PFG Investments, LLC

13F filer · CIK 0001973224

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$2.58BU.S. long equity reported on 13F

Positions874102 new · 39 closed

Net flow last quarter+$121MBuys minus sells

Top 10 positions weight22.2%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 23, 2026874 positions
AAPLApple Inc.	$153M	5.93%	0.00%	+0.3%	Q1 2023
NVDANvidia Corp	$93.9M	3.64%	0.00%	+11.7%	Q1 2023
TSLATesla, Inc.	$57.5M	2.23%	0.00%	-0.3%	Q1 2023
MSFTMicrosoft Corp	$51.9M	2.01%	0.00%	+3.7%	Q1 2023
AMZNAmazon Com Inc	$46.4M	1.80%	0.00%	+10.0%	Q1 2023
AMDAdvanced Micro Devices Inc	$41M	1.59%	0.00%	+38.4%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$35.5M	1.37%	Not reported	+4.5%	Q1 2023
CLMCornerstone Strategic Investment Fund, Inc.	$34M	1.32%	Not reported	+9.0%	Q1 2023
GOOGLAlphabet Inc.	$31.4M	1.22%	0.00%	-1.6%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$29.1M	1.13%	Not reported	+1.3%	Q1 2023
JNJJohnson & Johnson	$25.7M	1.00%	0.00%	-3.5%	Q1 2023
METAMeta Platforms, Inc.	$25.6M	0.99%	Not reported	+5.6%	Q1 2023
GOOGAlphabet Inc.	$25M	0.97%	Not reported	+7.2%	Q1 2023
AVGOBroadcom Inc.	$24.3M	0.94%	0.00%	+85.5%	Q1 2023
PDIPIMCO Dynamic Income Fund	$24M	0.93%	Not reported	-5.7%	Q1 2023
JPMJPMorgan Chase & Co	$23.8M	0.92%	0.00%	+2.7%	Q1 2023
GLWCorning Inc	$22.9M	0.89%	0.01%	+17.5%	Q1 2023
MUMicron Technology Inc	$20.8M	0.81%	0.00%	+9.5%	Q1 2023
CSCOCisco Systems, Inc.	$20.2M	0.78%	0.00%	+0.6%	Q1 2023
XOMExxonMobil Holdings Corp	$19.9M	0.77%	0.00%	+1.8%	Q1 2023
COSTCostco Wholesale Corp	$19.8M	0.77%	0.00%	+18.9%	Q1 2023
KLACKla Corp	$19M	0.74%	0.00%	+685.7%	Q1 2023
