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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 6 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVGO BROADCOM INC Technology 1,665.0 $629K 0.15% -12.0 -0.7% $377.82 -5.9%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 659.0 $617K 0.15% NEW $935.51 +2.2%
103 EJUL INNOVATOR ETFS TRUST 19,476.0 $608K 0.15% -129.0 -0.7% $31.24 +0.5%
104 VGK VANGUARD INTL EQUITY INDEX F 6,770.0 $599K 0.15% $88.54 +4.7%
105 DIHP DIMENSIONAL ETF TRUST 17,537.0 $598K 0.15% $34.12 +4.5%
106 HRB BLOCK H & R INC Consumer Cyclical 15,700.0 $598K 0.15% -100.0 -0.6% $38.08 +38.3%
107 CAT CATERPILLAR INC Industrials 560.0 $597K 0.15% -5.0 -0.9% $1065.63 -22.9%
108 ITW ILLINOIS TOOL WKS INC Industrials 2,200.0 $595K 0.14% -19.0 -0.9% $270.46 +5.6%
109 CBRE CBRE GROUP INC Real Estate 4,397.0 $592K 0.14% $134.69 +11.6%
110 VTI VANGUARD INDEX FDS 1,595.0 $590K 0.14% -956.0 -37.5% $370.13 +2.2%
111 ENS ENERSYS Industrials 2,492.0 $583K 0.14% +802.0 +47.5% $233.86 -17.5%
112 HWM HOWMET AEROSPACE INC Industrials 2,164.0 $582K 0.14% -19.0 -0.9% $268.82 +0.2%
113 XOM EXXON MOBIL CORP Energy 4,169.0 $570K 0.14% $136.72 +15.7%
114 APH AMPHENOL CORP Technology 3,198.0 $564K 0.14% -23.0 -0.7% $176.32 -8.5%
115 HALO HALOZYME THERAPEUTICS INC Healthcare 6,974.0 $546K 0.13% -55.0 -0.8% $78.27 +36.8%
116 QFLR INNOVATOR ETFS TRUST 14,788.0 $539K 0.13% -78.0 -0.5% $36.48 -4.4%
117 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,377.0 $517K 0.13% -151.0 -4.3% $152.96 -22.0%
118 EOG EOG RES INC Energy 3,923.0 $509K 0.12% NEW $129.73 +11.6%
119 ITA ISHARES TR 2,073.0 $503K 0.12% $242.43 -2.5%
120 VHT VANGUARD WORLD FD 1,678.0 $502K 0.12% $298.95 +9.1%
Page 6 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%