Grufity logo
Grufity logo

Latest AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Stock Portfolio

$131Million | No. of Holdings #61

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Performance

2026 Q3+2.30%
YTD+785.82%
2025-82.50%

About AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP and 13F Hedge Fund Stock Holdings

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is a hedge fund based in Hingham, MA. On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported an equity portfolio of $131.1 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP are SPY, PAB, BOND. The fund has invested 17.3% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10.6% of portfolio in PGIM ETF TR. <br><br> The fund managers got completely rid off PROSHARES TR (BZQ), EXXON MOBIL CORP (XOM) and DIREXION SHARES ETF TRUST stocks. They significantly reduced their stock positions in PROSHARES TR, JPMORGAN CHASE & CO (JPM) and CLOUDFLARE INC (NET). AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP opened new stock positions in EXXONMOBIL HOLDINGS CORP, GLOBAL X FDS (AGNG) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to KRANESHARES TRUST (BNDD), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES BITCOIN TRUST ETF.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$131Million
  as of Oct 21, 2026

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Annual Return Estimates Vs S&P 500

Our best estimate is that AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP made a return of 2.3% in the last quarter. In trailing 12 months, it's portfolio return was 50.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,235,220
global x fds438,234
ishares tr406,076
abrdn palladium etf trust348,009
listed fds tr321,348
chevron corporation229,743
New stocks bought by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Additions

Ticker% Inc.
kraneshares trust47.5
invesco exchange traded fd t32.57
ishares bitcoin trust etf23.46
vistra corp20.99
ishares tr20.26
invesco qqq tr16.37
select sector spdr tr15.15
ishares tr14.52
Additions to existing portfolio by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Reductions

Ticker% Reduced
proshares tr-34.85
jpmorgan chase & co-24.12
cloudflare inc-19.67
wisdomtree tr-17.72
apple inc-13.33
spdr series trust-9.81
berkshire hathaway inc del-9.71
select sector spdr tr-8.81
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reduced stake in above stock

Sold off

Ticker$ Sold
proshares tr-2,015,520
direxion shares etf trust-168,179
exxon mobil corp-1,061,530
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP got rid off the above stocks

Sector Distribution

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has about 87.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
Sector%
Others87.1
Technology8.1
Consumer Cyclical3.1

Market Cap. Distribution

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has about 12.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.1
MEGA-CAP10
LARGE-CAP2.9

Stocks belong to which Index?

About 10.5% of the stocks held by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others89.5
S&P 50010.5
Top 5 Winners (%)%
NET
cloudflare inc
39.2 %
MSFT
microsoft corp
37.2 %
ishares bitcoin trust etf
30.8 %
XLB
select sector spdr tr
25.1 %
ACWV
ishares inc
23.8 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
1.0 M
AMD
advanced micro devices inc
0.9 M
NET
cloudflare inc
0.8 M
XLB
select sector spdr tr
0.4 M
XLB
select sector spdr tr
0.4 M
Top 5 Losers (%)%
DNN
denison mines corp
-27.2 %
AIRR
first tr exchange traded fd
-18.3 %
AAXJ
ishares tr
-16.6 %
envoy medical inc
-12.3 %
XLB
select sector spdr tr
-8.4 %
Top 5 Losers ($)$
IJR
ishares tr
-0.4 M
AIRR
first tr exchange traded fd
-0.2 M
AAXJ
ishares tr
-0.1 M
IJR
ishares tr
-0.1 M
proshares tr
-0.1 M

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has 61 stocks in it's portfolio. About 61.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP last quarter.

$129.64MTotal Value
65.00Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0.57%3,656
$745.8K
0.57%
increased 20.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0.55%7,065
$719.0K
0.55%
increased 0.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0.18%8,154
$238.9K
0.18%
increased 3.87 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Inc over time
0.95%29,135
$1.25M
0.95%
increased 4.83 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Global X Fds over time
0.33%6,655
$438.2K
0.33%
new position
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Wisdomtree Tr over time
0.46%14,898
$608.3K
0.46%
decreased 17.72 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in First Tr Exchange Traded Fd over time
1.16%19,192
$1.53M
1.16%
decreased 0.65 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in First Tr Exchange Traded Fd over time
0.64%8,215
$843.0K
0.64%
increased 2.29 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in J P Morgan Exchange Traded F over time
1.16%20,287
$1.53M
1.16%
decreased 4.53 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Spdr Series Trust over time
0.25%3,581
$331.8K
0.25%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Spdr Series Trust over time
0.19%1,674
$245.7K
0.19%
decreased 9.81 percentreduced
BNDD
Kraneshares Trust

Kraneshares Trust

BNDD
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Kraneshares Trust over time
0.75%39,786
$983.5K
0.75%
increased 47.5 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Pimco Etf Tr over time
7.74%101,139
$10.16M
7.74%
increased 0.48 percentadded
BZQ
Proshares Tr

Proshares Tr

BZQ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Proshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
CARZ
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

CARZ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in First Tr Exchange-Traded Fd over time
0.61%7,468
$802.5K
0.61%
decreased 0.73 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Invesco Exchange Traded Fd T over time
2.15%13,217
$2.82M
2.15%
increased 32.57 percentadded