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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 9 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OTTR OTTER TAIL CORP Utilities 3,497.0 $315K 0.08% +23.0 +0.7% $89.98 +2.6%
162 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,507.0 $314K 0.08% +156.0 +4.7% $89.48 -23.3%
163 CF CF INDUSTRIES HOLD Basic Materials 2,894.0 $313K 0.08% $108.26 +16.1%
164 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,789.0 $309K 0.08% -367.0 -3.6% $31.61 +10.8%
165 AEP AMERICAN ELEC PWR CO INC Utilities 2,260.0 $309K 0.08% -27.0 -1.2% $136.82 -9.8%
166 AJG GALLAGHER ARTHUR J & CO Financial Services 1,342.0 $308K 0.07% -33.0 -2.4% $229.57 +15.4%
167 RSG REPUBLIC SVCS INC Industrials 1,440.0 $307K 0.07% $213.11 +4.3%
168 QLYS QUALYS INC Technology 2,224.0 $306K 0.07% NEW $137.49 +28.5%
169 FICO FAIR ISAAC CORP Technology 253.0 $302K 0.07% +9.0 +3.7% $1194.78 -5.1%
170 BRC BRADY CORP Industrials 3,291.0 $301K 0.07% +69.0 +2.1% $91.57 +2.8%
171 MLI MUELLER INDS INC Industrials 2,434.0 $299K 0.07% NEW $122.92 -47.9%
172 MBB ISHARES TR 3,140.0 $297K 0.07% -113.0 -3.5% $94.52 -1.0%
173 HUM HUMANA INC Healthcare 737.0 $293K 0.07% NEW $397.01 -1.5%
174 SEZL SEZZLE INC Financial Services 1,689.0 $290K 0.07% NEW $171.63 -28.0%
175 PRI PRIMERICA INC Financial Services 1,013.0 $288K 0.07% $284.22 +5.9%
176 ON ON SEMICONDUCTOR CORP Technology 3,001.0 $284K 0.07% NEW $94.54 -22.6%
177 UPS UNITED PARCEL SVCS INC Industrials 2,591.0 $279K 0.07% $107.50 -1.7%
178 SNX TD SYNNEX CORPORATION Technology 1,036.0 $277K 0.07% -320.0 -23.6% $267.34 -4.6%
179 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,789.0 $271K 0.07% -89.0 -2.3% $71.62 -0.2%
180 VIS VANGUARD WORLD FD 750.0 $270K 0.07% $360.37 -4.1%
Page 9 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%