IFS Group,LLC

CIK

2087139

Location

YORK, PA

Portfolio Value

Micro $72,836,501

Diversification

Diversified

Filing Date

Global Rank

#8,457 / 8,793 ▼ 522 · as of Jun 2026

Top Industry

Internet Content & Information 12.3%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

3 quarters · since Sep 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

15.0%

+3.6 pts

Top 5

40.6%

+6.1 pts

Top 10

55.6%

+5.6 pts

HHI

493

Diversified+110

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	53.8%	$39,192,745	20
Technology	14.0%	$10,222,492	11
Energy	7.8%	$5,689,425	5
Communication Services	7.6%	$5,555,776	6
Financial Services	4.7%	$3,454,044	6
Industrials	3.3%	$2,405,331	5
Healthcare	2.5%	$1,823,663	3
Consumer Cyclical	2.3%	$1,648,735	3
Utilities	1.5%	$1,092,622	4
Basic Materials	1.3%	$967,517	2
Real Estate	0.7%	$475,328	1
Consumer Defensive	0.4%	$308,823	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FCSH	Federated Hermes Short Duration Corporate ETF	+8,563	37,801	$1,186,573
CAAA	First Trust AAA CMBS ETF	+6,481	42,401	$1,289,304
AFGR	First Trust Active Factor Large Cap Growth ETF	+3,990	21,825	$951,788
PATH	UiPath, Inc.	+3,825	44,144	$479,845
FAB	First Trust Multi Cap Value AlphaDEX Fund	+3,670	27,701	$4,505,879
AIRR	First Trust RBA American Industrial Renaissance ETF	+3,529	71,398	$5,302,474
PINS	Pinterest, Inc.	+2,544	18,488	$388,802
AAAD	PGIM AAA CLO Aggregate Duration ETF	+1,933	61,140	$3,029,487
EDV	Vanguard World Funds Extended Duration ETF	+1,850	2,450	$215,379
FCAL	First Trust California Municipal High income ETF	+1,740	28,736	$513,799
WY	Weyerhaeuser Co	+1,180	19,855	$475,328
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+1,140	6,691	$483,625
BABA	Alibaba Group Holding Ltd	+1,110	4,635	$444,867
JDVI	John Hancock Disciplined Value International Select ETF	+1,000	37,450	$850,115
SLV	iShares Silver Trust	+666	6,441	$344,400
CVS	CVS HEALTH Corp	+631	9,613	$994,464
ABI	VictoryShares Pioneer Asset-Based Income ETF	+521	6,503	$1,383,643
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−222,994	59,753	$5,775,003
AAAP	Pacer Barings CLO Market Flex ETF	−197,479	14,943	$823,796
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−50,121	2,627	$312,586
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
GOOGL	Alphabet Inc.	−1,237	8,510	$3,015,726
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
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−291	165,291	$10,936,317
GE	General Electric Co	−244	1,676	$626,371
HD	Home Depot, Inc.	−228	688	$242,643
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−199	4,882	$259,283
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
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
BNDW	Vanguard Total World Bond ETF	41,271	$3,939,847
AGGH	Simplify Aggregate Bond ETF	139,748	$2,843,871
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	16,207	$809,539
BENJ	Horizon Landmark ETF	12,381	$647,959
VB	Vanguard Morningstar Small-Cap ETF	1,967	$631,033
BDVG	IMGP Berkshire Dividend Growth ETF	18,245	$550,086
CVX	Chevron Corp	2,447	$506,284
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	28,021	$485,323
TTE	TotalEnergies SE	5,209	$473,914
VCRM	Vanguard Core Tax-Exempt Bond ETF	8,072	$402,712
ACSG	American Century Small Cap Growth Insights ETF	3,507	$387,418
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
BLK	BlackRock, Inc.	5,957	$321,380
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $72,836,501 total · filing declares 87 positions · $72,835,752 · as of Jun 30, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	165,291	-291	$10,936,317	+4.7%	15.01%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	59,753	-222,994	$5,775,003	—	7.93%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	71,398	+3,529	$5,302,474	+21.6%	7.28%
