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Portfolio (Quarterly) Guide ↗

IFC Advisors LLC

· CIK 0002053348
13F Portfolio $788M AUM 179 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 179 New
Page 4 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS 23,208.0 $2.0M 0.25% NEW $86.14 +1.6%
62 IWD ISHARES TR 8,123.0 $2.0M 0.25% NEW $242.43 +6.1%
63 HD HOME DEPOT INC Consumer Cyclical 5,557.0 $2.0M 0.25% NEW $352.68 -4.8%
64 IEMG ISHARES INC 23,384.0 $1.9M 0.25% NEW $82.84 -1.5%
65 KO COCA COLA CO Consumer Defensive 23,830.0 $1.9M 0.25% NEW $81.27 +12.1%
66 IWP ISHARES TR 12,900.0 $1.9M 0.24% NEW $146.41 -1.9%
67 V VISA INC Financial Services 5,448.0 $1.9M 0.24% NEW $343.09 +8.1%
68 BX BLACKSTONE INC Financial Services 15,690.0 $1.8M 0.23% NEW $117.67 +21.8%
69 UNP UNION PAC CORP Industrials 6,619.0 $1.8M 0.23% NEW $272.01 +13.3%
70 META META PLATFORMS INC Communication Services 3,181.0 $1.8M 0.23% NEW $563.35 -2.4%
71 PLD PROLOGIS INC. Real Estate 13,000.0 $1.8M 0.22% NEW $135.47 +4.7%
72 MSI MOTOROLA SOLUTIONS INC Technology 4,001.0 $1.7M 0.21% NEW $415.29 +15.7%
73 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,196.0 $1.6M 0.21% NEW $746.77 +2.5%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,192.0 $1.6M 0.20% NEW $501.36 +25.5%
75 TRV TRAVELERS COMPANIES INC Financial Services 4,629.0 $1.5M 0.19% NEW $330.13 +10.1%
76 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 129,491.0 $1.5M 0.19% NEW $11.74 -4.4%
77 CRM SALESFORCE INC Technology 9,489.0 $1.5M 0.19% NEW $156.66 +33.5%
78 SHW SHERWIN WILLIAMS CO Basic Materials 4,036.0 $1.4M 0.18% NEW $344.32 +0.7%
79 DHR DANAHER CORP DEL Healthcare 7,156.0 $1.4M 0.17% NEW $190.48 +14.9%
80 IJR ISHARES TR 8,993.0 $1.3M 0.17% NEW $148.31 -0.7%
Page 4 of 9  ·  179 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 26.6%
Financial Services 18.3%
Communication Services 17.7%
Industrials 9.7%
Consumer Cyclical 7.6%
Healthcare 6.0%
Consumer Defensive 3.7%
Energy 3.6%
Real Estate 3.5%
Basic Materials 2.9%