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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 23 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ARKQ ARK ETF TR 2,525.0 $284K 0.01% -25.0 -1.0% $112.47 +17.0%
442 UPST UPSTART HLDGS INC Financial Services 11,009.0 $282K 0.01% -80.0 -0.7% $25.65 +15.0%
443 RYLD GLOBAL X FDS 18,849.0 $282K 0.01% -707.0 -3.6% $14.95 +2.9%
444 HII HUNTINGTON INGALLS INDS INC Industrials 739.0 $281K 0.01% -158.0 -17.6% $379.90 -14.1%
445 TOST TOAST INC Technology 10,590.0 $281K 0.01% -657.0 -5.8% $26.51 -13.1%
446 DXCM DEXCOM INC Healthcare 4,449.0 $279K 0.01% -790.0 -15.1% $62.80 -1.9%
447 CG CARLYLE GROUP INC Financial Services 5,750.0 $278K 0.01% -2K -23.8% $48.39 -3.7%
448 TOTALENERGIES SE 3,003.0 $278K 0.01% -177.0 -5.6% $92.55
449 INNOVATOR ETFS TRUST 9,504.0 $273K 0.01% -750.0 -7.3% $28.74
450 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 10,309.0 $272K 0.01% -3K -22.5% $26.35 -3.0%
451 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 48,212.0 $270K 0.01% -5K -9.3% $5.60 +2.9%
452 SCHM SCHWAB STRATEGIC TR 8,676.0 $269K 0.01% -273.0 -3.0% $30.96 +9.1%
453 PTBD PACER FDS TR 14,064.0 $267K 0.01% -4K -22.4% $18.98 +0.3%
454 PARR PAR PAC HOLDINGS INC Energy 4,241.0 $266K 0.01% -13K -75.2% $62.64 -6.9%
455 RAMP LIVERAMP HLDGS INC Technology 9,975.0 $265K 0.01% -7K -41.2% $26.52 +11.8%
456 PFFD GLOBAL X FDS 14,175.0 $261K 0.01% -826.0 -5.5% $18.40 +2.3%
457 OTIS OTIS WORLDWIDE CORP Industrials 3,364.0 $259K 0.01% -1K -23.3% $77.09 -7.9%
458 DFCA DIMENSIONAL ETF TRUST 5,189.0 $259K 0.01% -4K -43.6% $49.85 +0.0%
459 BUL PACER FDS TR 4,765.0 $258K 0.01% -205.0 -4.1% $54.06 +6.0%
460 GJUL FIRST TR EXCHNG TRADED FD VI 6,245.0 $255K 0.01% -500.0 -7.4% $40.78 +5.4%
Page 23 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%