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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 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 D DOMINION ENERGY INC Utilities 3,873.0 $264K 0.07% -26.0 -0.7% $68.29 -2.0%
182 LOPE GRAND CANYON ED INC Consumer Defensive 1,839.0 $263K 0.06% $143.11 +4.0%
183 ANET ARISTA NETWORKS INC Technology 1,518.0 $258K 0.06% NEW $169.90 +19.0%
184 RMBS RAMBUS INC DEL Technology 1,927.0 $256K 0.06% NEW $132.77 -32.2%
185 THG HANOVER INS GROUP INC Financial Services 1,190.0 $255K 0.06% NEW $214.12 +6.7%
186 HONEYWELL INTL INC 1,131.0 $253K 0.06% NEW $223.84
187 IJH ISHARES TR 3,283.0 $253K 0.06% $77.11 -0.6%
188 ALL ALLSTATE CORP Financial Services 1,060.0 $252K 0.06% $237.99 +10.0%
189 HONEYWELL AEROSPACE INC 1,131.0 $250K 0.06% NEW $221.16
190 SIGI SELECTIVE INS GROUP INC Financial Services 2,576.0 $250K 0.06% NEW $97.01 -4.8%
191 EVRG EVERGY INC Utilities 2,881.0 $249K 0.06% -39.0 -1.3% $86.43 -4.9%
192 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,074.0 $241K 0.06% $224.04 +25.6%
193 LEA LEAR CORP Consumer Cyclical 1,791.0 $240K 0.06% $134.03 -7.2%
194 VCR VANGUARD WORLD FD 605.0 $240K 0.06% $396.39 -0.6%
195 KFY KORN FERRY Industrials 3,599.0 $240K 0.06% +48.0 +1.4% $66.58 +26.1%
196 EAT BRINKER INTL INC Consumer Cyclical 1,426.0 $240K 0.06% -17.0 -1.2% $168.00 +43.4%
197 SPGI S&P GLOBAL INC Financial Services 585.0 $238K 0.06% +5.0 +0.9% $407.30 +7.2%
198 FAUG FIRST TR EXCHNG TRADED FD VI 4,199.0 $237K 0.06% -23.0 -0.5% $56.51 +2.0%
199 CIEN CIENA CORP Technology 480.0 $235K 0.06% NEW $490.19 -17.6%
200 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,702.0 $233K 0.06% +11.0 +0.7% $136.95 +32.6%
Page 10 of 11  ·  214 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%