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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 26 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 34,367.0 $386K 0.01% +173.0 +0.5% $11.23 -0.2%
502 USAI PACER FDS TR 8,152.0 $383K 0.01% +2K +34.2% $46.99 +2.8%
503 JULT AIM ETF PRODUCTS TRUST 8,681.0 $382K 0.01% +2K +34.0% $43.96 +7.2%
504 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,360.0 $371K 0.01% +344.0 +17.1% $157.28 -0.9%
505 SLB SLB LIMITED Energy 7,207.0 $370K 0.01% +482.0 +7.2% $51.39 +10.9%
506 DAPP VANECK ETF TRUST 24,494.0 $365K 0.01% +226.0 +0.9% $14.92 +33.0%
507 STRV EA SERIES TRUST 8,693.0 $365K 0.01% +282.0 +3.4% $41.97 +13.2%
508 DFAS DIMENSIONAL ETF TRUST 5,120.0 $364K 0.01% +504.0 +10.9% $71.13 +6.7%
509 MTZ MASTEC INC Industrials 1,129.0 $363K 0.01% +40.0 +3.7% $321.74 +21.1%
510 JAJL INNOVATOR ETFS TRUST 12,487.0 $363K 0.01% +5K +58.8% $29.07 +2.1%
511 SRVR PACER FDS TR 11,553.0 $361K 0.01% +70.0 +0.6% $31.22 +7.4%
512 VMC VULCAN MATLS CO Basic Materials 1,318.0 $359K 0.01% +44.0 +3.5% $272.30 -1.8%
513 MELI MERCADOLIBRE INC Consumer Cyclical 207.0 $358K 0.01% +14.0 +7.2% $1729.02 -9.6%
514 DIVI FRANKLIN TEMPLETON ETF TR 8,955.0 $357K 0.01% +226.0 +2.6% $39.81 +6.4%
515 WEC WEC ENERGY GROUP INC Utilities 3,067.0 $355K 0.01% +76.0 +2.5% $115.76 -5.9%
516 PACER FDS TR 10,067.0 $353K 0.01% +962.0 +10.6% $35.03
517 KHC KRAFT HEINZ CO Consumer Defensive 15,592.0 $351K 0.01% +817.0 +5.5% $22.49 +1.6%
518 TT TRANE TECHNOLOGIES PLC Industrials 839.0 $350K 0.01% +37.0 +4.6% $416.74 +10.1%
519 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 28,333.0 $349K 0.01% +247.0 +0.9% $12.33 -0.5%
520 SPGI S&P GLOBAL INC Financial Services 817.0 $348K 0.01% +78.0 +10.6% $425.46 -2.0%
Page 26 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%