Integrated Financial Solutions, Inc.
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 74.3% | $129,805,572 |
| Communication Services | 13.3% | $23,224,005 |
| Consumer Cyclical | 6.2% | $10,911,793 |
| Industrials | 3.2% | $5,601,458 |
| Unclassified | 2.1% | $3,742,064 |
| Healthcare | 0.5% | $857,178 |
| Financial Services | 0.4% | $652,470 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +5,210 | 20,820 | $1,486,548 | |
| GEV | GE Vernova Inc. | +3,270 | 3,620 | $4,252,993 | |
| MU | Micron Technology Inc | +2,161 | 2,798 | $3,229,703 | |
| RH | Rh | +1,195 | 17,595 | $2,898,424 | |
| APP | AppLovin Corp | +1,072 | 12,344 | $6,359,999 | |
| CRWD | CrowdStrike Holdings, Inc. | +705 | 4,830 | $921,491 | |
| AAPL | Apple Inc. | +665 | 120,673 | $34,917,939 | |
| CLS | Celestica Inc | +635 | 1,985 | $724,128 | |
| AVGO | Broadcom Inc. | +602 | 77,110 | $29,128,302 | |
| GOOGL | Alphabet Inc. | +595 | 34,447 | $12,310,324 | |
| MSFT | Microsoft Corp | +368 | 10,709 | $3,994,671 | |
| META | Meta Platforms, Inc. | +360 | 4,650 | $2,619,298 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +340 | 1,613 | $770,320 | |
| NVDA | Nvidia Corp | +272 | 174,404 | $34,896,496 | |
| JPM | Jpmorgan Chase & Co | +185 | 1,122 | $367,264 | |
| AMZN | Amazon Com Inc | +160 | 27,373 | $6,524,080 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −34,900 | 13,581 | $327,030 | |
| ALAB | Astera Labs, Inc. | −6,265 | 15,335 | $7,407,111 | |
| SMCI | Super Micro Computer, Inc. | −3,150 | 61,625 | $1,807,461 | |
| RDDT | Reddit, Inc. | −2,900 | 2,580 | $447,836 | |
| AMD | Advanced Micro Devices Inc | −2,750 | 18,320 | $10,642,271 | |
| MELI | Mercadolibre Inc | −2,042 | 305 | $517,703 | |
| SPY | Spdr S&P 500 ETF Trust | −198 | 5,011 | $3,742,064 | |
| NVMI | Nova Ltd. | −170 | 905 | $491,360 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 120,673 | $34,917,939 | 19.98% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 174,404 | $34,896,496 | 19.96% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 77,110 | $29,128,302 | 16.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 34,447 | $12,310,324 | 7.04% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 18,320 | $10,642,271 | 6.09% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 15,335 | $7,407,111 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 27,373 | $6,524,080 | 3.73% | |
| APP |
AppLovin Corp
Communication Services
|
Added | 12,344 | $6,359,999 | 3.64% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 3,620 | $4,252,993 | 2.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,709 | $3,994,671 | 2.29% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,011 | $3,742,064 | 2.14% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,798 | $3,229,703 | 1.85% | |
| RH |
Rh
Consumer Cyclical
|
Added | 17,595 | $2,898,424 | 1.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,650 | $2,619,298 | 1.50% | |
| SMCI |
Super Micro Computer, Inc.
Technology
|
Reduced | 61,625 | $1,807,461 | 1.03% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 20,820 | $1,486,548 | 0.85% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 3,467 | $1,049,460 | 0.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,310 | $971,586 | 0.56% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 4,830 | $921,491 | 0.53% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 3,215 | $874,319 | 0.50% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,613 | $770,320 | 0.44% | |
| CLS |
Celestica Inc
Technology
|
Added | 1,985 | $724,128 | 0.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 442 | $530,148 | 0.30% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 305 | $517,703 | 0.30% | |
| NVMI |
Nova Ltd.
Technology
|
Reduced | 905 | $491,360 | 0.28% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Reduced | 2,580 | $447,836 | 0.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,122 | $367,264 | 0.21% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 13,581 | $327,030 | 0.19% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 1,750 | $299,005 | 0.17% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 282 | $285,206 | 0.16% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.