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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 10 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IVW ISHARES TR 43,169.0 $4.9M 0.11% -22K -34.0% $113.11 +19.8%
182 AMAT APPLIED MATLS INC Technology 14,228.0 $4.9M 0.11% +5K +48.4% $341.79 +21.1%
183 XMVM INVESCO EXCHANGE TRADED FD T 73,622.0 $4.8M 0.11% +6K +8.7% $65.12 +5.0%
184 PG PROCTER & GAMBLE CO Consumer Defensive 32,972.0 $4.8M 0.11% +1K +4.0% $144.44 -1.9%
185 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 239,244.0 $4.7M 0.11% +29K +14.0% $19.78 -5.7%
186 SBRA SABRA HEALTH CARE REIT INC Real Estate 245,647.0 $4.7M 0.11% +6K +2.7% $19.23 +9.2%
187 GCOW PACER FDS TR 101,847.0 $4.7M 0.11% +18K +21.9% $46.24 +0.6%
188 FTCS FIRST TR EXCHANGE-TRADED FD 50,680.0 $4.7M 0.10% $92.76 +0.9%
189 OXY OCCIDENTAL PETE CORP Energy 72,306.0 $4.7M 0.10% +65K +837.1% $65.00 -8.0%
190 LRCX LAM RESEARCH CORP Technology 21,888.0 $4.7M 0.10% +2K +12.2% $213.66 +29.7%
191 CIEN CIENA CORP Technology 12,002.0 $4.7M 0.10% +6K +87.6% $388.23 +36.0%
192 BAC BANK AMERICA CORP Financial Services 95,365.0 $4.6M 0.10% +2K +2.1% $48.75 +3.7%
193 GRID FIRST TR EXCHANGE-TRADED FD 28,326.0 $4.6M 0.10% +10K +52.5% $163.58 +15.5%
194 VRT VERTIV HOLDINGS CO Industrials 18,412.0 $4.6M 0.10% -2K -8.7% $250.58 +34.2%
195 THRO BLACKROCK ETF TRUST 127,153.0 $4.6M 0.10% +10K +8.6% $36.22 +16.3%
196 IGIB ISHARES TR 86,431.0 $4.6M 0.10% +2K +2.1% $53.22 -1.0%
197 RDVI FIRST TR EXCHANGE-TRADED FD 176,776.0 $4.5M 0.10% +27K +17.8% $25.55 +5.8%
198 RTX RTX CORPORATION Industrials 23,335.0 $4.5M 0.10% +3K +16.3% $192.90 -9.9%
199 SPBW AIM ETF PRODUCTS TRUST 164,342.0 $4.5M 0.10% +29K +21.7% $27.22 +4.4%
200 EFA ISHARES TR 45,766.0 $4.4M 0.10% -14K -22.9% $97.13 +5.3%
Page 10 of 73  ·  1,447 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%