,391,990 | 10.25% | |
| NVDA |
Nvidia Corp
Technology
|
60,875 | $10,616,600 | 8.13% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
18,185 | $3,787,389 | 2.90% | |
| MSFT |
Microsoft Corp
Technology
|
9,529 | $3,527,349 | 2.70% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,349 | $3,337,044 | 2.55% | |
| CVX |
Chevron Corp
Energy
|
14,582 | $3,017,015 | 2.31% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,153 | $2,974,208 | 2.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,551 | $2,959,697 | 2.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
19,507 | $2,817,591 | 2.16% | |
| UNP |
Union Pacific Corp
Industrials
|
11,027 | $2,675,370 | 2.05% |
Portfolio Trend
Holdings in PFN
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,377 | 7,602 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $57,015 | 7,602 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $115,398 | 15,204 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $56,178 | 7,602 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $57,319 | 7,602 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,634 | 7,602 | Shares | Sole | 2025-02-24 | |
| No 13F history on record for this holder in this stock. | ||||||