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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 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 3,257.0 $3.8M 0.92% -405.0 -11.1% $1154.37 -18.7%
22 MGV VANGUARD WORLD FD 21,687.0 $3.5M 0.87% -129.0 -0.6% $163.45 +3.0%
23 LLY ELI LILLY & CO Healthcare 2,709.0 $3.2M 0.79% -17.0 -0.6% $1199.26 -0.8%
24 EFV ISHARES TR 41,456.0 $3.2M 0.78% -1K -2.4% $76.55 +7.4%
25 SCHE SCHWAB STRATEGIC TR 84,959.0 $3.1M 0.75% -2K -2.8% $36.26 +2.3%
26 EFG ISHARES TR 23,777.0 $3.0M 0.72% -548.0 -2.2% $124.42 +1.0%
27 MSFT MICROSOFT CORP Technology 7,651.0 $2.9M 0.70% -55.0 -0.7% $373.01 +33.1%
28 LRCX LAM RESEARCH CORP Technology 6,539.0 $2.8M 0.69% -69.0 -1.0% $433.33 -27.8%
29 WMT WALMART INC Consumer Defensive 23,591.0 $2.7M 0.65% -248.0 -1.0% $113.26 -7.9%
30 NVDA NVIDIA CORPORATION Technology 11,682.0 $2.3M 0.57% -66.0 -0.6% $200.08 +4.8%
31 TER TERADYNE INC Technology 4,740.0 $2.3M 0.56% -646.0 -12.0% $483.88 -25.0%
32 FIX COMFORT SYS USA INC Industrials 1,026.0 $2.0M 0.50% -200.0 -16.3% $1981.33 -18.5%
33 BCD ABRDN ETFS 59,005.0 $2.0M 0.49% -759.0 -1.3% $34.15 +11.3%
34 ABBV ABBVIE INC Healthcare 7,294.0 $1.8M 0.45% -37.0 -0.5% $251.64 +4.5%
35 FTSL FIRST TR EXCHANGE-TRADED FD 40,484.0 $1.8M 0.44% -9K -18.3% $44.75 +0.1%
36 SCHX SCHWAB STRATEGIC TR 54,467.0 $1.6M 0.39% -3K -4.5% $29.43 +2.7%
37 IAU ISHARES GOLD TR Financial Services 20,730.0 $1.6M 0.38% -1K -6.0% $75.51 +14.4%
38 SCHM SCHWAB STRATEGIC TR 41,709.0 $1.5M 0.38% -2K -5.1% $36.87 -2.3%
39 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,056.0 $1.5M 0.37% -221.0 -6.7% $496.66 +10.2%
40 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,458.0 $1.5M 0.37% -31.0 -0.7% $338.12 +1.3%
Page 2 of 6  ·  108 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%