PFG Investments, LLC
โขCIK: 1973224โขFiling: Q4 2025
**PFG Investments, LLC** manages $2.1B across a diversified portfolio of 1,150 holdings. The fund exhibits significant concentration in mega-cap technology names, with AAPL representing the largest single position at $144.5M. Key allocations also include substantial stakes in NVDA ($77.5M), MSFT ($62.0M), and TSLA ($61.6M). This structure indicates a core thesis focused on established market leaders within the technology and growth sectors.
Total AUM
$2.1B
QoQ Performance
+10.2%
Positions
843
Top 10 Concentration
33.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.8%
NVDA3.7%
MSFT2.9%
TSLA2.9%
JPST2.2%
AMZN1.9%
SPY1.4%
META1.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other44.3%
Technology26.7%
Consumer9.2%
Financial5.1%
Healthcare4.0%
ETF3.0%
Industrial2.6%
Consumer Staples1.2%
๐ช Exited Positionssold since Q3 2025
+906 more exited positions
Changes from Q3 2025
โ133 increased
โ67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023