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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 21 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BBUS J P MORGAN EXCHANGE TRADED F 5,573.0 $653K 0.01% +2K +37.0% $117.18 +13.5%
402 LYFT LYFT INC Technology 48,732.0 $648K 0.01% +8K +20.5% $13.30 -2.5%
403 EMN EASTMAN CHEM CO Basic Materials 8,348.0 $637K 0.01% +4K +77.2% $76.32 -6.2%
404 ECL ECOLAB INC Basic Materials 2,349.0 $625K 0.01% +74.0 +3.2% $266.03 -6.9%
405 FEBW AIM ETF PRODUCTS TRUST 18,479.0 $619K 0.01% +188.0 +1.0% $33.48 +5.2%
406 MDLZ MONDELEZ INTL INC Consumer Defensive 10,706.0 $617K 0.01% +470.0 +4.6% $57.64 +4.9%
407 LEN LENNAR CORP Consumer Cyclical 7,051.0 $612K 0.01% +1K +19.6% $86.84 -5.2%
408 JMBS JANUS DETROIT STR TR 13,537.0 $612K 0.01% +9K +200.9% $45.18 -1.0%
409 DFSD DIMENSIONAL ETF TRUST 12,763.0 $611K 0.01% +7K +138.1% $47.88 -0.3%
410 BBP ETFIS SER TR I 7,348.0 $610K 0.01% +185.0 +2.6% $83.06 +2.1%
411 MPC MARATHON PETE CORP Energy 2,498.0 $610K 0.01% +526.0 +26.7% $244.18 +4.4%
412 KGC KINROSS GOLD CORP Basic Materials 19,934.0 $608K 0.01% +3K +17.7% $30.52 -7.0%
413 FNDX SCHWAB STRATEGIC TR 21,753.0 $606K 0.01% +614.0 +2.9% $27.85 +9.1%
414 PAGP PLAINS GP HLDGS L P Energy 24,925.0 $605K 0.01% +1K +6.2% $24.28 +1.2%
415 NHI NATIONAL HEALTH INVS INC Real Estate 7,443.0 $602K 0.01% +385.0 +5.5% $80.86 -7.7%
416 BIBL NORTHERN LTS FD TR IV 12,715.0 $600K 0.01% +687.0 +5.7% $47.15 +11.0%
417 FUTU FUTU HLDGS LTD Financial Services 4,381.0 $599K 0.01% +985.0 +29.0% $136.76 -1.6%
418 OHI OMEGA HEALTHCARE INVS INC Real Estate 13,618.0 $597K 0.01% +411.0 +3.1% $43.82 +8.0%
419 XSMO INVESCO EXCHANGE TRADED FD T 7,845.0 $596K 0.01% +305.0 +4.0% $76.02 +10.7%
420 CME CME GROUP INC Financial Services 2,017.0 $596K 0.01% +293.0 +17.0% $295.35 +3.3%
Page 21 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%