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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
Page 3 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 7,331.0 $1.6M 0.42% -230.0 -3.0% $217.49 +11.0%
42 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,277.0 $1.5M 0.39% -120.0 -3.5% $446.56 +8.3%
43 SCHX SCHWAB STRATEGIC TR 57,009.0 $1.5M 0.39% -743.0 -1.3% $25.64 +13.0%
44 LRCX LAM RESEARCH CORP Technology 6,608.0 $1.4M 0.37% -166.0 -2.5% $213.66 +78.3%
45 SCHM SCHWAB STRATEGIC TR 43,961.0 $1.4M 0.36% -862.0 -1.9% $30.96 +17.8%
46 ETN EATON CORP PLC Industrials 3,473.0 $1.2M 0.33% -117.0 -3.3% $357.65 +18.5%
47 MU MICRON TECHNOLOGY INC Technology 3,662.0 $1.2M 0.33% -136.0 -3.6% $337.88 +242.6%
48 SNPS SYNOPSYS INC Technology 3,113.0 $1.2M 0.33% -107.0 -3.3% $396.50 +16.3%
49 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,489.0 $1.2M 0.32% -140.0 -3.0% $265.31 +29.8%
50 SYK STRYKER CORPORATION Healthcare 3,519.0 $1.2M 0.31% -91.0 -2.5% $328.60 -2.1%
51 JBL JABIL INC Technology 4,347.0 $1.2M 0.30% -164.0 -3.6% $265.64 +42.8%
52 GD GENERAL DYNAMICS CORP Industrials 3,300.0 $1.1M 0.30% -91.0 -2.7% $343.22 +1.6%
53 CDNS CADENCE DESIGN SYSTEM INC Technology 4,052.0 $1.1M 0.30% -144.0 -3.4% $277.85 +32.4%
54 ORCL ORACLE CORP Technology 7,644.0 $1.1M 0.30% -229.0 -2.9% $147.10 +4.0%
55 SCHA SCHWAB STRATEGIC TR 37,376.0 $1.1M 0.29% -1K -2.8% $29.08 +22.5%
56 LIN LINDE PLC Basic Materials 2,106.0 $1.0M 0.28% -77.0 -3.5% $495.80 +6.0%
57 VWO VANGUARD INTL EQUITY INDEX F 19,176.0 $1.0M 0.27% -745.0 -3.7% $54.05 +9.0%
58 VYMI VANGUARD WHITEHALL FDS 10,370.0 $977K 0.26% -269.0 -2.5% $94.24 +4.2%
59 IVV ISHARES TR 1,445.0 $944K 0.25% -100.0 -6.5% $653.18 +13.1%
60 AVDE AMERICAN CENTY ETF TR 11,087.0 $941K 0.25% -81.0 -0.7% $84.84 +5.4%
Page 3 of 9  ·  174 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 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%