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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CDNS CADENCE DESIGN SYSTEM INC Technology 4,003.0 $1.5M 0.37% -49.0 -1.2% $375.35 -10.8%
42 ETN EATON CORP PLC Industrials 3,444.0 $1.5M 0.36% -29.0 -0.8% $426.08 -1.6%
43 PRIM PRIMORIS SVCS CORP Industrials 14,639.0 $1.5M 0.35% -2K -13.2% $99.12 -21.1%
44 JBL JABIL INC Technology 3,716.0 $1.4M 0.35% -631.0 -14.5% $385.52 -19.4%
45 SNPS SYNOPSYS INC Technology 3,076.0 $1.4M 0.34% -37.0 -1.2% $446.12 -8.1%
46 SCHA SCHWAB STRATEGIC TR 35,072.0 $1.3M 0.31% -2K -6.2% $36.13 -3.9%
47 KLIC KULICKE & SOFFA INDS INC Technology 8,792.0 $1.2M 0.29% -3K -27.1% $133.76 -36.5%
48 TXN TEXAS INSTRS INC Technology 3,828.0 $1.1M 0.28% -50.0 -1.3% $298.04 -12.2%
49 ORCL ORACLE CORP Technology 7,557.0 $1.1M 0.27% -87.0 -1.1% $146.54 +1.6%
50 SYK STRYKER CORPORATION Healthcare 3,491.0 $1.1M 0.27% -28.0 -0.8% $314.82 +4.7%
51 LIN LINDE PLC Basic Materials 2,083.0 $1.1M 0.26% -23.0 -1.1% $519.06 -5.5%
52 IVV ISHARES TR 1,415.0 $1.1M 0.26% -30.0 -2.1% $748.78 +2.8%
53 TKR TIMKEN CO Industrials 6,744.0 $980K 0.24% -67.0 -1.0% $145.31 -13.2%
54 YMAR FIRST TR EXCHNG TRADED FD VI 31,277.0 $896K 0.22% -211.0 -0.7% $28.66 +2.5%
55 RTX RTX CORPORATION Industrials 4,552.0 $864K 0.21% -32.0 -0.7% $189.71 +11.7%
56 IJUL INNOVATOR ETFS TRUST 23,943.0 $861K 0.21% -176.0 -0.7% $35.97 +2.9%
57 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,415.0 $845K 0.21% -86.0 -3.4% $350.07 -8.1%
58 GLW CORNING INC Technology 3,167.0 $809K 0.20% -33.0 -1.0% $255.46 -40.2%
59 CSCO CISCO SYS INC Technology 6,875.0 $808K 0.20% -71.0 -1.0% $117.46 -4.3%
60 IOO ISHARES TR 5,888.0 $804K 0.20% -34.0 -0.6% $136.60 +4.8%
Page 3 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%