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Portfolio (Quarterly) Guide ↗

PFG Advisors

· CIK 0001694435
13F Portfolio $2.1B AUM 767 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 64 New 227 Added 442 Reduced 109 Exited
Page 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 HRL HORMEL FOODS CORP Consumer Defensive 8,323 $206K 0.01% SOLD
102 PZA INVESCO EXCH TRADED FD TR II 8,878 $205K 0.01% SOLD
103 CVS CVS HEALTH CORP Healthcare 2,716 $205K 0.01% SOLD
104 FJP FIRST TR EXCH TRD ALPHDX FD 3,141 $205K 0.01% SOLD
105 LPTH LIGHTPATH TECHNOLOGIES INC Technology 23,100 $183K 0.01% SOLD
106 AGNC AGNC INVT CORP Real Estate 14,279 $140K 0.01% SOLD
107 BLACKROCK MUNIHOLDINGS QUALI 11,375 $114K 0.01% SOLD
108 BBDC BARINGS BDC INC Financial Services 12,835 $112K 0.01% SOLD
109 DHY CREDIT SUISSE HIGH YIELD CRE Financial Services 32,960 $68K 0.00% SOLD
Page 6 of 6  ·  109 positions
Sector Allocation
Technology 30.4%
Financial Services 25.2%
Industrials 14.3%
Healthcare 7.4%
Communication Services 6.3%
Consumer Cyclical 5.7%
Consumer Defensive 4.9%
Energy 2.9%
Utilities 1.6%
Basic Materials 0.7%