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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 16 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IYF ISHARES TR 5,702.0 $671K 0.01% -986.0 -14.7% $117.67 +3.3%
302 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,960.0 $668K 0.01% -5K -32.3% $67.07 +29.7%
303 SNA SNAP ON INC Industrials 1,835.0 $667K 0.01% -10.0 -0.5% $363.26 +0.1%
304 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 18,775.0 $665K 0.01% -834.0 -4.2% $35.44 -4.3%
305 EPR EPR PPTYS Real Estate 13,293.0 $664K 0.01% -4K -23.7% $49.96 +16.8%
306 RGLD ROYAL GOLD INC Basic Materials 2,601.0 $662K 0.01% -620.0 -19.2% $254.50 -11.1%
307 LKOR FLEXSHARES TR 15,815.0 $659K 0.01% -339.0 -2.1% $41.69 -2.2%
308 ILCG ISHARES TR 6,892.0 $658K 0.01% -299.0 -4.2% $95.48 +18.9%
309 SSRM SSR MINING IN Basic Materials 22,327.0 $656K 0.01% -937.0 -4.0% $29.38 +4.6%
310 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 52,750.0 $654K 0.01% -2K -4.5% $12.40 +5.7%
311 PGR PROGRESSIVE CORP Financial Services 3,259.0 $646K 0.01% -3K -49.1% $198.24 +2.9%
312 MEDP MEDPACE HLDGS INC Healthcare 1,341.0 $644K 0.01% -784.0 -36.9% $480.19 -12.4%
313 CMF ISHARES TR 11,297.0 $642K 0.01% -6K -35.5% $56.86 -0.4%
314 VANGUARD CALIF TAX FREE FDS 6,426.0 $637K 0.01% -2K -22.3% $99.08
315 SYY SYSCO CORP Consumer Defensive 8,910.0 $636K 0.01% -77.0 -0.9% $71.33 +3.1%
316 TDV PROSHARES TR 7,354.0 $623K 0.01% -335.0 -4.4% $84.71 +13.7%
317 KBWB INVESCO EXCH TRADED FD TR II 7,850.0 $621K 0.01% -838.0 -9.7% $79.12 +5.6%
318 JGRO J P MORGAN EXCHANGE TRADED F 7,252.0 $613K 0.01% -1K -15.1% $84.52 +13.4%
319 IEO ISHARES TR 4,903.0 $612K 0.01% -446.0 -8.3% $124.91 -1.1%
320 EAT BRINKER INTL INC Consumer Cyclical 4,278.0 $611K 0.01% -36.0 -0.8% $142.77 -7.3%
Page 16 of 27  ·  526 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%