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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 12 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TFLO ISHARES TR 21,040.0 $1.1M 0.02% -5K -18.2% $50.63 -0.1%
222 AGX ARGAN INC Industrials 1,943.0 $1.1M 0.02% -64.0 -3.2% $544.65 +17.2%
223 CVS CVS HEALTH CORP Healthcare 14,589.0 $1.0M 0.02% -3K -15.8% $71.82 +32.2%
224 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 42,715.0 $1.0M 0.02% -21K -33.2% $24.39 -0.9%
225 SON SONOCO PRODS CO Consumer Cyclical 19,076.0 $1.0M 0.02% -2K -11.6% $54.09 -14.1%
226 VEEV VEEVA SYS INC Healthcare 5,865.0 $1.0M 0.02% -1K -15.8% $175.66 -6.7%
227 IGSB ISHARES TR 19,552.0 $1.0M 0.02% -41K -67.8% $52.56 -0.7%
228 PTLC PACER FDS TR 19,527.0 $1.0M 0.02% -2K -8.8% $52.46 +9.3%
229 IWO ISHARES TR 3,181.0 $998K 0.02% -60.0 -1.9% $313.81 +13.0%
230 DGRW WISDOMTREE TR 11,345.0 $997K 0.02% -224.0 -1.9% $87.84 +8.8%
231 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 67,595.0 $993K 0.02% -11K -14.5% $14.69 +3.0%
232 XBI SPDR SERIES TRUST 7,705.0 $984K 0.02% -1K -11.7% $127.72 -0.3%
233 NTRA NATERA INC Healthcare 4,909.0 $982K 0.02% -3K -40.7% $199.99 -2.8%
234 ITB ISHARES TR 10,822.0 $980K 0.02% -557.0 -4.9% $90.55 -4.6%
235 VAW VANGUARD WORLD FD 4,317.0 $973K 0.02% -525.0 -10.8% $225.33 -1.8%
236 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 15,375.0 $964K 0.02% -675.0 -4.2% $62.70 +16.7%
237 APH AMPHENOL CORP Technology 7,605.0 $961K 0.02% -7K -49.3% $126.34 -5.3%
238 POWL POWELL INDS INC Industrials 1,768.0 $957K 0.02% -896.0 -33.6% $541.08 -50.9%
239 GJUN FIRST TR EXCHNG TRADED FD VI 24,226.0 $955K 0.02% -12K -34.0% $39.42 +3.9%
240 BIIB BIOGEN INC Healthcare 5,198.0 $953K 0.02% -616.0 -10.6% $183.33 +4.7%
Page 12 of 27  ·  526 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%