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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 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 23,591.0 $2.7M 0.65% -248.0 -1.0% $113.26 -7.9%
42 XLK SELECT SECTOR SPDR TR 12,380.0 $2.4M 0.58% $190.52 -4.0%
43 NVDA NVIDIA CORPORATION Technology 11,682.0 $2.3M 0.57% -66.0 -0.6% $200.08 +4.8%
44 TER TERADYNE INC Technology 4,740.0 $2.3M 0.56% -646.0 -12.0% $483.88 -25.0%
45 ICSH ISHARES TR 40,742.0 $2.1M 0.50% +423.0 +1.1% $50.58 -0.1%
46 FIX COMFORT SYS USA INC Industrials 1,026.0 $2.0M 0.50% -200.0 -16.3% $1981.33 -18.5%
47 BCD ABRDN ETFS 59,005.0 $2.0M 0.49% -759.0 -1.3% $34.15 +11.3%
48 LMBS FIRST TR EXCHANGE-TRADED FD 37,021.0 $1.8M 0.45% $49.78 -0.4%
49 ABBV ABBVIE INC Healthcare 7,294.0 $1.8M 0.45% -37.0 -0.5% $251.64 +4.5%
50 FTSL FIRST TR EXCHANGE-TRADED FD 40,484.0 $1.8M 0.44% -9K -18.3% $44.75 +0.1%
51 VNQ VANGUARD INDEX FDS 17,940.0 $1.7M 0.42% $96.43 +2.3%
52 SCHX SCHWAB STRATEGIC TR 54,467.0 $1.6M 0.39% -3K -4.5% $29.43 +2.7%
53 IAU ISHARES GOLD TR Financial Services 20,730.0 $1.6M 0.38% -1K -6.0% $75.51 +14.4%
54 SCHM SCHWAB STRATEGIC TR 41,709.0 $1.5M 0.38% -2K -5.1% $36.87 -2.3%
55 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,056.0 $1.5M 0.37% -221.0 -6.7% $496.66 +10.2%
56 AIT APPLIED INDL TECHNOLOGIES IN Industrials 4,458.0 $1.5M 0.37% -31.0 -0.7% $338.12 +1.3%
57 CDNS CADENCE DESIGN SYSTEM INC Technology 4,003.0 $1.5M 0.37% -49.0 -1.2% $375.35 -10.8%
58 ETN EATON CORP PLC Industrials 3,444.0 $1.5M 0.36% -29.0 -0.8% $426.08 -1.6%
59 PRIM PRIMORIS SVCS CORP Industrials 14,639.0 $1.5M 0.35% -2K -13.2% $99.12 -21.1%
60 JBL JABIL INC Technology 3,716.0 $1.4M 0.35% -631.0 -14.5% $385.52 -19.4%
Page 3 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%