INTCIntel Corp	$18M	0.70%	0.00%	-6.5%	Q1 2023
GRNBGreen Bankshares, Inc.	$16.9M	0.65%	Not reported	-3.5%	Q1 2023
PLTRPalantir Technologies Inc.	$15.6M	0.61%	0.01%	+20.5%	Q1 2023
IBMInternational Business Machines Corp	$13.6M	0.53%	0.01%	+13.2%	Q1 2023
LLYELI LILLY & Co	$13M	0.50%	0.00%	+12.6%	Q1 2023
CEFSprott Physical Gold & Silver Trust	$12.6M	0.49%	0.16%	-2.6%	Q1 2023
GLDSPDR Gold Trust	$12.5M	0.48%	0.01%	-0.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$12M	0.46%	Not reported	-2.8%	Q1 2023
CATCaterpillar Inc	$11.5M	0.45%	0.00%	+17.7%	Q2 2023
WMTWalmart Inc.	$11.5M	0.44%	0.00%	-2.8%	Q1 2023
VZVerizon Communications Inc	$11.2M	0.43%	0.01%	+16.8%	Q1 2023
VVisa Inc.	$10.4M	0.40%	0.00%	+4.2%	Q1 2023
CRWVCoreWeave, Inc.	$10.3M	0.40%	Not reported	+53.2%	Q2 2025
ORCLOracle Corp	$10M	0.39%	0.00%	+41.8%	Q1 2023
ABBVAbbVie Inc.	$9.78M	0.38%	0.00%	+9.4%	Q1 2023
SMHMarket Vectors ETF Trust	$9.69M	0.38%	Not reported	+43.6%	Q1 2023
GEVGE Vernova Inc.	$9.65M	0.37%	0.00%	+14.3%	Q2 2024
PGPROCTER & GAMBLE Co	$9.45M	0.37%	0.00%	+3.6%	Q1 2023
HASIHA Sustainable Infrastructure Capital, Inc.	$8.72M	0.34%	0.17%	-0.1%	Q1 2023
PEPPepsico Inc	$8.51M	0.33%	0.00%	-0.8%	Q1 2023
GEGeneral Electric Co	$8.42M	0.33%	0.00%	0.0%	Q1 2023
MRKMerck & Co., Inc.	$8.25M	0.32%	0.00%	+3.6%	Q1 2023
BACBank of America Corp	$8.19M	0.32%	0.00%	-0.5%	Q1 2023
NFLXNetflix Inc	$8.03M	0.31%	0.00%	+27.2%	Q1 2023
BEPCBrookfield Renewable Corp	$7.95M	0.31%	0.12%	+1.3%	Q1 2023
HDHome Depot, Inc.	$7.94M	0.31%	0.00%	+3.3%	Q1 2023
PHYSSprott Physical Gold Trust	$7.72M	0.30%	0.05%	+4.1%	Q1 2023
CVXChevron Corp	$7.68M	0.30%	0.00%	-4.7%	Q1 2023

