StockDriftsStockDriftsTop 50 Afg Fiduciary Services Limited Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 17.49% | 29.1K | $22.7M | -2.04%(-607) | $532.54(+43.46%) | 2026-09-30 | |
| PULS | PGIM ETF TR | 10.73% | 280.9K | $13.9M | +2.78%(+7.60K) | $49.66(-0.14%) | 2026-09-30 | |
| MINT | PIMCO ETF TR | 7.83% | 101.1K | $10.2M | +0.48%(+486) | $100.46(+0.14%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.77% | 10.2K | $6.2M | -1.83%(-190) | $117.53(+332.16%) | 2026-09-30 | |
| IJR | ISHARES TR | 4.56% | 43.0K | $5.9M | -0.25%(-108) | $104.45(+32.74%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 4.24% | 14.4K | $5.5M | +10.86%(+1.41K) | $201.33(+83.28%) | 2026-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.79% | 25.1K | $4.9M | +4.21%(+1.01K) | $86.87(+116.41%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.09% | 15.5K | $4.0M | -2.93%(-467) | $223.99(+11.78%) | 2026-09-30 | |
| IJH | ISHARES TR | 2.93% | 51.8K | $3.8M | -0.73%(-382) | $54.42(+33.77%) | 2026-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 2.84% | 72.6K | $3.7M | -2.12%(-1.57K) | $52.48(-3.37%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.40% | +57.70% | — | — | +39.31% |
| Top 20 Holdings Unweighted | +18.16% | +64.95% | — | — | +43.02% |
Afg Fiduciary Services Limited Partnership reports $131.12M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are SPY (17.5%), PULS (10.7%) and MINT (7.8%). The top 20 holdings account for 80.57% of reported assets. Its disclosed equity book has returned +57.70% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Afg Fiduciary Services Limited Partnership’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907820). View Afg Fiduciary Services Limited Partnership’s 13F filings on SEC