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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 53 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BKLC BNY MELLON ETF TRUST 3,153.0 $394K 0.01% -956.0 -23.3% $124.81 +12.5%
1042 AIM ETF PRODUCTS TRUST 13,625.0 $391K 0.01% $28.69
1043 INNOVATOR ETFS TRUST 14,500.0 $391K 0.01% +1K +7.4% $26.95
1044 FIRST TR EXCHANGE-TRADED FD 20,180.0 $391K 0.01% +6K +38.5% $19.35
1045 PALC PACER FDS TR 7,537.0 $390K 0.01% -510.0 -6.3% $51.81 +5.8%
1046 VSS VANGUARD INTL EQUITY INDEX F 2,671.0 $389K 0.01% +103.0 +4.0% $145.77 +6.8%
1047 ACA ARCOSA INC Industrials 3,663.0 $389K 0.01% $106.14 +10.5%
1048 IJT ISHARES TR 2,676.0 $387K 0.01% +200.0 +8.1% $144.72 +8.8%
1049 CM CANADIAN IMPERIAL BANK OF CO Financial Services 4,082.0 $387K 0.01% +201.0 +5.2% $94.76 +18.4%
1050 DDOG DATADOG INC Technology 3,270.0 $386K 0.01% +255.0 +8.5% $118.05 +76.9%
1051 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 34,367.0 $386K 0.01% +173.0 +0.5% $11.23 -0.4%
1052 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,160.0 $386K 0.01% NEW $92.76 +32.8%
1053 PJT PJT PARTNERS INC Financial Services 2,759.0 $385K 0.01% -127.0 -4.4% $139.72 +12.3%
1054 FTCA PUTNAM ETF TRUST 52,867.0 $385K 0.01% $7.28 -0.3%
1055 USAI PACER FDS TR 8,152.0 $383K 0.01% +2K +34.2% $46.99 +4.0%
1056 SIXO AIM ETF PRODUCTS TRUST 11,337.0 $383K 0.01% -120.0 -1.1% $33.78 +4.8%
1057 JULT AIM ETF PRODUCTS TRUST 8,681.0 $382K 0.01% +2K +34.0% $43.96 +7.1%
1058 FEM FIRST TR EXCH TRD ALPHDX FD 12,632.0 $378K 0.01% -2K -11.1% $29.95 +5.6%
1059 ISHARES TR 16,466.0 $377K 0.01% $22.91
1060 ILMN ILLUMINA INC Healthcare 3,055.0 $377K 0.01% -102.0 -3.2% $123.26 +14.8%
Page 53 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%