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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 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 4,033.0 $961K 1.32% +438.0 +12.2% $238.34 +10.4%
22 FIXD FIRST TR EXCHNG TRADED FD VI 21,825.0 $952K 1.31% +4K +22.4% $43.61 -1.7%
23 XOM EXXON MOBIL CORP Energy 6,914.0 $945K 1.30% -1K -13.6% $136.72 +19.1%
24 IRIDIUM COMMUNICATIONS INC 16,938.0 $929K 1.28% -5K -23.4% $54.85
25 IJH ISHARES TR 12,028.0 $928K 1.27% +2K +17.1% $77.11 -1.4%
26 SHY ISHARES TR 10,500.0 $862K 1.18% $82.11 -0.1%
27 JHPI JOHN HANCOCK EXCHANGE TRADED 37,450.0 $850K 1.17% +1K +2.7% $22.70 -0.8%
28 MTUM ISHARES TR 2,355.0 $807K 1.11% +247.0 +11.7% $342.84 -12.5%
29 GOOGL ALPHABET INC Communication Services 2,200.0 $786K 1.08% -966.0 -30.5% $357.37 -1.8%
30 JPM JPMORGAN CHASE & CO Financial Services 2,287.0 $749K 1.03% -297.0 -11.5% $327.33 +8.7%
31 OKTA OKTA INC Technology 5,250.0 $716K 0.98% +485.0 +10.2% $136.45 -4.2%
32 GEV GE VERNOVA INC Utilities 595.0 $699K 0.96% -88.0 -12.9% $1174.86 -19.9%
33 MBB ISHARES TR 7,255.0 $686K 0.94% -13K -65.0% $94.52 -1.3%
34 NEM NEWMONT CORP Basic Materials 7,211.0 $674K 0.93% +321.0 +4.7% $93.40 +39.9%
35 FV FIRST TR EXCHANGE TRADED FD 8,597.0 $652K 0.90% -108.0 -1.2% $75.88 -3.6%
36 LGOV FIRST TR EXCHANGE-TRADED FD 30,372.0 $650K 0.89% +6K +26.7% $21.40 -2.2%
37 GE GE AEROSPACE Industrials 1,676.0 $626K 0.86% -244.0 -12.7% $373.73 -8.5%
38 FTA FIRST TR EXCHANGE-TRADED ALP 6,212.0 $601K 0.83% $96.80 +7.4%
39 SDVY FIRST TR EXCHANGE TRADED FD 13,497.0 $582K 0.80% +2K +13.7% $43.14 +1.7%
40 COWZ PACER FDS TR 8,775.0 $546K 0.75% -15K -63.5% $62.20 +15.7%
Page 2 of 5  ·  87 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%