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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXC EXELON CORP Utilities 4,630.0 $216K 0.30% $46.62 -4.9%
82 MGK VANGUARD WORLD FD 2,450.0 $215K 0.30% +2K +308.3% $87.91 +0.5%
83 IWF ISHARES TR 1,728.0 $215K 0.29% NEW $124.19 -2.5%
84 IDA IDACORP INC Utilities 1,400.0 $212K 0.29% $151.30 -8.6%
85 NET CLOUDFLARE INC Technology 860.0 $211K 0.29% NEW $245.28 +14.4%
86 FTSM FIRST TR EXCHANGE-TRADED FD 3,454.0 $206K 0.28% $59.73 +0.3%
87 SMR NUSCALE PWR CORP Utilities 19,700.0 $198K 0.27% $10.03 -9.8%
Page 5 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%