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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 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLU SELECT SECTOR SPDR TR 5,048.0 $229K 0.06% -26.0 -0.5% $45.34 -4.0%
202 URI UNITED RENTALS INC Industrials 199.0 $225K 0.06% NEW $1130.57 -6.4%
203 PRGS PROGRESS SOFTWARE CORP Technology 6,661.0 $224K 0.06% NEW $33.58 +29.6%
204 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,063.0 $219K 0.05% $206.09 +6.2%
205 RDN RADIAN GROUP INC Financial Services 5,769.0 $217K 0.05% NEW $37.67 -2.3%
206 CB CHUBB LIMITED Financial Services 633.0 $216K 0.05% -7.0 -1.1% $340.74 +0.9%
207 BWA BORGWARNER INC Consumer Cyclical 3,227.0 $214K 0.05% NEW $66.40 -2.6%
208 WDC WESTERN DIGITAL CORP Technology 329.0 $210K 0.05% NEW $638.86 -26.6%
209 VYM VANGUARD WHITEHALL FDS 1,329.0 $210K 0.05% NEW $158.03 +4.4%
210 BLBD BLUE BIRD CORP Consumer Cyclical 2,650.0 $209K 0.05% NEW $78.96 -23.4%
211 EWW ISHARES INC 2,773.0 $209K 0.05% $75.26 +3.0%
212 SKYW SKYWEST INC Industrials 2,084.0 $207K 0.05% NEW $99.33 +1.6%
213 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,352.0 $203K 0.05% -46.0 -1.4% $60.67 +22.4%
214 WU WESTERN UN CO Financial Services 11,863.0 $91K 0.02% -60.0 -0.5% $7.70 -5.7%
Page 11 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%