Afg Fiduciary Services Limited Partnership

13F filer · CIK 0001907820

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$128MU.S. long equity reported on 13F

Positions200 new · 22 closed

Net flow last quarter-$2.37BBuys minus sells

Top 10 positions weight42.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202620 positions
SPYSPDR S&P 500 ETF Trust	$22.2M	17.24%	Not reported	-93.8%	Q4 2021
PULSPulse Electronics Corp	$13.5M	10.55%	1.56%	+6.9%	Q4 2024
AMDAdvanced Micro Devices Inc	$5.39M	4.19%	0.00%	-34.8%	Q4 2021
GLDSPDR Gold Trust	$4.91M	3.82%	0.00%	-1.0%	Q4 2023
AMZNAmazon Com Inc	$3.87M	3.01%	0.00%	-99.1%	Q4 2021
NETCloudflare, Inc.	$1.92M	1.50%	Not reported	+6.0%	Q4 2021
XOMExxonMobil Holdings Corp	$1.06M	0.83%	0.00%	-23.3%	Q4 2021
AAPLApple Inc.	$827K	0.64%	0.00%	-99.9%	Q4 2021
NVDANvidia Corp	$694K	0.54%	0.00%	-99.5%	Q4 2021
VSTVistra Corp.	$674K	0.52%	0.00%	+15.3%	Q4 2024
ALLAllstate Corp	$663K	0.52%	0.00%	-23.6%	Q2 2022
MSFTMicrosoft Corp	$359K	0.28%	0.00%	+0.3%	Q4 2021
BRK.BBerkshire Hathaway Inc	$355K	0.28%	Not reported	+19.9%	Q1 2022
JPMJPMorgan Chase & Co	$322K	0.25%	0.00%	-3.0%	Q4 2021
IBITiShares Bitcoin Trust ETF	$314K	0.24%	0.00%	-30.9%	Q4 2024
NBBKNB Bancorp, Inc.	$264K	0.21%	0.03%	+6.8%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$239K	0.19%	Not reported	-96.6%	Q4 2021
GOOGLAlphabet Inc.	$238K	0.19%	0.00%	-99.7%	Q3 2025
DNNDenison Mines Corp.	$48K	0.04%	0.00%	Not reported	Q4 2022
COCHEnvoy Medical, Inc.	$9.02K	0.01%	0.02%	Not reported	Q1 2026
Q1 2026Reported Apr 8, 202642 positions
SPYSPDR S&P 500 ETF Trust	$30.5M	17.80%	Not reported	+0.1%	Q4 2021
PULSPulse Electronics Corp	$12.7M	7.41%	1.46%	+5.4%	Q4 2024
AMZNAmazon Com Inc	$7.08M	4.14%	0.02%	0.0%	Q4 2021
AAPLApple Inc.	$5.86M	3.42%	0.03%	0.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$5.76M	3.37%	Not reported	-12.0%	Q4 2021
GLDSPDR Gold Trust	$5.61M	3.28%	0.00%	-0.3%	Q4 2023
AMDAdvanced Micro Devices Inc	$3.51M	2.05%	0.00%	+1.6%	Q4 2021
NVDANvidia Corp	$2.49M	1.45%	0.00%	-0.1%	Q4 2021
XOMExxonMobil Holdings Corp	$1.65M	0.96%	0.00%	+6.5%	Q4 2021
NETCloudflare, Inc.	$1.58M	0.93%	Not reported	+7.5%	Q4 2021
CAVACava Group, Inc.	$1.46M	0.85%	0.02%	+0.4%	Q1 2024
POWLPowell Industries Inc	$1.05M	0.61%	0.02%	+222.4%	Q2 2025
ALLAllstate Corp	$723K	0.42%	0.00%	+30.0%	Q2 2022
AGXArgan Inc	$720K	0.42%	0.01%	-38.6%	Q3 2025
VSTVistra Corp.	$586K	0.34%	0.00%	+10.9%	Q4 2024
IBITiShares Bitcoin Trust ETF	$516K	0.30%	0.00%	+11.2%	Q4 2024
GOOGLAlphabet Inc.	$504K	0.29%	0.00%	0.0%	Q3 2025
TSLATesla, Inc.	$494K	0.29%	0.00%	+20.7%	Q1 2022
CTRNCiti Trends Inc	$458K	0.27%	0.12%	Not reported	Q2 2025
TPLTexas Pacific Land Corp	$404K	0.24%	0.00%	Not reported	Q4 2022
BABoeing Co	$373K	0.22%	0.00%	+16.6%	Q2 2025
MSFTMicrosoft Corp	$342K	0.20%	0.00%	+15.8%	Q4 2021
GOOGAlphabet Inc.	$332K	0.19%	Not reported	Not reported	Q3 2022
