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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 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AZN ASTRAZENECA PLC Healthcare 2,668.0 $518K 0.01% NEW $194.07 -5.6%
42 PJP INVESCO EXCHANGE TRADED FD T 4,919.0 $510K 0.01% NEW $103.76 +1.6%
43 CE CELANESE CORP DEL Basic Materials 7,660.0 $504K 0.01% NEW $65.77 -15.2%
44 JBL JABIL INC Technology 1,871.0 $497K 0.01% NEW $265.63 +28.0%
45 CENX CENTURY ALUM CO Basic Materials 8,350.0 $490K 0.01% NEW $58.69 -3.0%
46 DFEM DIMENSIONAL ETF TRUST 13,723.0 $474K 0.01% NEW $34.55 +13.9%
47 ACM AECOM Industrials 5,575.0 $473K 0.01% NEW $84.82 -16.7%
48 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 5,835.0 $472K 0.01% NEW $80.94 +3.6%
49 ETF SER SOLUTIONS 18,667.0 $470K 0.01% NEW $25.20
50 AXTI AXT INC Technology 8,000.0 $456K 0.01% NEW $56.98 +108.5%
51 SIMO SILICON MOTION TECHNOLOGY CO Technology 4,035.0 $453K 0.01% NEW $112.29 +127.2%
52 PSQ PROSHARES TR 13,908.0 $448K 0.01% NEW $32.19 -18.2%
53 IPKW INVESCO EXCH TRADED FD TR II 7,956.0 $448K 0.01% NEW $56.26 +4.2%
54 IDV ISHARES TR 10,417.0 $443K 0.01% NEW $42.56 +5.4%
55 SELECT SECTOR SPDR TR 14,650.0 $414K 0.01% NEW $28.28
56 PTEN PATTERSON-UTI ENERGY INC Energy 37,657.0 $408K 0.01% NEW $10.83 +15.7%
57 CSWC CAPITAL SOUTHWEST CORP Financial Services 18,416.0 $407K 0.01% NEW $22.12 +5.4%
58 IAG IAMGOLD CORP Basic Materials 21,458.0 $404K 0.01% NEW $18.82 -7.8%
59 PRLB PROTO LABS INC Industrials 6,915.0 $394K 0.01% NEW $57.02 +24.9%
60 LSCC LATTICE SEMICONDUCTOR CORP Technology 4,160.0 $386K 0.01% NEW $92.76 +30.7%
Page 3 of 8  ·  153 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%