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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 8 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PM PHILIP MORRIS INTL INC Consumer Defensive 2,000.0 $362K 0.09% $180.91 +7.3%
142 FORTINET INC 2,305.0 $354K 0.09% NEW $153.63
143 T AT&T INC Communication Services 16,961.0 $351K 0.09% -102.0 -0.6% $20.70 +25.0%
144 DBEU DBX ETF TR 6,480.0 $350K 0.09% $53.96 +2.0%
145 ADI ANALOG DEVICES INC Technology 876.0 $348K 0.09% -20.0 -2.2% $397.17 -6.4%
146 ENVA ENOVA INTL INC Financial Services 1,440.0 $347K 0.09% NEW $240.73 -1.7%
147 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,015.0 $347K 0.09% +35.0 +0.6% $57.62 +17.3%
148 HD HOME DEPOT INC Consumer Cyclical 975.0 $344K 0.08% -7.0 -0.7% $352.69 -5.1%
149 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,538.0 $340K 0.08% NEW $96.12 -50.3%
150 PKG PACKAGING CORP AMER Consumer Cyclical 1,420.0 $338K 0.08% $238.27 +3.5%
151 IYM ISHARES TR 1,851.0 $332K 0.08% $179.53 +9.2%
152 IHDG WISDOMTREE TR 6,343.0 $332K 0.08% $52.38 +2.1%
153 TT TRANE TECHNOLOGIES PLC Industrials 665.0 $327K 0.08% +24.0 +3.7% $491.43 -5.7%
154 CW CURTISS WRIGHT CORP Industrials 430.0 $326K 0.08% $757.24 -18.2%
155 EWC ISHARES INC 5,611.0 $323K 0.08% -29.0 -0.5% $57.64 +8.0%
156 IJR ISHARES TR 2,160.0 $320K 0.08% $148.31 -1.0%
157 SCHB SCHWAB STRATEGIC TR 11,043.0 $320K 0.08% +210.0 +1.9% $28.96 +2.2%
158 INCY INCYTE CORP Healthcare 2,820.0 $320K 0.08% NEW $113.35 +13.0%
159 FSS FEDERAL SIGNAL CORP Industrials 2,463.0 $316K 0.08% $128.49 -5.4%
160 ISHARES TR 3,176.0 $315K 0.08% +950.0 +42.7% $99.13
Page 8 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%