Q1 2026Reported Apr 27, 2026809 positions
AAPLApple Inc.	$134M	6.24%	0.00%	-0.8%	Q1 2023
NVDANvidia Corp	$73.3M	3.41%	0.00%	+1.1%	Q1 2023
TSLATesla, Inc.	$50.9M	2.37%	0.00%	0.0%	Q1 2023
MSFTMicrosoft Corp	$49.7M	2.31%	0.00%	+4.6%	Q1 2023
AMZNAmazon Com Inc	$36.8M	1.72%	0.00%	+2.6%	Q1 2023
CLMCornerstone Strategic Investment Fund, Inc.	$30M	1.40%	Not reported	+37.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$29.6M	1.38%	Not reported	+1.1%	Q1 2023
PDIPIMCO Dynamic Income Fund	$26.1M	1.22%	Not reported	+5.1%	Q1 2023
GOOGLAlphabet Inc.	$25.7M	1.20%	0.00%	+2.6%	Q1 2023
JNJJohnson & Johnson	$25.7M	1.20%	0.00%	+1.6%	Q1 2023
METAMeta Platforms, Inc.	$24.6M	1.15%	Not reported	-3.1%	Q1 2023
XOMExxonMobil Holdings Corp	$24.2M	1.13%	0.00%	-0.7%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$22.5M	1.05%	Not reported	+4.2%	Q1 2023
JPMJPMorgan Chase & Co	$20.9M	0.97%	0.00%	+4.0%	Q1 2023
GOOGAlphabet Inc.	$18.9M	0.88%	Not reported	-0.2%	Q1 2023
COSTCostco Wholesale Corp	$17.8M	0.83%	0.00%	-0.5%	Q1 2023
GRNBGreen Bankshares, Inc.	$17.4M	0.81%	Not reported	-1.7%	Q1 2023
PLTRPalantir Technologies Inc.	$16.3M	0.76%	0.00%	+8.6%	Q1 2023
CEFSprott Physical Gold & Silver Trust	$15.3M	0.71%	0.17%	-2.9%	Q1 2023
GLDSPDR Gold Trust	$14.7M	0.68%	0.01%	-3.3%	Q1 2023
CSCOCisco Systems, Inc.	$13.3M	0.62%	0.00%	+3.8%	Q1 2023
WMTWalmart Inc.	$12.9M	0.60%	0.00%	-6.5%	Q1 2023
BRK.BBerkshire Hathaway Inc	$11.8M	0.55%	Not reported	+3.3%	Q1 2023
VZVerizon Communications Inc	$11.4M	0.53%	0.01%	-10.6%	Q1 2023
AVGOBroadcom Inc.	$10.7M	0.50%	0.00%	+1.7%	Q1 2023
IBMInternational Business Machines Corp	$10.4M	0.48%	0.00%	-1.9%	Q1 2023
AMDAdvanced Micro Devices Inc	$10.4M	0.48%	0.00%	+14.3%	Q1 2023
GLWCorning Inc	$10.4M	0.48%	0.01%	-3.3%	Q1 2023
CVXChevron Corp	$10.1M	0.47%	0.00%	+6.0%	Q1 2023
PEPPepsico Inc	$9.84M	0.46%	0.00%	-12.4%	Q1 2023
PGPROCTER & GAMBLE Co	$8.99M	0.42%	0.00%	+10.4%	Q1 2023
LLYELI LILLY & Co	$8.87M	0.41%	0.00%	+11.9%	Q1 2023
VVisa Inc.	$8.8M	0.41%	0.00%	-3.0%	Q1 2023
PHYSSprott Physical Gold Trust	$8.7M	0.41%	0.05%	-5.1%	Q1 2023
NFLXNetflix Inc	$8.5M	0.40%	0.00%	+6.8%	Q1 2023
BEPCBrookfield Renewable Corp	$8.42M	0.39%	0.12%	-0.5%	Q1 2023
PFEPfizer Inc	$8.35M	0.39%	0.01%	-4.3%	Q1 2023
HASIHA Sustainable Infrastructure Capital, Inc.	$8.22M	0.38%	0.18%	-0.1%	Q1 2023
ABBVAbbVie Inc.	$7.72M	0.36%	0.00%	-2.0%	Q1 2023
PTYPimco Corporate & Income Opportunity Fund	$7.57M	0.35%	Not reported	-0.6%	Q1 2023
MRKMerck & Co., Inc.	$7.46M	0.35%	0.00%	-1.7%	Q1 2023
TAt&T Inc.	$7.45M	0.35%	0.00%	-1.1%	Q1 2023
EDConsolidated Edison Inc	$7.42M	0.35%	0.02%	+2.8%	Q1 2023
HDHome Depot, Inc.	$7.17M	0.33%	0.00%	-0.5%	Q1 2023
ORCLOracle Corp	$7.1M	0.33%	0.00%	+14.3%	Q1 2023
BACBank of America Corp	$7.05M	0.33%	0.00%	-12.5%	Q1 2023
CATCaterpillar Inc	$6.53M	0.30%	0.00%	+5.9%	Q2 2023
GEGeneral Electric Co	$6.4M	0.30%	0.00%	-4.2%	Q1 2023
GEVGE Vernova Inc.	$6.27M	0.29%	0.00%	-0.3%	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.14M	0.29%	Not reported	-3.7%	Q1 2023

