PFG Investments, LLC

Q2 2026 13F-HR Holdings

Location
Woodbury, NY
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
1,295
Total value ($000)
$2,581,752
Net value change ($000)
+435,253 (20.3%)
New positions
168
Sold out positions
63
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMD 30,605 295.1%
NVDA 20,650 28.2%
AAPL 19,201 14.3%
KLAC 17,831 1509.8%
XLK 15,778 58.3%
MU 15,252 274.2%
AVGO 13,572 126.3%
GLW 12,509 120.7%
INTC 11,886 195.7%
AMZN 9,513 25.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,353 -18.0%
HON -2,809 -100.0%
CEF -2,741 -17.9%
PFE -2,535 -30.4%
CVX -2,382 -23.7%
GLD -2,148 -14.7%
PDI -2,081 -8.0%
T -1,751 -23.5%
PTY -1,498 -19.8%
WMT -1,474 -11.4%
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