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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 7 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMZN AMAZON COM INC Consumer Cyclical 2,081.0 $496K 0.12% $238.39 +9.2%
122 SCHC SCHWAB STRATEGIC TR 10,161.0 $489K 0.12% -267.0 -2.6% $48.12 +7.1%
123 FNOV FIRST TR EXCHNG TRADED FD VI 8,267.0 $484K 0.12% -48.0 -0.6% $58.49 +2.1%
124 LECO LINCOLN ELEC HLDGS INC Industrials 1,777.0 $472K 0.12% -16.0 -0.9% $265.58 +9.2%
125 IVOV VANGUARD ADMIRAL FDS INC 4,126.0 $471K 0.12% $114.06 +0.7%
126 AMGN AMGEN INC Healthcare 1,294.0 $469K 0.11% -7.0 -0.5% $362.25 +21.6%
127 GFEB FIRST TR EXCHNG TRADED FD VI 10,500.0 $462K 0.11% -64.0 -0.6% $44.03 +1.7%
128 IXC ISHARES TR 9,313.0 $458K 0.11% -3K -26.6% $49.13 +16.2%
129 VFH VANGUARD WORLD FD 3,475.0 $457K 0.11% $131.61 +8.1%
130 DXJ WISDOMTREE TR 2,593.0 $450K 0.11% NEW $173.51 +2.8%
131 AIZ ASSURANT INC Financial Services 1,632.0 $438K 0.11% -15.0 -0.9% $268.53 +7.4%
132 GEN GEN DIGITAL INC Technology 17,522.0 $436K 0.11% -165.0 -0.9% $24.89 +19.1%
133 BHE BENCHMARK ELECTRS INC Technology 4,352.0 $429K 0.10% -211.0 -4.6% $98.67 -26.7%
134 TDY TELEDYNE TECHNOLOGIES INC Technology 630.0 $420K 0.10% -7.0 -1.1% $666.77 -5.0%
135 FCN FTI CONSULTING INC Industrials 2,777.0 $414K 0.10% -33.0 -1.2% $149.01 +2.0%
136 WM WASTE MGMT INC DEL Industrials 1,842.0 $411K 0.10% $222.87 -0.7%
137 HUBB HUBBELL INC Industrials 769.0 $402K 0.10% $523.20 -9.7%
138 RRX REGAL REXNORD CORPORATION Industrials 1,661.0 $396K 0.10% -9.0 -0.5% $238.19 -30.6%
139 TJX TJX COS INC NEW Consumer Cyclical 2,471.0 $374K 0.09% +134.0 +5.7% $151.49 -9.7%
140 EHC ENCOMPASS HEALTH CORP Healthcare 3,688.0 $373K 0.09% -36.0 -1.0% $101.08 +19.5%
Page 7 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%