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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 57 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 FJUN FIRST TR EXCHNG TRADED FD VI 5,746.0 $325K 0.01% $56.50 +5.3%
1122 QID PROSHARES TR 14,300.0 $324K 0.01% NEW $22.66 -33.1%
1123 KD KYNDRYL HLDGS INC Technology 24,652.0 $323K 0.01% +5K +24.8% $13.12 -7.9%
1124 PPG PPG INDS INC Basic Materials 3,007.0 $321K 0.01% NEW $106.88 -5.0%
1125 RSPA INVESCO ACTIVELY MANAGED EXC 6,418.0 $321K 0.01% +161.0 +2.6% $50.00 +3.0%
1126 VTES VANGUARD WELLINGTON FD 3,150.0 $319K 0.01% +200.0 +6.8% $101.14 -0.5%
1127 IYY ISHARES TR 2,007.0 $318K 0.01% -536.0 -21.1% $158.45 +12.3%
1128 EPI WISDOMTREE TR 7,788.0 $318K 0.01% -1K -14.9% $40.80 +1.7%
1129 AMT AMERICAN TOWER CORP Real Estate 1,839.0 $317K 0.01% +405.0 +28.2% $172.54 +6.4%
1130 AVAV AEROVIRONMENT INC Industrials 1,733.0 $317K 0.01% +272.0 +18.6% $183.05 -12.6%
1131 MUSA MURPHY USA INC Consumer Cyclical 642.0 $317K 0.01% $493.97 +15.0%
1132 SA SEABRIDGE GOLD INC Basic Materials 11,189.0 $317K 0.01% $28.34 -2.2%
1133 MSCI MSCI INC Financial Services 586.0 $316K 0.01% NEW $539.01 +9.5%
1134 EWJ ISHARES INC 3,738.0 $316K 0.01% +364.0 +10.8% $84.44 +7.5%
1135 HALO HALOZYME THERAPEUTICS INC Healthcare 4,882.0 $316K 0.01% +133.0 +2.8% $64.63 +6.6%
1136 SBIO ALPS ETF TR 5,996.0 $314K 0.01% +110.0 +1.9% $52.34 -2.0%
1137 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 10,464.0 $314K 0.01% -272.0 -2.5% $29.99 +13.4%
1138 FDRR FIDELITY COVINGTON TRUST 5,337.0 $314K 0.01% $58.80 +9.8%
1139 RSG REPUBLIC SVCS INC Industrials 1,432.0 $314K 0.01% +110.0 +8.3% $219.02 -0.6%
1140 APUE TRUST FOR PROFESSIONAL MANAG 7,816.0 $313K 0.01% $40.08 +12.3%
Page 57 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%