Fund Holdings

PFG Investments, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
EXXON MOBIL CORP0142,832+142,832024,232,807+24,232,807
CORNERSTONE STRATEGIC INVEST04,123,031+4,123,031030,015,664+30,015,664
ISHARES TR019,680+19,68004,897,057+4,897,057
JOHNSON & JOHNSON0104,974+104,974025,659,781+25,659,781
CORNING INC076,256+76,256010,368,485+10,368,485
ISHARES TR090,651+90,65109,124,973+9,124,973
CHEVRON CORPORATION048,650+48,650010,065,628+10,065,628
SELECT SECTOR SPDR TR0203,740+203,740027,077,028+27,077,028
COREWEAVE INC067,277+67,27705,211,949+5,211,949
GENERAL MTRS CO044,444+44,44403,311,103+3,311,103
VANGUARD INDEX FDS020,735+20,735012,390,195+12,390,195
COSTCO WHOLESALE CORPORATION017,818+17,818017,754,124+17,754,124
SPDR SERIES TRUST0133,734+133,734012,255,426+12,255,426
DOMINION ENERGY INC036,475+36,47502,254,896+2,254,896
NEOS ETF TRUST0112,925+112,92505,611,264+5,611,264
GE VERNOVA INC07,185+7,18506,272,033+6,272,033
CATERPILLAR INC09,212+9,21206,525,987+6,525,987
USA RARE EARTH INC099,844+99,84401,511,139+1,511,139
QUANTA SVCS INC03,412+3,41201,873,361+1,873,361
NUSHARES ETF TR033,466+33,46601,374,789+1,374,789
CONAGRA BRANDS INC0105,348+105,34801,656,066+1,656,066
B & G FOODS INC0279,964+279,96401,346,628+1,346,628
DAVITA INC010,780+10,78001,656,778+1,656,778
ISHARES TR027,248+27,24801,281,224+1,281,224
IMPAX FUNDS SERIES TRUST I049,715+49,71501,274,966+1,274,966
FIRST TR EXCHANGE TRADED FD079,971+79,97102,020,875+2,020,875
HA SUSTAINABLE INFRA CAP INC0223,623+223,62308,218,146+8,218,146
VANECK ETF TRUST010,292+10,29203,945,822+3,945,822
SCHWAB STRATEGIC TR0207,130+207,13006,354,759+6,354,759
VERTIV HOLDINGS CO015,178+15,17803,803,189+3,803,189
CONSOLIDATED EDISON INC065,577+65,57707,421,991+7,421,991
VERIZON COMMUNICATIONS INC0226,299+226,299011,360,227+11,360,227
GILEAD SCIENCES INC017,997+17,99702,508,296+2,508,296
AT&T INC0256,975+256,97507,449,700+7,449,700
VALERO ENERGY CORP012,271+12,27103,032,030+3,032,030
TETRA TECH INC NEW031,058+31,0580935,467+935,467
CALAMOS ETF TR039,065+39,0650931,204+931,204
PROCTER & GAMBLE CO062,213+62,21308,986,026+8,986,026
ENTERPRISE PRODS PARTNERS L0148,606+148,60605,623,264+5,623,264
AMGEN INC09,685+9,68503,407,614+3,407,614
HESS MIDSTREAM LP041,866+41,86601,627,318+1,627,318
DOW HLDGS INC034,926+34,92601,454,681+1,454,681
ADVANCED MICRO DEVICES INC050,988+50,988010,372,433+10,372,433
MERCK & CO INC061,979+61,97907,455,461+7,455,461
SELECT SECTOR SPDR TR051,293+51,29303,142,188+3,142,188
ISHARES TR026,202+26,2020784,488+784,488
BLACKROCK ETF TRUST026,813+26,81301,559,971+1,559,971
ISHARES TR019,029+19,02901,648,635+1,648,635
