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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 3 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASTS AST SPACEMOBILE INC Technology 97,838.0 $8.1M 0.18% -13K -11.8% $82.87 +1.0%
42 XLF SELECT SECTOR SPDR TR 163,981.0 $8.1M 0.18% -14K -7.7% $49.37 +3.6%
43 NET CLOUDFLARE INC Technology 38,356.0 $7.9M 0.18% -6K -12.8% $206.34 -3.2%
44 DIA STATE STR SPDR DOW JONES IND Financial Services 16,536.0 $7.7M 0.17% -2K -9.3% $463.19 +6.9%
45 SHV ISHARES TR 68,152.0 $7.5M 0.17% -3K -3.6% $110.39 -0.1%
46 KNG FIRST TR EXCHANGE-TRADED FD 145,516.0 $7.1M 0.16% -14K -8.5% $48.71 -1.3%
47 AGNC AGNC INVT CORP Real Estate 692,433.0 $6.9M 0.16% -200K -22.4% $10.03 +3.1%
48 BA BOEING CO Industrials 34,544.0 $6.9M 0.15% -297.0 -0.8% $199.03 +10.8%
49 SPMO INVESCO EXCH TRADED FD TR II 61,271.0 $6.9M 0.15% -11K -14.7% $112.11 +28.0%
50 FCX FREEPORT MCMORAN INC Basic Materials 115,004.0 $6.8M 0.15% -19K -14.1% $58.78 +12.5%
51 CSCO CISCO SYS INC Technology 85,856.0 $6.7M 0.15% -11K -11.3% $77.59 +48.9%
52 EPD ENTERPRISE PRODS PARTNERS L Energy 168,864.0 $6.4M 0.14% -24K -12.4% $37.84 +3.7%
53 LVHI LEGG MASON ETF INVT 154,367.0 $6.3M 0.14% -3K -2.1% $40.54 +1.2%
54 BALT INNOVATOR ETFS TRUST 182,302.0 $6.1M 0.14% -24K -11.6% $33.47 +1.8%
55 GSLC GOLDMAN SACHS ETF TR 45,768.0 $5.7M 0.13% -343.0 -0.7% $125.13 +11.9%
56 UBER UBER TECHNOLOGIES INC Technology 78,504.0 $5.6M 0.13% -3K -3.1% $71.93 +3.8%
57 AHR AMERICAN HEALTHCARE REIT INC Real Estate 118,962.0 $5.6M 0.13% -11K -8.3% $47.16 +4.6%
58 EEM ISHARES TR 98,599.0 $5.6M 0.13% -34K -25.7% $56.79 +14.6%
59 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,294.0 $5.4M 0.12% -92.0 -6.6% $4210.76 -96.3%
60 BILS SPDR SERIES TRUST 51,745.0 $5.1M 0.12% -2K -3.1% $99.44 -0.2%
Page 3 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%