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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 24 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 WIX WIX COM LTD Technology 2,822.0 $254K 0.01% -100.0 -3.4% $90.07 -39.3%
462 HNDL STRATEGY SHS 11,629.0 $254K 0.01% -115.0 -1.0% $21.84 +3.7%
463 QQXT FIRST TR EXCHANGE-TRADED FD 2,597.0 $254K 0.01% -50.0 -1.9% $97.62 -0.1%
464 IYC ISHARES TR 2,611.0 $253K 0.01% -248.0 -8.7% $96.92 +4.1%
465 FNCL FIDELITY COVINGTON TRUST 3,592.0 $252K 0.01% -1K -26.5% $70.20 +4.8%
466 FDM FIRST TR EXCHANGE-TRADED FD 3,068.0 $252K 0.01% -130.0 -4.1% $82.09 +4.0%
467 CGBD CARLYLE SECURED LENDING INC Financial Services 22,882.0 $250K 0.01% -2K -6.8% $10.94 -0.2%
468 SYF SYNCHRONY FINANCIAL Financial Services 3,670.0 $250K 0.01% -519.0 -12.4% $68.02 +4.9%
469 MPLX MPLX LP Energy 4,372.0 $249K 0.01% -8K -63.5% $57.07 -4.0%
470 VOR VOR BIOPHARMA INC Healthcare 13,975.0 $249K 0.01% -3K -17.8% $17.84 -20.8%
471 VFMF VANGUARD WELLINGTON FD 1,588.0 $246K 0.01% -200.0 -11.2% $155.07 +8.4%
472 DFUV DIMENSIONAL ETF TRUST 5,073.0 $246K 0.01% -68.0 -1.3% $48.46 +8.0%
473 INDA ISHARES TR 5,240.0 $245K 0.01% -1K -21.0% $46.84 +2.1%
474 EUFN ISHARES TR 6,990.0 $244K 0.01% -275.0 -3.8% $34.85 +8.4%
475 IOT SAMSARA INC Technology 7,658.0 $243K 0.01% -4K -35.3% $31.69 -6.7%
476 TPR TAPESTRY INC Consumer Cyclical 1,715.0 $242K 0.01% -105.0 -5.8% $141.11 -8.4%
477 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,940.0 $242K 0.01% -103.0 -2.5% $61.36 -23.2%
478 ISHARES TR 5,203.0 $241K 0.01% -63.0 -1.2% $46.23
479 BK BANK NEW YORK MELLON CORP Financial Services 2,020.0 $240K 0.01% -94.0 -4.5% $118.63 +15.1%
480 EWBC EAST WEST BANCORP INC Financial Services 2,233.0 $238K 0.01% -125.0 -5.3% $106.76 +11.8%
Page 24 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%