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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 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SYK STRYKER CORPORATION Healthcare 3,519.0 $1.2M 0.31% -91.0 -2.5% $328.60 -4.5%
62 JBL JABIL INC Technology 4,347.0 $1.2M 0.30% -164.0 -3.6% $265.64 +40.0%
63 GD GENERAL DYNAMICS CORP Industrials 3,300.0 $1.1M 0.30% -91.0 -2.7% $343.22 +0.3%
64 CDNS CADENCE DESIGN SYSTEM INC Technology 4,052.0 $1.1M 0.30% -144.0 -3.4% $277.85 +34.0%
65 ORCL ORACLE CORP Technology 7,644.0 $1.1M 0.30% -229.0 -2.9% $147.10 +7.2%
66 SCHA SCHWAB STRATEGIC TR 37,376.0 $1.1M 0.29% -1K -2.8% $29.08 +20.0%
67 LIN LINDE PLC Basic Materials 2,106.0 $1.0M 0.28% -77.0 -3.5% $495.80 +4.0%
68 VWO VANGUARD INTL EQUITY INDEX F 19,176.0 $1.0M 0.27% -745.0 -3.7% $54.05 +9.1%
69 VYMI VANGUARD WHITEHALL FDS 10,370.0 $977K 0.26% -269.0 -2.5% $94.24 +3.6%
70 SFLR INNOVATOR ETFS TRUST 27,450.0 $972K 0.26% +6K +28.2% $35.41 +7.4%
71 IVV ISHARES TR 1,445.0 $944K 0.25% -100.0 -6.5% $653.18 +12.8%
72 AVDE AMERICAN CENTY ETF TR 11,087.0 $941K 0.25% -81.0 -0.7% $84.84 +4.3%
73 RTX RTX CORPORATION Industrials 4,584.0 $884K 0.23% -117.0 -2.5% $192.90 -4.1%
74 AVEM AMERICAN CENTY ETF TR 10,857.0 $875K 0.23% -293.0 -2.6% $80.58 +17.6%
75 YMAR FIRST TR EXCHNG TRADED FD VI 31,488.0 $861K 0.23% -954.0 -2.9% $27.35 +4.1%
76 ACWI ISHARES TR 6,118.0 $847K 0.22% -218.0 -3.4% $138.37 +11.5%
77 JNJ JOHNSON & JOHNSON Healthcare 3,416.0 $835K 0.22% -58.0 -1.7% $244.47 -1.4%
78 VTI VANGUARD INDEX FDS 2,551.0 $818K 0.22% $320.81 +13.4%
79 IJUL INNOVATOR ETFS TRUST 24,119.0 $814K 0.21% -777.0 -3.1% $33.75 +5.8%
80 XLC SELECT SECTOR SPDR TR 7,288.0 $808K 0.21% -170.0 -2.3% $110.87 -3.9%
Page 4 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%