1y return+20.7%S&P 500 +20.9%
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, 2024: $126 against $127 in the S&P 500.2
Ameriflex Group, Inc.S&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 |
|---|---|---|---|
| AAPLApple Inc | $15.7M | 6.4% | +2.5% |
| NVDANvidia Corporation | $12.9M | 5.3% | +5.9% |
| VOOVanguard Index Fds | $6.7M | 2.7% | +8.9% |
| GOOGAlphabet Inc | $5.1M | 2.1% | +5.1% |
| AMZNAmazon Com Inc | $4.4M | 1.8% | +2.1% |
| NOBLProshares Tr | $4.1M | 1.7% | +11.7% |
| QQQInvesco Qqq Tr | $4.0M | 1.6% | +6.3% |
| AMDAdvanced Micro Devices Inc | $4.0M | 1.6% | −8.1% |
| SPYState Str Spdr S&p 500 Etf T | $3.4M | 1.4% | |
| GOOGLAlphabet Inc | $3.3M | 1.4% | +2.7% |
| COSTCostco Wholesale Corporation | $3.1M | 1.3% | |
| MSFTMicrosoft Corp | $3.1M | 1.3% | −12.0% |
| UNPUnion Pac Corp | $3.0M | 1.2% | |
| AVGOBroadcom Inc | $3.0M | 1.2% | −7.6% |
| AMGNAmgen Inc | $2.7M | 1.1% | |
| MUMicron Technology Inc | $2.7M | 1.1% | +77.2% |
| CVXChevron Corporation | $2.4M | 1.0% | |
| AMATApplied Matls Inc | $2.4M | 1.0% | −2.9% |
| PGProcter &gamble Co | $2.4M | 1.0% | −17.7% |
| BRK/BBerkshire Hathaway Inc Del | $2.3M | 0.9% | +3.8% |
| Exxon Mobil CorpCUSIP 30231G102 | $2.3M | 0.9% | +6.6% |
| CATCaterpillar Inc | $2.2M | 0.9% | +10.8% |
| KOCoca Cola Co | $2.2M | 0.9% | +1.7% |
| METAMeta Platforms Inc | $2.1M | 0.9% | |
| IVVIshares Tr | $1.9M | 0.8% | +43.9% |
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 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $4.0M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $2.4M |
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $1.5M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $1.3M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $1.5M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $3.3M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $5.1M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $3.0M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $12.9M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $810K
- Dupont De Nemours IncCUSIP 26614N102 was $55K
- GLTRAbrdn Precious Metals Basket was $39K
- HIIHuntington Ingalls Inds Inc was $38K
- Topbuild CorCUSIP 89055F103 was $35K
- VNOMViper Energy Inc was $24K
- MSIFMsc Income Fund Inc was $22K
- NJULInnovator Etfs Trust was $19K
- BBIOBridgebio Pharma Inc was $15K
- PFGPrincipal Financial Group In was $15K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −3.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ameriflex Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2057637&type=13F-HR&dateb=&owner=include&count=40CIK 2057637
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2057637/000205763726000003/Filed August 14, 2026 · accession 0002057637-26-000003