IFS Group,LLC

CIK

2087139

Location

YORK, PA

Portfolio Value

Micro $32,533,522

Diversification

Diversified

Filing Date

Global Rank

#7,412 / 8,517 ▲ 43

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

+14.3%

Period ended 47 days ago

Filed Jul 23, 2026 · 24d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+25.2%

SPY

+15.5%

Annualised alpha

+13.6%

Max drawdown

−6.6%

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 3 quarters. Past performance does not predict future results.

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

+1.7 pts

Top 5

28.8%

+0.7 pts

Top 10

46.3%

+3.9 pts

HHI

327

Diversified+61

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.4%	$10,222,492	11
Energy	17.5%	$5,689,425	5
Financial Services	10.6%	$3,454,044	6
Communication Services	10.2%	$3,326,264	6
Industrials	7.4%	$2,405,331	5
Healthcare	5.6%	$1,823,663	3
Consumer Cyclical	5.1%	$1,648,735	3
Unclassified	3.4%	$1,119,278	3
Utilities	3.4%	$1,092,622	4
Basic Materials	3.0%	$967,517	2
Real Estate	1.5%	$475,328	1
Consumer Defensive	0.9%	$308,823	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
PATH	UiPath, Inc.	+3,825	44,144	$479,845
PINS	Pinterest, Inc.	+2,544	18,488	$388,802
WY	Weyerhaeuser Co	+1,180	19,855	$475,328
BABA	Alibaba Group Holding Ltd	+1,110	4,635	$444,867
SLV	iShares Silver Trust	+666	6,441	$344,400
CVS	CVS HEALTH Corp	+631	9,613	$994,464
OKTA	Okta, Inc.	+485	5,250	$716,362
AMZN	Amazon Com Inc	+438	4,033	$961,225
NEM	NEWMONT Corp /DE/	+321	7,211	$673,507
PYPL	PayPal Holdings, Inc.	+191	7,620	$329,031
SPY	Spdr S&P 500 ETF Trust	+150	515	$384,586
META	Meta Platforms, Inc.	+144	633	$356,562
AFL	Aflac Inc	+141	2,731	$320,209
QQQ	Invesco Qqq Trust, Series 1	+100	530	$390,292
CEG	Constellation Energy Corp	+51	1,010	$250,853
V	Visa Inc.	+4	915	$313,927
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−7,547	2,200	$786,214
IRDM	Iridium Communications Inc.	−5,190	16,938	$929,049
PPL	PPL Corp	−3,506	11,392	$414,099
SOFI	SoFi Technologies, Inc.	−2,645	15,325	$274,777
NVDA	Nvidia Corp	−1,677	10,100	$2,020,909
BA	Boeing Co	−1,325	2,435	$527,104
XOM	ExxonMobil Holdings Corp	−1,084	6,914	$945,282
VOD	Vodafone Group Public Ltd Co	−1,038	38,014	$502,925
AAPL	Apple Inc.	−954	5,815	$1,682,628
PLTR	Palantir Technologies Inc.	−864	3,505	$408,928
MSFT	Microsoft Corp	−696	3,793	$1,414,864
AVGO	Broadcom Inc.	−454	1,117	$421,946
GLW	Corning Inc /Ny	−301	5,369	$1,371,403
JPM	Jpmorgan Chase & Co	−297	2,287	$748,603
GE	General Electric Co	−244	1,676	$626,371
HD	Home Depot, Inc.	−228	688	$242,643
UNH	Unitedhealth Group Inc	−135	682	$283,459
OXY	Occidental Petroleum Corp /De/	−119	8,104	$393,611
PG	PROCTER & GAMBLE Co	−110	2,106	$308,823
AMD	Advanced Micro Devices Inc	−106	2,200	$1,278,002
SPOT	Spotify Technology S.A.	−100	790	$362,712
GEV	GE Vernova Inc.	−88	595	$699,041
LLY	ELI LILLY & Co	−62	455	$545,740
FCX	Freeport-Mcmoran Inc	−48	4,675	$294,010
GS	Goldman Sachs Group Inc	−14	1,451	$1,467,497
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
LRCX	Lam Research Corp	500	$216,665
NET	Cloudflare, Inc.	860	$210,940
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGGH	Simplify Aggregate Bond ETF	139,748	$2,843,871
BENJ	Horizon Landmark ETF	12,381	$647,959
CVX	Chevron Corp	2,447	$506,284
TTE	TotalEnergies SE	5,209	$473,914
ENB	Enbridge Inc	6,759	$365,932
ABBV	AbbVie Inc.	1,647	$358,206
PFE	Pfizer Inc	12,694	$356,447
VZ	Verizon Communications Inc	6,981	$350,446
TFC	Truist Financial Corp	7,004	$321,973
SNY	Sanofi	6,673	$321,505
USB	US Bancorp De	6,050	$314,660
PNC	Pnc Financial Services Group, Inc.	1,499	$311,926
BTI	British American Tobacco p.l.c.	5,292	$309,423
FE	Firstenergy Corp	6,027	$305,327
CME	Cme Group Inc.	1,017	$300,370
PAYX	Paychex Inc	3,191	$293,954
PLD	Prologis, Inc.	2,201	$290,928
NGG	National Grid PLC	3,131	$264,882
PEP	Pepsico Inc	1,697	$263,527
AMT	American Tower Corp /Ma/	1,470	$253,692
AMCR	Amcor plc	6,362	$252,889
DUK	Duke Energy CORP	1,763	$230,847
TRP	Tc Energy Corp	3,664	$229,366
