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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 3 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BCD ABRDN ETFS 59,764.0 $2.1M 0.56% $35.78 -5.6%
42 NVDA NVIDIA CORPORATION Technology 11,748.0 $2.0M 0.54% -2K -16.6% $174.40 +14.1%
43 ICSH ISHARES TR 40,319.0 $2.0M 0.54% $50.62 -0.1%
44 IAU ISHARES GOLD TR Financial Services 22,058.0 $1.9M 0.51% -851.0 -3.7% $88.16 -14.9%
45 LMBS FIRST TR EXCHANGE-TRADED FD 37,068.0 $1.8M 0.49% -2K -4.1% $49.81 +0.3%
46 FIX COMFORT SYS USA INC Industrials 1,226.0 $1.7M 0.45% -39.0 -3.1% $1379.13 +41.7%
47 XLK SELECT SECTOR SPDR TR 12,429.0 $1.7M 0.44% +825.0 +7.1% $132.90 +37.8%
48 TER TERADYNE INC Technology 5,386.0 $1.6M 0.42% -179.0 -3.2% $296.44 +44.1%
49 VNQ VANGUARD INDEX FDS 17,980.0 $1.6M 0.42% -2K -10.6% $88.70 +9.4%
50 ABBV ABBVIE INC Healthcare 7,331.0 $1.6M 0.42% -230.0 -3.0% $217.49 +8.0%
51 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,277.0 $1.5M 0.39% -120.0 -3.5% $446.56 +4.9%
52 SCHX SCHWAB STRATEGIC TR 57,009.0 $1.5M 0.39% -743.0 -1.3% $25.64 +12.7%
53 LRCX LAM RESEARCH CORP Technology 6,608.0 $1.4M 0.37% -166.0 -2.5% $213.66 +75.4%
54 VGIT VANGUARD SCOTTSDALE FDS 23,111.0 $1.4M 0.36% NEW $59.55 -0.9%
55 SCHM SCHWAB STRATEGIC TR 43,961.0 $1.4M 0.36% -862.0 -1.9% $30.96 +15.6%
56 SHV ISHARES TR 11,862.0 $1.3M 0.35% +2K +17.1% $110.39 -0.1%
57 ETN EATON CORP PLC Industrials 3,473.0 $1.2M 0.33% -117.0 -3.3% $357.65 +13.1%
58 MU MICRON TECHNOLOGY INC Technology 3,662.0 $1.2M 0.33% -136.0 -3.6% $337.88 +210.3%
59 SNPS SYNOPSYS INC Technology 3,113.0 $1.2M 0.33% -107.0 -3.3% $396.50 +17.0%
60 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,489.0 $1.2M 0.32% -140.0 -3.0% $265.31 +25.8%
Page 3 of 10  ·  200 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%