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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 2 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VV VANGUARD INDEX FDS 18,504.0 $6.4M 1.55% -172.0 -0.9% $343.92 +2.6%
22 ICF ISHARES TR 88,702.0 $6.0M 1.47% -1K -1.2% $67.63 +1.6%
23 IJJ ISHARES TR 38,397.0 $5.7M 1.39% -882.0 -2.2% $147.73 +0.5%
24 KLAC KLA CORP Technology 18,170.0 $5.5M 1.34% +16K +886.4% $301.72 -39.1%
25 MGK VANGUARD WORLD FD 60,379.0 $5.3M 1.30% +48K +395.0% $87.91 +1.1%
26 VOT VANGUARD INDEX FDS 14,496.0 $4.4M 1.08% -145.0 -1.0% $306.30 -0.4%
27 EEMV ISHARES INC 56,493.0 $4.3M 1.04% -1K -2.0% $75.28 +0.1%
28 VOE VANGUARD INDEX FDS 20,563.0 $4.1M 0.99% -158.0 -0.8% $197.60 +6.0%
29 COM DIREXION SHARES ETF TRUST 117,595.0 $3.8M 0.94% -1K -1.1% $32.60 +7.2%
30 MU MICRON TECHNOLOGY INC Technology 3,257.0 $3.8M 0.92% -405.0 -11.1% $1154.37 -18.7%
31 VGIT VANGUARD SCOTTSDALE FDS 60,133.0 $3.5M 0.87% +37K +160.2% $58.98 -0.8%
32 MGV VANGUARD WORLD FD 21,687.0 $3.5M 0.87% -129.0 -0.6% $163.45 +3.0%
33 IGSB ISHARES TR 65,788.0 $3.4M 0.84% +9K +15.3% $52.41 -0.4%
34 LLY ELI LILLY & CO Healthcare 2,709.0 $3.2M 0.79% -17.0 -0.6% $1199.26 -0.8%
35 EFV ISHARES TR 41,456.0 $3.2M 0.78% -1K -2.4% $76.55 +7.4%
36 SCHE SCHWAB STRATEGIC TR 84,959.0 $3.1M 0.75% -2K -2.8% $36.26 +2.3%
37 VTIP VANGUARD MALVERN FDS 60,170.0 $3.0M 0.74% +16K +37.1% $50.23 -0.8%
38 EFG ISHARES TR 23,777.0 $3.0M 0.72% -548.0 -2.2% $124.42 +1.0%
39 MSFT MICROSOFT CORP Technology 7,651.0 $2.9M 0.70% -55.0 -0.7% $373.01 +33.1%
40 LRCX LAM RESEARCH CORP Technology 6,539.0 $2.8M 0.69% -69.0 -1.0% $433.33 -27.8%
Page 2 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%