FAB	First Trust Multi Cap Value AlphaDEX Fund	Added	27,701	+3,670	$4,505,879	+40.4%	6.19%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	61,140	+1,933	$3,029,487	+3.4%	4.16%
GOOGL	Alphabet Inc. Communication Services	Reduced	8,510	-1,237	$3,015,726	+7.8%	4.14%
TPL	Texas Pacific Land Corp Energy	Held	6,390	0	$2,796,519	−7.8%	3.84%
NVDA	Nvidia Corp Technology	Reduced	10,100	-1,677	$2,020,909	−1.6%	2.77%
AAPL	Apple Inc. Technology	Reduced	5,815	-954	$1,682,628	−2.1%	2.31%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,451	-14	$1,467,497	+18.4%	2.01%
MSFT	Microsoft Corp Technology	Reduced	3,793	-696	$1,414,864	−14.9%	1.94%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	6,503	+521	$1,383,643	+20.5%	1.90%
GLW	Corning Inc /Ny Technology	Reduced	5,369	-301	$1,371,403	+77.9%	1.88%
CAAA	First Trust AAA CMBS ETF	Added	42,401	+6,481	$1,289,304	+13.4%	1.77%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,200	-106	$1,278,002	+172.4%	1.75%
FCSH	Federated Hermes Short Duration Corporate ETF	Added	37,801	+8,563	$1,186,573	+31.8%	1.63%
LNG	Cheniere Energy, Inc. Energy	Held	4,550	0	$1,087,495	−15.8%	1.49%
CVS	CVS HEALTH Corp Healthcare	Added	9,613	+631	$994,464	+54.2%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,033	+438	$961,225	+28.4%	1.32%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	21,825	+3,990	$951,788	+22.4%	1.31%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,914	-1,084	$945,282	−30.3%	1.30%
IRDM	Iridium Communications Inc. Communication Services	Reduced	16,938	-5,190	$929,049	+51.4%	1.28%
JDVI	John Hancock Disciplined Value International Select ETF	Added	37,450	+1,000	$850,115	+3.3%	1.17%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	14,943	-197,479	$823,796	−91.4%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,287	-297	$748,603	−1.5%	1.03%
OKTA	Okta, Inc. Technology	Added	5,250	+485	$716,362	+91.0%	0.98%
GEV	GE Vernova Inc. Industrials	Reduced	595	-88	$699,041	+17.3%	0.96%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	7,211	+321	$673,507	−9.7%	0.92%
GE	General Electric Co Industrials	Reduced	1,676	-244	$626,371	+15.0%	0.86%
LLY	ELI LILLY & Co Healthcare	Reduced	455	-62	$545,740	+14.8%	0.75%
BA	Boeing Co Industrials	Reduced	2,435	-1,325	$527,104	−29.6%	0.72%
FCAL	First Trust California Municipal High income ETF	Added	28,736	+1,740	$513,799	−19.1%	0.71%
VOD	Vodafone Group Public Ltd Co Communication Services	Reduced	38,014	-1,038	$502,925	−14.3%	0.69%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	6,691	+1,140	$483,625	+42.1%	0.66%
PATH	UiPath, Inc. Technology	Added	44,144	+3,825	$479,845	+7.2%	0.66%
WY	Weyerhaeuser Co Real Estate	Added	19,855	+1,180	$475,328	+4.2%	0.65%
CCJ	Cameco Corp Energy	Held	4,580	0	$466,518	−6.2%	0.64%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	4,635	+1,110	$444,867	+0.6%	0.61%
AVGO	Broadcom Inc. Technology	Reduced	1,117	-454	$421,946	−13.2%	0.58%
PPL	PPL Corp Utilities	Reduced	11,392	-3,506	$414,099	−27.2%	0.57%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,505	-864	$408,928	−36.0%	0.56%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	8,104	-119	$393,611	−26.4%	0.54%
QQQ	Invesco Qqq Trust, Series 1	Added	530	+100	$390,292	+57.3%	0.54%
PINS	Pinterest, Inc. Communication Services	Added	18,488	+2,544	$388,802	+33.0%	0.53%
SPY	Spdr S&P 500 ETF Trust	Added	515	+150	$384,586	+62.0%	0.53%
SPOT	Spotify Technology S.A. Communication Services	Reduced	790	-100	$362,712	−16.0%	0.50%
META	Meta Platforms, Inc. Communication Services	Added	633	+144	$356,562	+27.4%	0.49%
DE	Deere & Co Industrials	Held	560	0	$355,224	+12.6%	0.49%
SLV	iShares Silver Trust	Added	6,441	+666	$344,400	−12.5%	0.47%
PYPL	PayPal Holdings, Inc. Financial Services	Added	7,620	+191	$329,031	−2.1%	0.45%

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.