PFG Investments, LLC — 13F Holdings & Portfolio

CIK 1973224 · latest 13F-HR filed 2026-04-27

PFG Investments, LLC manages $2.15B in 13F-reported U.S. long-equity assets across 1,191 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.24%), NVDA (3.41%), TSLA (2.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 131 new positions, exited 90, added to 425, and trimmed 348.

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.

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AUM

$2.15B

Long-equity book

Holdings

1,191

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+131 / −90 / ↑425 / ↓348

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$6.9M +39.9%
  • CORNERSTONE STRATEGIC INVEST$5.0M +19.8%
  • JOHNSON & JOHNSON$4.3M +20.0%
  • CORNING INC$3.5M +50.2%
  • ISHARES TR$3.4M +59.6%
Show all 425

Top Trims

  • MICROSOFT CORP-$12.3M -19.9%
  • TESLA INC-$10.7M -17.3%
  • APPLE INC-$10.6M -7.4%
  • META PLATFORMS INC-$4.7M -16.0%
  • NVIDIA CORPORATION-$4.3M -5.5%
Show all 348

New Positions

  • ISHARES TR$4.9M
  • USA RARE EARTH INC$1.5M
  • NUSHARES ETF TR$1.4M
  • B & G FOODS INC$1.3M
  • ISHARES TR$1.3M
Show all 131

Exited Positions

  • INVESCO EXCHANGE TRADED FD T$3.8M
  • PRIMO BRANDS CORPORATION$1.2M
  • INVESCO EXCH TRADED FD TR II$586.9K
  • ASTRAZENECA PLC$535.8K
  • G III APPAREL GROUP LTD$463.4K
Show all 90
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 APPLE INC AAPL 037833100 $133.9M 6.24% 527,569 SH
2 NVIDIA CORPORATION NVDA 67066G104 $73.3M 3.41% 420,083 SH
3 TESLA INC TSLA 88160R101 $50.9M 2.37% 137,036 SH
4 MICROSOFT CORP MSFT 594918104 $49.7M 2.31% 134,176 SH
5 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $46.6M 2.17% 920,333 SH
6 AMAZON COM INC AMZN 023135106 $36.8M 1.72% 176,888 SH
7 CORNERSTONE STRATEGIC INVEST CLM 21924B302 $30.0M 1.40% 4,123,031 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $29.6M 1.38% 45,452 SH
9 SELECT SECTOR SPDR TR XLK 81369Y803 $27.1M 1.26% 203,740 SH
10 PIMCO DYNAMIC INCOME FD PDI 72201Y101 $26.1M 1.22% 1,525,235 SH
11 ALPHABET INC GOOGL 02079K305 $25.7M 1.20% 89,299 SH
12 JOHNSON & JOHNSON JNJ 478160104 $25.7M 1.20% 104,974 SH
13 META PLATFORMS INC META 30303M102 $24.6M 1.15% 42,972 SH
14 EXXON MOBIL CORP XOM 30231G102 $24.2M 1.13% 142,832 SH
15 INVESCO QQQ TR QQQ 46090E103 $22.5M 1.05% 38,993 SH
16 JPMORGAN CHASE & CO JPM 46625H100 $20.9M 0.97% 70,901 SH
17 PIMCO ETF TR EMNT 72201R643 $20.0M 0.93% 201,752 SH
18 ALPHABET INC GOOG 02079K107 $18.9M 0.88% 66,041 SH
19 COSTCO WHOLESALE CORPORATION COST 22160K105 $17.8M 0.83% 17,818 SH
20 VANECK ETF TRUST GRNB 92189F171 $17.4M 0.81% 724,904 SH
21 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $16.3M 0.76% 111,269 SH
22 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $15.3M 0.71% 320,817 SH
23 SPDR GOLD TR GLD 78463V107 $14.7M 0.68% 34,065 SH
24 CISCO SYS INC CSCO 17275R102 $13.3M 0.62% 171,228 SH
25 WALMART INC WMT 931142103 $12.9M 0.60% 104,020 SH
26 VANGUARD INDEX FDS VOO 922908363 $12.4M 0.58% 20,735 SH
27 SPDR SERIES TRUST BIL 78468R663 $12.3M 0.57% 133,734 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $11.8M 0.55% 24,611 SH
29 ISHARES TR DSI 464288570 $11.6M 0.54% 95,999 SH
30 EA SERIES TRUST CHGX 02072L151 $11.4M 0.53% 425,708 SH
31 VERIZON COMMUNICATIONS INC VZ 92343V104 $11.4M 0.53% 226,299 SH
32 BROADCOM INC AVGO 11135F101 $10.7M 0.50% 34,710 SH
33 INTERNATIONAL BUSINESS MACHS IBM 459200101 $10.4M 0.48% 42,862 SH
34 ADVANCED MICRO DEVICES INC AMD 007903107 $10.4M 0.48% 50,988 SH
35 CORNING INC GLW 219350105 $10.4M 0.48% 76,256 SH
36 VANGUARD INDEX FDS VTI 922908769 $10.3M 0.48% 32,103 SH
37 ISHARES TR ITOT 464287150 $10.2M 0.48% 71,698 SH
38 CHEVRON CORPORATION CVX 166764100 $10.1M 0.47% 48,650 SH
39 PEPSICO INC PEP 713448108 $9.8M 0.46% 63,346 SH
40 MANAGER DIRECTED PORTFOLIOS VGSR 56170L695 $9.5M 0.44% 919,239 SH
41 ISHARES TR SGOV 46436E718 $9.1M 0.43% 90,651 SH
42 PROCTER & GAMBLE CO PG 742718109 $9.0M 0.42% 62,213 SH
43 NUSHARES ETF TR NUDM 67092P805 $8.9M 0.42% 246,696 SH
44 ELI LILLY & CO LLY 532457108 $8.9M 0.41% 9,644 SH
45 VISA INC V 92826C839 $8.8M 0.41% 29,131 SH
46 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $8.7M 0.41% 245,609 SH
47 NETFLIX INC. NFLX 64110L106 $8.5M 0.40% 88,412 SH
48 BROOKFIELD RENEWABLE CORP BEPC 11285B108 $8.4M 0.39% 211,311 SH
49 PFIZER INC PFE 717081103 $8.3M 0.39% 297,364 SH
50 HA SUSTAINABLE INFRA CAP INC HASI 41068X100 $8.2M 0.38% 223,623 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $2.15B 1,191 0001754960-26-000334
2025-12-31 2026-01-26 $2.12B 1,150 0001754960-26-000119