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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 PRGS PROGRESS SOFTWARE CORP Technology 6,661.0 $224K 0.06% NEW $33.58 +29.6%
22 RDN RADIAN GROUP INC Financial Services 5,769.0 $217K 0.05% NEW $37.67 -2.3%
23 BWA BORGWARNER INC Consumer Cyclical 3,227.0 $214K 0.05% NEW $66.40 -2.6%
24 WDC WESTERN DIGITAL CORP Technology 329.0 $210K 0.05% NEW $638.86 -26.6%
25 VYM VANGUARD WHITEHALL FDS 1,329.0 $210K 0.05% NEW $158.03 +4.4%
26 BLBD BLUE BIRD CORP Consumer Cyclical 2,650.0 $209K 0.05% NEW $78.96 -23.4%
27 SKYW SKYWEST INC Industrials 2,084.0 $207K 0.05% NEW $99.33 +1.6%
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%