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Latest AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Stock Portfolio

$128Million | No. of Holdings #58

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Performance

2026 Q2+766.86%
YTD+765.91%
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 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported an equity portfolio of $128.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP are SPY, PAB, BOND. The fund has invested 17.2% 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 ISHARES TR (IJR), CAVA GROUP INC and VANGUARD INTL EQUITY INDEX F (VEU) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ALPHABET INC (GOOG) and NVIDIA CORPORATION (NVDA). AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP opened new stock positions in ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and PROSHARES TR (BZQ).
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$128Million
  as of Jul 09, 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 766.86% in the last quarter. In trailing 12 months, it's portfolio return was 50.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr754,505
New stocks bought by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Additions

Ticker% Inc.
ishares tr300
vanguard index fds286
proshares tr147
proshares tr145
proshares tr99.77
direxion shares etf trust85.6
kraneshares trust28.76
berkshire hathaway inc del19.86
Additions to existing portfolio by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Reductions

Ticker% Reduced
apple inc-99.94
alphabet inc-99.74
nvidia corporation-99.51
amazon com inc-99.12
invesco qqq tr-96.57
state str spdr s&p 500 etf t-93.82
ishares tr-58.17
ishares tr-49.57
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-7,549,380
tillys inc-176,000
valero energy corp-32,374
galiano gold inc-66,780
comcast corp new-48,876
ishares tr-1,148,480
ishares inc-1,011,330
cava group inc-1,455,750
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP got rid off the above stocks

Sector Distribution

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has about 87.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
Sector%
Others87.4
Technology7.2
Consumer Cyclical3.1

Market Cap. Distribution

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has about 12.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.4
MEGA-CAP10.1
LARGE-CAP2.6

Stocks belong to which Index?

About 10.6% 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%
Others89.4
S&P 50010.6
Top 5 Winners (%)%
AAPL
apple inc
12188.0 %
GOOG
alphabet inc
8990.5 %
AMZN
amazon com inc
3090.8 %
NVDA
nvidia corporation
2826.6 %
SPY
state str spdr s&p 500 etf t
572.0 %
Top 5 Winners ($)$
AAPL
apple inc
713.7 M
AMZN
amazon com inc
218.8 M
SPY
state str spdr s&p 500 etf t
174.2 M
NVDA
nvidia corporation
70.3 M
GOOG
alphabet inc
45.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-62.2 %
IJR
ishares tr
-61.6 %
direxion shares etf trust
-14.6 %
XOM
exxon mobil corp
-14.2 %
proshares tr
-14.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.7 M
GLD
spdr gold tr
-0.6 M
proshares tr
-0.6 M
IJR
ishares tr
-0.4 M
proshares tr
-0.3 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 58 stocks in it's portfolio. About 61.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP last quarter.

$127.04MTotal Value
91.00Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0.59%3,040
$754.5K
0.59%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0.59%6,999
$752.4K
0.59%
decreased 12.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0.19%7,850
$239.3K
0.19%
decreased 28.67 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWV
Ishares Inc

Ishares Inc

ACWV
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Inc over time
0.74%27,792
$956.9K
0.74%
decreased 6.84 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Ishares Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Wisdomtree Tr over time
0.6%18,106
$777.1K
0.6%
decreased 9.78 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
1.21%19,317
$1.55M
1.21%
decreased 0.28 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
0.79%8,031
$1.01M
0.79%
decreased 10 percentreduced
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
1.3%21,249
$1.67M
1.3%
decreased 10.68 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Spdr Series Trust over time
0.27%3,581
$343.7K
0.27%
increased 14.63 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Spdr Series Trust over time
0.23%1,856
$297.8K
0.23%
decreased 25.31 percentreduced
BNDD
Kraneshares Trust

Kraneshares Trust

BNDD
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's holding in Kraneshares Trust over time
0.52%26,974
$674.1K
0.52%
increased 28.76 percentadded