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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 18 of 71  ·  1,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BLUE OWL CAPITAL CORPORATION 196,319.0 $2.4M 0.05% NEW $12.43
342 AFRM AFFIRM HLDGS INC Technology 32,752.0 $2.4M 0.05% NEW $74.43 -12.3%
343 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 4,007.0 $2.4M 0.05% NEW $603.24 +8.1%
344 ALAB ASTERA LABS INC Technology 14,415.0 $2.4M 0.05% NEW $166.36 +46.8%
345 BSV VANGUARD BD INDEX FDS 30,278.0 $2.4M 0.05% NEW $78.81 -1.4%
346 C CITIGROUP INC Financial Services 20,341.0 $2.4M 0.05% NEW $116.69 +2.8%
347 ETN EATON CORP PLC Industrials 7,408.0 $2.4M 0.05% NEW $318.51 +19.9%
348 DASH DOORDASH INC Communication Services 10,389.0 $2.4M 0.05% NEW $226.48 -28.2%
349 CARY ANGEL OAK FUNDS TRUST 112,687.0 $2.3M 0.05% NEW $20.83 -0.6%
350 IWY ISHARES TR 8,468.0 $2.3M 0.05% NEW $276.95 +4.5%
351 LGOV FIRST TR EXCHANGE-TRADED FD 107,264.0 $2.3M 0.05% NEW $21.83 -3.8%
352 FDL FIRST TR EXCHANGE-TRADED FD 52,534.0 $2.3M 0.05% NEW $44.34 +13.9%
353 CMI CUMMINS INC Industrials 4,555.0 $2.3M 0.05% NEW $510.45 +29.2%
354 CEFS EXCHANGE LISTED FDS TR 100,343.0 $2.3M 0.05% NEW $23.04 +7.2%
355 IJUL INNOVATOR ETFS TRUST 68,668.0 $2.3M 0.05% NEW $33.51 +4.2%
356 MGV VANGUARD WORLD FD 16,142.0 $2.3M 0.05% NEW $141.16 +9.5%
357 CGCB CAPITAL GRP FIXED INCM ETF T 85,817.0 $2.3M 0.05% NEW $26.52 -2.4%
358 ROKU ROKU INC Communication Services 20,969.0 $2.3M 0.05% NEW $108.49 +14.4%
359 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 94,020.0 $2.3M 0.05% NEW $24.11 +10.5%
360 DBL DOUBLELINE OPPORTUNISTIC CR Financial Services 147,800.0 $2.3M 0.05% NEW $15.25 -7.1%
Page 18 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%