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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 · All 153 New 602 Added 526 Reduced
Page 24 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IAGG ISHARES TR 32,558.0 $1.6M 0.04% +8K +35.0% $50.04 -0.7%
462 CMRE COSTAMARE INC Industrials 95,579.0 $1.6M 0.04% NEW $16.90 +1.7%
463 VFC V F CORP Consumer Cyclical 94,491.0 $1.6M 0.04% -2K -1.9% $16.99 -0.6%
464 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 124,157.0 $1.6M 0.04% -1K -1.1% $12.93 -1.7%
465 VTIP VANGUARD MALVERN FDS 32,090.0 $1.6M 0.04% +9K +38.1% $49.95 +0.7%
466 CWB SPDR SERIES TRUST 17,507.0 $1.6M 0.04% -130.0 -0.7% $91.52 +11.9%
467 BUFQ FIRST TR EXCHNG TRADED FD VI 45,135.0 $1.6M 0.04% +6K +14.3% $35.32 +9.5%
468 CGNG CAPITAL GROUP NEW GEOGRAPHY 50,346.0 $1.6M 0.04% +8K +20.1% $31.57 +10.3%
469 DVY ISHARES TR 10,494.0 $1.6M 0.04% +158.0 +1.5% $151.41 +0.9%
470 BNDS SERIES PORTFOLIOS TR 31,750.0 $1.6M 0.04% +1K +4.6% $49.67 +2.1%
471 CAH CARDINAL HEALTH INC Healthcare 7,460.0 $1.6M 0.04% +5K +160.3% $211.31 -5.2%
472 TER TERADYNE INC Technology 5,301.0 $1.6M 0.04% -2K -29.7% $296.46 +8.3%
473 LQD ISHARES TR 14,398.0 $1.6M 0.04% -623.0 -4.2% $108.99 -1.7%
474 SHW SHERWIN WILLIAMS CO Basic Materials 4,878.0 $1.6M 0.04% -432.0 -8.1% $320.55 -5.5%
475 DASH DOORDASH INC Communication Services 10,401.0 $1.6M 0.04% $150.15 +8.3%
476 FENI FIDELITY COVINGTON TRUST 41,700.0 $1.6M 0.04% +10K +33.5% $37.20 +5.2%
477 FBND FIDELITY MERRIMACK STR TR 33,950.0 $1.5M 0.04% -1K -4.1% $45.62 -1.3%
478 TRFK PACER FDS TR 24,687.0 $1.5M 0.03% +2K +7.5% $62.24 +41.5%
479 FIRST TR HIGH YIELD OPPRT 20 112,501.0 $1.5M 0.03% -3K -2.5% $13.53
480 FIRST TR EXCHNG TRADED FD VI 59,049.0 $1.5M 0.03% $25.75
Page 24 of 73  ·  1,447 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%