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Portfolio (Quarterly) Guide ↗

Ifrah Financial Services, Inc.

· CIK 0001382646
13F Portfolio $378M AUM 200 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 11 Added 174 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 23,111.0 $1.4M 0.36% NEW $59.55 -0.9%
2 HALO HALOZYME THERAPEUTICS INC Healthcare 7,029.0 $454K 0.12% NEW $64.63 +10.1%
3 LMT LOCKHEED MARTIN CORP Industrials 367.0 $222K 0.06% NEW $604.39 -18.7%
4 EWW ISHARES INC 2,771.0 $208K 0.06% NEW $75.24 -1.8%
5 ISHARES TR 2,226.0 $204K 0.05% NEW $91.43

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 47.8%
Industrials 20.0%
Healthcare 12.8%
Financial Services 5.1%
Consumer Defensive 5.1%
Consumer Cyclical 3.4%
Basic Materials 1.6%
Utilities 1.5%
Communication Services 1.2%
Energy 0.8%