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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 · All 153 New 602 Added 526 Reduced
Page 30 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SANM SANMINA CORP Technology 8,769.0 $1.1M 0.03% +5K +114.8% $129.64 +78.3%
582 EME EMCOR GROUP INC Industrials 1,539.0 $1.1M 0.03% -1K -47.6% $738.31 +15.0%
583 IDU ISHARES TR 9,767.0 $1.1M 0.03% -15K -59.9% $116.11 -2.2%
584 PJUL INNOVATOR ETFS TRUST 24,656.0 $1.1M 0.03% $45.97 +5.4%
585 TRIN TRINITY CAP INC Financial Services 77,026.0 $1.1M 0.03% -48K -38.2% $14.71 +14.7%
586 PNC PNC FINL SVCS GROUP INC Financial Services 5,430.0 $1.1M 0.03% +1K +32.0% $208.08 +4.2%
587 FBRT FRANKLIN BSP RLTY TR INC Real Estate 132,976.0 $1.1M 0.03% -56K -29.5% $8.49 +2.8%
588 PTY PIMCO CORPORATE & INCOME OPP Financial Services 93,244.0 $1.1M 0.03% -3K -3.6% $12.06 -2.1%
589 DNP DNP SELECT INCOME FD INC Financial Services 108,813.0 $1.1M 0.03% -675.0 -0.6% $10.30 +5.0%
590 BLUE OWL TECHNOLOGY FIN CORP 90,300.0 $1.1M 0.03% NEW $12.39
591 WAL WESTERN ALLIANCE BANCORP Financial Services 15,745.0 $1.1M 0.03% $70.85 +8.7%
592 MDT MEDTRONIC PLC Healthcare 12,843.0 $1.1M 0.03% -3K -19.9% $86.65 -9.8%
593 CGDG CAPITAL GROUP DIVIDEND GROWE 30,987.0 $1.1M 0.03% -4K -10.4% $35.90 +4.6%
594 IWMI NEOS ETF TRUST 23,422.0 $1.1M 0.03% +9K +63.5% $47.40 +7.9%
595 SPHY SPDR SERIES TRUST 47,345.0 $1.1M 0.03% -100K -67.9% $23.32 +0.3%
596 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 73,359.0 $1.1M 0.03% +2K +2.9% $15.05 -8.8%
597 KALU KAISER ALUMINIUM CORPORATION Basic Materials 9,150.0 $1.1M 0.03% -3K -25.6% $120.51 +40.6%
598 DIVO AMPLIFY ETF TR 24,517.0 $1.1M 0.03% +3K +13.0% $44.85 +2.3%
599 CGXU CAPITAL GROUP INTL FOCUS EQT 37,043.0 $1.1M 0.03% +1K +3.1% $29.49 +13.8%
600 IGLB ISHARES TR 21,962.0 $1.1M 0.02% +1K +7.0% $49.63 -0.7%
Page 30 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%