Institutional Fund
Afg Fiduciary Services Limited Partnership
Hingham, MACIK 19078205 filings on record
Portfolio Value
$169.49M
Q1 2026
Holdings
90
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+1.5%
from $167.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr18.0%
- Pgim ETF Tr7.5%
- Pimco ETF Tr5.8%
- Ishares Tr4.5%
- Ishares Tr4.2%
- Amazon Com Inc4.2%
- Other56.0%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 481.5K | $30.46M | 18.0% | +488 | Added |
| 2 | Pgim ETF Tr | 255.8K | $12.67M | 7.5% | +13.1K | Added |
| 3 | Pimco ETF Tr | 97.1K | $9.75M | 5.8% | +1.8K | Added |
| 4 | Ishares Tr | 87.1K | $7.55M | 4.5% | +33.8K | Added |
| 5 | Ishares Tr | 103.5K | $7.09M | 4.2% | −634 | Reduced |
| 6 | Amazon Com Inc | 1.82M | $7.08M | 4.2% | +814 | Added |
| 7 | Ishares Tr | 49.3K | $6.22M | 3.7% | +4.2K | Added |
| 8 | Apple Inc | 4.64M | $5.86M | 3.5% | −957 | Reduced |
| 9 | Invesco Qqq Tr | 9.8K | $5.76M | 3.4% | −1.3K | Reduced |
| 10 | Spdr Gold Tr | 13.1K | $5.61M | 3.3% | −41 | Reduced |
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