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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $192M AUM 193 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 193 New
Page 5 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SONY SONY GROUP CORP SPONSORED ADR Technology 590.0 $15K 0.01% NEW $25.60 -13.4%
82 JNJ JOHNSON & JOHNSON COM Healthcare 72.0 $15K 0.01% NEW $206.94 +11.2%
83 NKE NIKE INC CL B Consumer Cyclical 230.0 $15K 0.01% NEW $63.71 -29.5%
84 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 206.0 $14K 0.01% NEW $67.22 +24.4%
85 BAC BANK AMERICA CORP COM Financial Services 249.0 $14K 0.01% NEW $55.17 -5.4%
86 MO ALTRIA GROUP INC COM Consumer Defensive 227.0 $13K 0.01% NEW $57.66 +25.5%
87 USO UNITED STATES OIL FUND LP Financial Services 186.0 $13K 0.01% NEW $69.16 +98.1%
88 LPL LG DISPLAY CO LTD SPONS ADR REP Technology 3,040.0 $13K 0.01% NEW $4.21 +28.5%
89 SNOW SNOWFLAKE INC COM SHS Technology 58.0 $13K 0.01% NEW $219.34 -19.0%
90 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 135.0 $12K 0.01% NEW $91.21 -1.5%
91 LUV SOUTHWEST AIRLS CO COM Industrials 296.0 $12K 0.01% NEW $41.33 +2.3%
92 UPS UNITED PARCEL SERVICE INC CL B Industrials 123.0 $12K 0.01% NEW $99.19 +2.8%
93 DIS DISNEY WALT CO COM Communication Services 102.0 $12K 0.01% NEW $113.76 -9.2%
94 OKE ONEOK INC NEW COM Energy 155.0 $11K 0.01% NEW $73.50 +23.1%
95 WFC WELLS FARGO CO NEW COM Financial Services 118.0 $11K 0.01% NEW $93.19 -18.0%
96 SYM SYMBOTIC INC CLASS A COM Industrials 182.0 $11K 0.01% NEW $59.50 -11.1%
97 UBER UBER TECHNOLOGIES INC COM Technology 130.0 $11K 0.01% NEW $81.71 -14.2%
98 HSY HERSHEY CO COM Consumer Defensive 57.0 $10K 0.01% NEW $181.96 +5.0%
99 KO COCA COLA CO COM Consumer Defensive 148.0 $10K 0.01% NEW $69.91 +15.1%
100 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 18.0 $10K 0.01% NEW $566.33 -22.9%
Page 5 of 10  ·  193 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 24.2%
Financial Services 22.5%
Industrials 12.3%
Healthcare 11.4%
Consumer Cyclical 11.4%
Communication Services 5.5%
Utilities 4.2%
Energy 3.6%
Consumer Defensive 3.5%
Real Estate 1.3%