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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 11 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PFL PIMCO INCOME STRATEGY FD Financial Services 550,155.0 $4.4M 0.10% -9K -1.6% $8.00 -4.1%
202 BSCX INVESCO EXCH TRD SLF IDX FD 205,523.0 $4.3M 0.10% -79K -27.9% $21.15 -1.2%
203 RFLR INNOVATOR ETFS TRUST 144,770.0 $4.2M 0.09% +113K +355.9% $29.04 +3.0%
204 LITE LUMENTUM HLDGS INC Technology 5,940.0 $4.2M 0.09% -1K -18.3% $702.76 +38.1%
205 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 815,511.0 $4.2M 0.09% +8K +1.0% $5.10 -0.6%
206 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 44,031.0 $4.1M 0.09% +3K +7.7% $93.87 +83.4%
207 MA MASTERCARD INCORPORATED Financial Services 8,269.0 $4.1M 0.09% -62.0 -0.7% $499.68 -1.1%
208 SANDISK CORP 6,490.0 $4.1M 0.09% +1K +22.0% $635.34
209 SRE SEMPRA Utilities 42,250.0 $4.1M 0.09% -10K -19.5% $97.17 -6.9%
210 MCD MCDONALDS CORP Consumer Cyclical 13,163.0 $4.1M 0.09% -163.0 -1.2% $310.80 -11.1%
211 IYW ISHARES TR 22,475.0 $4.1M 0.09% -18K -44.6% $181.42 +30.3%
212 QFLR INNOVATOR ETFS TRUST 122,118.0 $4.1M 0.09% +78K +177.9% $33.30 +7.0%
213 FORTINET INC 49,731.0 $4.1M 0.09% -2K -3.4% $81.72
214 SBUX STARBUCKS CORP Consumer Cyclical 45,327.0 $4.1M 0.09% -1K -2.2% $89.59 +19.2%
215 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,262.0 $4.0M 0.09% -5K -30.5% $391.76 +103.1%
216 GLW CORNING INC Technology 29,514.0 $4.0M 0.09% -813.0 -2.7% $135.97 +41.1%
217 CAIE CALAMOS ETF TR 158,223.0 $4.0M 0.09% +54K +51.4% $25.14 +8.6%
218 DSL DOUBLELINE INCOME SOLUTIONS Financial Services 366,801.0 $4.0M 0.09% -7K -1.8% $10.83 -0.9%
219 IGV ISHARES TR 49,534.0 $4.0M 0.09% +25K +99.2% $80.05 +16.0%
220 WDC WESTERN DIGITAL CORP Technology 14,597.0 $3.9M 0.09% -4K -19.9% $270.49 +78.2%
Page 11 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%