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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMF ISHARES TR 22,093.0 $1.3M 0.16% NEW $57.64 -2.0%
82 JNJ JOHNSON & JOHNSON Healthcare 4,582.0 $1.2M 0.15% NEW $253.96 +6.4%
83 IWM ISHARES TR 3,872.0 $1.2M 0.15% NEW $300.45 -0.2%
84 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,079.0 $1.1M 0.14% NEW $223.95 +25.4%
85 NOW SERVICENOW INC Technology 11,175.0 $1.1M 0.14% NEW $99.28 +29.4%
86 PEP PEPSICO INC Consumer Defensive 7,827.0 $1.1M 0.14% NEW $135.40 +6.0%
87 ABT ABBOTT LABORATORIES Healthcare 10,794.0 $979K 0.12% NEW $90.74 +28.5%
88 AMGN AMGEN INC Healthcare 2,692.0 $975K 0.12% NEW $362.06 +21.3%
89 MU MICRON TECHNOLOGY INC Technology 833.0 $962K 0.12% NEW $1154.29 -16.2%
90 WDAY WORKDAY INC Technology 7,619.0 $933K 0.12% NEW $122.42 +63.4%
91 BLK BLACKROCK INC Financial Services 955.0 $918K 0.12% NEW $961.57 +20.3%
92 HONEYWELL INTL INC 4,088.0 $915K 0.12% NEW $223.90
93 HONEYWELL AEROSPACE INC 4,088.0 $904K 0.12% NEW $221.08
94 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 66,008.0 $900K 0.11% NEW $13.63 -3.7%
95 KLAC KLA CORP Technology 2,974.0 $897K 0.11% NEW $301.71 -39.0%
96 ABBV ABBVIE INC Healthcare 3,488.0 $878K 0.11% NEW $251.64 +5.3%
97 ETN EATON CORP PLC Industrials 2,007.0 $855K 0.11% NEW $426.12 -1.6%
98 IBIT ISHARES BITCOIN TRUST ETF Financial Services 24,578.0 $818K 0.10% NEW $33.29 +31.2%
99 SPACE EXPLORATION TECHN CORP 4,543.0 $776K 0.10% NEW $170.86
100 AMD ADVANCED MICRO DEVICES INC Technology 1,221.0 $709K 0.09% NEW $580.91 -18.5%
Page 5 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%