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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNX TD SYNNEX CORPORATION Technology 1,356.0 $229K 0.06% -33.0 -2.4% $168.71 +70.4%
162 LEIDOS HOLDINGS INC 1,463.0 $228K 0.06% -51.0 -3.4% $155.55
163 KFY KORN FERRY Industrials 3,551.0 $224K 0.06% -101.0 -2.8% $62.95 +13.8%
164 IJH ISHARES TR 3,295.0 $223K 0.06% -653.0 -16.5% $67.53 +13.8%
165 ALL ALLSTATE CORP Financial Services 1,061.0 $220K 0.06% -15.0 -1.4% $207.37 +13.7%
166 FAUG FIRST TR EXCHNG TRADED FD VI 4,222.0 $219K 0.06% -94.0 -2.2% $51.78 +8.3%
167 VCR VANGUARD WORLD FD 608.0 $218K 0.06% -382.0 -38.6% $359.20 +8.0%
168 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,072.0 $218K 0.06% -13.0 -1.2% $203.19 +9.9%
169 LEA LEAR CORP Consumer Cyclical 1,792.0 $217K 0.06% -58.0 -3.1% $121.05 +14.2%
170 HOMB HOME BANCSHARES INC Financial Services 8,051.0 $217K 0.06% -102.0 -1.2% $26.93 +6.4%
171 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,067.0 $209K 0.06% -27.0 -2.5% $196.10 +8.6%
172 CB CHUBB LTD SWITZ Financial Services 640.0 $209K 0.06% -21.0 -3.2% $325.93 +2.9%
173 EAT BRINKER INTL INC Consumer Cyclical 1,443.0 $206K 0.05% -58.0 -3.9% $142.77 +22.0%
174 WU WESTERN UN CO Financial Services 11,923.0 $104K 0.03% -713.0 -5.6% $8.73 -16.8%
Page 9 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%