Q4 2025Reported Jan 26, 2026789 positions
AAPLApple Inc.	$145M	6.81%	0.00%	+2.8%	Q1 2023
NVDANvidia Corp	$77.5M	3.65%	0.00%	+0.9%	Q1 2023
MSFTMicrosoft Corp	$62M	2.92%	0.00%	+2.6%	Q1 2023
TSLATesla, Inc.	$61.6M	2.90%	0.00%	+0.7%	Q1 2023
AMZNAmazon Com Inc	$39.8M	1.88%	0.00%	+8.7%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$30.6M	1.44%	Not reported	+17.7%	Q1 2023
METAMeta Platforms, Inc.	$29.3M	1.38%	Not reported	+0.3%	Q1 2023
GOOGLAlphabet Inc.	$27.2M	1.28%	0.00%	+17.0%	Q1 2023
PDIPIMCO Dynamic Income Fund	$25.7M	1.21%	Not reported	+2.6%	Q1 2023
CLMCornerstone Strategic Investment Fund, Inc.	$25.1M	1.18%	Not reported	+7582.9%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$23M	1.08%	Not reported	+16.7%	Q1 2023
JPMJPMorgan Chase & Co	$22M	1.03%	0.00%	+0.9%	Q1 2023
JNJJohnson & Johnson	$21.4M	1.01%	0.00%	-2.1%	Q1 2023
GOOGAlphabet Inc.	$20.8M	0.98%	Not reported	+6.4%	Q1 2023
PLTRPalantir Technologies Inc.	$18.2M	0.86%	0.00%	-3.2%	Q1 2023
GRNBGreen Bankshares, Inc.	$17.9M	0.85%	Not reported	+36.8%	Q1 2023
XOMExxonMobil Holdings Corp	$17.3M	0.82%	0.00%	-0.9%	Q1 2023
COSTCostco Wholesale Corp	$15.4M	0.73%	0.00%	-4.7%	Q1 2023
CEFSprott Physical Gold & Silver Trust	$15.1M	0.71%	0.17%	-3.4%	Q1 2023
GLDSPDR Gold Trust	$14M	0.66%	0.01%	+13.6%	Q1 2023
IBMInternational Business Machines Corp	$12.9M	0.61%	0.00%	+0.3%	Q1 2023
CSCOCisco Systems, Inc.	$12.7M	0.60%	0.00%	-8.6%	Q1 2023
WMTWalmart Inc.	$12.4M	0.58%	0.00%	+15.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$12M	0.56%	Not reported	+18.6%	Q1 2023
AVGOBroadcom Inc.	$11.8M	0.56%	0.00%	-3.4%	Q1 2023
VVisa Inc.	$10.5M	0.50%	0.00%	+1.0%	Q1 2023
PEPPepsico Inc	$10.4M	0.49%	0.01%	+0.3%	Q1 2023
VZVerizon Communications Inc	$10.3M	0.49%	0.01%	+7.1%	Q1 2023
AMDAdvanced Micro Devices Inc	$9.55M	0.45%	0.00%	-12.2%	Q1 2023
LLYELI LILLY & Co	$9.26M	0.44%	0.00%	-10.4%	Q1 2023
BACBank of America Corp	$9.09M	0.43%	0.00%	+2.0%	Q1 2023
PHYSSprott Physical Gold Trust	$8.55M	0.40%	0.05%	-0.1%	Q1 2023
ABBVAbbVie Inc.	$8.28M	0.39%	0.00%	+14.3%	Q1 2023
ORCLOracle Corp	$8.22M	0.39%	0.00%	+7.2%	Q1 2023
BEPCBrookfield Renewable Corp	$8.14M	0.38%	0.12%	-1.1%	Q1 2023
PTYPimco Corporate & Income Opportunity Fund	$8.14M	0.38%	Not reported	+6.9%	Q1 2023
PGPROCTER & GAMBLE Co	$8.08M	0.38%	0.00%	+3.9%	Q1 2023
NFLXNetflix Inc	$7.76M	0.37%	0.00%	+17.3%	Q1 2023
PFEPfizer Inc	$7.74M	0.36%	0.01%	+10.8%	Q1 2023
HDHome Depot, Inc.	$7.54M	0.36%	0.00%	+2.7%	Q1 2023
GEGeneral Electric Co	$7.24M	0.34%	0.00%	-1.2%	Q1 2023
HASIHA Sustainable Infrastructure Capital, Inc.	$7.04M	0.33%	0.18%	-1.5%	Q1 2023
CVXChevron Corp	$7M	0.33%	0.00%	-0.1%	Q1 2023
GLWCorning Inc	$6.9M	0.33%	0.01%	-10.9%	Q1 2023
MRKMerck & Co., Inc.	$6.64M	0.31%	0.00%	-0.4%	Q1 2023
TAt&T Inc.	$6.46M	0.30%	0.00%	-0.7%	Q1 2023
EDConsolidated Edison Inc	$6.33M	0.30%	0.02%	-0.9%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.18M	0.29%	Not reported	+1.1%	Q1 2023
UPSUnited Parcel Service Inc	$6.08M	0.29%	0.01%	+8.6%	Q1 2023
INTCIntel Corp	$5.9M	0.28%	0.00%	+11.9%	Q1 2023

