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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 60 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 MAYW AIM ETF PRODUCTS TRUST 8,546.0 $289K 0.01% -300.0 -3.4% $33.79 +2.2%
1182 IVZ INVESCO LTD Financial Services 11,852.0 $288K 0.01% $24.29 +11.7%
1183 PSMD PACER FDS TR 9,020.0 $288K 0.01% $31.89 +6.3%
1184 CAIQ CALAMOS ETF TR 12,052.0 $287K 0.01% NEW $23.84 +12.5%
1185 IDVO AMPLIFY ETF TR 7,085.0 $287K 0.01% NEW $40.47 +3.8%
1186 URTH ISHARES INC 1,590.0 $286K 0.01% $180.05 +11.2%
1187 DDTN INNOVATOR ETFS TRUST 15,195.0 $285K 0.01% $18.72 +7.5%
1188 ARKQ ARK ETF TR 2,525.0 $284K 0.01% -25.0 -1.0% $112.47 +17.0%
1189 EXR EXTRA SPACE STORAGE INC Real Estate 2,157.0 $283K 0.01% +62.0 +3.0% $131.13 +4.4%
1190 COHR COHERENT CORP Technology 1,187.0 $283K 0.01% NEW $238.21 +52.3%
1191 UPST UPSTART HLDGS INC Financial Services 11,009.0 $282K 0.01% -80.0 -0.7% $25.65 +15.0%
1192 CL COLGATE PALMOLIVE CO Consumer Defensive 3,309.0 $282K 0.01% +204.0 +6.6% $85.23 +5.5%
1193 RYLD GLOBAL X FDS 18,849.0 $282K 0.01% -707.0 -3.6% $14.95 +2.9%
1194 AUGW AIM ETF PRODUCTS TRUST 8,754.0 $281K 0.01% $32.15 +4.7%
1195 INNOVATOR ETFS TRUST 10,323.0 $281K 0.01% $27.26
1196 HII HUNTINGTON INGALLS INDS INC Industrials 739.0 $281K 0.01% -158.0 -17.6% $379.90 -14.1%
1197 TOST TOAST INC Technology 10,590.0 $281K 0.01% -657.0 -5.8% $26.51 -13.1%
1198 ITW ILLINOIS TOOL WKS INC Industrials 1,074.0 $280K 0.01% +94.0 +9.6% $260.29 -4.8%
1199 DXCM DEXCOM INC Healthcare 4,449.0 $279K 0.01% -790.0 -15.1% $62.80 -1.9%
1200 CG CARLYLE GROUP INC Financial Services 5,750.0 $278K 0.01% -2K -23.8% $48.39 -3.7%
Page 60 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%