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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 31 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ENB ENBRIDGE INC Energy 20,121.0 $1.1M 0.02% -420.0 -2.0% $54.07 +6.4%
602 PULS PGIM ETF TR 21,889.0 $1.1M 0.02% -4K -16.6% $49.50 +0.3%
603 SPSB SPDR SERIES TRUST 35,919.0 $1.1M 0.02% -468.0 -1.3% $30.07 -0.4%
604 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 33,601.0 $1.1M 0.02% -13K -27.7% $32.01 +0.9%
605 MPWR MONOLITHIC PWR SYS INC Technology 981.0 $1.1M 0.02% -440.0 -31.0% $1093.54 +40.9%
606 INNOVATOR ETFS TRUST 42,108.0 $1.1M 0.02% +2K +4.9% $25.39
607 QXO QXO INC Industrials 55,025.0 $1.1M 0.02% +425.0 +0.8% $19.42 -13.6%
608 SPG SIMON PPTY GROUP INC NEW Real Estate 5,716.0 $1.1M 0.02% +59.0 +1.0% $186.55 +8.0%
609 LULU LULULEMON ATHLETICA INC Consumer Cyclical 6,959.0 $1.1M 0.02% +4K +119.7% $153.10 -20.6%
610 TFLO ISHARES TR 21,040.0 $1.1M 0.02% -5K -18.2% $50.63 -0.1%
611 DDTF INNOVATOR ETFS TRUST 57,020.0 $1.1M 0.02% NEW $18.67 +7.2%
612 AGX ARGAN INC Industrials 1,943.0 $1.1M 0.02% -64.0 -3.2% $544.65 +18.2%
613 CVS CVS HEALTH CORP Healthcare 14,589.0 $1.0M 0.02% -3K -15.8% $71.82 +29.1%
614 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 42,715.0 $1.0M 0.02% -21K -33.2% $24.39 -1.6%
615 XAR SPDR SERIES TRUST 4,100.0 $1.0M 0.02% +287.0 +7.5% $253.98 +3.2%
616 GPIQ GOLDMAN SACHS ETF TR 20,911.0 $1.0M 0.02% +3K +18.1% $49.49 +16.3%
617 SON SONOCO PRODS CO Consumer Cyclical 19,076.0 $1.0M 0.02% -2K -11.6% $54.09 -13.2%
618 VEEV VEEVA SYS INC Healthcare 5,865.0 $1.0M 0.02% -1K -15.8% $175.66 -9.3%
619 RFG INVESCO EXCHANGE TRADED FD T 18,778.0 $1.0M 0.02% +467.0 +2.5% $54.81 +11.0%
620 IGSB ISHARES TR 19,552.0 $1.0M 0.02% -41K -67.8% $52.56 -0.6%
Page 31 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%