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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 8 of 71  ·  1,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AHR AMERICAN HEALTHCARE REIT INC Real Estate 129,763.0 $6.1M 0.14% NEW $47.06 +7.0%
142 TJX TJX COS INC NEW Consumer Cyclical 39,740.0 $6.1M 0.14% NEW $153.61 -0.8%
143 GSLC GOLDMAN SACHS ETF TR 46,111.0 $6.1M 0.14% NEW $132.37 +5.4%
144 JNJ JOHNSON & JOHNSON Healthcare 28,508.0 $5.9M 0.13% NEW $206.95 +11.0%
145 ARCC ARES CAPITAL CORP Financial Services 291,228.0 $5.9M 0.13% NEW $20.23 -7.3%
146 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 40,879.0 $5.9M 0.13% NEW $143.89 +16.1%
147 VZ VERIZON COMMUNICATIONS INC Communication Services 143,309.0 $5.8M 0.13% NEW $40.73 +16.6%
148 XLV SELECT SECTOR SPDR TR 37,562.0 $5.8M 0.13% NEW $154.80 -4.8%
149 SPAB SPDR SERIES TRUST 225,732.0 $5.8M 0.13% NEW $25.75 -2.2%
150 LVHI LEGG MASON ETF INVT 157,664.0 $5.8M 0.13% NEW $36.82 +12.3%
151 PFF ISHARES TR 187,449.0 $5.8M 0.13% NEW $30.96 +0.2%
152 PEP PEPSICO INC Consumer Defensive 39,845.0 $5.7M 0.13% NEW $143.52 +4.7%
153 EFA ISHARES TR 59,334.0 $5.7M 0.13% NEW $96.03 +6.6%
154 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 209,819.0 $5.7M 0.13% NEW $27.15 -30.4%
155 PAVE GLOBAL X FDS 118,140.0 $5.6M 0.13% NEW $47.79 +13.2%
156 MBB ISHARES TR 59,014.0 $5.6M 0.12% NEW $95.22 -2.2%
157 ISRG INTUITIVE SURGICAL INC Healthcare 9,727.0 $5.5M 0.12% NEW $566.36 -22.4%
158 QDPL PACER FDS TR 128,162.0 $5.4M 0.12% NEW $42.48 +5.6%
159 FIRST TR EXCHANGE-TRADED FD 193,138.0 $5.4M 0.12% NEW $27.74
160 BXMT BLACKSTONE MTG TR INC Real Estate 278,995.0 $5.3M 0.12% NEW $19.13 -6.3%
Page 8 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%