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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 3 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMZN AMAZON COM INC Consumer Cyclical 3,595.0 $749K 0.67% NEW $208.27 +26.3%
42 BA BOEING CO Industrials 3,760.0 $748K 0.67% NEW $199.03 +11.4%
43 NEM NEWMONT CORP Basic Materials 6,890.0 $746K 0.66% NEW $108.25 -0.7%
44 IJH ISHARES TR 10,272.0 $694K 0.62% NEW $67.53 +7.4%
45 PTLC PACER FDS TR 12,844.0 $674K 0.60% NEW $52.46 +9.6%
46 IGF ISHARES TR 9,885.0 $662K 0.59% NEW $67.00 +0.3%
47 BENJ HORIZON FDS 12,381.0 $648K 0.58% NEW $52.34 +0.5%
48 CVS CVS HEALTH CORP Healthcare 8,982.0 $645K 0.57% NEW $71.82 +30.6%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 4,369.0 $639K 0.57% NEW $146.28 -7.0%
50 VTI VANGUARD INDEX FDS 1,967.0 $631K 0.56% NEW $320.77 +13.2%
51 VCIT VANGUARD SCOTTSDALE FDS 7,544.0 $624K 0.56% NEW $82.76 -0.9%
52 IRIDIUM COMMUNICATIONS INC 22,128.0 $614K 0.55% NEW $27.74
53 GEV GE VERNOVA INC Utilities 683.0 $596K 0.53% NEW $872.90 +18.6%
54 VOD VODAFONE GROUP PLC Communication Services 39,052.0 $587K 0.52% NEW $15.02 +1.5%
55 PTNQ PACER FDS TR 7,996.0 $583K 0.52% NEW $72.96 +17.3%
56 FTA FIRST TR EXCHANGE-TRADED ALP 6,233.0 $576K 0.51% NEW $92.35 +0.8%
57 PPL PPL CORP Utilities 14,898.0 $569K 0.51% NEW $38.20 -7.3%
58 MUB ISHARES TR 5,345.0 $567K 0.51% NEW $106.15 -0.2%
59 DBMF LITMAN GREGORY FDS TR 18,245.0 $550K 0.49% NEW $30.15 +2.9%
60 GE GE AEROSPACE Industrials 1,920.0 $545K 0.48% NEW $283.77 +5.1%
Page 3 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%