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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 9 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PRI PRIMERICA INC Financial Services 876.0 $249K 0.03% NEW $284.20 +4.8%
162 QUAL ISHARES TR 1,119.0 $246K 0.03% NEW $219.43 +1.3%
163 ISRG INTUITIVE SURGICAL INC Healthcare 606.0 $241K 0.03% NEW $397.83 -5.9%
164 WFC WELLS FARGO & CO Financial Services 2,898.0 $239K 0.03% NEW $82.64 +1.3%
165 TJX TJX COS INC NEW Consumer Cyclical 1,569.0 $238K 0.03% NEW $151.50 -7.1%
166 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,267.0 $232K 0.03% NEW $183.11 -0.6%
167 VMC VULCAN MATLS CO Basic Materials 783.0 $231K 0.03% NEW $295.01 -8.3%
168 BN BROOKFIELD CORP Financial Services 5,217.0 $222K 0.03% NEW $42.59 -2.9%
169 NFG NATIONAL FUEL GAS CO Energy 2,844.0 $220K 0.03% NEW $77.21 +8.7%
170 NXPI NXP SEMICONDUCTORS N V Technology 781.0 $219K 0.03% NEW $281.03 -20.7%
171 IVE ISHARES TR 958.0 $218K 0.03% NEW $227.06 +4.0%
172 TXN TEXAS INSTRS INC Technology 713.0 $213K 0.03% NEW $298.07 -10.9%
173 WBS WEBSTER FINL CORP Financial Services 2,746.0 $210K 0.03% NEW $76.42 +1.5%
174 D DOMINION ENERGY INC Utilities 3,065.0 $209K 0.03% NEW $68.29 -1.2%
175 IJK ISHARES TR 1,741.0 $205K 0.03% NEW $117.50 -2.1%
176 ETH GRAYSCALE ETHEREUM STAKING Financial Services 13,526.0 $203K 0.03% NEW $15.03 +47.6%
177 APH AMPHENOL CORP Technology 1,147.0 $202K 0.03% NEW $176.32 -13.2%
178 ADBE ADOBE INC Technology 983.0 $202K 0.03% NEW $205.02 +32.8%
179 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 10,858.0 $150K 0.02% NEW $13.83 +5.8%
Page 9 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 25.5%
Financial Services 20.1%
Communication Services 18.5%
Industrials 9.3%
Consumer Cyclical 7.3%
Healthcare 5.7%
Energy 3.5%
Consumer Defensive 3.5%
Real Estate 3.4%
Basic Materials 2.8%