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CIK: 0001973224
Total reported value
$2.6B
$2.6B
1150 檔
15.2%
During the Q4 2025 filing period, PFG Investments, LLC (CIK: 0001973224) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 1150 reported positions.
In Q4 2025, PFG Investments, LLC displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1150 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.81% | -0.31% | +2.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.65% | +0.23% | +0.90% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.30% | +2.55% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.90% | -0.14% | +0.71% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.24% | -0.38% | +1236.71% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | +0.08% | +8.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | -0.01% | +17.69% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.16% | +0.33% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.02% | +17.03% | |
| 10 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 1.21% | -0.29% | +2.60% | |
| 11 | CLM | Cornerstone Strategic Invest | Stock-Other | 1.18% | -0.08% | +7582.94% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.40% | +600.14% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.08% | +16.67% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.05% | +0.91% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.20% | -2.13% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | +0.09% | +6.37% | |
| 17 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 0.92% | -0.12% | -6.94% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.86% | -0.15% | -3.16% | |
| 19 | GRNB | Vaneck Green Bond ETF | ETF-Other | 0.85% | -0.16% | +36.83% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.36% | -0.85% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.06% | -4.67% | |
| 22 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.71% | -0.22% | -3.36% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.20% | +13.63% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.05% | +0.31% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.16% | -8.55% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.16% | +15.22% | |
| 27 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.57% | — | -0.98% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.09% | +18.64% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | +0.74% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.44% | -3.44% | |
| 31 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 0.54% | +0.07% | +5.68% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.01% | +1.00% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.13% | +0.27% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.10% | +7.13% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | -0.13% | -20.74% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | +3.17% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.47% | -0.05% | +12.10% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.45% | +1.11% | -12.18% | |
| 39 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.45% | -0.04% | +20.68% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.09% | -10.40% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.01% | +2.03% | |
| 42 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.43% | -0.03% | +137.50% | |
| 43 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.40% | -0.11% | -0.07% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.02% | +14.25% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.39% | +0.06% | +7.15% | |
| 46 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.38% | -0.08% | -1.11% | |
| 47 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.38% | -0.11% | +6.94% | |
| 48 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.38% | +0.03% | +2.06% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.05% | +3.90% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.37% | -0.05% | -4.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +2.1% | +1236.71% | Add |
| 2 | CLM | Cornerstone Strategic Invest | +1.2% | +7582.94% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.8% | +600.14% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +17.03% | Add |
| 5 | NUDM | Nuveen Esg Intl Devel Mrk Eq | +0.2% | +137.50% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +6.37% | Add |
| 7 | GRNB | Vaneck Green Bond ETF | +0.2% | +36.83% | Add |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +500.00% | Add |
| 9 | XLY | Ss Consumer Disc Select Sect | +0.2% | +2091.14% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.69% | Add |
| 11 | LAND | Gladstone Land CORP | +0.1% | +611.82% | Add |
| 12 | GLD | Spdr Gold Shares | +0.1% | +13.63% | Add |
| 13 | AIQ | Global X Art Intel & Tech | +0.1% | +87.28% | Add |
| 14 | SLV | Ishares Silver Trust | +0.1% | +31.58% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +16.67% | Add |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +80.57% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +8.73% | Add |
| 18 | ICLN | Ishares Global Clean Energy | +0.1% | +70.29% | Add |
| 19 | CEF | Sprott Physical Gold And Sil | +0.1% | -3.36% | Trim |
| 20 | WMT | Walmart Inc | +0.1% | +15.22% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | -10.40% | Trim |
| 22 | CAT | Caterpillar Inc | +0.1% | +30.45% | Add |
| 23 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.1% | +132.78% | Add |
| 24 | MU | Micron Technology Inc | +0.1% | -15.25% | Trim |
| 25 | UPS | United Parcel Service-cl B | +0.1% | +8.57% | Add |
| 26 | BITO | Proshares Bitcoin Etf-usd | +0.1% | +202.14% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +18.64% | Add |
| 28 | VGSR | Vert Glb Sust Re ETF | 0% | +20.68% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | -0.42% | Trim |
| 30 | AMD | Advanced Micro Devices | 0% | -12.18% | Trim |
| 31 | ITOT | Ishares Core S&p Total U.s. | 0% | +12.10% | Add |
| 32 | JNJ | Johnson & Johnson | 0% | -2.13% | Trim |
| 33 | AAPL | Apple Inc | 0% | +2.82% | Add |
| 34 | TMUS | T-mobile US Inc | -0.1% | -73.21% | Trim |
| 35 | SBUX | Starbucks CORP | -0.1% | -40.94% | Trim |
| 36 | SMH | Vaneck Semiconductor ETF | -0.1% | -37.05% | Trim |
| 37 | D | Dominion Energy Inc | -0.1% | -74.46% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.2% | -4.67% | Trim |
| 39 | EMNT | Pimco Enhcd St M-active Esg | -0.2% | -6.94% | Trim |
| 40 | ORCL | Oracle CORP | -0.2% | +7.15% | Add |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -20.74% | Trim |
| 42 | IYW | Ishares Ustechnology ETF | -0.2% | -54.35% | Trim |
| 43 | PDI | Pimco Dynamic Income Fund | -0.2% | +2.60% | Add |
| 44 | META | Meta Platforms Inc-class A | -0.3% | +0.33% | Add |
| 45 | OKLO | Oklo Inc | -0.3% | -91.93% | Trim |
| 46 | MSFT | Microsoft CORP | -0.4% | +2.55% | Add |
| 47 | WTPI | Wisdomtree Equity Premium In | — | NEW | New buy |
| 48 | SMA | Smartstop Self Storage Reit | — | NEW | New buy |
| 49 | VRNA | Verona Pharma PLC - Adr | — | EXIT | Sold out |
| 50 | BGH | Barings Glbl Shrt Dur Hi Yld | — | NEW | New buy |
According to official SEC Form 13F filings, PFG Investments, LLC reported a total U.S. public equity portfolio value of $2.6B across 1150 disclosed positions in Q4 2025.
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, MSFT) accounted for 15.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
WTPI
市值: $1.8M
Top Position Liquidated / Trimmed
VRNA
前期市值: $1.7M
During Q4 2025, PFG Investments, LLC's top holdings by market value included AAPL (6.8%)、NVDA (3.6%)、MSFT (2.9%). The largest single position, AAPL, represented 6.8% of total portfolio value.
In Q4 2025, PFG Investments, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 15 holdings, and fully liquidating 1 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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