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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 META META PLATFORMS INC Communication Services 633.0 $357K 0.49% +144.0 +29.4% $563.29 -0.8%
62 DE DEERE & CO Industrials 560.0 $355K 0.49% $634.33 +2.3%
63 SLV ISHARES SILVER TR Financial Services 6,441.0 $344K 0.47% +666.0 +11.5% $53.47 +16.3%
64 PYPL PAYPAL HLDGS INC Financial Services 7,620.0 $329K 0.45% +191.0 +2.6% $43.18 +42.8%
65 AFL AFLAC INC Financial Services 2,731.0 $320K 0.44% +141.0 +5.4% $117.25 +0.8%
66 V VISA INC Financial Services 915.0 $314K 0.43% $342.95 +11.5%
67 SPYG SPDR SERIES TRUST 2,627.0 $313K 0.43% -1K -34.9% $118.97 +0.3%
68 PG PROCTER & GAMBLE CO Consumer Defensive 2,106.0 $309K 0.42% -110.0 -5.0% $146.67 -0.1%
69 FCX FREEPORT MCMORAN INC Basic Materials 4,675.0 $294K 0.40% -48.0 -1.0% $62.89 +23.7%
70 UNH UNITEDHEALTH GROUP INC Healthcare 682.0 $283K 0.39% -135.0 -16.5% $415.63 -4.1%
71 QDPL PACER FDS TR 6,168.0 $278K 0.38% -127K -95.4% $45.07 +2.7%
72 SOFI SOFI TECHNOLOGIES INC Financial Services 15,325.0 $275K 0.38% +355.0 +2.4% $17.93 +1.7%
73 XLE SELECT SECTOR SPDR TR 4,882.0 $259K 0.36% -199.0 -3.9% $53.11 +18.8%
74 HYBB ISHARES TR 5,451.0 $255K 0.35% +1K +22.5% $46.77 -0.4%
75 FGD FIRST TR EXCHANGE-TRADED FD 7,953.0 $254K 0.35% $31.99 +11.5%
76 CEG CONSTELLATION ENERGY CORP Utilities 1,010.0 $251K 0.34% +51.0 +5.3% $248.37 +10.1%
77 HD HOME DEPOT INC Consumer Cyclical 688.0 $243K 0.33% -228.0 -24.9% $352.70 -4.3%
78 TDIV FIRST TR EXCHANGE TRADED FD 2,108.0 $242K 0.33% -3K -60.6% $114.88 -1.2%
79 FYX FIRST TR EXCHANGE-TRADED ALP 1,546.0 $223K 0.31% NEW $144.30 -1.0%
80 LRCX LAM RESEARCH CORP Technology 500.0 $217K 0.30% NEW $433.33 -28.4%
Page 4 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%