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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 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 16 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FANG DIAMONDBACK ENERGY INC Energy 6,201.0 $1.2M 0.03% +754.0 +13.8% $197.79 +2.9%
302 WPC WP CAREY INC Real Estate 18,030.0 $1.2M 0.03% +2K +11.6% $67.96 +7.3%
303 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,548.0 $1.2M 0.03% +298.0 +9.2% $345.15 -12.1%
304 IREN IREN LIMITED Financial Services 35,489.0 $1.2M 0.03% +9K +32.8% $34.28 +54.4%
305 ISCG ISHARES TR 22,008.0 $1.2M 0.03% +2K +10.3% $54.80 +9.5%
306 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 65,541.0 $1.2M 0.03% +6K +10.5% $18.38 -3.5%
307 EMLP FIRST TR EXCHANGE-TRADED FD 27,476.0 $1.2M 0.03% +3K +13.7% $43.66 +0.8%
308 SECT NORTHERN LTS FD TR IV 19,740.0 $1.2M 0.03% +1K +8.2% $60.39 +13.6%
309 IMCG ISHARES TR 15,122.0 $1.2M 0.03% +253.0 +1.7% $78.77 +12.5%
310 WCMI FIRST TR EXCHANGE-TRADED FD 70,937.0 $1.2M 0.03% +24K +52.3% $16.77 +10.6%
311 HEFA ISHARES TR 27,951.0 $1.2M 0.03% +162.0 +0.6% $42.50 +5.1%
312 RIO RIO TINTO PLC Basic Materials 12,725.0 $1.2M 0.03% +7K +112.3% $93.29 +11.1%
313 IWR ISHARES TR 12,173.0 $1.2M 0.03% +478.0 +4.1% $97.23 +6.6%
314 ADBE ADOBE INC Technology 4,855.0 $1.2M 0.03% +31.0 +0.6% $243.06 +5.2%
315 FNDF SCHWAB STRATEGIC TR 24,021.0 $1.2M 0.03% +10K +76.5% $48.93 +8.2%
316 SDS PROSHARES TR 15,583.0 $1.2M 0.03% +11K +210.4% $75.25 -21.9%
317 FOUR SHIFT4 PMTS INC Technology 26,525.0 $1.2M 0.03% +2K +8.0% $43.73 -3.9%
318 PFM INVESCO EXCHANGE TRADED FD T 22,702.0 $1.2M 0.03% +279.0 +1.2% $51.09 +6.6%
319 SANM SANMINA CORP Technology 8,769.0 $1.1M 0.03% +5K +114.8% $129.64 +81.5%
320 PNC PNC FINL SVCS GROUP INC Financial Services 5,430.0 $1.1M 0.03% +1K +32.0% $208.08 +2.3%
Page 16 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%