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Portfolio (Quarterly) Guide ↗

Ifrah Financial Services, Inc.

· CIK 0001382646
13F Portfolio $389M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New
Page 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PRIM PRIMORIS SVCS CORP Industrials 17,428.0 $2.2M 0.56% NEW $124.14 -23.2%
42 ICSH ISHARES TR 40,197.0 $2.0M 0.52% NEW $50.58 -0.1%
43 LMBS FIRST TR EXCHANGE-TRADED FD 38,665.0 $1.9M 0.50% NEW $49.99 -0.4%
44 IAU ISHARES GOLD TR Financial Services 22,909.0 $1.9M 0.48% NEW $81.17 -6.7%
45 BCD ABRDN ETFS 59,777.0 $1.9M 0.47% NEW $30.96 +10.8%
46 VNQ VANGUARD INDEX FDS 20,105.0 $1.8M 0.46% NEW $88.49 +9.8%
47 ABBV ABBVIE INC Healthcare 7,561.0 $1.7M 0.44% NEW $228.48 +6.4%
48 XLK SELECT SECTOR SPDR TR 11,604.0 $1.7M 0.43% NEW $143.97 +28.2%
49 SCHX SCHWAB STRATEGIC TR 57,752.0 $1.6M 0.40% NEW $26.91 +7.3%
50 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,397.0 $1.5M 0.40% NEW $453.37 +5.9%
51 ORCL ORACLE CORP Technology 7,873.0 $1.5M 0.39% NEW $194.92 -21.7%
52 SNPS SYNOPSYS INC Technology 3,220.0 $1.5M 0.39% NEW $469.67 -3.1%
53 SCHM SCHWAB STRATEGIC TR 44,823.0 $1.3M 0.35% NEW $30.07 +21.4%
54 CDNS CADENCE DESIGN SYSTEM INC Technology 4,196.0 $1.3M 0.34% NEW $312.55 +17.8%
55 SYK STRYKER CORPORATION Healthcare 3,610.0 $1.3M 0.33% NEW $351.48 -10.1%
56 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,629.0 $1.2M 0.30% NEW $256.76 +33.8%
57 FIX COMFORT SYS USA INC Industrials 1,265.0 $1.2M 0.30% NEW $933.27 +116.0%
58 LRCX LAM RESEARCH CORP Technology 6,774.0 $1.2M 0.30% NEW $171.18 +134.7%
59 ETN EATON CORP PLC Industrials 3,590.0 $1.1M 0.29% NEW $318.47 +31.8%
60 GD GENERAL DYNAMICS CORP Industrials 3,391.0 $1.1M 0.29% NEW $336.69 +2.4%
Page 3 of 11  ·  209 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 49.6%
Industrials 18.0%
Healthcare 12.3%
Financial Services 5.5%
Consumer Defensive 4.3%
Consumer Cyclical 4.0%
Communication Services 2.5%
Utilities 1.3%
Basic Materials 1.2%
Real Estate 0.8%