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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 20 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,537.0 $434K 0.01% -96.0 -5.9% $282.37 +18.8%
382 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,134.0 $434K 0.01% -94.0 -4.2% $203.22 +9.5%
383 GFI GOLD FIELDS LTD Basic Materials 9,539.0 $433K 0.01% -6K -36.7% $45.40 -13.3%
384 FEP FIRST TR EXCH TRD ALPHDX FD 7,906.0 $432K 0.01% -1K -12.8% $54.61 +6.1%
385 FDD FIRST TR EXCHANGE-TRADED FD 23,910.0 $426K 0.01% -286.0 -1.2% $17.81 +9.2%
386 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,635.0 $422K 0.01% -1K -17.6% $74.94 +7.4%
387 FRO FRONTLINE PLC Energy 12,073.0 $421K 0.01% -822.0 -6.4% $34.86 +7.7%
388 IYZ ISHARES TR 10,632.0 $418K 0.01% -51K -82.8% $39.32 +9.0%
389 TWLO TWILIO INC Communication Services 3,315.0 $417K 0.01% -891.0 -21.2% $125.82 +56.9%
390 BUFZ FIRST TR EXCHNG TRADED FD VI 15,866.0 $417K 0.01% -250.0 -1.6% $26.27 +5.1%
391 FTSL FIRST TR EXCHANGE-TRADED FD 9,262.0 $415K 0.01% -2K -20.1% $44.80 +0.7%
392 PCY INVESCO EXCH TRADED FD TR II 19,635.0 $410K 0.01% -540.0 -2.7% $20.90 +0.3%
393 MET METLIFE INC Financial Services 5,734.0 $406K 0.01% -425.0 -6.9% $70.73 +15.1%
394 PTNQ PACER FDS TR 5,547.0 $405K 0.01% -609.0 -9.9% $72.96 +15.4%
395 REGL PROSHARES TR 4,582.0 $396K 0.01% -511.0 -10.0% $86.41 +1.3%
396 IONQ IONQ INC Technology 13,664.0 $394K 0.01% -593.0 -4.2% $28.83 +69.4%
397 BKLC BNY MELLON ETF TRUST 3,153.0 $394K 0.01% -956.0 -23.3% $124.81 +12.5%
398 PALC PACER FDS TR 7,537.0 $390K 0.01% -510.0 -6.3% $51.81 +5.5%
399 PJT PJT PARTNERS INC Financial Services 2,759.0 $385K 0.01% -127.0 -4.4% $139.72 +11.1%
400 SIXO AIM ETF PRODUCTS TRUST 11,337.0 $383K 0.01% -120.0 -1.1% $33.78 +5.0%
Page 20 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%