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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 153 New 602 Added 526 Reduced
Page 14 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VTIP VANGUARD MALVERN FDS 32,090.0 $1.6M 0.04% +9K +38.1% $49.95 +0.7%
262 BUFQ FIRST TR EXCHNG TRADED FD VI 45,135.0 $1.6M 0.04% +6K +14.3% $35.32 +9.5%
263 CGNG CAPITAL GROUP NEW GEOGRAPHY 50,346.0 $1.6M 0.04% +8K +20.1% $31.57 +10.3%
264 DVY ISHARES TR 10,494.0 $1.6M 0.04% +158.0 +1.5% $151.41 +0.9%
265 BNDS SERIES PORTFOLIOS TR 31,750.0 $1.6M 0.04% +1K +4.6% $49.67 +2.1%
266 CAH CARDINAL HEALTH INC Healthcare 7,460.0 $1.6M 0.04% +5K +160.3% $211.31 -5.2%
267 FENI FIDELITY COVINGTON TRUST 41,700.0 $1.6M 0.04% +10K +33.5% $37.20 +5.2%
268 TRFK PACER FDS TR 24,687.0 $1.5M 0.03% +2K +7.5% $62.24 +41.5%
269 PRFZ INVESCO EXCHANGE TRADED FD T 33,048.0 $1.5M 0.03% +3K +11.5% $45.87 +7.4%
270 PSFF PACER FDS TR 47,278.0 $1.5M 0.03% +5K +11.4% $32.04 +5.6%
271 F FORD MTR CO Consumer Cyclical 131,042.0 $1.5M 0.03% +15K +13.1% $11.54 +12.9%
272 UNP UNION PAC CORP Industrials 6,208.0 $1.5M 0.03% +100.0 +1.6% $242.60 +13.4%
273 FIRST TR EXCH TRADED FD III 21,400.0 $1.5M 0.03% +938.0 +4.6% $70.36
274 BNDX VANGUARD CHARLOTTE FDS 31,334.0 $1.5M 0.03% +3K +9.2% $48.05 -1.0%
275 GILD GILEAD SCIENCES INC Healthcare 10,789.0 $1.5M 0.03% +81.0 +0.8% $139.38 -7.0%
276 DUK DUKE ENERGY CORP NEW Utilities 11,419.0 $1.5M 0.03% +171.0 +1.5% $130.94 -6.2%
277 ARMOUR RESIDENTIAL REIT INC 89,397.0 $1.5M 0.03% +37K +70.7% $16.68
278 BOND PIMCO ETF TR 15,993.0 $1.5M 0.03% +3K +26.3% $92.28 -1.8%
279 COIN COINBASE GLOBAL INC Financial Services 8,313.0 $1.5M 0.03% +2K +26.1% $174.61 +8.5%
280 VLO VALERO ENERGY CORP Energy 5,862.0 $1.4M 0.03% +2K +38.2% $247.08 +4.6%
Page 14 of 31  ·  602 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 40.3%
Financial Services 22.1%
Consumer Cyclical 8.1%
Communication Services 7.6%
Industrials 4.6%
Consumer Defensive 3.9%
Healthcare 3.6%
Real Estate 3.5%
Energy 3.1%
Basic Materials 1.8%