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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $194M AUM 217 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 37 Added 7 Reduced 3 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC COM Utilities 14.0 $12K 0.01% NEW $872.86 +22.6%
22 SR SPIRE INC COM Utilities 94.0 $9K 0.00% NEW $90.53 -4.7%
23 DTM DT MIDSTREAM INC COMMON STOCK Energy 48.0 $6K 0.00% NEW $134.67 +11.1%
24 STWD STARWOOD PPTY TR INC COM Real Estate 275.0 $5K 0.00% NEW $17.22 +0.9%
25 WEEI WESTWOOD SALIENT ENHANCED ENERGY INCOME ETF 100.0 $2K 0.00% NEW $24.59 -2.0%
26 ROK ROCKWELL AUTOMATION INC COM Industrials 5.0 $2K 0.00% NEW $358.80 +27.2%
27 TER TERADYNE INC COM Technology 6.0 $2K 0.00% NEW $296.33 +31.3%
Page 2 of 2  ·  27 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
Financial Services 21.2%
Technology 17.7%
Utilities 13.8%
Healthcare 9.7%
Industrials 9.0%
Consumer Cyclical 7.9%
Energy 7.2%
Consumer Defensive 6.9%
Communication Services 4.8%
Real Estate 1.2%