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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMGN AMGEN INC Healthcare 1,294.0 $469K 0.11% -7.0 -0.5% $362.25 +21.6%
82 GFEB FIRST TR EXCHNG TRADED FD VI 10,500.0 $462K 0.11% -64.0 -0.6% $44.03 +1.7%
83 IXC ISHARES TR 9,313.0 $458K 0.11% -3K -26.6% $49.13 +16.2%
84 AIZ ASSURANT INC Financial Services 1,632.0 $438K 0.11% -15.0 -0.9% $268.53 +7.4%
85 GEN GEN DIGITAL INC Technology 17,522.0 $436K 0.11% -165.0 -0.9% $24.89 +19.1%
86 BHE BENCHMARK ELECTRS INC Technology 4,352.0 $429K 0.10% -211.0 -4.6% $98.67 -26.7%
87 TDY TELEDYNE TECHNOLOGIES INC Technology 630.0 $420K 0.10% -7.0 -1.1% $666.77 -5.0%
88 FCN FTI CONSULTING INC Industrials 2,777.0 $414K 0.10% -33.0 -1.2% $149.01 +2.0%
89 RRX REGAL REXNORD CORPORATION Industrials 1,661.0 $396K 0.10% -9.0 -0.5% $238.19 -30.6%
90 EHC ENCOMPASS HEALTH CORP Healthcare 3,688.0 $373K 0.09% -36.0 -1.0% $101.08 +19.5%
91 T AT&T INC Communication Services 16,961.0 $351K 0.09% -102.0 -0.6% $20.70 +25.0%
92 ADI ANALOG DEVICES INC Technology 876.0 $348K 0.09% -20.0 -2.2% $397.17 -6.4%
93 HD HOME DEPOT INC Consumer Cyclical 975.0 $344K 0.08% -7.0 -0.7% $352.69 -5.1%
94 EWC ISHARES INC 5,611.0 $323K 0.08% -29.0 -0.5% $57.64 +8.0%
95 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,789.0 $309K 0.08% -367.0 -3.6% $31.61 +10.8%
96 AEP AMERICAN ELEC PWR CO INC Utilities 2,260.0 $309K 0.08% -27.0 -1.2% $136.82 -9.8%
97 AJG GALLAGHER ARTHUR J & CO Financial Services 1,342.0 $308K 0.07% -33.0 -2.4% $229.57 +15.4%
98 MBB ISHARES TR 3,140.0 $297K 0.07% -113.0 -3.5% $94.52 -1.0%
99 SNX TD SYNNEX CORPORATION Technology 1,036.0 $277K 0.07% -320.0 -23.6% $267.34 -4.6%
100 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,789.0 $271K 0.07% -89.0 -2.3% $71.62 -0.2%
Page 5 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%