13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002057637
Total reported value
$244.7M
$244.7M
1149 檔
15.5%
As reported in its official Q4 2025 Form 13F filing, Ameriflex Group, Inc.'s tracked investment portfolio stood at $244.7M with 1149 total positions.
In Q4 2025, Ameriflex Group, Inc. adopted a defensive or profit-taking posture, trimming 143 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VOO) accounted for 15.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZHGIIX
市值: $1.1M
Top Position Liquidated / Trimmed
ENFR
前期市值: $274.2K
Showing top 200 holdings (of 1149 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.25% | -0.38% | -33.15% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.58% | -0.10% | -35.83% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | +0.02% | -47.72% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.09% | -30.76% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.51% | -35.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.02% | -0.11% | -28.73% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.60% | -0.41% | -41.98% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | -0.12% | -53.73% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.04% | -45.50% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.14% | -28.16% | |
| 11 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.48% | -0.08% | -44.23% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 1.32% | -0.12% | -50.41% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.24% | -0.22% | +295.18% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | -0.12% | -41.29% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.22% | -16.90% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.54% | +6.95% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.47% | -25.74% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.06% | +29.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.13% | -47.96% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.99% | -0.09% | +238.35% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.41% | +12.16% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.97% | -0.13% | +512.12% | |
| 23 | FNF | Fidelity National Financial | Stock-Financials | 0.81% | -0.12% | -50.00% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.77% | -0.04% | -49.93% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +0.87% | +266.68% | |
| 26 | BRO | Brown & Brown Inc | Stock-Financials | 0.73% | -0.29% | -50.18% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +0.19% | -46.48% | |
| 28 | GE | General Electric | Stock-Industrials | 0.63% | +0.04% | +205.62% | |
| 29 | ZHGIIX | Hines Global Income Trust-i | Stock-Other | 0.60% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.04% | -44.80% | |
| 31 | IDCC | Interdigital Inc | Stock-Tech | 0.55% | -0.12% | -49.91% | |
| 32 | ALB | Albemarle CORP | Stock-Materials | 0.54% | -0.26% | -37.16% | |
| 33 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.54% | -0.32% | +428.19% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.53% | -0.08% | +36.49% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.24% | +443.69% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | — | -41.02% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.38% | -38.58% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.02% | -0.94% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.04% | -8.32% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +0.24% | -34.63% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | +0.09% | -26.16% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.08% | +38.26% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | +0.04% | +28.47% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.44% | -0.08% | -47.62% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.24% | -2.72% | |
| 46 | AKRE | Akre Focus ETF | ETF-Other | 0.42% | -0.09% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.42% | -0.14% | +14.44% | |
| 48 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.42% | -0.02% | +235.40% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | -0.03% | -48.98% | |
| 50 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.41% | -0.11% | -51.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1% | +295.18% | Add |
| 2 | KO | Coca-cola Co/the | +0.9% | +512.12% | Add |
| 3 | JEPI | Jpmorgan Equity Premium Inco | +0.8% | +238.35% | Add |
| 4 | AMD | Advanced Micro Devices | +0.6% | +266.68% | Add |
| 5 | TSLA | Tesla Inc | +0.5% | +29.83% | Add |
| 6 | GE | General Electric | +0.5% | +205.62% | Add |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.5% | +428.19% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | -30.76% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.4% | +12.16% | Add |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +235.40% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +157.29% | Add |
| 12 | ISRG | Intuitive Surgical Inc | +0.3% | +2086.36% | Add |
| 13 | LRCX | Lam Research CORP | +0.3% | +598.66% | Add |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.3% | +36.49% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +38.26% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +0.2% | +151.73% | Add |
| 17 | GEV | GE Vernova Inc | +0.2% | +28.47% | Add |
| 18 | LLY | Eli Lilly & Co | +0.2% | -8.32% | Trim |
| 19 | QCOM | Qualcomm Inc | +0.2% | +139.46% | Add |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +210.48% | Add |
| 21 | HDV | Ishares Core High Dividend E | +0.2% | +458.09% | Add |
| 22 | PM | Philip Morris International | +0.2% | +36.65% | Add |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +95.80% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.2% | +96.40% | Add |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +5755.56% | Add |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +87.28% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +1305.00% | Add |
| 28 | TGT | Target CORP | +0.1% | +57675.00% | Add |
| 29 | CEG | Constellation Energy | +0.1% | +26900.00% | Add |
| 30 | VLO | Valero Energy CORP | +0.1% | +254.22% | Add |
| 31 | MMM | 3m Co | +0.1% | +250.24% | Add |
| 32 | HYDB | Ishares High Yield Systemati | +0.1% | +161.58% | Add |
| 33 | MDT | Medtronic plc | +0.1% | +104.99% | Add |
| 34 | BN | Brookfield CORP | +0.1% | +169.02% | Add |
| 35 | AMZN | Amazon.com Inc | +0.1% | -28.73% | Trim |
| 36 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +1733.11% | Add |
| 37 | META | Meta Platforms Inc-class A | 0% | -16.90% | Trim |
| 38 | CAT | Caterpillar Inc | 0% | -34.63% | Trim |
| 39 | PECO | Phillips Edison & Company In | 0% | -19.92% | Trim |
| 40 | CSCO | Cisco Systems Inc | 0% | -27.25% | Trim |
| 41 | AMAT | Applied Materials Inc | 0% | -38.58% | Trim |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -18.02% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | -28.16% | Trim |
| 44 | SCHG | Schwab US Large-cap Growth | 0% | -26.16% | Trim |
| 45 | T | At&t Inc | 0% | -12.01% | Trim |
| 46 | PANW | Palo Alto Networks Inc | 0% | -19.19% | Trim |
| 47 | MRK | Merck & Co. Inc. | 0% | -40.49% | Trim |
| 48 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | -23.28% | Trim |
| 49 | V | Visa Inc-class A Shares | — | -29.74% | Trim |
| 50 | RDVY | First Trust Rising Dividend | 0% | -33.19% | Trim |
According to official SEC Form 13F filings, Ameriflex Group, Inc. reported a total U.S. public equity portfolio value of $244.7M across 1149 disclosed positions in Q4 2025.
During Q4 2025, Ameriflex Group, Inc.'s top holdings by market value included AAPL (7.3%)、NVDA (5.6%)、VOO (2.8%). The largest single position, AAPL, represented 7.3% of total portfolio value.
In Q4 2025, Ameriflex Group, Inc. made 199 total portfolio adjustments, initiating 15 new buys, adding to 35 positions, trimming 143 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.