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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 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,528.0 $327K 0.09% -117.0 -3.2% $92.76 +55.2%
142 IYM ISHARES TR 1,858.0 $327K 0.09% +464.0 +33.3% $175.91 +1.9%
143 HD HOME DEPOT INC Consumer Cyclical 982.0 $323K 0.09% -34.0 -3.4% $328.95 +4.2%
144 DBEU DBX ETF TR 6,492.0 $316K 0.08% -142.0 -2.1% $48.72 +9.3%
145 RSG REPUBLIC SVCS INC Industrials 1,443.0 $316K 0.08% -22.0 -1.5% $219.08 -2.5%
146 LOPE GRAND CANYON ED INC Consumer Defensive 1,847.0 $314K 0.08% -38.0 -2.0% $170.03 -14.9%
147 RRX REGAL REXNORD CORPORATION Industrials 1,670.0 $313K 0.08% -89.0 -5.1% $187.26 +16.8%
148 EWC ISHARES INC 5,640.0 $309K 0.08% -164.0 -2.8% $54.79 +4.6%
149 MBB ISHARES TR 3,253.0 $309K 0.08% -57.0 -1.7% $94.95 -0.2%
150 IHDG WISDOMTREE TR 6,366.0 $307K 0.08% -175.0 -2.7% $48.15 +8.8%
151 OTTR OTTER TAIL CORP Utilities 3,474.0 $305K 0.08% -106.0 -3.0% $87.77 +1.2%
152 DOX AMDOCS LTD Technology 4,659.0 $304K 0.08% -122.0 -2.5% $65.27 -20.9%
153 PKG PACKAGING CORP AMER Consumer Cyclical 1,421.0 $302K 0.08% -35.0 -2.4% $212.26 +12.1%
154 AEP AMERICAN ELEC PWR CO INC Utilities 2,287.0 $300K 0.08% -51.0 -2.2% $131.07 +3.0%
155 FLEX FLEXTRONICS INTL LTD Technology 4,575.0 $299K 0.08% -159.0 -3.4% $65.46 +130.2%
156 AJG GALLAGHER ARTHUR J & CO Financial Services 1,375.0 $298K 0.08% -74.0 -5.1% $216.58 +1.9%
157 CW CURTISS WRIGHT CORP Industrials 432.0 $295K 0.08% -12.0 -2.7% $681.86 +11.9%
158 ENS ENERSYS Industrials 1,690.0 $294K 0.08% -42.0 -2.4% $173.72 +26.0%
159 ADI ANALOG DEVICES INC Technology 896.0 $285K 0.07% -27.0 -2.9% $318.14 +29.9%
160 INTC INTEL CORP Technology 6,345.0 $280K 0.07% -304.0 -4.6% $44.13 +198.3%
Page 8 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%