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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 · All 153 New 602 Added 526 Reduced
Page 14 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 GVA GRANITE CONSTR INC Industrials 6,788.0 $814K 0.02% -2K -19.3% $119.88 +14.5%
262 BTI BRITISH AMERN TOB PLC Consumer Defensive 13,902.0 $813K 0.02% -2K -12.4% $58.47 +13.5%
263 OKLO OKLO INC Utilities 16,331.0 $810K 0.02% -6K -26.2% $49.59 +18.1%
264 MGC VANGUARD WORLD FD 3,413.0 $807K 0.02% -463.0 -11.9% $236.35 +14.3%
265 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,656.0 $803K 0.02% -1K -43.4% $485.00 -8.2%
266 DD DUPONT DE NEMOURS INC Basic Materials 17,526.0 $803K 0.02% -910.0 -4.9% $45.80 +6.2%
267 DHR DANAHER CORP DEL Healthcare 4,175.0 $792K 0.02% -3K -45.4% $189.58 -13.6%
268 FAD FIRST TR EXCHANGE-TRADED ALP 4,971.0 $790K 0.02% -419.0 -7.8% $158.92 +11.0%
269 FIRST TR EXCHANGE TRADED FD 39,652.0 $790K 0.02% -12K -23.7% $19.92
270 SPTI SPDR SERIES TRUST 27,517.0 $789K 0.02% -3K -11.0% $28.66 -1.8%
271 MAIN MAIN STR CAP CORP Financial Services 14,687.0 $778K 0.02% -2K -11.0% $52.96 -3.7%
272 SLYV SPDR SERIES TRUST 8,190.0 $775K 0.02% -117.0 -1.4% $94.58 +5.6%
273 MAA MID-AMER APT CMNTYS INC Real Estate 6,316.0 $771K 0.02% -7K -51.1% $122.12 +5.0%
274 ALB ALBEMARLE CORP Basic Materials 4,285.0 $769K 0.02% -6K -58.5% $179.51 -5.9%
275 GDXJ VANECK ETF TRUST 6,361.0 $764K 0.02% -4K -40.5% $120.05 -8.1%
276 USB US BANCORP Financial Services 14,676.0 $763K 0.02% -6K -29.8% $52.01 +2.8%
277 AFRM AFFIRM HLDGS INC Technology 16,512.0 $757K 0.02% -16K -49.6% $45.82 +42.5%
278 COPX GLOBAL X FDS 9,897.0 $756K 0.02% -1K -9.7% $76.35 +4.0%
279 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 92,123.0 $753K 0.02% -4K -4.2% $8.17 +1.3%
280 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 9,319.0 $751K 0.02% -2K -17.0% $80.56 -8.0%
Page 14 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%