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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,405 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1405 New
Page 63 of 71  ·  1,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 IUS INVESCO EXCH TRD SLF IDX FD 4,329.0 $247K 0.01% NEW $57.16 +11.9%
1242 RACE FERRARI N V Consumer Cyclical 662.0 $247K 0.01% NEW $373.09 -13.0%
1243 QS QUANTUMSCAPE CORP Consumer Cyclical 23,700.0 $247K 0.01% NEW $10.42 -27.4%
1244 INNOVATOR ETFS TRUST 8,486.0 $247K 0.01% NEW $29.06
1245 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 959.0 $246K 0.01% NEW $256.03 -5.4%
1246 BK BANK NEW YORK MELLON CORP Financial Services 2,114.0 $245K 0.01% NEW $116.09 +17.4%
1247 CL COLGATE PALMOLIVE CO Consumer Defensive 3,105.0 $245K 0.01% NEW $79.02 +13.9%
1248 PCN PIMCO CORPORATE & INCM STRG Financial Services 19,212.0 $245K 0.01% NEW $12.76 -9.3%
1249 XMAR FIRST TR EXCHNG TRADED FD VI 6,139.0 $245K 0.01% NEW $39.93 +5.8%
1250 IGE ISHARES TR 4,845.0 $243K 0.01% NEW $50.20 +23.9%
1251 FJUL FIRST TR EXCHNG TRADED FD VI 4,343.0 $243K 0.01% NEW $55.92 +4.7%
1252 CPRT COPART INC Industrials 6,198.0 $243K 0.01% NEW $39.15 -14.6%
1253 CIM CHIMERA INVT CORP Real Estate 19,443.0 $242K 0.01% NEW $12.43 +4.6%
1254 ITW ILLINOIS TOOL WKS INC Industrials 980.0 $241K 0.01% NEW $246.30 +1.3%
1255 WD WALKER & DUNLOP INC Financial Services 3,993.0 $240K 0.01% NEW $60.15 -16.3%
1256 CCJ CAMECO CORP Energy 2,619.0 $240K 0.01% NEW $91.49 +13.1%
1257 DFUV DIMENSIONAL ETF TRUST 5,141.0 $240K 0.01% NEW $46.59 +11.8%
1258 ISHARES TR 5,266.0 $239K 0.01% NEW $45.45
1259 FNX FIRST TR EXCHANGE-TRADED ALP 1,896.0 $239K 0.01% NEW $125.98 +6.7%
1260 NAZ NUVEEN ARIZONA QLTY MUN INC Financial Services 20,082.0 $239K 0.01% NEW $11.88 +7.7%
Page 63 of 71  ·  1,405 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 41.8%
Financial Services 23.5%
Consumer Cyclical 8.5%
Communication Services 7.4%
Industrials 4.1%
Healthcare 3.7%
Real Estate 3.4%
Consumer Defensive 3.2%
Energy 1.8%
Basic Materials 1.5%