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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 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO Healthcare 455.0 $546K 0.75% -62.0 -12.0% $1199.43 +4.0%
42 BA BOEING CO Industrials 2,435.0 $527K 0.72% -1K -35.2% $216.47 -2.8%
43 FPE FIRST TR EXCH TRADED FD III 28,736.0 $514K 0.70% +5K +19.6% $17.88 -1.2%
44 VOD VODAFONE GROUP PLC Communication Services 38,014.0 $503K 0.69% -1K -2.7% $13.22 +20.8%
45 J P MORGAN EXCHANGE TRADED F 6,691.0 $484K 0.66% +1K +20.5% $72.27
46 PATH UIPATH INC Technology 44,144.0 $480K 0.66% +4K +9.5% $10.87 +52.9%
47 WY WEYERHAEUSER CO Real Estate 19,855.0 $475K 0.65% +1K +6.3% $23.94 +2.0%
48 FEX FIRST TR EXCHANGE-TRADED ALP 3,393.0 $475K 0.65% $139.87 -0.4%
49 QTEC FIRST TR EXCHANGE-TRADED FD 1,396.0 $467K 0.64% +24.0 +1.8% $334.70 -7.1%
50 CCJ CAMECO CORP Energy 4,580.0 $467K 0.64% $101.86 +0.6%
51 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,635.0 $445K 0.61% +1K +31.5% $95.98 +23.4%
52 KNG FIRST TR EXCHANGE-TRADED FD 8,575.0 $433K 0.59% +81.0 +0.9% $50.50 +3.0%
53 AVGO BROADCOM INC Technology 1,117.0 $422K 0.58% -454.0 -28.9% $377.75 -4.4%
54 PPL PPL CORP Utilities 11,392.0 $414K 0.57% -4K -23.5% $36.35 -3.6%
55 PLTR PALANTIR TECHNOLOGIES INC Technology 3,505.0 $409K 0.56% -864.0 -19.8% $116.67 +52.7%
56 OXY OCCIDENTAL PETE CORP Energy 8,104.0 $394K 0.54% -119.0 -1.4% $48.57 +23.4%
57 QQQ INVESCO QQQ TR Financial Services 530.0 $390K 0.54% +100.0 +23.3% $735.71 -3.7%
58 PINS PINTEREST INC Communication Services 18,488.0 $389K 0.53% +3K +16.0% $21.03 +11.4%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 515.0 $384K 0.53% +150.0 +41.1% $746.24 +2.4%
60 SPOT SPOTIFY TECHNOLOGY S A Communication Services 790.0 $363K 0.50% -100.0 -11.2% $459.13 +16.6%
Page 3 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%