Integrated Financial Solutions, Inc.

CIK

2086529

Location

RESTON, VA

Portfolio Value

Small $136,786,839

Diversification

Diversified

Filing Date

Global Rank

#5,047 / 8,605 ▲ 34 · as of Mar 2026

Top Industry

Semiconductors 46.0%

3Y Alpha vs SPY

+10.8%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+26.6%

SPY

+16.9%

Annualised alpha

+11.0%

Max drawdown

−19.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.3%

−0.3 pts

Top 5

73.0%

+0.3 pts

Top 10

87.7%

−0.2 pts

HHI

1,414

Diversified−12

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	71.9%	$98,357,067	12
Communication Services	14.5%	$19,850,032	6
Consumer Cyclical	9.4%	$12,877,450	4
Unclassified	2.5%	$3,387,621	1
Healthcare	1.0%	$1,361,346	1
Financial Services	0.5%	$647,808	2
Industrials	0.2%	$305,515	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
ALAB	Astera Labs, Inc.	+7,415	21,600	$2,367,360
NFLX	Netflix Inc	+5,090	15,610	$1,500,901
AMZN	Amazon Com Inc	+4,700	27,213	$5,667,651
TTD	Trade Desk, Inc.	+4,110	41,255	$936,075
APP	AppLovin Corp	+3,694	11,272	$4,486,256
CRWD	CrowdStrike Holdings, Inc.	+3,520	4,125	$402,610
AAPL	Apple Inc.	+2,970	120,008	$30,456,830
AVGO	Broadcom Inc.	+2,835	76,508	$23,679,991
GOOGL	Alphabet Inc.	+2,020	33,852	$9,734,481
MSFT	Microsoft Corp	+1,184	10,341	$3,827,927
RH	Rh	+1,025	16,400	$2,293,048
TSLA	Tesla, Inc.	+600	2,310	$858,742
META	Meta Platforms, Inc.	+490	4,290	$2,454,437
RDDT	Reddit, Inc.	+300	5,480	$737,882
MELI	Mercadolibre Inc	+238	2,347	$4,058,009
JPM	Jpmorgan Chase & Co	+100	937	$275,627
SPY	Spdr S&P 500 ETF Trust	+3	5,209	$3,387,621
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
UPST	Upstart Holdings, Inc.	−1,000	14,510	$372,181
NVDA	Nvidia Corp	−615	174,132	$30,368,620
PFE	Pfizer Inc	−500	48,481	$1,361,346
AMD	Advanced Micro Devices Inc	−260	21,070	$4,286,270
GEV	GE Vernova Inc.	−50	350	$305,515
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
NVMI	Nova Ltd.	1,075	$466,851
CLS	Celestica Inc	1,350	$380,268
MU	Micron Technology Inc	637	$215,204
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	725	$775,648
LULU	lululemon athletica inc.	125	$25,976
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $136,786,839 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	120,008	+2,970	$30,456,830	−4.3%	22.27%
NVDA	Nvidia Corp Technology	Reduced	174,132	-615	$30,368,620	−6.8%	22.20%
AVGO	Broadcom Inc. Technology	Added	76,508	+2,835	$23,679,991	−7.1%	17.31%
GOOGL	Alphabet Inc. Communication Services	Added	33,852	+2,020	$9,734,481	−2.3%	7.12%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,213	+4,700	$5,667,651	+9.1%	4.14%
APP	AppLovin Corp Communication Services	Added	11,272	+3,694	$4,486,256	−12.1%	3.28%
AMD	Advanced Micro Devices Inc Technology	Reduced	21,070	-260	$4,286,270	−6.2%	3.13%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,347	+238	$4,058,009	−4.5%	2.97%
MSFT	Microsoft Corp Technology	Added	10,341	+1,184	$3,827,927	−13.6%	2.80%
SPY	Spdr S&P 500 ETF Trust	Added	5,209	+3	$3,387,621	−4.6%	2.48%
META	Meta Platforms, Inc. Communication Services	Added	4,290	+490	$2,454,437	−2.1%	1.79%
ALAB	Astera Labs, Inc. Technology	Added	21,600	+7,415	$2,367,360	+0.3%	1.73%
RH	Rh Consumer Cyclical	Added	16,400	+1,025	$2,293,048	−16.8%	1.68%
NFLX	Netflix Inc Communication Services	Added	15,610	+5,090	$1,500,901	+52.2%	1.10%
SMCI	Super Micro Computer, Inc. Technology	Held	64,775	0	$1,474,926	−22.2%	1.08%
PFE	Pfizer Inc Healthcare	Reduced	48,481	-500	$1,361,346	+11.6%	1.00%
TTD	Trade Desk, Inc. Communication Services	Added	41,255	+4,110	$936,075	−33.6%	0.68%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,310	+600	$858,742	+11.7%	0.63%
RDDT	Reddit, Inc. Communication Services	Added	5,480	+300	$737,882	−38.0%	0.54%
NVMI	Nova Ltd. Technology	NEW	1,075	NEW	$466,851	NEW	0.34%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,273	0	$430,210	+11.2%	0.31%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,125	+3,520	$402,610	+467.9%	0.29%
CLS	Celestica Inc Technology	NEW	1,350	NEW	$380,268	NEW	0.28%
UPST	Upstart Holdings, Inc. Financial Services	Reduced	14,510	-1,000	$372,181	−45.1%	0.27%
GEV	GE Vernova Inc. Industrials	Reduced	350	-50	$305,515	+16.9%	0.22%
JPM	Jpmorgan Chase & Co Financial Services	Added	937	+100	$275,627	+2.2%	0.20%
MU	Micron Technology Inc Technology	NEW	637	NEW	$215,204	NEW	0.16%