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Portfolio (Quarterly) Guide ↗

IFS Advisors, LLC

· CIK 0001765617
13F Portfolio $209M AUM 220 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 16 Added 20 Reduced 8 Exited
Page 6 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNP CENTERPOINT ENERGY INC COM Utilities 387.0 $17K 0.01% $44.04 -7.9%
102 GEV GE VERNOVA INC COM Utilities 14.0 $16K 0.01% $1174.86 -14.5%
103 BUNGE GLOBAL SA COM SHS 150.0 $16K 0.01% $106.73
104 DTE DTE ENERGY CO COM Utilities 105.0 $16K 0.01% $152.36 -8.0%
105 UNILEVER PLC SPON ADR NEW 266.0 $16K 0.01% $60.12
106 DOW DOW HLDGS INC COM Basic Materials 579.0 $16K 0.01% $27.36 +14.0%
107 BAC BANK OF AMER CORP COM Financial Services 272.0 $16K 0.01% $57.02 +12.6%
108 LUV SOUTHWEST AIRLS CO COM Industrials 296.0 $15K 0.01% $51.42 -17.4%
109 SNOW SNOWFLAKE INC COM SHS Technology 58.0 $15K 0.01% $254.50 +27.8%
110 OKE ONEOK INC NEW COM Energy 155.0 $13K 0.01% $86.94 +11.7%
111 SRE SEMPRA COM Utilities 140.0 $13K 0.01% $92.71 -6.0%
112 PK PARK HOTELS & RESORTS INC COM Real Estate 893.0 $13K 0.01% $14.25 +7.9%
113 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 135.0 $12K 0.01% $92.09 -1.4%
114 CEG CONSTELLATION ENERGY CORP COM Utilities 50.0 $12K 0.01% $248.36 +7.4%
115 KO COCA COLA CO COM Consumer Defensive 148.0 $12K 0.01% $81.26 +9.3%
116 LLY ELI LILLY & CO COM Healthcare 10.0 $12K 0.01% NEW $1199.40 +2.3%
117 SONY SONY GROUP CORP SPONSORED ADR Technology 590.0 $12K 0.01% $20.06 +16.8%
118 LPL LG DISPLAY CO LTD SPONS ADR REP Technology 3,040.0 $12K 0.01% $3.89 -15.2%
119 SBUX STARBUCKS CORP COM Consumer Cyclical 112.0 $11K 0.01% $102.19 +3.7%
120 KKR KKR & CO INC COM Financial Services 119.0 $11K 0.01% $91.77 +16.8%
Page 6 of 11  ·  220 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 21.9%
Technology 21.3%
Utilities 13.0%
Healthcare 10.1%
Industrials 9.5%
Consumer Cyclical 8.2%
Consumer Defensive 6.6%
Energy 4.0%
Communication Services 3.8%
Real Estate 1.3%