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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 5,719.0 $798K 0.20% -626.0 -9.9% $139.62 -36.8%
62 AME AMETEK INC Industrials 3,262.0 $789K 0.19% -30.0 -0.9% $241.92 +1.4%
63 AEIS ADVANCED ENERGY INDS Industrials 1,868.0 $697K 0.17% -17.0 -0.9% $372.87 -24.1%
64 FLEX FLEX LTD Technology 4,154.0 $673K 0.16% -421.0 -9.2% $162.07 -31.0%
65 GOOG ALPHABET INC 1,890.0 $668K 0.16% -26.0 -1.4% $353.35
66 SCHF SCHWAB STRATEGIC TR 23,359.0 $647K 0.16% -759.0 -3.1% $27.70 +2.7%
67 AVGO BROADCOM INC Technology 1,665.0 $629K 0.15% -12.0 -0.7% $377.82 -5.9%
68 EJUL INNOVATOR ETFS TRUST 19,476.0 $608K 0.15% -129.0 -0.7% $31.24 +0.5%
69 HRB BLOCK H & R INC Consumer Cyclical 15,700.0 $598K 0.15% -100.0 -0.6% $38.08 +38.3%
70 CAT CATERPILLAR INC Industrials 560.0 $597K 0.15% -5.0 -0.9% $1065.63 -22.9%
71 ITW ILLINOIS TOOL WKS INC Industrials 2,200.0 $595K 0.14% -19.0 -0.9% $270.46 +5.6%
72 VTI VANGUARD INDEX FDS 1,595.0 $590K 0.14% -956.0 -37.5% $370.13 +2.2%
73 HWM HOWMET AEROSPACE INC Industrials 2,164.0 $582K 0.14% -19.0 -0.9% $268.82 +0.2%
74 APH AMPHENOL CORP Technology 3,198.0 $564K 0.14% -23.0 -0.7% $176.32 -8.5%
75 HALO HALOZYME THERAPEUTICS INC Healthcare 6,974.0 $546K 0.13% -55.0 -0.8% $78.27 +36.8%
76 QFLR INNOVATOR ETFS TRUST 14,788.0 $539K 0.13% -78.0 -0.5% $36.48 -4.4%
77 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,377.0 $517K 0.13% -151.0 -4.3% $152.96 -22.0%
78 SCHC SCHWAB STRATEGIC TR 10,161.0 $489K 0.12% -267.0 -2.6% $48.12 +7.1%
79 FNOV FIRST TR EXCHNG TRADED FD VI 8,267.0 $484K 0.12% -48.0 -0.6% $58.49 +2.1%
80 LECO LINCOLN ELEC HLDGS INC Industrials 1,777.0 $472K 0.12% -16.0 -0.9% $265.58 +9.2%
Page 4 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%