UBERUber Technologies, Inc	$325K	0.19%	0.00%	+5.9%	Q3 2024
ADPAutomatic Data Processing Inc	$304K	0.18%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$293K	0.17%	0.00%	-5.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$278K	0.16%	Not reported	-5.7%	Q1 2022
NBBKNB Bancorp, Inc.	$255K	0.15%	0.03%	+6.6%	Q3 2025
TAt&T Inc.	$251K	0.15%	0.00%	+0.4%	Q1 2023
JNJJohnson & Johnson	$243K	0.14%	0.00%	New	Q1 2026
TERTeradyne, Inc	$240K	0.14%	0.00%	New	Q1 2026
CVXChevron Corp	$228K	0.13%	0.00%	Not reported	Q4 2021
VZVerizon Communications Inc	$211K	0.12%	0.00%	Not reported	Q4 2021
TLYSTilly'S, Inc.	$176K	0.10%	0.33%	Not reported	Q3 2025
FSMFortuna Mining Corp.	$154K	0.09%	0.00%	New	Q1 2026
GAUGaliano Gold Inc.	$66.8K	0.04%	0.01%	New	Q1 2026
TDOCTeladoc Health, Inc.	$54.5K	0.03%	0.01%	-21.2%	Q4 2025
DNNDenison Mines Corp.	$54.2K	0.03%	0.00%	Not reported	Q4 2022
CMCSAComcast Corp	$48.9K	0.03%	0.00%	+3.5%	Q4 2025
VLOValero Energy Corp	$32.4K	0.02%	0.01%	Not reported	Q4 2025
IQiQIYI, Inc.	$14.8K	0.01%	0.00%	New	Q1 2026
COCHEnvoy Medical, Inc.	$8.46K	0.00%	0.02%	New	Q1 2026
Q4 2025Reported Jan 6, 202636 positions
SPYSPDR S&P 500 ETF Trust	$31.2M	18.52%	Not reported	+6.1%	Q4 2021
PULSPulse Electronics Corp	$12M	7.14%	1.38%	+8.2%	Q4 2024
AMZNAmazon Com Inc	$7.23M	4.29%	0.02%	+6076.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$6.82M	4.05%	Not reported	-5.4%	Q4 2021
AAPLApple Inc.	$6.17M	3.66%	0.03%	+79636.5%	Q4 2021
GLDSPDR Gold Trust	$5.24M	3.11%	0.00%	-3.7%	Q4 2023
AMDAdvanced Micro Devices Inc	$3.51M	2.08%	0.00%	-21.4%	Q4 2021
NVDANvidia Corp	$2.66M	1.58%	0.00%	+6006.2%	Q4 2021
NETCloudflare, Inc.	$1.36M	0.81%	Not reported	+12.6%	Q4 2021
XOMExxonMobil Holdings Corp	$1.16M	0.69%	0.00%	-1.7%	Q4 2021
CAVACava Group, Inc.	$1.07M	0.63%	0.02%	-9.3%	Q1 2024
AGXArgan Inc	$668K	0.40%	0.01%	-20.1%	Q3 2025
POWLPowell Industries Inc	$615K	0.36%	0.01%	-16.4%	Q2 2025
IBITiShares Bitcoin Trust ETF	$598K	0.35%	0.00%	-10.1%	Q4 2024
VSTVistra Corp.	$576K	0.34%	0.00%	+7.4%	Q4 2024
ALLAllstate Corp	$544K	0.32%	0.00%	Not reported	Q2 2022
TSLATesla, Inc.	$508K	0.30%	0.00%	-11.4%	Q1 2022
GOOGLAlphabet Inc.	$493K	0.29%	0.00%	+30724.9%	Q3 2025
CTRNCiti Trends Inc	$415K	0.25%	0.12%	Not reported	Q2 2025
MSFTMicrosoft Corp	$374K	0.22%	0.00%	Not reported	Q4 2021
UBERUber Technologies, Inc	$352K	0.21%	0.00%	-5.5%	Q3 2024
GOOGAlphabet Inc.	$352K	0.21%	Not reported	Not reported	Q3 2022
BABoeing Co	$343K	0.20%	0.00%	-14.3%	Q2 2025
JPMJPMorgan Chase & Co	$340K	0.20%	0.00%	-5.9%	Q4 2021
BRK.BBerkshire Hathaway Inc	$308K	0.18%	Not reported	Not reported	Q1 2022
PLTRPalantir Technologies Inc.	$277K	0.16%	0.00%	Not reported	Q1 2024
TAt&T Inc.	$217K	0.13%	0.00%	-6.9%	Q1 2023
NBBKNB Bancorp, Inc.	$214K	0.13%	0.02%	+9.7%	Q3 2025
IRENIREN Ltd	$214K	0.13%	0.00%	Not reported	Q3 2024
