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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 4 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RTX RTX CORPORATION Industrials 4,584.0 $884K 0.23% -117.0 -2.5% $192.90 -3.7%
62 AVEM AMERICAN CENTY ETF TR 10,857.0 $875K 0.23% -293.0 -2.6% $80.58 +18.6%
63 YMAR FIRST TR EXCHNG TRADED FD VI 31,488.0 $861K 0.23% -954.0 -2.9% $27.35 +4.4%
64 ACWI ISHARES TR 6,118.0 $847K 0.22% -218.0 -3.4% $138.37 +11.9%
65 JNJ JOHNSON & JOHNSON Healthcare 3,416.0 $835K 0.22% -58.0 -1.7% $244.47 +0.5%
66 IJUL INNOVATOR ETFS TRUST 24,119.0 $814K 0.21% -777.0 -3.1% $33.75 +6.1%
67 XLC SELECT SECTOR SPDR TR 7,288.0 $808K 0.21% -170.0 -2.3% $110.87 -4.5%
68 KLIC KULICKE & SOFFA INDS INC Technology 12,058.0 $792K 0.21% -1K -8.1% $65.72 +95.6%
69 AVDV AMERICAN CENTY ETF TR 7,921.0 $791K 0.21% -193.0 -2.4% $99.86 +4.5%
70 TXN TEXAS INSTRS INC Technology 3,878.0 $753K 0.20% -91.0 -2.3% $194.15 +60.7%
71 IXC ISHARES TR 12,688.0 $731K 0.19% -317.0 -2.4% $57.61 -13.3%
72 IOO ISHARES TR 5,922.0 $716K 0.19% -181.0 -3.0% $120.96 +10.9%
73 AFG AMERICAN FINANCIAL GROUP INC Financial Services 5,535.0 $707K 0.19% -124.0 -2.2% $127.70 +6.5%
74 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,501.0 $706K 0.19% -206.0 -7.6% $282.37 +27.4%
75 AME AMETEK INC Industrials 3,292.0 $706K 0.19% -87.0 -2.6% $214.34 +12.1%
76 MRK MERCK & CO INC Healthcare 5,694.0 $685K 0.18% -115.0 -2.0% $120.30 +4.0%
77 TKR TIMKEN CO Industrials 6,811.0 $685K 0.18% -184.0 -2.6% $100.56 +41.1%
78 KO COCA COLA CO Consumer Defensive 8,233.0 $626K 0.17% -130.0 -1.6% $76.05 +5.6%
79 AEIS ADVANCED ENERGY INDS Industrials 1,885.0 $608K 0.16% -134.0 -6.6% $322.71 +14.9%
80 CBRE CBRE GROUP INC Real Estate 4,416.0 $598K 0.16% -128.0 -2.8% $135.47 -1.0%
Page 4 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%