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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 16 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CLS CELESTICA INC Technology 10,619.0 $3.0M 0.07% +4K +53.3% $281.37 +21.8%
302 SHY ISHARES TR 36,038.0 $3.0M 0.07% -4K -10.6% $82.57 -0.6%
303 JTEK J P MORGAN EXCHANGE TRADED F 37,304.0 $3.0M 0.07% -8K -17.6% $79.54 +26.5%
304 BALI BLACKROCK ETF TRUST 96,157.0 $3.0M 0.07% +14K +17.5% $30.81 +9.1%
305 VT VANGUARD INTL EQUITY INDEX F 21,409.0 $3.0M 0.07% -4K -17.1% $138.32 +11.1%
306 BINC BLACKROCK ETF TRUST II 56,016.0 $2.9M 0.07% -25K -30.9% $51.93 +0.1%
307 PECO PHILLIPS EDISON & CO INC Real Estate 77,710.0 $2.9M 0.07% -1K -1.7% $37.42 +5.0%
308 APP APPLOVIN CORP Technology 7,291.0 $2.9M 0.07% -4K -33.4% $398.00 +23.7%
309 DIS DISNEY WALT CO Communication Services 30,045.0 $2.9M 0.07% +184.0 +0.6% $96.38 +6.6%
310 ARTY ISHARES TR 62,141.0 $2.9M 0.07% -17K -21.6% $46.53 +38.6%
311 RFI COHEN & STEERS TOTAL RETURN Financial Services 259,495.0 $2.9M 0.07% +28K +12.1% $11.14 +0.6%
312 TOUS T ROWE PRICE ETF INC 83,347.0 $2.9M 0.07% +5K +6.9% $34.54 +6.7%
313 FTGS FIRST TR EXCHANGE-TRADED FD 84,438.0 $2.9M 0.06% +3K +3.5% $34.05 +6.7%
314 MGV VANGUARD WORLD FD 19,812.0 $2.9M 0.06% +4K +22.7% $144.95 +6.7%
315 EMXC ISHARES INC 36,370.0 $2.9M 0.06% +10K +38.7% $78.66 +18.9%
316 XOP SPDR SERIES TRUST 15,650.0 $2.8M 0.06% +12K +382.4% $181.83 -3.1%
317 PPA INVESCO EXCHANGE TRADED FD T 17,153.0 $2.8M 0.06% +1K +7.0% $165.70 +0.5%
318 SCCO SOUTHERN COPPER CORP Basic Materials 16,495.0 $2.8M 0.06% -14K -46.2% $172.06 +2.7%
319 VCIT VANGUARD SCOTTSDALE FDS 34,239.0 $2.8M 0.06% +11K +45.1% $82.75 -1.0%
320 B BARRICK MNG CORP Basic Materials 69,440.0 $2.8M 0.06% +21K +44.8% $40.75 -0.4%
Page 16 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%