AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
•CIK: 1907820•Filing: Q4 2025
**AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP** manages $169M across a diversified portfolio of 88 positions. The fund exhibits notable concentration in broad market exposure, with SPY representing the largest holding at $31.2M. Significant allocations are also directed toward technology and growth sectors, evidenced by positions in AMZN ($7.2M) and AAPL ($6.2M). This structure suggests a tactical approach balancing broad market beta with targeted sector overweighting.
Total AUM
$167.0M
QoQ Performance
-3.0%
Positions
56
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
PULS
MINT
SPY18.7%
PULS7.2%
MINT5.7%
AMZN4.3%
IJH4.2%
NDQ4.1%
AAPL3.7%
IJR3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.5%
ETF18.9%
Technology8.2%
Consumer4.8%
Energy0.7%
Financial0.4%
Industrial0.2%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW4 new positions
↑23 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023