§ 13F · FUND PROFILE
PFG Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.9B (13F)Positions · 1111Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 528K | $134M | 6.2% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 420K | $73M | 3.4% | +1% |
| 3 | TSLA | TESLA INC | 137K | $51M | 2.4% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 134K | $50M | 2.3% | +5% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 920K | $47M | 2.2% | −2% |
| 6 | AMZN | AMAZON COM INC | 177K | $37M | 1.7% | +3% |
| 7 | CLM | CORNERSTONE STRATEGIC INVEST | 4.12M | $30M | 1.4% | +38% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 45K | $30M | 1.4% | +1% |
| 9 | XLK | SELECT SECTOR SPDR TR | 204K | $27M | 1.3% | +19% |
| 10 | PDI | PIMCO DYNAMIC INCOME FD | 1.53M | $26M | 1.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PFG SIGNAL
AC read
PFG Investments, LLC is a Other fund managing $1.9 billion in assets. The fund runs a massive portfolio of 1,111 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed