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Portfolio (Quarterly) Guide ↗

IFG Advisory, LLC

· CIK 0001728319
13F Portfolio $35M AUM 335 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 172 New 2 Added 161 Reduced 587 Exited
Page 9 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ATLANTA BRAVES HLDGS INC 25.0 $1K 0.00% NEW $47.16
162 BWXT BWX TECHNOLOGIES INC Industrials 4.0 $818.0 0.00% NEW $204.50 -1.3%
163 IPO RENAISSANCE CAP GREENWICH FD 15.0 $628.0 0.00% NEW $41.87 +17.0%
164 FLR FLUOR CORP Industrials 9.0 $420.0 0.00% NEW $46.67 -4.9%
165 SMR NUSCALE PWR CORP Utilities 25.0 $271.0 0.00% NEW $10.84 +3.6%
166 ONL ORION PROPERTIES INC Real Estate 69.0 $148.0 NEW $2.14 +35.7%
167 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 10.0 $93.0 NEW $9.30 -6.8%
168 BARK INC 100.0 $51.0 NEW $0.51
169 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2.0 $30.0 NEW $15.00 -8.1%
170 GABELLI EQUITY TR INC 3,300.0 $23.0 NEW $0.01
171 BLACKROCK UTILS INFRASTRUCTU 2,624.0 $21.0 NEW $0.01
172 TCPC BLACKROCK TCP CAPITAL CORP Financial Services 1.0 $5.0 NEW $5.00 -17.0%
Page 9 of 9  ·  172 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
Financial Services 34.8%
Energy 33.8%
Utilities 9.5%
Technology 6.9%
Industrials 6.7%
Consumer Cyclical 2.1%
Basic Materials 1.9%
Healthcare 1.7%
Consumer Defensive 1.0%
Real Estate 0.9%