1y return+16.7%S&P 500 +20.9%
3y return+51.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $135 against $157 in the S&P 500.2
Afg Fiduciary Services Limited PartnershipS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $22.2M | 17.4% | −93.8% |
| PULSPgim Etf Tr | $13.5M | 10.7% | +6.9% |
| MINTPimco Etf Tr | $10.1M | 8.0% | +3.6% |
| IJRIshares Tr | $6.3M | 5.0% | −12.6% |
| AMDAdvanced Micro Devices Inc | $5.4M | 4.2% | −34.8% |
| GLDSpdr Gold Tr | $4.9M | 3.9% | |
| XLKSelect Sector Spdr Tr | $4.3M | 3.4% | −19.9% |
| IJHIshares Tr | $4.0M | 3.1% | −49.6% |
| AMZNAmazon Com Inc | $3.9M | 3.0% | −99.1% |
| BINCBlackrock Etf Trust II | $3.9M | 3.0% | −1.9% |
| PSQProshares Tr | $3.4M | 2.6% | +99.8% |
| SHProshares Tr | $3.1M | 2.4% | +145.1% |
| XLPSelect Sector Spdr Tr | $2.8M | 2.2% | −18.5% |
| IVEIshares Tr | $2.8M | 2.2% | −1.0% |
| VEAVanguard Tax-managed Fds | $2.4M | 1.9% | +5.0% |
| VOVanguard Index Fds | $2.3M | 1.8% | −3.3% |
| RSPInvesco Exchange Traded Fd T | $2.1M | 1.7% | −1.1% |
| RWMProshares Tr | $2.0M | 1.6% | +147.1% |
| NETCloudflare Inc | $1.9M | 1.5% | +5.9% |
| BBEUJ P Morgan Exchange Traded F | $1.7M | 1.3% | −10.7% |
| RDVYFirst Tr Exchange Traded Fd | $1.5M | 1.2% | |
| XLESelect Sector Spdr Tr | $1.5M | 1.1% | −7.8% |
| XLYSelect Sector Spdr Tr | $1.4M | 1.1% | +3.1% |
| XLUSelect Sector Spdr Tr | $1.1M | 0.8% | +5.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.1M | 0.8% | −23.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $694K |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $5.4M |
| CIBRFirst Tr Exchange-traded Fd | December 31, 2022 | +132.1% | $682K |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $1.1M |
| XLKSelect Sector Spdr Tr | December 31, 2021 | +119.2% | $4.3M |
| GLDSpdr Gold Tr | December 31, 2023 | +92.7% | $4.9M |
| XLESelect Sector Spdr Tr | December 31, 2021 | +91.4% | $1.5M |
| ALLAllstate Corp | June 30, 2022 | +87.8% | $663K |
| NETCloudflare Inc | December 31, 2021 | +86.5% | $1.9M |
| AIRRFirst Tr Exchange Traded Fd | September 30, 2024 | +78.5% | $1.0M |
Sold off last quarter
- TLTIshares Tr was $7.5M
- CAVACava Group Inc was $1.5M
- VGKVanguard Intl Equity Index F was $1.3M
- EEMIshares Tr was $1.1M
- POWLPowell Inds Inc was $1.1M
- EPPIshares Inc was $1.0M
- SOXXIshares Tr was $790K
- AGXArgan Inc was $720K
- LQDIshares Tr was $545K
- IMCGIshares Tr was $544K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −6.4% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +5.0% | +5.4% |
| June 30, 2024 | +2.8% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −5.1% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +3.2% | +7.1% |
| September 30, 2022 | −3.7% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | −6.4% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Afg Fiduciary Services Limited Partnership Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1907820&type=13F-HR&dateb=&owner=include&count=40CIK 1907820
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1907820/000195175726000970/Filed July 9, 2026 · accession 0001951757-26-000970