Latest AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Stock Portfolio

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP Performance:

2026 Q1: -0.11%YTD: -0.11%2025: -82.5%

Performance for 2026 Q1 is -0.11%, and YTD is -0.11%, and 2025 is -82.5%.

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 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reported an equity portfolio of $171.1 Millions as of 31 Mar, 2026.

The top stock holdings of AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP are SPY, PAB, BOND. The fund has invested 17.8% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 7.4% of portfolio in PGIM ETF TR.

The fund managers got completely rid off VANGUARD WHITEHALL FDS (VIGI), SPDR SERIES TRUST (BIL) and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in PROSHARES TR (BZQ), PROSHARES TR and ARGAN INC (AGX). AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP opened new stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), VANGUARD INDEX FDS (VB) and AUTOMATIC DATA PROCESSING IN (ADP). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (AIRR), POWELL INDS INC (POWL) and ISHARES TR (IJR).

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 -0.11% in the last quarter. In trailing 12 months, it's portfolio return was -81.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
texas pacific land corporati	403,974
vanguard index fds	305,267
automatic data processing in	304,058
johnson & johnson	243,380
teradyne inc	240,042
chevron corporation	227,550
verizon communications inc	211,398
fortuna mng corp	154,050

New stocks bought by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Additions

Ticker	% Inc.
first tr exchange traded fd	350
powell inds inc	222
ishares tr	143
ishares tr	63.38
select sector spdr tr	33.81
first tr exchange-traded fd	31.74
allstate corp	29.99
tesla inc	20.69

Additions to existing portfolio by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

Reductions

Ticker	% Reduced
proshares tr	-50.35
proshares tr	-50.24
argan inc	-38.63
proshares tr	-27.37
teladoc health inc	-21.15
direxion shares etf trust	-19.24
select sector spdr tr	-14.2
invesco qqq tr	-12.00

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP reduced stake in above stock

Sold off

Ticker	$ Sold
direxion shs etf tr	-152,094
vanguard whitehall fds	-1,583,520
spdr series trust	-1,378,320
up fintech hldg ltd	-104,400
iren limited	-213,500
palantir technologies inc	-276,969
meta platforms inc	-206,830

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP got rid off the above stocks

Sector Distribution

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has about 82.2% of it's holdings in Others sector.

Sector	%
Others	82.2
Technology	8.5
Consumer Cyclical	4.9
Industrials	1.4
Energy	1.1

Market Cap. Distribution

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has about 16.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.2
MEGA-CAP	13.9
LARGE-CAP	2.5

Stocks belong to which Index?

About 16.1% of the stocks held by AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84
S&P 500	14.9
RUSSELL 2000	1.2

Top 5 Winners (%)		%
TLYS	tillys inc	117.8 %
AGX	argan inc	61.0 %
CMCSA	comcast corp new	58.8 %
	cava group inc	35.5 %
XOM	exxon mobil corp	31.9 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.4 M
AGX	argan inc	0.4 M
XOM	exxon mobil corp	0.4 M
GLD	spdr gold tr	0.4 M
	cava group inc	0.4 M

Top 5 Losers (%)		%
POWL	powell inds inc	-36.8 %
TDOC	teladoc health inc	-21.9 %
	ishares bitcoin trust etf	-21.5 %
BNDD	kraneshares trust	-20.9 %
MSFT	microsoft corp	-20.0 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-0.8 M
POWL	powell inds inc	-0.6 M
AAPL	apple inc	-0.3 M
QQQ	invesco qqq tr	-0.3 M
XLB	select sector spdr tr	-0.2 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 89 stocks in it's portfolio. About 57.3% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.42	4,641,300	5,855,820	reduced	-0.02

AAXJ	ishares tr	0.50	7,959	847,211	reduced	-3.8

AAXJ	ishares tr	0.32	6,750	544,050	unchanged	0.00

AAXJ	ishares tr	0.20	11,005	335,641	reduced	-1.25

ACWV	ishares inc	0.67	29,834	1,149,820	reduced	-0.11

ACWV	ishares inc	0.59	18,798	1,011,330	added	2.84

ADP	automatic data processing in	0.18	1,488	304,058	new

AGX	argan inc	0.42	1,258	719,966	reduced	-38.63

AGZD	wisdomtree tr	0.48	20,068	825,782	added	15.78

AIRR	first tr exchange traded fd	0.79	19,372	1,346,550	added	350

AIRR	first tr exchange traded fd	0.59	8,923	1,013,610	reduced	-0.08

ALL	allstate corp	0.42	3,468	722,592	added	29.99

AMD	advanced micro devices inc	2.05	15,941	3,509,890	added	1.59

AMZN	amazon com inc	4.14	1,816,390	7,077,750	added	0.04

BA	boeing co	0.22	1,755	372,586	added	16.61

BBAX	j p morgan exchange traded f	1.02	23,789	1,750,390	added	0.18

BIL	spdr series trust	0.19	2,485	320,068	reduced	-5.48

BIL	spdr series trust	0.17	3,124	299,623	added	19.05

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BNDD	kraneshares trust	0.34	20,949	589,496	added	1.16