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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMCOR PLC 6,362.0 $253K 0.23% NEW $39.75
122 QQQ INVESCO QQQ TR Financial Services 430.0 $248K 0.22% NEW $576.51 +23.1%
123 SOFI SOFI TECHNOLOGIES INC Financial Services 14,970.0 $238K 0.21% NEW $15.88 -1.6%
124 SPY STATE STR SPDR S&P 500 ETF T Financial Services 365.0 $237K 0.21% NEW $649.59 +13.8%
125 DUK DUKE ENERGY CORP NEW Utilities 1,763.0 $231K 0.21% NEW $130.94 -5.0%
126 SPTI SPDR SERIES TRUST 8,047.0 $231K 0.20% NEW $28.66 -1.4%
127 TRP TC ENERGY CORP Energy 3,664.0 $229K 0.20% NEW $62.60 +12.3%
128 PM PHILIP MORRIS INTL INC Consumer Defensive 1,382.0 $229K 0.20% NEW $165.34 +13.3%
129 JNJ JOHNSON & JOHNSON Healthcare 932.0 $228K 0.20% NEW $244.67 -6.1%
130 EXC EXELON CORP Utilities 4,630.0 $227K 0.20% NEW $49.02 -8.3%
131 SPYV SPDR SERIES TRUST 3,976.0 $225K 0.20% NEW $56.58 +6.7%
132 XEL XCEL ENERGY INC Utilities 2,798.0 $222K 0.20% NEW $79.44 +0.5%
133 GLD SPDR GOLD TR Financial Services 515.0 $222K 0.20% NEW $430.29 -3.3%
134 UNH UNITEDHEALTH GROUP INC Healthcare 817.0 $221K 0.20% NEW $270.59 +41.9%
135 MGK VANGUARD WORLD FD 600.0 $220K 0.20% NEW $367.44 -76.0%
136 WEC WEC ENERGY GROUP INC Utilities 1,879.0 $218K 0.19% NEW $115.77 -4.4%
137 TLT ISHARES TR 2,493.0 $216K 0.19% NEW $86.69 -3.3%
138 SMR NUSCALE PWR CORP Utilities 19,700.0 $214K 0.19% NEW $10.84 -3.3%
139 BERKSHIRE HATHAWAY INC DEL 440.0 $211K 0.19% NEW $479.20
140 FIRST TR EXCH TRADED FD III 2,960.0 $208K 0.18% NEW $70.36
Page 7 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%