METAMeta Platforms, Inc.	$207K	0.12%	Not reported	-8.6%	Q2 2023
TIGRUP Fintech Holding Ltd	$104K	0.06%	Not reported	-14.9%	Q3 2025
TDOCTeladoc Health, Inc.	$91.7K	0.05%	0.01%	New	Q4 2025
TLYSTilly'S, Inc.	$80.8K	0.05%	0.33%	+100.0%	Q3 2025
DNNDenison Mines Corp.	$45.5K	0.03%	0.00%	Not reported	Q4 2022
VLOValero Energy Corp	$32.4K	0.02%	0.01%	New	Q4 2025
CMCSAComcast Corp	$29.4K	0.02%	0.00%	New	Q4 2025
Q3 2025Reported Oct 17, 202540 positions
SPYSPDR S&P 500 ETF Trust	$31.7M	18.24%	Not reported	+13.0%	Q4 2021
PULSPulse Electronics Corp	$11.1M	6.41%	1.28%	+9.8%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$7.09M	4.08%	Not reported	-0.6%	Q4 2021
AMZNAmazon Com Inc	$6.49M	3.73%	0.00%	-2.2%	Q4 2021
GLDSPDR Gold Trust	$4.86M	2.80%	0.00%	-0.4%	Q4 2023
AMDAdvanced Micro Devices Inc	$3.27M	1.88%	0.00%	-15.9%	Q4 2021
NVDANvidia Corp	$2.24M	1.29%	0.00%	-0.8%	Q4 2021
AAPLApple Inc.	$1.49M	0.86%	0.00%	-2.5%	Q4 2021
NETCloudflare, Inc.	$1.34M	0.77%	Not reported	-10.9%	Q4 2021
CAVACava Group, Inc.	$1.2M	0.69%	0.02%	-3.1%	Q1 2024
XOMExxonMobil Holdings Corp	$1.08M	0.62%	0.00%	Not reported	Q4 2021
IBITiShares Bitcoin Trust ETF	$870K	0.50%	0.00%	-14.0%	Q4 2024
AGXArgan Inc	$716K	0.41%	0.02%	New	Q3 2025
POWLPowell Industries Inc	$660K	0.38%	0.01%	+36.1%	Q2 2025
VSTVistra Corp.	$655K	0.38%	0.00%	+3.5%	Q4 2024
TSLATesla, Inc.	$601K	0.35%	0.00%	-2.2%	Q1 2022
ALLAllstate Corp	$562K	0.32%	0.00%	Not reported	Q2 2022
UBERUber Technologies, Inc	$435K	0.25%	0.00%	+4.6%	Q3 2024
ETHAiShares Ethereum Trust ETF	$425K	0.24%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$411K	0.24%	0.00%	Not reported	Q4 2021
BABoeing Co	$378K	0.22%	0.00%	+72.1%	Q2 2025
JPMJPMorgan Chase & Co	$345K	0.20%	0.00%	Not reported	Q4 2021
CTRNCiti Trends Inc	$312K	0.18%	0.12%	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$308K	0.18%	Not reported	Not reported	Q1 2022
NKENIKE, Inc.	$305K	0.18%	0.00%	New	Q3 2025
PLTRPalantir Technologies Inc.	$304K	0.18%	0.00%	Not reported	Q1 2024
TPLTexas Pacific Land Corp	$287K	0.17%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$274K	0.16%	Not reported	Not reported	Q3 2022
TAt&T Inc.	$262K	0.15%	0.00%	-14.2%	Q1 2023
METAMeta Platforms, Inc.	$250K	0.14%	Not reported	-1.4%	Q2 2023
IRENIREN Ltd	$235K	0.14%	Not reported	-70.1%	Q3 2024
XMTRXometry, Inc.	$228K	0.13%	0.01%	New	Q3 2025
UTIUniversal Technical Institute Inc	$206K	0.12%	0.01%	Not reported	Q2 2025
VZVerizon Communications Inc	$204K	0.12%	0.00%	+0.4%	Q4 2021
SLViShares Silver Trust	$201K	0.12%	0.00%	Not reported	Q4 2023
GOOGLAlphabet Inc.	$201K	0.12%	0.00%	New	Q3 2025
NBBKNB Bancorp, Inc.	$176K	0.10%	0.03%	New	Q3 2025
TIGRUP Fintech Holding Ltd	$124K	0.07%	Not reported	New	Q3 2025
DNNDenison Mines Corp.	$41.6K	0.02%	0.00%	Not reported	Q4 2022
TLYSTilly'S, Inc.	$40.6K	0.02%	0.17%	New	Q3 2025

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