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Portfolio (Quarterly) Guide ↗

IFS Group,LLC

· CIK 0002087139
13F Portfolio $112M AUM 144 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 144 New
Page 6 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLE SELECT SECTOR SPDR TR 5,081.0 $311K 0.28% NEW $61.27 -1.8%
102 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,292.0 $309K 0.28% NEW $58.47 +12.4%
103 FE FIRSTENERGY CORP Utilities 6,027.0 $305K 0.27% NEW $50.66 -10.2%
104 HD HOME DEPOT INC Consumer Cyclical 916.0 $301K 0.27% NEW $328.87 -6.5%
105 CME CME GROUP INC Financial Services 1,017.0 $300K 0.27% NEW $295.35 -1.1%
106 QTEC FIRST TR EXCHANGE-TRADED FD 1,372.0 $296K 0.26% NEW $215.99 +36.1%
107 PAYX PAYCHEX INC Industrials 3,191.0 $294K 0.26% NEW $92.12 +2.4%
108 PINS PINTEREST INC Communication Services 15,944.0 $292K 0.26% NEW $18.34 +2.8%
109 PLD PROLOGIS INC. Real Estate 2,201.0 $291K 0.26% NEW $132.18 +8.8%
110 AFL AFLAC INC Financial Services 2,590.0 $284K 0.25% NEW $109.71 +7.3%
111 META META PLATFORMS INC Communication Services 489.0 $280K 0.25% NEW $572.13 +5.7%
112 FCX FREEPORT MCMORAN INC Basic Materials 4,723.0 $278K 0.25% NEW $58.78 +2.6%
113 V VISA INC Financial Services 911.0 $275K 0.24% NEW $302.10 +9.1%
114 CGMS CAPITAL GRP FIXED INCM ETF T 10,098.0 $275K 0.24% NEW $27.23 +0.6%
115 CEG CONSTELLATION ENERGY CORP Utilities 959.0 $268K 0.24% NEW $279.25 +0.4%
116 PTMC PACER FDS TR 7,296.0 $267K 0.24% NEW $36.57 +6.6%
117 NGG NATIONAL GRID PLC Utilities 3,131.0 $265K 0.24% NEW $84.60 +0.1%
118 PEP PEPSICO INC Consumer Defensive 1,697.0 $263K 0.23% NEW $155.26 -3.4%
119 FGD FIRST TR EXCHANGE-TRADED FD 7,951.0 $254K 0.23% NEW $31.93 +5.5%
120 AMT AMERICAN TOWER CORP Real Estate 1,470.0 $254K 0.23% NEW $172.58 +5.4%
Page 6 of 8  ·  144 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 22.0%
Energy 20.0%
Financial Services 14.0%
Communication Services 12.1%
Utilities 8.5%
Healthcare 6.7%
Industrials 4.9%
Consumer Cyclical 3.8%
Consumer Defensive 2.9%
Real Estate 2.6%