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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUB ISHARES TR 4,136.0 $445K 0.06% NEW $107.62 -2.1%
122 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 931.0 $445K 0.06% NEW $477.57 -12.3%
123 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,574.0 $421K 0.05% NEW $92.09 -3.2%
124 SPYD SPDR SERIES TRUST 8,115.0 $387K 0.05% NEW $47.71 +5.7%
125 SNDK SANDISK CORP Technology 165.0 $375K 0.05% NEW $2273.73 -29.8%
126 AON AON PLC Financial Services 1,120.0 $371K 0.05% NEW $331.69 +7.1%
127 HTGC HERCULES CAPITAL INC Financial Services 22,554.0 $356K 0.04% NEW $15.77 +8.6%
128 T AT&T INC Communication Services 16,819.0 $348K 0.04% NEW $20.70 +22.2%
129 DUK DUKE ENERGY CORP NEW Utilities 2,745.0 $347K 0.04% NEW $126.58 -5.3%
130 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 24,280.0 $342K 0.04% NEW $14.07 -1.6%
131 SO SOUTHERN CO Utilities 3,527.0 $338K 0.04% NEW $95.71 -7.1%
132 ADI ANALOG DEVICES INC Technology 824.0 $327K 0.04% NEW $397.17 -6.1%
133 WRB BERKLEY W R CORP Financial Services 4,635.0 $327K 0.04% NEW $70.53 -2.7%
134 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 32,195.0 $316K 0.04% NEW $9.81 +1.0%
135 NDAQ NASDAQ INC Financial Services 3,993.0 $315K 0.04% NEW $78.82 +24.6%
136 LOW LOWES COS INC Consumer Cyclical 1,426.0 $314K 0.04% NEW $220.49 -2.0%
137 SSD SIMPSON MFG INC Industrials 1,488.0 $312K 0.04% NEW $209.35 -9.8%
138 VNQ VANGUARD INDEX FDS 3,229.0 $311K 0.04% NEW $96.44 +2.1%
139 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 942.0 $311K 0.04% NEW $330.46 -1.2%
140 PPA INVESCO EXCHANGE TRADED FD T 1,724.0 $305K 0.04% NEW $176.65 -1.7%
Page 7 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%