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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 11 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VGK VANGUARD INTL EQUITY INDEX F 31,114.0 $2.6M 0.06% +11K +53.3% $82.43 +5.3%
202 NEE NEXTERA ENERGY INC Utilities 27,402.0 $2.5M 0.06% +683.0 +2.6% $92.88 -3.0%
203 CEFS EXCHANGE LISTED FDS TR 112,698.0 $2.5M 0.06% +12K +12.3% $22.55 +9.2%
204 WELL WELLTOWER INC Real Estate 12,743.0 $2.5M 0.06% +1K +10.5% $197.72 +9.0%
205 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,073.0 $2.5M 0.06% +2K +46.3% $491.58 -8.5%
206 LMT LOCKHEED MARTIN CORP Industrials 4,122.0 $2.5M 0.06% +412.0 +11.1% $604.35 -13.2%
207 CARY ANGEL OAK FUNDS TRUST 117,117.0 $2.4M 0.06% +4K +3.9% $20.77 -0.3%
208 CGCB CAPITAL GRP FIXED INCM ETF T 92,440.0 $2.4M 0.05% +7K +7.7% $26.26 -1.4%
209 DTCR GLOBAL X FDS 100,070.0 $2.4M 0.05% +11K +12.2% $23.96 +24.1%
210 BUYW NORTHERN LTS FD TR IV 169,444.0 $2.4M 0.05% +20K +13.6% $14.08 +2.6%
211 IFLR INNOVATOR ETFS TRUST 47,126.0 $2.4M 0.05% +29K +162.8% $50.39 +2.2%
212 TVAL T ROWE PRICE ETF INC 64,177.0 $2.3M 0.05% +15K +30.0% $36.18 +10.7%
213 MS MORGAN STANLEY Financial Services 13,683.0 $2.3M 0.05% +3K +24.2% $164.57 +17.1%
214 BXSL BLACKSTONE SECD LENDING FD Financial Services 95,015.0 $2.3M 0.05% +15K +18.8% $23.69 -0.2%
215 BLUE OWL CAPITAL CORPORATION 203,305.0 $2.2M 0.05% +7K +3.6% $11.06
216 ROKU ROKU INC Communication Services 23,719.0 $2.2M 0.05% +3K +13.1% $94.62 +26.9%
217 RL RALPH LAUREN CORP Consumer Cyclical 6,375.0 $2.2M 0.05% +3K +89.4% $343.99 -6.0%
218 FBCG FIDELITY COVINGTON TRUST 43,106.0 $2.2M 0.05% +6K +15.1% $50.12 +20.0%
219 NXTG FIRST TR EXCHANGE-TRADED FD 19,239.0 $2.2M 0.05% +255.0 +1.3% $111.92 +27.8%
220 MUB ISHARES TR 20,280.0 $2.2M 0.05% +741.0 +3.8% $106.15 -0.4%
Page 11 of 31  ·  602 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 22.1%
Consumer Cyclical 8.1%
Communication Services 7.6%
Industrials 4.6%
Consumer Defensive 3.9%
Healthcare 3.6%
Real Estate 3.5%
Energy 3.1%
Basic Materials 1.8%