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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XTL SPDR SERIES TRUST 1,289.0 $242K 0.01% NEW $188.06 +19.2%
102 EQIX EQUINIX INC Real Estate 247.0 $242K 0.01% NEW $980.86 +7.9%
103 VENTURE GLOBAL INC 15,300.0 $241K 0.01% NEW $15.76
104 EWZ ISHARES INC 6,206.0 $238K 0.01% NEW $38.39 -4.7%
105 FORM FORMFACTOR INC Technology 2,442.0 $237K 0.01% NEW $96.99 +19.8%
106 GIS GENERAL MILLS INC Consumer Defensive 6,287.0 $234K 0.01% NEW $37.22 -11.1%
107 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 800.0 $232K 0.01% NEW $290.49 +1.4%
108 DUG PROSHARES TR 13,800.0 $232K 0.01% NEW $16.82 +1.1%
109 DAR DARLING INGREDIENTS INC Consumer Defensive 3,740.0 $231K 0.01% NEW $61.85 +0.9%
110 NVAX NOVAVAX INC Healthcare 28,175.0 $229K 0.01% NEW $8.14 +11.6%
111 TRGP TARGA RES CORP Energy 911.0 $228K 0.01% NEW $250.73 +9.2%
112 IRIDIUM COMMUNICATIONS INC 8,208.0 $228K 0.01% NEW $27.74
113 SAP SAP SE Technology 1,309.0 $224K 0.01% NEW $171.21 +0.8%
114 TPHD TIMOTHY PLAN 5,399.0 $223K 0.01% NEW $41.36 -0.2%
115 ENERFLEX LTD 10,588.0 $221K 0.01% NEW $20.85
116 IYM ISHARES TR 1,233.0 $217K 0.01% NEW $175.98 +2.4%
117 UVIX VS TRUST Financial Services 25,000.0 $216K 0.01% NEW $8.66 -42.6%
118 AEE AMEREN CORP Utilities 1,950.0 $214K 0.01% NEW $109.94 -3.5%
119 ROST ROSS STORES INC Consumer Cyclical 988.0 $214K 0.01% NEW $216.63 -2.8%
120 KVUE KENVUE INC Consumer Defensive 12,259.0 $211K 0.01% NEW $17.24 -0.6%
Page 6 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%