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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 27 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 LIN LINDE PLC Basic Materials 2,755.0 $1.4M 0.03% +57.0 +2.1% $495.72 +2.0%
522 TORTOISE CAPITAL SERIES TRUS 130,935.0 $1.4M 0.03% -2K -1.4% $10.43
523 BBBY BED BATH & BEYOND INC Consumer Cyclical 292,840.0 $1.4M 0.03% +8K +2.9% $4.64 +0.2%
524 FETH FIDELITY ETHEREUM FD Financial Services 65,058.0 $1.4M 0.03% +25K +61.7% $20.88 +1.2%
525 VFH VANGUARD WORLD FD 11,200.0 $1.4M 0.03% -2K -16.2% $120.81 +3.6%
526 IEF ISHARES TR 14,175.0 $1.4M 0.03% $95.44 -2.3%
527 FIRST TR EXCHANGE TRADED FD 58,304.0 $1.3M 0.03% -24K -28.8% $22.95
528 CGGE CAPITAL GROUP GLOBAL EQUITY 43,347.0 $1.3M 0.03% -969.0 -2.2% $30.50 +9.5%
529 ALL ALLSTATE CORP Financial Services 6,326.0 $1.3M 0.03% -535.0 -7.8% $207.34 +7.0%
530 IEI ISHARES TR 11,014.0 $1.3M 0.03% -12K -52.9% $118.60 -1.6%
531 GBDC GOLUB CAP BDC INC Financial Services 103,122.0 $1.3M 0.03% -12K -10.3% $12.66 +1.1%
532 FSLR FIRST SOLAR INC Energy 6,605.0 $1.3M 0.03% -3K -31.3% $197.26 +13.6%
533 BLV VANGUARD BD INDEX FDS 18,931.0 $1.3M 0.03% +701.0 +3.9% $68.78 -3.0%
534 DELL DELL TECHNOLOGIES INC Technology 7,930.0 $1.3M 0.03% +2K +36.6% $164.12 +46.2%
535 SHEL SHELL PLC Energy 13,993.0 $1.3M 0.03% +419.0 +3.1% $93.00 -4.8%
536 SIXJ AIM ETF PRODUCTS TRUST 38,669.0 $1.3M 0.03% +3K +7.9% $33.64 +6.7%
537 BOXX EA SERIES TRUST 11,163.0 $1.3M 0.03% $116.29 +0.4%
538 FUTY FIDELITY COVINGTON TRUST 21,787.0 $1.3M 0.03% +457.0 +2.1% $59.07 -2.5%
539 BROS DUTCH BROS INC Consumer Cyclical 24,962.0 $1.3M 0.03% +945.0 +3.9% $50.66 +4.9%
540 FTEC FIDELITY COVINGTON TRUST 6,052.0 $1.3M 0.03% $208.05 +28.4%
Page 27 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%