PFG Investments, LLC

Q1 2026 13F-HR Holdings

Location
Woodbury, NY
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
1,191
Total value ($000)
$2,146,499
Net value change ($000)
+23,935 (1.1%)
New positions
129
Sold out positions
90
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 6,917 39.9%
CLM 4,954 19.8%
IWY 4,897 NEW
JNJ 4,273 20.0%
GLW 3,464 50.2%
SGOV 3,409 59.6%
CVX 3,070 43.9%
XLK 2,513 10.2%
CRWV 2,439 88.0%
GM 2,374 253.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -12,344 -19.9%
TSLA -10,660 -17.3%
AAPL -10,625 -7.4%
META -4,684 -16.0%
NVDA -4,261 -5.5%
SPHQ -3,781 -100.0%
AMZN -2,959 -7.4%
FV -2,828 -35.0%
IVV -2,637 -36.2%
IBM -2,555 -19.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type