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CIK: 0002057637
Total reported value
$244.7M
$244.7M
1112 檔
15.1%
According to the latest 13F quarterly dataset, Ameriflex Group, Inc. managed an equity portfolio of $244.7M at the end of Q1 2026, spanning 1112 distinct U.S. exchange-listed positions.
In Q1 2026, Ameriflex Group, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1112 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.78% | -0.38% | +2.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.37% | -0.10% | +5.62% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +0.02% | +4.84% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.09% | +8.36% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | -0.11% | +7.83% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.51% | +17.63% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.77% | -0.08% | +20.25% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.69% | -0.41% | -6.53% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.53% | -0.54% | -4.61% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.51% | +0.14% | +10.01% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | -0.12% | +30.40% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.47% | +21.43% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 1.35% | -0.12% | +0.01% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | -0.12% | -0.52% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -0.41% | -1.28% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.04% | -4.30% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.31% | -0.22% | +0.63% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.22% | +4.72% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.13% | +0.94% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | -0.13% | -0.62% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.82% | -0.06% | -12.43% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | +0.87% | +10.83% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.24% | +29.68% | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.68% | -0.08% | +32.25% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.24% | +21.63% | |
| 26 | FNF | Fidelity National Financial | Stock-Financials | 0.67% | -0.12% | — | |
| 27 | ALB | Albemarle CORP | Stock-Materials | 0.66% | -0.26% | -1.60% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.63% | -0.04% | -9.07% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.63% | -0.32% | +21.67% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.61% | -0.04% | +137.36% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.59% | +0.04% | -0.15% | |
| 32 | AMAT | Applied Materials Inc | Stock-Tech | 0.59% | +0.38% | -5.81% | |
| 33 | BRO | Brown & Brown Inc | Stock-Financials | 0.58% | -0.29% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.19% | -7.67% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.57% | -0.09% | -39.91% | |
| 36 | GE | General Electric | Stock-Industrials | 0.57% | +0.04% | +0.23% | |
| 37 | XLE | Ss Energy Select Sector | ETF-Other | 0.56% | -0.14% | -0.89% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.08% | +6.06% | |
| 39 | IDCC | Interdigital Inc | Stock-Tech | 0.51% | -0.12% | +0.21% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | +5.36% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | — | +22.68% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.08% | +3.63% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.04% | -8.47% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.24% | +37.72% | |
| 45 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.45% | -0.07% | +8562.81% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | +0.03% | +86.96% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.44% | -0.12% | +12.26% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.43% | +0.09% | +8.87% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.43% | +0.07% | +36.98% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.02% | -4.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTHI | Fthi/first Trust Exchange-tr | +0.4% | +8562.81% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +137.36% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | -1.28% | Trim |
| 4 | CVX | Chevron CORP | +0.3% | -4.61% | Trim |
| 5 | NOBL | Proshares S&p 500 Dividend A | +0.3% | +20.25% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +30.40% | Add |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +21.43% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | +21.63% | Add |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +86.96% | Add |
| 10 | NFLX | Netflix Inc | +0.2% | +29.68% | Add |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +32.25% | Add |
| 12 | VRIG | Invesco Variable Rate Invest | +0.2% | +82.88% | Add |
| 13 | XLE | Ss Energy Select Sector | +0.1% | -0.89% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | -0.15% | Trim |
| 15 | CGDG | Cap Group Dividend Growers | +0.1% | +744.32% | Add |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +293.00% | Add |
| 17 | ALB | Albemarle CORP | +0.1% | -1.60% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +35.42% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | -5.81% | Trim |
| 20 | RDVY | First Trust Rising Dividend | +0.1% | +36.98% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +99.86% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | -6.53% | Trim |
| 23 | PYLD | Pimco Multisector Bond Actv | +0.1% | +21.67% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +22.68% | Add |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +17.10% | Add |
| 26 | LMT | Lockheed Martin CORP | +0.1% | +9.73% | Add |
| 27 | VLO | Valero Energy CORP | +0.1% | +4.89% | Add |
| 28 | AMGN | Amgen Inc | +0.1% | +0.63% | Add |
| 29 | PDI | Pimco Dynamic Income Fund | +0.1% | +43.62% | Add |
| 30 | WMT | Walmart Inc | +0.1% | +6.06% | Add |
| 31 | HYDB | Ishares High Yield Systemati | +0.1% | +68.05% | Add |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +406.00% | Add |
| 33 | WDC | Western Digital CORP | +0.1% | +273.08% | Add |
| 34 | KO | Coca-cola Co/the | +0.1% | -0.62% | Trim |
| 35 | DUK | Duke Energy CORP | +0.1% | +19.28% | Add |
| 36 | GLW | Corning Inc | +0.1% | -0.28% | Trim |
| 37 | HON | Honeywell International Inc | +0.1% | +1.42% | Add |
| 38 | RTX | Rtx CORP | +0.1% | +41.78% | Add |
| 39 | VOLT | Tema Electrification | +0.1% | +185.92% | Add |
| 40 | LRCX | Lam Research CORP | +0.1% | -2.56% | Trim |
| 41 | BRHY | Ishares High Yild Active ETF | +0.1% | +70.13% | Add |
| 42 | T | At&t Inc | +0.1% | -0.51% | Trim |
| 43 | EOG | Eog Resources Inc | +0.1% | +101.34% | Add |
| 44 | VXUS | Vanguard Total Intl Stock | +0.1% | +87.11% | Add |
| 45 | FANG | Diamondback Energy Inc | +0.1% | +26.96% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | +0.1% | +67.26% | Add |
| 47 | AIRR | First Trust Rba American Ind | +0.1% | +161.42% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | +37.72% | Add |
| 49 | KR | Kroger Co | 0% | +0.15% | Add |
| 50 | MINT | Pimco Enhanced Short Maturit | 0% | +12.26% | Add |
According to official SEC Form 13F filings, Ameriflex Group, Inc. reported a total U.S. public equity portfolio value of $244.7M across 1112 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, VOO) accounted for 15.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
OPPE
市值: $822.1K
Top Position Liquidated / Trimmed
ZHGIIX
前期市值: $1.1M
During Q1 2026, Ameriflex Group, Inc.'s top holdings by market value included AAPL (6.8%)、NVDA (5.4%)、VOO (2.7%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q1 2026, Ameriflex Group, Inc. made 191 total portfolio adjustments, initiating 20 new buys, adding to 88 positions, trimming 76 holdings, and fully liquidating 7 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.
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