Institutional filer · SEC 13F · Q4 2024
AMERIFLEX GROUP, INC.
The reported 13F portfolio of AMERIFLEX GROUP, INC. (CIK 2057637) - top holdings, how concentrated the book is, and what changed last quarter.
- $218.1M
- Reported book
- 1,170
- Positions
- #187
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, AMERIFLEX GROUP, INC. ranks #187 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $218.1M across 1,170 positions, a broadly diversified portfolio.
- $218.1M
- reported 13F value
- 1,170
- disclosed positions
- 6.1%
- in Apple Inc
- #187
- of 360 filers
Top-5 share 18.9% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, AMERIFLEX GROUP, INC. ranks #187 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where AMERIFLEX GROUP, INC. sits by disclosed position count
AMERIFLEX GROUP, INC. reports 1,170 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
AMERIFLEX GROUP, INC. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
1,170 20th of 360 higher than 340 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
AMERIFLEX GROUP, INC. reports $0.22B across 1,170 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057637 · Q4 2024 $218M book
BOOK-LIGHT · POS-WIDE · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #187/360
- POS-WIDE 1,170 names
- CONC-MID 19% top-5
- LEAD-MIX 6.1% top
- PHOTO-FINISH Decatur , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Decatur Capital Management, Inc.
Read with: How to read 13F filings - 1,170 disclosed names — large books need filing mechanics context before position-level reads.
Reported-book neighbourhood · AMERIFLEX GROUP, INC.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$218.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | Apple Inc | $13.4M | 6.1% |
| 2 | NVIDIA Corp | $9.2M | 4.2% |
| 3 | Vanguard S&P 500 ETF | $8.0M | 3.7% |
| 4 | Microsoft Corp | $6.0M | 2.8% |
| 5 | Invesco S&P 500 GARP ETF | $4.5M | 2.1% |
| 6 | iShares Core S&P 500 ETF | $3.8M | 1.8% |
| 7 | Amazon.com Inc | $3.8M | 1.8% |
| 8 | Broadcom Inc Com | $3.6M | 1.7% |
| 9 | Alphabet Inc A | $2.9M | 1.3% |
| 10 | Costco Wholesale Corp | $2.7M | 1.3% |
| 11 | Union Pacific Corp | $2.7M | 1.3% |
| 12 | Invesco QQQ Trust | $2.7M | 1.3% |
| 13 | JPMorgan Equity Premium Income ETF | $2.7M | 1.2% |
| 14 | Schwab US Large-Cap Growth ETF | $2.6M | 1.2% |
| 15 | FT Vest Laddered Buffer ETF | $2.5M | 1.1% |
| 16 | SPDR S&P 500 ETF Trust | $2.2M | 1.0% |
| 17 | First Trust Rising Dividend Achiev ETF | $2.2M | 1.0% |
| 18 | Fidelity National Financial Inc | $2.1M | 1.0% |
| 19 | Berkshire Hathaway Inc B | $2.0M | 0.9% |
| 20 | ProShares S&P 500 Dividend Aristocrats | $2.0M | 0.9% |
| 21 | Procter & Gamble Co | $1.8M | 0.8% |
| 22 | Brown & Brown Inc | $1.8M | 0.8% |
| 23 | First Trust Value Line Dividend ETF | $1.8M | 0.8% |
| 24 | Meta Platforms Inc Class A | $1.8M | 0.8% |
| 25 | Alphabet Inc C | $1.7M | 0.8% |
Latest Quarter Trades · Q4 2024
New positions (200)
Frequently Asked Questions
- How big is AMERIFLEX GROUP, INC.'s 13F portfolio?
- AMERIFLEX GROUP, INC. reports $218.1M of long US-equity positions across 1,170 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does AMERIFLEX GROUP, INC. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, AMERIFLEX GROUP, INC. ranks #187 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is AMERIFLEX GROUP, INC.'s largest position?
- AMERIFLEX GROUP, INC.'s largest reported position is Apple Inc at $13.4M, about 6.1% of its reported book as of Q4 2024.
- What did AMERIFLEX GROUP, INC. trade last quarter?
- In its Q4 2024 filing, AMERIFLEX GROUP, INC. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for AMERIFLEX GROUP, INC.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($218.1M here).
Similar holding count
Nearest filers by number of disclosed positions (1,170 here).
Using this filing
- The rankings sort every tracked filer the same way AMERIFLEX GROUP, INC. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Decatur Capital Management, Inc. reported the nearest book value ($217.2M) this quarter, a useful scale comparison for AMERIFLEX GROUP, INC.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.