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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RTX RTX CORPORATION Industrials 4,552.0 $864K 0.21% -32.0 -0.7% $189.71 +11.7%
82 IJUL INNOVATOR ETFS TRUST 23,943.0 $861K 0.21% -176.0 -0.7% $35.97 +2.9%
83 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,415.0 $845K 0.21% -86.0 -3.4% $350.07 -8.1%
84 AVDV AMERICAN CENTY ETF TR 7,926.0 $817K 0.20% $103.05 +9.0%
85 GLW CORNING INC Technology 3,167.0 $809K 0.20% -33.0 -1.0% $255.46 -40.2%
86 CSCO CISCO SYS INC Technology 6,875.0 $808K 0.20% -71.0 -1.0% $117.46 -4.3%
87 IOO ISHARES TR 5,888.0 $804K 0.20% -34.0 -0.6% $136.60 +4.8%
88 UNH UNITEDHEALTH GROUP INC Healthcare 1,931.0 $803K 0.20% $415.73 -3.5%
89 INTC INTEL CORP Technology 5,719.0 $798K 0.20% -626.0 -9.9% $139.62 -36.8%
90 AME AMETEK INC Industrials 3,262.0 $789K 0.19% -30.0 -0.9% $241.92 +1.4%
91 XLC SELECT SECTOR SPDR TR 7,258.0 $778K 0.19% $107.13 +5.1%
92 AFG AMERICAN FINANCIAL GROUP INC Financial Services 5,531.0 $774K 0.19% $139.93 +3.6%
93 MRK MERCK & CO INC Healthcare 5,695.0 $732K 0.18% $128.49 +19.2%
94 AEIS ADVANCED ENERGY INDS Industrials 1,868.0 $697K 0.17% -17.0 -0.9% $372.87 -24.1%
95 AMD ADVANCED MICRO DEVICES INC Technology 1,166.0 $678K 0.17% $581.16 -17.2%
96 FLEX FLEX LTD Technology 4,154.0 $673K 0.16% -421.0 -9.2% $162.07 -31.0%
97 KO COCA COLA CO Consumer Defensive 8,241.0 $670K 0.16% $81.27 +10.8%
98 GOOG ALPHABET INC 1,890.0 $668K 0.16% -26.0 -1.4% $353.35
99 SCHF SCHWAB STRATEGIC TR 23,359.0 $647K 0.16% -759.0 -3.1% $27.70 +2.7%
100 EWT ISHARES INC 5,912.0 $642K 0.16% +1K +27.1% $108.61 -2.0%
Page 5 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%