NERVGEN PHARMA CORP0201,000+201,0000757,770+757,770
APPLIED MATLS INC08,492+8,49202,902,651+2,902,651
NETFLIX INC.088,412+88,41208,500,859+8,500,859
BP PLC045,532+45,53202,140,009+2,140,009
AMPLIFY ETF TR065,527+65,5270722,763+722,763
KARMAN HLDGS INC09,025+9,0250722,451+722,451
WESTERN AST INFL LKD OPP & I084,342+84,3420713,536+713,536
WOODWARD INC01,955+1,9550699,725+699,725
MARVELL TECHNOLOGY INC023,062+23,06202,284,249+2,284,249
SPDR GOLD TR034,065+34,065014,657,834+14,657,834
PHILLIPS 66013,600+13,60002,477,658+2,477,658
NEXTERA ENERGY INC048,698+48,69804,523,106+4,523,106
PIMCO ETF TR021,789+21,78902,191,279+2,191,279
STATE STR SPDR DOW JONES IND06,025+6,02502,790,785+2,790,785
FIRST SOLAR INC08,091+8,09101,596,031+1,596,031
DEERE & CO05,995+5,99503,376,849+3,376,849
INVESCO EXCH TRADED FD TR II037,171+37,1710967,570+967,570
PLAINS ALL AMERN PIPELINE L0139,743+139,74303,120,453+3,120,453
AMERICAN ELEC PWR CO INC030,220+30,22003,961,276+3,961,276
ISHARES TR07,406+7,4060620,376+620,376
ENERGY TRANSFER L P0238,567+238,56704,604,343+4,604,343
SPDR SERIES TRUST024,762+24,76203,613,758+3,613,758
MICRON TECHNOLOGY INC016,465+16,46505,562,667+5,562,667
PFIZER INC0297,364+297,36408,349,983+8,349,983
CIRCLE INTERNET GROUP INC012,660+12,66001,207,891+1,207,891
ISHARES S&P GSCI COMMODITY-057,052+57,05201,839,927+1,839,927
ASML HLDG NV02,791+2,79103,686,222+3,686,222
INVESCO EXCH TRADED FD TR II018,443+18,4430913,282+913,282
GLOBAL X FDS034,531+34,5310827,363+827,363
CAPITAL GROUP DIVIDEND VALUE029,165+29,16501,240,677+1,240,677
CORTEVA INC016,646+16,64601,393,435+1,393,435
CISCO SYS INC0171,228+171,228013,285,548+13,285,548
TAIWAN SEMICONDUCTOR MANUFAC013,582+13,58204,590,060+4,590,060
ISHARES TR05,306+5,3060548,776+548,776
FIRST TR EXCHANGE-TRADED FD013,238+13,2380791,368+791,368
EQT CORP08,491+8,4910540,362+540,362
TRANSOCEAN LTD0197,512+197,51201,309,505+1,309,505
AMERICAN SUPERCONDUCTOR CORP015,830+15,8300535,846+535,846
WALMART INC0104,020+104,020012,927,664+12,927,664
FIRST TR EXCHANGE-TRADED FD048,442+48,44207,924,072+7,924,072
ISHARES TR013,131+13,13103,256,609+3,256,609
GOLDMAN SACHS ETF TR06,441+6,4410805,993+805,993
DATADOG INC04,439+4,4390524,024+524,024
INVESCO CURRENCYSHARES AUSTR07,534+7,5340515,132+515,132
ARISTA NETWORKS INC07,535+7,5350925,147+925,147
ASTRAZENECA PLC02,550+2,5500502,898+502,898
REDDIT INC03,717+3,7170500,494+500,494
ISHARES TR015,322+15,32201,488,215+1,488,215
CIENA CORP04,567+4,56701,773,046+1,773,046
EATON CORP PLC05,189+5,18901,856,037+1,856,037
KKR INCOME OPPORTUNITIES FD044,264+44,2640486,908+486,908
DUKE ENERGY CORP NEW030,859+30,85904,040,703+4,040,703
Page 1 of 11