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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 41 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 SPEU SPDR INDEX SHS FDS 12,769.0 $654K 0.01% +2K +15.2% $51.24 +7.1%
802 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 52,750.0 $654K 0.01% -2K -4.5% $12.40 +5.7%
803 BBUS J P MORGAN EXCHANGE TRADED F 5,573.0 $653K 0.01% +2K +37.0% $117.18 +14.0%
804 LYFT LYFT INC Technology 48,732.0 $648K 0.01% +8K +20.5% $13.30 -0.9%
805 PGR PROGRESSIVE CORP Financial Services 3,259.0 $646K 0.01% -3K -49.1% $198.24 +2.3%
806 FIDELITY GREENWOOD STREET TR 21,953.0 $646K 0.01% NEW $29.42
807 MEDP MEDPACE HLDGS INC Healthcare 1,341.0 $644K 0.01% -784.0 -36.9% $480.19 -12.6%
808 CMF ISHARES TR 11,297.0 $642K 0.01% -6K -35.5% $56.86 -0.2%
809 EMN EASTMAN CHEM CO Basic Materials 8,348.0 $637K 0.01% +4K +77.2% $76.32 -7.0%
810 VANGUARD CALIF TAX FREE FDS 6,426.0 $637K 0.01% -2K -22.3% $99.08
811 SYY SYSCO CORP Consumer Defensive 8,910.0 $636K 0.01% -77.0 -0.9% $71.33 +5.4%
812 ALLW SSGA ACTIVE TR 21,966.0 $634K 0.01% NEW $28.85 +3.4%
813 APRW AIM ETF PRODUCTS TRUST 17,831.0 $631K 0.01% $35.38 +4.2%
814 ECL ECOLAB INC Basic Materials 2,349.0 $625K 0.01% +74.0 +3.2% $266.03 -7.6%
815 LH LABCORP HOLDINGS INC Healthcare 2,339.0 $624K 0.01% $266.81 -4.9%
816 TDV PROSHARES TR 7,354.0 $623K 0.01% -335.0 -4.4% $84.71 +15.5%
817 KBWB INVESCO EXCH TRADED FD TR II 7,850.0 $621K 0.01% -838.0 -9.7% $79.12 +8.3%
818 FEBW AIM ETF PRODUCTS TRUST 18,479.0 $619K 0.01% +188.0 +1.0% $33.48 +5.4%
819 MDLZ MONDELEZ INTL INC Consumer Defensive 10,706.0 $617K 0.01% +470.0 +4.6% $57.64 +6.3%
820 AA ALCOA CORP Basic Materials 9,285.0 $616K 0.01% NEW $66.33 -3.3%
Page 41 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%