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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 659.0 $617K 0.15% NEW $935.51 +2.2%
2 EOG EOG RES INC Energy 3,923.0 $509K 0.12% NEW $129.73 +11.6%
3 DXJ WISDOMTREE TR 2,593.0 $450K 0.11% NEW $173.51 +2.8%
4 FORTINET INC 2,305.0 $354K 0.09% NEW $153.63
5 ENVA ENOVA INTL INC Financial Services 1,440.0 $347K 0.09% NEW $240.73 -1.7%
6 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,538.0 $340K 0.08% NEW $96.12 -50.3%
7 INCY INCYTE CORP Healthcare 2,820.0 $320K 0.08% NEW $113.35 +13.0%
8 QLYS QUALYS INC Technology 2,224.0 $306K 0.07% NEW $137.49 +28.5%
9 MLI MUELLER INDS INC Industrials 2,434.0 $299K 0.07% NEW $122.92 -47.9%
10 HUM HUMANA INC Healthcare 737.0 $293K 0.07% NEW $397.01 -1.5%
11 SEZL SEZZLE INC Financial Services 1,689.0 $290K 0.07% NEW $171.63 -28.0%
12 ON ON SEMICONDUCTOR CORP Technology 3,001.0 $284K 0.07% NEW $94.54 -22.6%
13 ANET ARISTA NETWORKS INC Technology 1,518.0 $258K 0.06% NEW $169.90 +19.0%
14 RMBS RAMBUS INC DEL Technology 1,927.0 $256K 0.06% NEW $132.77 -32.2%
15 THG HANOVER INS GROUP INC Financial Services 1,190.0 $255K 0.06% NEW $214.12 +6.7%
16 HONEYWELL INTL INC 1,131.0 $253K 0.06% NEW $223.84
17 HONEYWELL AEROSPACE INC 1,131.0 $250K 0.06% NEW $221.16
18 SIGI SELECTIVE INS GROUP INC Financial Services 2,576.0 $250K 0.06% NEW $97.01 -4.8%
19 CIEN CIENA CORP Technology 480.0 $235K 0.06% NEW $490.19 -17.6%
20 URI UNITED RENTALS INC Industrials 199.0 $225K 0.06% NEW $1130.57 -6.4%
Page 1 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%