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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 33 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 APH AMPHENOL CORP Technology 7,605.0 $961K 0.02% -7K -49.3% $126.34 -1.2%
642 POWL POWELL INDS INC Industrials 1,768.0 $957K 0.02% -896.0 -33.6% $541.08 -49.9%
643 GJUN FIRST TR EXCHNG TRADED FD VI 24,226.0 $955K 0.02% -12K -34.0% $39.42 +4.0%
644 BIIB BIOGEN INC Healthcare 5,198.0 $953K 0.02% -616.0 -10.6% $183.33 +3.3%
645 INNOVATOR ETFS TRUST 44,271.0 $950K 0.02% -23K -34.5% $21.45
646 KRE SPDR SERIES TRUST 14,548.0 $948K 0.02% -5K -24.7% $65.15 +6.2%
647 DDFD INNOVATOR ETFS TRUST 50,010.0 $947K 0.02% +12K +31.6% $18.93 +4.9%
648 SIL GLOBAL X FDS 10,496.0 $946K 0.02% +4K +52.9% $90.08 -0.8%
649 FRDM EA SERIES TRUST 17,222.0 $941K 0.02% NEW $54.65 +24.4%
650 CFG CITIZENS FINL GROUP INC Financial Services 15,620.0 $937K 0.02% -3K -14.2% $59.97 +4.7%
651 IRM IRON MTN INC DEL Real Estate 9,145.0 $934K 0.02% -171.0 -1.8% $102.14 +24.7%
652 CCL CARNIVAL CORP Consumer Cyclical 36,069.0 $933K 0.02% -992.0 -2.7% $25.88 +1.2%
653 SPSM SPDR SERIES TRUST 19,298.0 $932K 0.02% +754.0 +4.1% $48.32 +9.7%
654 INNOVATOR ETFS TRUST 31,818.0 $932K 0.02% -32K -50.5% $29.29
655 APOS APOLLO GLOBAL MGMT INC Financial Services 8,331.0 $928K 0.02% -945.0 -10.2% $111.42 -76.5%
656 RODM LATTICE STRATEGIES TR 23,386.0 $922K 0.02% +500.0 +2.2% $39.42 +5.4%
657 VST VISTRA CORP Utilities 6,128.0 $921K 0.02% +1K +24.3% $150.32 -4.2%
658 WY WEYERHAEUSER CO Real Estate 37,568.0 $918K 0.02% NEW $24.43 -4.9%
659 VFLO VICTORY PORTFOLIOS II 23,232.0 $917K 0.02% -21K -47.5% $39.48 +9.7%
660 STRATEGY INC 12,970.0 $917K 0.02% +300.0 +2.4% $70.70
Page 33 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%