AMERIFLEX GROUP, INC.
SEC Form 13F institutional filer · CIK 0002057637
13F-HR · 383 reported holdings · 2026-03-31
Reported long-US-equity value
$0.15B
Top-10 concentration
38.6%
AMERIFLEX GROUP, INC. — $146M AUM allocation strategy
AMERIFLEX GROUP, INC. files SEC Form 13F and reports $146M of long US equity value across 383 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.7%, followed by Communication Services 6.0% and Consumer Staples 4.2%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
AMERIFLEX GROUP, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$146M
total across 383 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +32.3K sh · +$899K+$IVZ +7.71K sh · −$107K+$IVV +6.22K sh · +$372K
Biggest trims (shares)
−$F −6.67K sh · −$101K−$DOC −4.02K sh · −$64.1K−$VZ −2.16K sh · +$46.3K
Exited to nil (held last quarter, gone now)
$INVH ($69.5K last qtr)$TDY ($9.19K last qtr)$MPWR ($9.06K last qtr)$HPQ ($8.89K last qtr)$CF ($8.66K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals9.2%—
- Semiconductors9.1%—
- Interactive Media & Services6.0%—
- Integrated Oil & Gas3.9%—
- Broadline Retail2.6%—
- Systems Software2.4%—
- Consumer Staples Merchandise Retail2.3%—
- Personal Care Products1.9%—
- Other holdings62.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 52.8K | $13.4M | +1.44K | 9.2% |
| $NVDA | NVIDIA Corporation | 60.9K | $10.6M | +3.24K | 7.3% |
| $GOOGL | Alphabet Inc | 13.7K | $3.92M | +1.06K | 2.7% |
| $AMZN | Amazon.com Inc | 18.2K | $3.79M | +1.32K | 2.6% |
| $MSFT | Microsoft Corporation | 9.53K | $3.53M | +1.43K | 2.4% |
| $COST | Costco Wholesale Corporation | 3.35K | $3.34M | -234 | 2.3% |
| $CVX | Chevron Corporation | 14.6K | $3.02M | -704 | 2.1% |
…and 376 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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