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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
Page 1 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTCS FIRST TR EXCHANGE-TRADED FD 32,724.0 $3.1M 4.22% -2K -6.0% $93.92 +8.9%
2 GOOG ALPHABET INC 6,310.0 $2.2M 3.06% -271.0 -4.1% $353.35
3 AGG ISHARES TR 20,436.0 $2.0M 2.78% -8K -27.2% $98.98 -1.4%
4 NVDA NVIDIA CORPORATION Technology 10,100.0 $2.0M 2.77% -2K -14.2% $200.09 +4.2%
5 AAPL APPLE INC Technology 5,815.0 $1.7M 2.31% -954.0 -14.1% $289.34 +7.3%
6 GS GOLDMAN SACHS GROUP INC Financial Services 1,451.0 $1.5M 2.02% -14.0 -1.0% $1011.37 +2.5%
7 MSFT MICROSOFT CORP Technology 3,793.0 $1.4M 1.94% -696.0 -15.5% $373.02 +30.6%
8 GLW CORNING INC Technology 5,369.0 $1.4M 1.88% -301.0 -5.3% $255.43 -43.0%
9 AMD ADVANCED MICRO DEVICES INC Technology 2,200.0 $1.3M 1.75% -106.0 -4.6% $580.91 -21.4%
10 XOM EXXON MOBIL CORP Energy 6,914.0 $945K 1.30% -1K -13.6% $136.72 +20.0%
11 IRIDIUM COMMUNICATIONS INC 16,938.0 $929K 1.28% -5K -23.4% $54.85
12 GOOGL ALPHABET INC Communication Services 2,200.0 $786K 1.08% -966.0 -30.5% $357.37 -2.6%
13 JPM JPMORGAN CHASE & CO Financial Services 2,287.0 $749K 1.03% -297.0 -11.5% $327.33 +8.9%
14 GEV GE VERNOVA INC Utilities 595.0 $699K 0.96% -88.0 -12.9% $1174.86 -19.8%
15 MBB ISHARES TR 7,255.0 $686K 0.94% -13K -65.0% $94.52 -1.3%
16 FV FIRST TR EXCHANGE TRADED FD 8,597.0 $652K 0.90% -108.0 -1.2% $75.88 -3.5%
17 GE GE AEROSPACE Industrials 1,676.0 $626K 0.86% -244.0 -12.7% $373.73 -8.5%
18 COWZ PACER FDS TR 8,775.0 $546K 0.75% -15K -63.5% $62.20 +16.0%
19 LLY ELI LILLY & CO Healthcare 455.0 $546K 0.75% -62.0 -12.0% $1199.43 +4.0%
20 BA BOEING CO Industrials 2,435.0 $527K 0.72% -1K -35.2% $216.47 -2.8%
Page 1 of 2  ·  34 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 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%