1y return+18.0%S&P 500 +20.9%
3y return+49.8%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 March 31, 2023: $158 against $182 in the S&P 500.2
PFG Investments, LLCS&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 | $153.1M | 5.9% | |
| NVDANvidia Corporation | $93.9M | 3.6% | +11.7% |
| TSLATesla Inc | $57.5M | 2.2% | |
| MSFTMicrosoft Corp | $51.9M | 2.0% | +3.7% |
| AMZNAmazon Com Inc | $46.4M | 1.8% | +9.9% |
| JPSTJ P Morgan Exchange Traded F | $46.1M | 1.8% | |
| XLKSelect Sector Spdr Tr | $42.9M | 1.7% | +10.4% |
| AMDAdvanced Micro Devices Inc | $41.0M | 1.6% | +38.3% |
| SPYState Str Spdr S&p 500 Etf T | $35.5M | 1.4% | +4.5% |
| CLMCornerstone Strategic Invest | $34.0M | 1.3% | +9.0% |
| GOOGLAlphabet Inc | $31.4M | 1.2% | −1.6% |
| QQQInvesco Qqq Tr | $29.1M | 1.1% | +1.3% |
| JNJJohnson & Johnson | $25.7M | 1.0% | −3.5% |
| METAMeta Platforms Inc | $25.6M | 1.0% | +5.6% |
| GOOGAlphabet Inc | $25.0M | 1.0% | +7.2% |
| AVGOBroadcom Inc | $24.3M | 0.9% | +85.4% |
| PDIPimco Dynamic Income Fd | $24.0M | 0.9% | −5.7% |
| JPMJpmorgan Chase & Co | $23.8M | 0.9% | +2.7% |
| GLWCorning Inc | $22.9M | 0.9% | +17.5% |
| EMNTPimco Etf Tr | $21.0M | 0.8% | +5.0% |
| MUMicron Technology Inc | $20.8M | 0.8% | +9.5% |
| CSCOCisco Sys Inc | $20.2M | 0.8% | |
| Exxon Mobil CorpCUSIP 30231G102 | $19.9M | 0.8% | +1.8% |
| COSTCostco Wholesale Corporation | $19.8M | 0.8% | +18.9% |
| KLACKla Corp | $19.0M | 0.7% | +7757.0% |
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 |
|---|---|---|---|
| PLTRPalantir Technologies Inc | March 31, 2023 | +1280.7% | $15.6M |
| GLWCorning Inc | March 31, 2023 | +624.0% | $22.9M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $93.9M |
| AMDAdvanced Micro Devices Inc | March 31, 2023 | +492.7% | $41.0M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $24.3M |
| LLYEli Lilly & Co | March 31, 2023 | +249.3% | $13.0M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $31.4M |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $25.0M |
| CATCaterpillar Inc | March 31, 2024 | +190.6% | $11.5M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $25.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.8M
- VTCVanguard Scottsdale Fds was $780K
- KRMNKarman Hldgs Inc was $722K
- Hologic IncCUSIP 436440101 was $555K
- Dupont De Nemours IncCUSIP 26614N102 was $527K
- AGZDWisdomtree Tr was $447K
- AOHYAngel Oak Funds Trust was $437K
- RFRegions Financial Corp New was $379K
- TCBXThird Coast Bancshares Inc was $346K
- Carnival CorpCUSIP 143658300 was $332K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −3.6% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +3.2% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −5.3% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: PFG Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1973224&type=13F-HR&dateb=&owner=include&count=40CIK 1973224
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1973224/000175496026000624/Filed July 23, 2026 · accession 0001754960-26-000624