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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 7 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AIRR FIRST TR EXCHANGE TRADED FD 69,602.0 $7.7M 0.17% +7K +11.4% $110.78 +12.8%
122 DIA STATE STR SPDR DOW JONES IND Financial Services 16,536.0 $7.7M 0.17% -2K -9.3% $463.19 +7.3%
123 SHV ISHARES TR 68,152.0 $7.5M 0.17% -3K -3.6% $110.39 -0.1%
124 VTV VANGUARD INDEX FDS 36,778.0 $7.2M 0.16% +11K +40.7% $196.20 +5.7%
125 KNG FIRST TR EXCHANGE-TRADED FD 145,516.0 $7.1M 0.16% -14K -8.5% $48.71 -0.1%
126 JNJ JOHNSON & JOHNSON Healthcare 28,915.0 $7.1M 0.16% +407.0 +1.4% $244.44 -7.3%
127 ISVL ISHARES TR 145,438.0 $7.0M 0.16% +132K +971.0% $48.11 +7.8%
128 AGNC AGNC INVT CORP Real Estate 692,433.0 $6.9M 0.16% -200K -22.4% $10.03 +2.7%
129 CGIC CAPITAL GROUP INTERNATIONAL 209,118.0 $6.9M 0.15% +78K +60.0% $33.11 +7.8%
130 SHLD GLOBAL X FDS 97,668.0 $6.9M 0.15% +20K +25.2% $70.84 -10.2%
131 ENFR ALPS ETF TR 179,948.0 $6.9M 0.15% +31K +20.9% $38.21 +4.6%
132 BA BOEING CO Industrials 34,544.0 $6.9M 0.15% -297.0 -0.8% $199.03 +10.8%
133 SPMO INVESCO EXCH TRADED FD TR II 61,271.0 $6.9M 0.15% -11K -14.7% $112.11 +26.1%
134 XLI SELECT SECTOR SPDR TR 42,394.0 $6.9M 0.15% +11K +35.7% $161.73 +5.6%
135 IJR ISHARES TR 55,102.0 $6.8M 0.15% +3K +5.2% $124.31 +8.1%
136 VXUS VANGUARD STAR FDS 88,038.0 $6.8M 0.15% +27K +44.5% $77.11 +8.3%
137 FCX FREEPORT MCMORAN INC Basic Materials 115,004.0 $6.8M 0.15% -19K -14.1% $58.78 +7.2%
138 PEP PEPSICO INC Consumer Defensive 43,482.0 $6.8M 0.15% +4K +9.1% $155.29 -4.0%
139 CSCO CISCO SYS INC Technology 85,856.0 $6.7M 0.15% -11K -11.3% $77.59 +52.4%
140 ANNALY CAPITAL MANAGEMENT IN 314,747.0 $6.7M 0.15% +14K +4.8% $21.15
Page 7 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%