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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 29 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 STRL STERLING INFRASTRUCTURE INC Industrials 2,935.0 $1.2M 0.03% -43.0 -1.4% $407.27 +78.8%
562 SECT NORTHERN LTS FD TR IV 19,740.0 $1.2M 0.03% +1K +8.2% $60.39 +14.2%
563 IMCG ISHARES TR 15,122.0 $1.2M 0.03% +253.0 +1.7% $78.77 +13.6%
564 NEM NEWMONT CORP Basic Materials 10,996.0 $1.2M 0.03% -5K -32.9% $108.25 -2.9%
565 MLPA GLOBAL X FDS 22,091.0 $1.2M 0.03% $53.87 +3.7%
566 WCMI FIRST TR EXCHANGE-TRADED FD 70,937.0 $1.2M 0.03% +24K +52.3% $16.77 +11.6%
567 HEFA ISHARES TR 27,951.0 $1.2M 0.03% +162.0 +0.6% $42.50 +6.0%
568 RIO RIO TINTO PLC Basic Materials 12,725.0 $1.2M 0.03% +7K +112.3% $93.29 +8.2%
569 UTWO RBB FD INC 24,531.0 $1.2M 0.03% -844.0 -3.3% $48.28 -0.3%
570 IWR ISHARES TR 12,173.0 $1.2M 0.03% +478.0 +4.1% $97.23 +7.4%
571 ADBE ADOBE INC Technology 4,855.0 $1.2M 0.03% +31.0 +0.6% $243.06 +4.2%
572 FNDF SCHWAB STRATEGIC TR 24,021.0 $1.2M 0.03% +10K +76.5% $48.93 +8.8%
573 SDS PROSHARES TR 15,583.0 $1.2M 0.03% +11K +210.4% $75.25 -22.5%
574 UCON FIRST TR EXCHNG TRADED FD VI 47,224.0 $1.2M 0.03% NEW $24.77 +0.2%
575 VCR VANGUARD WORLD FD 3,254.0 $1.2M 0.03% -455.0 -12.3% $359.07 +8.5%
576 AOM ISHARES TR 24,602.0 $1.2M 0.03% $47.37 +3.9%
577 POCT INNOVATOR ETFS TRUST 27,025.0 $1.2M 0.03% $43.11 +6.5%
578 FOUR SHIFT4 PMTS INC Technology 26,525.0 $1.2M 0.03% +2K +8.0% $43.73 -6.3%
579 PFM INVESCO EXCHANGE TRADED FD T 22,702.0 $1.2M 0.03% +279.0 +1.2% $51.09 +6.8%
580 URI UNITED RENTALS INC Industrials 1,574.0 $1.1M 0.03% -220.0 -12.3% $728.56 +27.3%
Page 29 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%