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Portfolio (Quarterly) Guide ↗

IFS Group,LLC

· CIK 0002087139
13F Portfolio $73M AUM 87 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 35 Added 34 Reduced 61 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FYX FIRST TR EXCHANGE-TRADED ALP 1,546.0 $223K 0.31% NEW $144.30 -1.0%
2 LRCX LAM RESEARCH CORP Technology 500.0 $217K 0.30% NEW $433.33 -28.4%
3 IWF ISHARES TR 1,728.0 $215K 0.29% NEW $124.19 -2.5%
4 NET CLOUDFLARE INC Technology 860.0 $211K 0.29% NEW $245.28 +14.3%

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 32.3%
Energy 18.0%
Financial Services 14.5%
Communication Services 7.6%
Utilities 6.3%
Healthcare 5.8%
Consumer Cyclical 5.2%
Industrials 4.8%
Basic Materials 3.1%
Real Estate 1.5%