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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $194M AUM 217 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 37 Added 7 Reduced 3 Exited
Page 5 of 11  ·  217 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 USO UNITED STATES OIL FUND LP Financial Services 186.0 $24K 0.01% $127.25 +8.2%
82 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 410.0 $24K 0.01% NEW $57.64 +6.4%
83 MMM 3M CO COM Industrials 158.0 $23K 0.01% $145.23 +5.9%
84 MSFT MICROSOFT CORP COM Technology 57.0 $21K 0.01% +1.0 +1.8% $370.16 +12.3%
85 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 300.0 $21K 0.01% +94.0 +45.6% $69.75 +19.7%
86 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 21.0 $21K 0.01% +2.0 +10.5% $996.43 +0.7%
87 UNG UNITED STATES NATURAL GAS FUND LP Financial Services 1,775.0 $21K 0.01% $11.73 -6.8%
88 HD HOME DEPOT INC COM Consumer Cyclical 63.0 $21K 0.01% $328.89 -6.0%
89 DUK DUKE ENERGY CORP NEW COM NEW Utilities 154.0 $20K 0.01% NEW $130.94 -4.1%
90 TRV TRAVELERS COMPANIES INC COM Financial Services 69.0 $20K 0.01% $291.67 +4.5%
91 DIS DISNEY WALT CO COM Communication Services 202.0 $19K 0.01% +100.0 +98.0% $96.38 +6.9%
92 BUNGE GLOBAL SA COM SHS 150.0 $19K 0.01% NEW $127.20
93 CSX CSX CORP COM Industrials 461.0 $19K 0.01% $41.08 +13.0%
94 JNJ JOHNSON & JOHNSON COM Healthcare 72.0 $18K 0.01% $244.43 -5.7%
95 SKT TANGER INC COM Real Estate 500.0 $17K 0.01% $33.98 +5.5%
96 CNP CENTERPOINT ENERGY INC COM Utilities 387.0 $17K 0.01% NEW $43.16 +0.0%
97 GE GE AEROSPACE COM NEW Industrials 58.0 $16K 0.01% NEW $283.76 +10.6%
98 DTE DTE ENERGY CO COM Utilities 105.0 $15K 0.01% NEW $146.22 -1.0%
99 UNILEVER PLC SPON ADR NEW 266.0 $15K 0.01% NEW $56.97
100 UNH UNITEDHEALTH GROUP INC COM Healthcare 55.0 $15K 0.01% $273.85 +38.6%
Page 5 of 11  ·  217 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 21.2%
Technology 17.7%
Utilities 13.8%
Healthcare 9.7%
Industrials 9.0%
Consumer Cyclical 7.9%
Energy 7.2%
Consumer Defensive 6.9%
Communication Services 4.8%
Real Estate 1.2%