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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 29 of 31  ·  602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ZTS ZOETIS INC Healthcare 2,330.0 $275K 0.01% +322.0 +16.0% $118.19 -36.6%
562 GAP GAP INC Consumer Cyclical 11,269.0 $273K 0.01% +85.0 +0.8% $24.20 -14.6%
563 NAZ NUVEEN ARIZONA QLTY MUN INC Financial Services 22,642.0 $271K 0.01% +3K +12.8% $11.99 +6.9%
564 IWN ISHARES TR 1,378.0 $261K 0.01% +65.0 +5.0% $189.54 +9.0%
565 FISV FISERV INC Technology 4,621.0 $258K 0.01% +310.0 +7.2% $55.80 -0.3%
566 PTL NORTHERN LTS FD TR IV 1,027.0 $257K 0.01% +149.0 +17.0% $250.56 +10.0%
567 RACE FERRARI N V Consumer Cyclical 765.0 $255K 0.01% +103.0 +15.6% $333.95 -3.9%
568 TPIF TIMOTHY PLAN 7,047.0 $254K 0.01% +673.0 +10.6% $36.04 +3.4%
569 ISCV ISHARES TR 3,634.0 $253K 0.01% +376.0 +11.5% $69.51 +5.2%
570 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,827.0 $249K 0.01% +219.0 +13.6% $136.11 -7.6%
571 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,463.0 $247K 0.01% +270.0 +12.3% $100.09 -6.5%
572 WD WALKER & DUNLOP INC Financial Services 5,493.0 $244K 0.01% +2K +37.6% $44.38 +16.0%
573 FIS FIDELITY NATL INFORMATION SV Technology 5,177.0 $243K 0.01% +290.0 +5.9% $46.91 -10.3%
574 PAMC PACER FDS TR 5,034.0 $241K 0.01% +174.0 +3.6% $47.86 +9.3%
575 NULG NUSHARES ETF TR 2,634.0 $240K 0.01% +77.0 +3.0% $90.93 +20.1%
576 SPHB INVESCO EXCH TRADED FD TR II 2,025.0 $235K 0.01% +25.0 +1.2% $115.95 +19.4%
577 TEAM ATLASSIAN CORPORATION Technology 3,425.0 $234K 0.01% +2K +97.5% $68.25 +27.5%
578 HQH ABRDN HEALTHCARE INVESTORS Financial Services 13,059.0 $232K 0.01% +804.0 +6.6% $17.79 +12.1%
579 JPEF J P MORGAN EXCHANGE TRADED F 3,215.0 $231K 0.01% +265.0 +9.0% $71.81 +11.6%
580 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 4,315.0 $227K 0.01% +100.0 +2.4% $52.70 +2.0%
Page 29 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%