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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 67 of 71  ·  1,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 A AGILENT TECHNOLOGIES INC Healthcare 1,557.0 $212K 0.01% NEW $136.07 -17.6%
1322 BN BROOKFIELD CORP Financial Services 4,590.0 $211K 0.01% NEW $45.98 -2.0%
1323 U HAUL HOLDING COMPANY 4,500.0 $210K 0.01% NEW $46.74
1324 FNDE SCHWAB STRATEGIC TR 5,829.0 $210K 0.01% NEW $36.06 +11.9%
1325 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,608.0 $210K 0.01% NEW $130.52 -4.4%
1326 LIT GLOBAL X FDS 3,228.0 $209K 0.01% NEW $64.86 +28.0%
1327 ZM ZOOM COMMUNICATIONS INC Technology 2,424.0 $209K 0.01% NEW $86.29 +16.1%
1328 JMUB J P MORGAN EXCHANGE TRADED F 4,141.0 $209K 0.01% NEW $50.50 -1.0%
1329 CEFZ ELEVATION SERIES TRUST 25,461.0 $209K 0.01% NEW $8.19 -0.0%
1330 ONON ON HLDG AG Consumer Cyclical 4,480.0 $208K 0.01% NEW $46.48 -19.8%
1331 IDCC INTERDIGITAL INC Technology 654.0 $208K 0.01% NEW $318.38 -18.2%
1332 TTD THE TRADE DESK INC Technology 5,478.0 $208K 0.01% NEW $37.96 -44.3%
1333 TOTALENERGIES SE 3,180.0 $208K 0.01% NEW $65.33
1334 DHI D R HORTON INC Consumer Cyclical 1,439.0 $207K 0.01% NEW $144.03 -6.0%
1335 INNOVATOR ETFS TRUST 9,500.0 $206K 0.01% NEW $21.65
1336 JMBS JANUS DETROIT STR TR 4,499.0 $206K 0.01% NEW $45.69 -2.1%
1337 IGPT INVESCO EXCHANGE TRADED FD T 3,440.0 $205K 0.01% NEW $59.47 +45.8%
1338 INNOVATOR ETFS TRUST 9,553.0 $205K 0.01% NEW $21.41
1339 IYK ISHARES TR 3,056.0 $205K 0.01% NEW $66.93 +8.9%
1340 EXPAND ENERGY CORPORATION 1,852.0 $204K 0.01% NEW $110.38
Page 67 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%