Q3 2025Reported Oct 31, 2025767 positions
AAPLApple Inc.	$132M	6.83%	0.00%	+0.2%	Q1 2023
NVDANvidia Corp	$76.9M	3.99%	0.00%	+6.4%	Q1 2023
MSFTMicrosoft Corp	$64.8M	3.36%	0.00%	+1.6%	Q1 2023
TSLATesla, Inc.	$60.5M	3.14%	0.00%	+1.3%	Q1 2023
AMZNAmazon Com Inc	$34.8M	1.81%	0.00%	+2.0%	Q1 2023
METAMeta Platforms, Inc.	$32.5M	1.68%	Not reported	-9.9%	Q1 2023
PDIPIMCO Dynamic Income Fund	$28M	1.45%	Not reported	+2.4%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$25.4M	1.32%	Not reported	+4.9%	Q1 2023
JPMJPMorgan Chase & Co	$21.3M	1.11%	0.00%	0.0%	Q1 2023
JNJJohnson & Johnson	$19.6M	1.02%	0.00%	+0.1%	Q1 2023
PLTRPalantir Technologies Inc.	$19.3M	1.00%	0.00%	-1.9%	Q1 2023
QQQInvesco QQQ Trust, Series 1	$19.2M	1.00%	Not reported	+2.6%	Q1 2023
GOOGLAlphabet Inc.	$18.1M	0.94%	0.00%	+2.5%	Q1 2023
COSTCostco Wholesale Corp	$17.4M	0.90%	0.00%	+1.4%	Q1 2023
XOMExxonMobil Holdings Corp	$16.4M	0.85%	0.00%	-1.8%	Q1 2023
GOOGAlphabet Inc.	$15.1M	0.79%	Not reported	+2.2%	Q1 2023
GRNBGreen Bankshares, Inc.	$13.2M	0.68%	Not reported	+0.6%	Q1 2023
CEFSprott Physical Gold & Silver Trust	$12.5M	0.65%	0.17%	+2.1%	Q1 2023
CSCOCisco Systems, Inc.	$12.3M	0.64%	0.00%	+3.0%	Q1 2023
IBMInternational Business Machines Corp	$12.3M	0.64%	0.00%	-1.6%	Q1 2023
AVGOBroadcom Inc.	$11.7M	0.61%	0.00%	+4.7%	Q1 2023
ORCLOracle Corp	$11.1M	0.58%	0.00%	+2.9%	Q1 2023
GLDSPDR Gold Trust	$11M	0.57%	0.01%	+1.1%	Q1 2023
VZVerizon Communications Inc	$10.4M	0.54%	0.01%	+5.5%	Q1 2023
VVisa Inc.	$10.2M	0.53%	0.00%	+2.6%	Q1 2023
PEPPepsico Inc	$10.1M	0.53%	0.01%	+18.6%	Q1 2023
BRK.BBerkshire Hathaway Inc	$10.1M	0.52%	Not reported	+0.1%	Q1 2023
WMTWalmart Inc.	$9.95M	0.52%	0.00%	+0.7%	Q1 2023
HDHome Depot, Inc.	$8.64M	0.45%	0.00%	-3.5%	Q1 2023
PTYPimco Corporate & Income Opportunity Fund	$8.52M	0.44%	Not reported	-1.4%	Q1 2023
NFLXNetflix Inc	$8.47M	0.44%	0.00%	+16.6%	Q1 2023
BACBank of America Corp	$8.36M	0.43%	0.00%	0.0%	Q1 2023
PGPROCTER & GAMBLE Co	$8.33M	0.43%	0.00%	+1.6%	Q1 2023
AMDAdvanced Micro Devices Inc	$8.22M	0.43%	0.00%	-5.9%	Q1 2023
PHYSSprott Physical Gold Trust	$7.67M	0.40%	0.06%	+0.5%	Q1 2023
TAt&T Inc.	$7.39M	0.38%	0.00%	+1.5%	Q1 2023
BEPCBrookfield Renewable Corp	$7.39M	0.38%	0.12%	+2.1%	Q1 2023
ABBVAbbVie Inc.	$7.34M	0.38%	0.00%	+1.1%	Q1 2023
LLYELI LILLY & Co	$7.34M	0.38%	0.00%	+5.4%	Q1 2023
GLWCorning Inc	$7.26M	0.38%	0.01%	+49.6%	Q1 2023
GEGeneral Electric Co	$7.16M	0.37%	0.00%	+3.2%	Q1 2023
PFEPfizer Inc	$7.15M	0.37%	0.00%	+12.0%	Q1 2023
CVXChevron Corp	$7.13M	0.37%	0.00%	-3.0%	Q1 2023
HASIHA Sustainable Infrastructure Capital, Inc.	$6.98M	0.36%	0.18%	+2.2%	Q1 2023
OKLOOklo Inc.	$6.66M	0.35%	0.04%	+11.9%	Q4 2024
EDConsolidated Edison Inc	$6.47M	0.34%	0.02%	+0.5%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.01M	0.31%	Not reported	-0.7%	Q1 2023
ECCEagle Point Credit Co	$5.4M	0.28%	Not reported	+10.4%	Q3 2023
MRKMerck & Co., Inc.	$5.31M	0.28%	0.00%	+3.8%	Q1 2023
PMPhilip Morris International Inc.	$4.99M	0.26%	0.00%	+4.5%	Q1 2023

Premium opens every quarter this fund has filed