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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 4 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SNPS SYNOPSYS INC Technology 3,076.0 $1.4M 0.34% -37.0 -1.2% $446.12 -8.1%
62 SHV ISHARES TR 11,880.0 $1.3M 0.32% $110.35 -0.0%
63 SCHA SCHWAB STRATEGIC TR 35,072.0 $1.3M 0.31% -2K -6.2% $36.13 -3.9%
64 JNJ JOHNSON & JOHNSON Healthcare 4,786.0 $1.2M 0.30% +1K +40.1% $253.97 +6.3%
65 KLIC KULICKE & SOFFA INDS INC Technology 8,792.0 $1.2M 0.29% -3K -27.1% $133.76 -36.5%
66 GD GENERAL DYNAMICS CORP Industrials 3,287.0 $1.2M 0.28% $354.24 +7.8%
67 VWO VANGUARD INTL EQUITY INDEX F 19,114.0 $1.1M 0.28% $59.69 +1.6%
68 TXN TEXAS INSTRS INC Technology 3,828.0 $1.1M 0.28% -50.0 -1.3% $298.04 -12.2%
69 ORCL ORACLE CORP Technology 7,557.0 $1.1M 0.27% -87.0 -1.1% $146.54 +1.6%
70 SYK STRYKER CORPORATION Healthcare 3,491.0 $1.1M 0.27% -28.0 -0.8% $314.82 +4.7%
71 LIN LINDE PLC Basic Materials 2,083.0 $1.1M 0.26% -23.0 -1.1% $519.06 -5.5%
72 IVV ISHARES TR 1,415.0 $1.1M 0.26% -30.0 -2.1% $748.78 +2.8%
73 SFLR INNOVATOR ETFS TRUST 27,340.0 $1.1M 0.26% $38.58 +0.6%
74 AVEM AMERICAN CENTY ETF TR 10,842.0 $1.0M 0.26% $96.49 -2.0%
75 VYMI VANGUARD WHITEHALL FDS 10,393.0 $1.0M 0.25% $98.20 +7.5%
76 AVDE AMERICAN CENTY ETF TR 11,078.0 $988K 0.24% $89.20 +5.8%
77 TKR TIMKEN CO Industrials 6,744.0 $980K 0.24% -67.0 -1.0% $145.31 -13.2%
78 ACWI ISHARES TR 6,095.0 $957K 0.23% $156.96 +2.5%
79 XLI SELECT SECTOR SPDR TR 4,869.0 $902K 0.22% $185.24 -2.6%
80 YMAR FIRST TR EXCHNG TRADED FD VI 31,277.0 $896K 0.22% -211.0 -0.7% $28.66 +2.5%
Page 4 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%