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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 10 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS Consumer Cyclical 19.0 $424.0 NEW $22.32 -24.4%
182 OGN ORGANON & CO COMMON STOCK Healthcare 58.0 $415.0 NEW $7.16 +87.3%
183 KSCP KNIGHTSCOPE INC CL A NEW Industrials 100.0 $371.0 NEW $3.71 -20.2%
184 CLNE CLEAN ENERGY FUELS CORP COM Energy 160.0 $336.0 NEW $2.10 -3.1%
185 SLQT SELECTQUOTE INC COM Financial Services 185.0 $260.0 NEW $1.41 -28.5%
186 DNUT KRISPY KREME INC COM Consumer Defensive 56.0 $225.0 NEW $4.02 -16.9%
187 M MACYS INC COM Consumer Cyclical 10.0 $220.0 NEW $22.00 -2.4%
188 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 26.0 $202.0 NEW $7.77 +29.0%
189 PRPL PURPLE INNOVATION INC COM Consumer Cyclical 140.0 $96.0 NEW $0.69 -37.8%
190 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 3.0 $77.0 NEW $25.67 -53.4%
191 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 22.0 $70.0 NEW $3.18 +12.8%
192 SCHB SCHWAB U.S. BROAD MARKET ETF 1.0 $45.0 NEW $45.00 -35.8%
193 ONL ORION PROPERTIES INC COM Real Estate 15.0 $33.0 NEW $2.20 +36.4%
Page 10 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%