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Portfolio (Quarterly) Guide ↗

Ifrah Financial Services, Inc.

· CIK 0001382646
13F Portfolio $409M AUM 214 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 27 Added 108 Reduced 13 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OTTR OTTER TAIL CORP Utilities 3,497.0 $315K 0.08% +23.0 +0.7% $89.98 +2.6%
22 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,507.0 $314K 0.08% +156.0 +4.7% $89.48 -23.3%
23 FICO FAIR ISAAC CORP Technology 253.0 $302K 0.07% +9.0 +3.7% $1194.78 -5.1%
24 BRC BRADY CORP Industrials 3,291.0 $301K 0.07% +69.0 +2.1% $91.57 +2.8%
25 KFY KORN FERRY Industrials 3,599.0 $240K 0.06% +48.0 +1.4% $66.58 +26.1%
26 SPGI S&P GLOBAL INC Financial Services 585.0 $238K 0.06% +5.0 +0.9% $407.30 +7.2%
27 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,702.0 $233K 0.06% +11.0 +0.7% $136.95 +32.6%
Page 2 of 2  ·  27 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 48.5%
Industrials 19.3%
Healthcare 13.0%
Financial Services 5.6%
Consumer Defensive 5.0%
Consumer Cyclical 3.6%
Utilities 1.4%
Basic Materials 1.4%
Energy 1.1%
Real Estate 0.6%