NFSG Corp — 13F Holdings & Portfolio

CIK 1879757 · latest 13F-HR filed 2026-08-14

NFSG Corp manages $808.3M in 13F-reported U.S. long-equity assets across 1,245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.04%), SMH (3.77%), AMZN (3.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 140 new positions, exited 77, added to 612, and trimmed 291.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1200 NORTH FEDERAL HWY
SUITE 400
BOCA RATON, FL 33432
Phone
(877) 447-9625
Filing Manager
NFSG Corp
BOCA RATON, FL
Signatory
Veronica Rodriguez
Regulatory Affairs Specialist
Loading holdings…
AUM

$808.3M

Long-equity book

Holdings

1,245

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+140 / −77 / ↑612 / ↓291

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARVELL TECHNOLOGY INC$13.4M +222.9%
  • CROWDSTRIKE HLDGS INC$13.2M +98.9%
  • MICRON TECHNOLOGY INC$12.4M +384.0%
  • VANECK ETF TRUST$12.1M +66.2%
  • NVIDIA CORPORATION$6.9M +16.5%
Show all 612

Top Trims

  • PALANTIR TECHNOLOGIES INC-$2.8M -21.6%
  • BORGWARNER INC-$1.5M -99.9%
  • API GROUP CORP-$1.3M -44.8%
  • CHEVRON CORPORATION-$1.2M -59.9%
  • GILEAD SCIENCES INC-$1.1M -98.4%
Show all 291

New Positions

  • ROUNDHILL ETF TRUST$5.4M
  • AMERICAN CENTY ETF TR$2.0M
  • AMERICAN CENTY ETF TR$1.9M
  • SPACE EXPLORATION TECHN CORP$1.7M
  • ELEMENT SOLUTIONS INC$1.4M
Show all 140

Exited Positions

  • BROOKFIELD RENEWABLE CORP$730.0K
  • 10X GENOMICS INC$443.7K
  • FORTINET INC$405.2K
  • ATOUR LIFESTYLE HLDGS LTD$287.7K
  • AGNICO EAGLE MINES LTD$284.6K
Show all 77
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $48.8M 6.04% 244,058 SH
2 VANECK ETF TRUST SMH 92189F676 $30.5M 3.77% 46,477 SH
3 AMAZON COM INC AMZN 023135106 $26.7M 3.30% 111,890 SH
4 APPLE INC AAPL 037833100 $26.7M 3.30% 92,138 SH
5 CROWDSTRIKE HLDGS INC CRWD 22788C105 $26.6M 3.29% 34,880 SH
6 INVESCO QQQ TR QQQ 46090E103 $20.7M 2.57% 28,155 SH
7 MARVELL TECHNOLOGY INC MRVL 573874104 $19.4M 2.40% 64,995 SH
8 BROADCOM INC AVGO 11135F101 $18.5M 2.28% 48,869 SH
9 ALPHABET INC GOOG 02079K107 $18.4M 2.27% 52,004 SH
10 MICROSOFT CORP MSFT 594918104 $16.4M 2.04% 44,096 SH
11 META PLATFORMS INC META 30303M102 $16.3M 2.01% 28,876 SH
12 MICRON TECHNOLOGY INC MU 595112103 $15.7M 1.94% 13,559 SH
13 ISHARES TR IXN 464287291 $15.0M 1.85% 103,630 SH
14 SELECT SECTOR SPDR TR XLK 81369Y803 $14.8M 1.83% 77,532 SH
15 ISHARES TR IVV 464287200 $14.1M 1.74% 18,831 SH
16 VANGUARD INDEX FDS VUG 922908736 $11.9M 1.47% 138,246 SH
17 ADVANCED MICRO DEVICES INC AMD 007903107 $11.5M 1.43% 19,845 SH
18 SNOWFLAKE INC SNOW 833445109 $11.1M 1.38% 43,720 SH
19 TESLA INC TSLA 88160R101 $11.1M 1.37% 26,354 SH
20 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $10.3M 1.27% 87,942 SH
21 VANGUARD INDEX FDS VOT 922908538 $9.9M 1.22% 32,220 SH
22 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $9.3M 1.16% 184,879 SH
23 VANGUARD INDEX FDS VBK 922908595 $9.0M 1.11% 24,547 SH
24 ORACLE CORP ORCL 68389X105 $8.7M 1.07% 59,029 SH
25 ISHARES TR IGV 464287515 $7.3M 0.90% 80,305 SH
26 ISHARES TR IOO 464287572 $7.2M 0.89% 52,921 SH
27 GE VERNOVA INC GEV 36828A101 $7.2M 0.89% 6,089 SH
28 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $7.1M 0.88% 115,491 SH
29 ARM HOLDINGS PLC ARM 042068205 $6.8M 0.84% 19,214 SH
30 COREWEAVE INC CRWV 21873S108 $6.8M 0.84% 68,048 SH
31 ELI LILLY & CO LLY 532457108 $6.0M 0.75% 5,038 SH
32 CISCO SYS INC CSCO 17275R102 $6.0M 0.74% 50,750 SH
33 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.8M 0.71% 11,506 SH
34 GLOBAL X FDS QYLD 37954Y483 $5.6M 0.69% 303,521 SH
35 NETFLIX INC. NFLX 64110L106 $5.5M 0.69% 77,657 SH
36 ALPHABET INC GOOGL 02079K305 $5.5M 0.69% 15,511 SH
37 SERVICENOW INC NOW 81762P102 $5.5M 0.69% 55,807 SH
38 UBER TECHNOLOGIES INC UBER 90353T100 $5.5M 0.68% 76,193 SH
39 GE AEROSPACE GE 369604301 $5.5M 0.68% 14,699 SH
40 CLOUDFLARE INC NET 18915M107 $5.5M 0.68% 22,318 SH
41 WALMART INC WMT 931142103 $5.4M 0.67% 48,065 SH
42 ROUNDHILL ETF TRUST DRAM 77926X320 $5.4M 0.67% 73,335 SH
43 INTERNATIONAL BUSINESS MACHS IBM 459200101 $5.4M 0.67% 19,126 SH
44 GLOBAL X FDS XYLD 37954Y475 $5.3M 0.66% 130,376 SH
45 ALTRIA GROUP INC MO 02209S103 $5.0M 0.62% 69,570 SH
46 NEBIUS GROUP N.V. NBIS N97284108 $5.0M 0.61% 17,936 SH
47 NEOS ETF TRUST SPYI 78433H303 $4.4M 0.54% 82,075 SH
48 NEOS ETF TRUST QQQI 78433H675 $3.9M 0.48% 68,557 SH
49 KURV ETF TR KQQQ 500948302 $3.7M 0.46% 122,939 SH
50 HOME DEPOT INC HD 437076102 $3.7M 0.46% 10,539 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $808.3M 1,245 0001879757-26-000007
2026-03-31 2026-05-05 $608.3M 1,182 0001879757-26-000005
2025-12-31 2026-01-21 $644.0M 1,216 0001879757-26-000001