PM	Philip Morris International Inc.	1,382	$228,499
JNJ	Johnson & Johnson	932	$227,818
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $32,533,522 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TPL	Texas Pacific Land Corp Energy	Held	6,390	0	$2,796,519	−7.8%	8.60%
NVDA	Nvidia Corp Technology	Reduced	10,100	-1,677	$2,020,909	−1.6%	6.21%
AAPL	Apple Inc. Technology	Reduced	5,815	-954	$1,682,628	−2.1%	5.17%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,451	-14	$1,467,497	+18.4%	4.51%
MSFT	Microsoft Corp Technology	Reduced	3,793	-696	$1,414,864	−14.9%	4.35%
GLW	Corning Inc /Ny Technology	Reduced	5,369	-301	$1,371,403	+77.9%	4.22%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,200	-106	$1,278,002	+172.4%	3.93%
LNG	Cheniere Energy, Inc. Energy	Held	4,550	0	$1,087,495	−15.8%	3.34%
CVS	CVS HEALTH Corp Healthcare	Added	9,613	+631	$994,464	+54.2%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,033	+438	$961,225	+28.4%	2.95%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,914	-1,084	$945,282	−30.3%	2.91%
IRDM	Iridium Communications Inc. Communication Services	Reduced	16,938	-5,190	$929,049	+51.4%	2.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,200	-7,547	$786,214	−71.9%	2.42%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,287	-297	$748,603	−1.5%	2.30%
OKTA	Okta, Inc. Technology	Added	5,250	+485	$716,362	+91.0%	2.20%
GEV	GE Vernova Inc. Industrials	Reduced	595	-88	$699,041	+17.3%	2.15%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	7,211	+321	$673,507	−9.7%	2.07%
GE	General Electric Co Industrials	Reduced	1,676	-244	$626,371	+15.0%	1.93%
LLY	ELI LILLY & Co Healthcare	Reduced	455	-62	$545,740	+14.8%	1.68%
BA	Boeing Co Industrials	Reduced	2,435	-1,325	$527,104	−29.6%	1.62%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	38,014	-1,038	$502,925	−14.3%	1.55%
PATH	UiPath, Inc. Technology	Added	44,144	+3,825	$479,845	+7.2%	1.47%
WY	Weyerhaeuser Co Real Estate	Added	19,855	+1,180	$475,328	+4.2%	1.46%
CCJ	Cameco Corp Energy	Held	4,580	0	$466,518	−6.2%	1.43%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	4,635	+1,110	$444,867	+0.6%	1.37%
AVGO	Broadcom Inc. Technology	Reduced	1,117	-454	$421,946	−13.2%	1.30%
PPL	PPL Corp Utilities	Reduced	11,392	-3,506	$414,099	−27.2%	1.27%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,505	-864	$408,928	−36.0%	1.26%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	8,104	-119	$393,611	−26.4%	1.21%
QQQ	Invesco Qqq Trust, Series 1	Added	530	+100	$390,292	+57.3%	1.20%
PINS	Pinterest, Inc. Communication Services	Added	18,488	+2,544	$388,802	+33.0%	1.20%
SPY	Spdr S&P 500 ETF Trust	Added	515	+150	$384,586	+62.0%	1.18%
SPOT	Spotify Technology S.A. Communication Services	Reduced	790	-100	$362,712	−16.0%	1.11%
META	Meta Platforms, Inc. Communication Services	Added	633	+144	$356,562	+27.4%	1.10%
DE	Deere & Co Industrials	Held	560	0	$355,224	+12.6%	1.09%
SLV	iShares Silver Trust	Added	6,441	+666	$344,400	−12.5%	1.06%
PYPL	PayPal Holdings, Inc. Financial Services	Added	7,620	+191	$329,031	−2.1%	1.01%
AFL	Aflac Inc Financial Services	Added	2,731	+141	$320,209	+12.7%	0.98%
V	Visa Inc. Financial Services	Added	915	+4	$313,927	+14.0%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,106	-110	$308,823	−3.5%	0.95%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	4,675	-48	$294,010	+5.9%	0.90%
UNH	Unitedhealth Group Inc Healthcare	Reduced	682	-135	$283,459	+28.2%	0.87%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	15,325	-2,645	$274,777	−3.7%	0.84%
CEG	Constellation Energy Corp Utilities	Added	1,010	+51	$250,853	−6.3%	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	688	-228	$242,643	−19.5%	0.75%
LRCX	Lam Research Corp Technology	NEW	500	NEW	$216,665	NEW	0.67%
EXC	Exelon Corp Utilities	Held	4,630	0	$215,850	−4.9%	0.66%
IDA	Idacorp Inc Utilities	Held	1,400	0	$211,820	+5.8%	0.65%
NET	Cloudflare, Inc. Technology	NEW	860	NEW	$210,940	NEW	0.65%
SMR	NUSCALE POWER Corp Industrials	Held	19,700	0	$197,591	−7.5%	0.61%

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.