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Filers›Hedge Fund›PFG Investments, LLC
DOSSIER · 13F-HR · Q1 2026

PFG Investments, LLC

PFG Investments's hedge fund based in Omaha, NE — $2.1B in tracked AUM across 1,191 positions as of Q1 2026.

PI
PFG Investments·Omaha, NE·Hedge Fund
CIK 0001973224 · last filed Mar 31, 2026
Total AUM
$2.1B
▼ 9.9%
vs prior
Holdings
1,191
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PFG Investments, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$134M528K6.2%
02
NVDA
NVIDIA CORPORATION
$73M420K3.4%
03
TSLA
TESLA INC
$51M137K2.4%
04
MSFT
MICROSOFT CORP
$50M134K2.3%
05
JPST
J P MORGAN EXCHANGE TRADED F
$47M920K2.2%
06
AMZN
AMAZON COM INC
$37M177K1.7%
07
CLM
CORNERSTONE STRATEGIC INVEST
$30M4.1M1.4%
08
SPY
STATE STR SPDR S&P 500 ETF T
$30M45K1.4%
09
XLK
SELECT SECTOR SPDR TR
$27M204K1.3%
10
PDI
PIMCO DYNAMIC INCOME FD
$26M1.5M1.2%

Filing history

Filing history loading…
AI Agent · grounded in PFG
haiku-4-5 · 1,191 positions indexed
Sector mix
  • Tech18%
  • Financials38%
  • Health Care19%
  • Communications5%
  • Energy7%
  • Other13%
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