SEC 13F Intelligence

Managers / Q1 2026

PFG Investments, LLC

CIK 0001973224 · 125 FROEHLICH FARM BLVD, WOODBURY, NY, 11797 · 6318455100

Reported Value
$2.1B
Q1 2026
Positions
1,191
Filings on Record
13
2019–present window
Filed
Apr 27, 2026
original filing

Summary

Pfg Investments, Llc reported $2.1B in U.S.-listed holdings across 1,191 positions for Q1 2026.

Its largest position, AAPL, represents 6.2% of the portfolio.

Compared with Q4 2025, the fund opened 131 new positions and exited 90.

Reported Value by Quarter

13F Reported Value
Q1 ’23: $492MQ1 ’23Q2 ’23: $564MQ3 ’23: $533MQ3 ’23Q4 ’23: $538MQ1 ’24: $1.7BQ1 ’24Q2 ’24: $1.4BQ3 ’24: $1.5BQ3 ’24Q4 ’24: $1.6BQ1 ’25: $1.6BQ1 ’25Q2 ’25: $1.7BQ3 ’25: $1.9BQ3 ’25Q4 ’25: $2.1BQ1 ’26: $2.1BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.1B1,191Apr 27, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.1B1,150Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.9B1,111Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.7B1,046Jul 18, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.6B1,017Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.6B1,027Jan 22, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.5B1,021Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.4B943Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.7B1,152Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$538M485Jan 17, 202413F-HRchanges · EDGAR ↗
Q3 2023$533M510Nov 6, 202313F-HRchanges · EDGAR ↗
Q2 2023$564M519Aug 3, 202313F-HRchanges · EDGAR ↗
Q1 2023$492M496May 11, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.