Portfolio (Quarterly) Guide ↗

Integrated Financial Solutions, Inc.

· CIK 0002086529

13F Portfolio $145M AUM 26 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds

Q3 2025 Q2 2025 · All 3 New 15 Added 6 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PANW	PALO ALTO NETWORKS INC	Technology	1,950	$399K	0.34%	SOLD

Sector Allocation

Technology 83.1%

Communication Services 7.1%

Consumer Cyclical 6.0%

Financial Services 2.8%

Healthcare 0.9%

Industrials 0.2%