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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 5 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFFA ETFIS SER TR I 185,566.0 $3.8M 0.09% -8K -4.1% $20.36 +5.9%
82 INTC INTEL CORP Technology 85,188.0 $3.8M 0.08% -11K -11.6% $44.13 +141.3%
83 ORCL ORACLE CORP Technology 25,010.0 $3.7M 0.08% -2K -6.7% $147.11 +26.1%
84 QYLD GLOBAL X FDS 211,840.0 $3.6M 0.08% -4K -2.0% $17.15 +3.0%
85 DE DEERE & CO Industrials 6,401.0 $3.6M 0.08% -593.0 -8.5% $563.30 +0.2%
86 CGUS CAPITAL GROUP CORE EQUITY ET 93,798.0 $3.6M 0.08% -5K -5.3% $38.42 +12.7%
87 IGLD FIRST TR EXCHANGE-TRADED FD 137,949.0 $3.5M 0.08% -2K -1.7% $25.53 -5.4%
88 WM WASTE MGMT INC DEL Industrials 15,326.0 $3.5M 0.08% -204.0 -1.3% $229.79 -3.6%
89 PMAY INNOVATOR ETFS TRUST 86,271.0 $3.4M 0.08% -2K -1.8% $39.94 +2.5%
90 BX BLACKSTONE INC Financial Services 29,729.0 $3.4M 0.08% -16K -35.3% $114.99 +1.8%
91 UTG REAVES UTIL INCOME FD Financial Services 86,727.0 $3.4M 0.08% -1K -1.1% $39.28 +4.2%
92 HON HONEYWELL INTL INC Industrials 14,785.0 $3.3M 0.07% -643.0 -4.2% $226.03 -3.9%
93 IVE ISHARES TR 15,534.0 $3.3M 0.07% -411.0 -2.6% $211.15 +6.0%
94 SPLV INVESCO EXCH TRADED FD TR II 44,303.0 $3.2M 0.07% -2K -3.7% $73.14 -0.2%
95 AXP AMERICAN EXPRESS CO Financial Services 10,640.0 $3.2M 0.07% -946.0 -8.2% $302.47 +3.5%
96 QTEC FIRST TR EXCHANGE-TRADED FD 14,817.0 $3.2M 0.07% -1K -8.2% $215.98 +33.1%
97 PJUN INNOVATOR ETFS TRUST 75,915.0 $3.2M 0.07% -2K -1.9% $41.83 +3.5%
98 FNGS BANK MONTREAL MEDIUM Financial Services 52,782.0 $3.1M 0.07% -2K -2.9% $59.61 +24.6%
99 TBIL RBB FD INC 62,934.0 $3.1M 0.07% -7K -10.2% $49.86 +0.2%
100 NEBIUS GROUP N.V. 30,073.0 $3.1M 0.07% -4K -13.0% $103.76
Page 5 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%