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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 1 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CBSH COMMERCE BANCSHARES INC Financial Services 108,410.0 $5.3M 15.29% NEW $49.20 +5.4%
2 DKL DELEK LOGISTICS PARTNERS LP Energy 34,481.0 $1.7M 4.92% NEW $49.76 +4.9%
3 MPLX MPLX LP Energy 26,320.0 $1.5M 4.31% NEW $57.07 -3.9%
4 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 40,333.0 $1.5M 4.18% NEW $36.12 +5.7%
5 WES WESTERN MIDSTREAM PARTNERS L Energy 34,577.0 $1.4M 4.08% NEW $41.17 +14.3%
6 ET ENERGY TRANSFER L P Energy 46,441.0 $896K 2.57% +8K +22.3% $19.30 +5.2%
7 BUFF INNOVATOR ETFS TRUST 16,612.0 $821K 2.35% NEW $49.41 +5.4%
8 DFAC DIMENSIONAL ETF TRUST 18,187.0 $707K 2.03% -936K -98.1% $38.86 +10.3%
9 WOR WORTHINGTON ENTERPRISES INC Industrials 12,000.0 $626K 1.79% NEW $52.14 +5.7%
10 SUN SUNOCO LP/SUNOCO FIN CORP Energy 8,160.0 $530K 1.52% +3K +45.8% $64.97 +9.1%
11 DFCF DIMENSIONAL ETF TRUST 12,530.0 $529K 1.52% -134K -91.4% $42.22 -0.6%
12 NVDA NVIDIA CORPORATION Technology 2,707.0 $472K 1.35% -156K -98.3% $174.40 +27.3%
13 CAPL CROSSAMERICA PARTNERS LP Energy 19,230.0 $400K 1.15% NEW $20.78 +10.2%
14 WS WORTHINGTON STL INC Basic Materials 12,000.0 $364K 1.04% NEW $30.35 +26.6%
15 AAPL APPLE INC Technology 1,327.0 $337K 0.97% -165K -99.2% $253.81 +16.6%
16 CAT CATERPILLAR INC Industrials 472.0 $334K 0.96% -4K -89.1% $708.46 +22.0%
17 HD HOME DEPOT INC Consumer Cyclical 975.0 $321K 0.92% -17K -94.7% $329.04 -9.2%
18 DVY ISHARES TR 1,647.0 $249K 0.71% -42K -96.3% $151.41 +0.6%
19 DFAX DIMENSIONAL ETF TRUST 7,333.0 $249K 0.71% -619K -98.8% $33.97 +7.9%
20 BERKSHIRE HATHAWAY INC DEL 511.0 $245K 0.70% -24K -97.9% $479.20
Page 1 of 17  ·  335 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%