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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVTS NAVITAS SEMICONDUCTOR CORP Technology 14,787.0 $130K 0.00% NEW $8.77 +131.2%
142 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 11,427.0 $129K 0.00% NEW $11.28 +1.8%
143 PATH UIPATH INC Technology 11,474.0 $127K 0.00% NEW $11.10 -6.9%
144 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 11,768.0 $127K 0.00% NEW $10.80 +21.3%
145 CERT CERTARA INC Healthcare 21,846.0 $125K 0.00% NEW $5.70 -19.1%
146 VCV INVESCO CALIF VALUE MUN INCO Financial Services 11,784.0 $123K 0.00% NEW $10.44 +1.4%
147 ONDS ONDAS INC Technology 10,735.0 $97K 0.00% NEW $9.04 +12.0%
148 AMERICAN BITCOIN CORP. 100,700.0 $93K 0.00% NEW $0.92
149 QUBT QUANTUM COMPUTING INC Technology 11,389.0 $78K 0.00% NEW $6.85 +45.4%
150 XXRP LISTED FDS TR 11,105.0 $43K 0.00% NEW $3.84 +1.6%
151 PLTK PLAYTIKA HLDG CORP Technology 10,000.0 $28K 0.00% NEW $2.78 +29.0%
152 CHURCHILL CAPITAL CORP IX 20,000.0 $9K NEW $0.45
153 GABELLI EQUITY TR INC 583,290.0 $4K NEW $0.01
Page 8 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%