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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 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 65 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 EQIX EQUINIX INC Real Estate 247.0 $242K 0.01% NEW $980.86 +8.0%
1282 TPR TAPESTRY INC Consumer Cyclical 1,715.0 $242K 0.01% -105.0 -5.8% $141.11 -8.4%
1283 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,940.0 $242K 0.01% -103.0 -2.5% $61.36 -23.2%
1284 VENTURE GLOBAL INC 15,300.0 $241K 0.01% NEW $15.76
1285 PAMC PACER FDS TR 5,034.0 $241K 0.01% +174.0 +3.6% $47.86 +9.4%
1286 ISHARES TR 5,203.0 $241K 0.01% -63.0 -1.2% $46.23
1287 GOGO GOGO INC Communication Services 59,750.0 $240K 0.01% $4.02 -3.5%
1288 BK BANK NEW YORK MELLON CORP Financial Services 2,020.0 $240K 0.01% -94.0 -4.5% $118.63 +15.1%
1289 NULG NUSHARES ETF TR 2,634.0 $240K 0.01% +77.0 +3.0% $90.93 +20.0%
1290 EWBC EAST WEST BANCORP INC Financial Services 2,233.0 $238K 0.01% -125.0 -5.3% $106.76 +11.8%
1291 EWZ ISHARES INC 6,206.0 $238K 0.01% NEW $38.39 -4.3%
1292 FJUL FIRST TR EXCHNG TRADED FD VI 4,343.0 $238K 0.01% $54.72 +7.3%
1293 LIT GLOBAL X FDS 3,186.0 $237K 0.01% -42.0 -1.3% $74.35 +11.7%
1294 FORM FORMFACTOR INC Technology 2,442.0 $237K 0.01% NEW $96.99 +30.2%
1295 ARKW ARK ETF TR 1,957.0 $236K 0.01% $120.58 +18.6%
1296 SPHB INVESCO EXCH TRADED FD TR II 2,025.0 $235K 0.01% +25.0 +1.2% $115.95 +17.0%
1297 GIS GENERAL MILLS INC Consumer Defensive 6,287.0 $234K 0.01% NEW $37.22 -11.4%
1298 TEAM ATLASSIAN CORPORATION Technology 3,425.0 $234K 0.01% +2K +97.5% $68.25 +28.1%
1299 FNX FIRST TR EXCHANGE-TRADED ALP 1,821.0 $234K 0.01% -75.0 -4.0% $128.24 +5.8%
1300 FTXO FIRST TR EXCHANGE TRADED FD 6,434.0 $233K 0.01% -1K -15.7% $36.17 +3.2%
Page 65 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%