AIFG Consultants Ltd.

CIK 1988547 · View on SEC EDGAR ↗

Portfolio value
$58.2M
#8,658 of 9,443 by 13F value · top 91.7%
Positions
54
As of
Dec. 31, 2025 Data as of Q4 2025

Portfolio value QoQ: +2.7% 13F does not disclose cash

Top 10 holdings weight
61.44%
Top 25 holdings weight
83.55%
Positions above 1%
22
Effective number of positions
16.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q4 2025: 13.58% Est. buys $7,881,970 · sells $7,805,976

Median holding: 5.0 quarters Tracked Q4 2024–Q4 2025 · 79.4% still held

New positions
9
Increased
14
Decreased
27
Closed
3
On this page

Sector breakdown

Technology
3.9%
Industrials
2.6%
Energy
2.1%
Financials
1.9%
Communications
0.7%
Retail
0.6%
Utilities
0.5%
Other/Unmapped
87.8%

Full portfolio 54 positions

Type Streak 8Q trend
GLDM $9,330,834 16.02% 109,299 $586,961 Down ×3
FTCB $7,065,578 12.13% 332,811 $1,215,663 Up ×1
LDUR $4,121,222 7.08% 42,954 $-15,897 Down ×1
SPMO $3,260,820 5.60% 27,328 $-366,276 Down ×3
SMMU $2,487,806 4.27% 49,332 $75,002 Up ×4
IUS Invesco RAFI Strategic US ETF $2,083,260 3.58% 36,446 $305,697 Up ×1
FLQM $2,025,952 3.48% 36,011 $327,531 Up ×1
FLSP $2,022,959 3.47% 75,175 Up ×1
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $1,899,961 3.26% 49,581 $204,153 Up ×1
JMBS $1,480,082 2.54% 32,394 $164,589 Up ×4
LMBS First Trust Low Duration Opportunities ETF $1,421,150 2.44% 28,429 $-551,223 Down ×4
JPST $1,296,660 2.23% 25,631 $334,008 Up ×4
VOO $1,205,689 2.07% 1,923 $-67,715 Down ×1
DDWM $1,084,451 1.86% 24,907 Up ×1
JSCP $955,709 1.64% 20,096 $109,381 Up ×4
PAVE $917,295 1.58% 19,194 $12,073 Up ×1
XOM Exxon Mobil Corporation Common Stock $853,051 1.46% 7,089 $7,951 Down ×1
SPYV $818,859 1.41% 14,414 $11,152 Down ×4
ELCV $801,000 1.38% 30,181 $97,421 Up ×1
GE GE Aerospace Common Stock $654,834 1.12% 2,126 $70,401 Up ×1
SPDW $604,130 1.04% 13,603 $-67,635 Down ×4
GLD $591,295 1.02% 1,492 $43,160 Down ×3
NVDA NVIDIA Corporation - Common Stock $576,472 0.99% 3,091 $-275,825 Down ×1
ALL Allstate Corporation (The) Common Stock $552,846 0.95% 2,656 $-17,264
GJUN $542,517 0.93% 13,700 $9,861
QQEW First Trust Nasdaq-100 Select Equal Weight ETF $530,287 0.91% 3,731 $-187,728 Down ×4
GMAY $524,545 0.90% 12,703 $-47,134 Down ×4
SPTM $521,586 0.90% 6,322 $-136,986 Down ×4
AVGO Broadcom Inc. - Common Stock $475,195 0.82% 1,373 $84,911 Up ×2
MSFT Microsoft Corporation - Common Stock $428,487 0.74% 886 $-36,632 Down ×1
ANET Arista Networks, Inc. Common Stock $415,496 0.71% 3,171 $62,732 Up ×1
MUB $398,663 0.68% 3,722 $-15,264 Down ×4
SLV $377,759 0.65% 5,864 $-9,630 Down ×3
CVX Chevron Corporation Common Stock $362,279 0.62% 2,377 $-6,845
SPYG $359,686 0.62% 3,371 $-25,642 Down ×4
GEV GE Vernova Inc. Common Stock $354,244 0.61% 542 $48,020 Up ×1
JMST $339,872 0.58% 6,672 Up ×1
FJUL $338,514 0.58% 6,054 $-84,221 Down ×1
SYY Sysco Corporation Common Stock $337,574 0.58% 4,581 $-40,367 Down ×1
AAPL Apple Inc. - Common Stock $329,098 0.57% 1,211 $14,237 Down ×4
JPM JP Morgan Chase & Co. Common Stock $314,809 0.54% 977 $-53,298 Down ×2
FN Fabrinet Ordinary Shares $306,859 0.53% 674 Up ×1
JEPI $305,604 0.52% 5,339 $-2,182,691 Down ×4
BIBL $290,186 0.50% 6,430 $-7,273 Down ×4
DTE DTE Energy Company Common Stock $270,802 0.47% 2,100 $-26,140
SPSM $247,779 0.43% 5,288 $-40,899 Down ×1
FDL $231,152 0.40% 5,213 $-172,027 Down ×4
BAC Bank of America Corporation Common Stock $229,020 0.39% 4,164 $-83,873 Down ×1
VEA $222,826 0.38% 3,567 $7,891 Down ×2
SOVF $222,060 0.38% 7,610
MU Micron Technology, Inc. - Common Stock $220,051 0.38% 771 Up ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $217,558 0.37% 790 Up ×1
NYM $208,692 0.36% 8,346 Up ×1
PCAR PACCAR Inc. - Common Stock $201,233 0.35% 1,838 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
SMMU $2,487,806 4.27% up ×4
JMBS $1,480,082 2.54% up ×4
JPST $1,296,660 2.23% up ×4
JSCP $955,709 1.64% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
FLSP $2,022,959 75,175 3.47%
DDWM $1,084,451 24,907 1.86%
JMST $339,872 6,672 0.58%
FN $306,859 674 0.53%
SOVF $222,060 7,610 0.38%
MU $220,051 771 0.38%
STX $217,558 790 0.37%
NYM $208,692 8,346 0.36%
PCAR $201,233 1,838 0.35%

Top movers (QoQ)

Security Action Shares Δ Value Δ
FTCB Bought more +58K +$1.2M
GLDM Trimmed -5K +$587K
LMBS Trimmed -11K -$551K
SPMO Trimmed -3K -$366K
JPST Bought more +7K +$334K
FLQM Bought more +6K +$328K
IUS Bought more +4K +$306K
NVDA Trimmed -1K -$276K
SDVY Bought more +5K +$204K
QQEW Trimmed -1K -$188K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
GFEB June 30, 2025 50,288 $1,849,089 No longer tracked
BSJQ June 30, 2025 74,495 $1,727,539
SPIB Dec. 31, 2025 42,229 $1,431,142 No longer tracked
IHDG Dec. 31, 2025 19,620 $904,100 No longer tracked
IBD March 31, 2025 18,136 $425,108 No longer tracked
SOVF Sept. 30, 2025 12,005 $362,070 No longer tracked
HES Sept. 30, 2025 2,320 $321,412 No longer tracked
QQQ Sept. 30, 2025 473 $260,925
SPAB Dec. 31, 2025 9,493 $245,394 No longer tracked
XMAR June 30, 2025 6,448 $236,932 No longer tracked
IEI June 30, 2025 1,964 $232,017
IVV Sept. 30, 2025 355 $220,419 No longer tracked
NULV March 31, 2025 5,327 $209,724 No longer tracked
VZ March 31, 2025 5,236 $209,388 9.0%
PG Sept. 30, 2025 1,288 $205,204 -6.1%