IFS Group,LLC

CIK

2087139

Location

YORK, PA

Portfolio Value

Micro $38,829,033

Diversification

Diversified

Filing Date

Global Rank

#6,788 / 8,232 ▼ 52

Top Industry

Oil & Gas E&P 9.5%

3Y Alpha vs SPY

-0.7%

Period ended 2 months ago

Filed May 18, 2026 · 27d

2 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

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

Cloned portfolio

+10.7%

SPY

+11.0%

Annualised alpha

-0.7%

Max drawdown

−5.6%

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

75 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025

Top Position

7.8%

+1.6 pts

Top 5

25.3%

−1.7 pts

Top 10

38.1%

−2.3 pts

HHI

242

Diversified−11

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.0%	$8,915,447	10
Energy	21.3%	$8,287,910	9
Financial Services	12.0%	$4,640,125	11
Communication Services	8.9%	$3,465,003	7
Healthcare	6.7%	$2,605,656	7
Utilities	6.5%	$2,504,883	9
Industrials	6.2%	$2,418,376	5
Consumer Cyclical	4.5%	$1,745,128	4
Consumer Defensive	2.9%	$1,121,528	4
Unclassified	2.8%	$1,100,668	4
Basic Materials	2.6%	$1,023,459	2
Real Estate	2.6%	$1,000,850	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PATH	UiPath, Inc.	+6,725	40,319	$447,540
IRDM	Iridium Communications Inc.	+5,400	22,128	$613,830
PINS	Pinterest, Inc.	+4,531	15,944	$292,412
TPL	Texas Pacific Land Corp	+4,260	6,390	$3,032,438
SOFI	SoFi Technologies, Inc.	+3,442	17,970	$285,363
SNY	Sanofi	+1,957	6,673	$321,505
WY	Weyerhaeuser Co	+1,450	18,675	$456,230
BA	Boeing Co	+1,208	3,760	$748,352
BTI	British American Tobacco p.l.c.	+1,162	5,292	$309,423
ENB	Enbridge Inc	+914	6,759	$365,932
USB	US Bancorp De	+817	6,050	$314,660
GLW	Corning Inc /Ny	+538	5,670	$770,949
CVX	Chevron Corp	+409	2,447	$506,284
SLV	iShares Silver Trust	+250	5,775	$393,508
PLD	Prologis, Inc.	+247	2,201	$290,928
BABA	Alibaba Group Holding Ltd	+165	3,525	$442,246
PEP	Pepsico Inc	+129	1,697	$263,527
PNC	Pnc Financial Services Group, Inc.	+104	1,499	$311,926
PYPL	PayPal Holdings, Inc.	+54	7,429	$336,013
AVGO	Broadcom Inc.	+50	1,571	$486,240
LNG	Cheniere Energy, Inc.	+47	4,550	$1,291,108
UNH	Unitedhealth Group Inc	+28	817	$221,072
PG	PROCTER & GAMBLE Co	+23	2,216	$320,079
GE	General Electric Co	+8	1,920	$544,838
GEV	GE Vernova Inc.	+2	683	$596,190
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−12,031	7,998	$1,356,940
PPL	PPL Corp	−4,640	14,898	$569,103
NEM	NEWMONT Corp /DE/	−4,386	6,890	$745,842
AAPL	Apple Inc.	−2,251	6,769	$1,717,904
NVDA	Nvidia Corp	−2,124	11,777	$2,053,908
VZ	Verizon Communications Inc	−1,838	6,981	$350,446
PFE	Pfizer Inc	−1,556	12,694	$356,447
JNJ	Johnson & Johnson	−1,421	932	$227,818
AMZN	Amazon Com Inc	−1,035	3,595	$748,730
PLTR	Palantir Technologies Inc.	−971	4,369	$639,097
VOD	Vodafone Group Public Ltd Co	−907	39,052	$586,561
META	Meta Platforms, Inc.	−617	489	$279,771
GOOGL	Alphabet Inc.	−601	3,166	$910,414
NGG	National Grid PLC	−475	3,131	$264,882
BRK-B	Berkshire Hathaway Inc	−468	440	$210,848
XEL	Xcel Energy Inc	−373	2,798	$222,273
MSFT	Microsoft Corp	−355	4,489	$1,661,693
QQQ	Invesco Qqq Trust, Series 1	−310	430	$248,187
CVS	CVS HEALTH Corp	−271	8,982	$645,087
EXC	Exelon Corp	−200	4,630	$226,962
SPY	Spdr S&P 500 ETF Trust	−199	365	$237,374
GLD	Spdr Gold Trust	−175	515	$221,599
JPM	Jpmorgan Chase & Co	−155	2,584	$760,109
AFL	Aflac Inc	−150	2,590	$284,148
GS	Goldman Sachs Group Inc	−121	1,465	$1,239,375
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
TTE	TotalEnergies SE	5,209	$473,914
OKTA	Okta, Inc.	4,765	$375,053
FE	Firstenergy Corp	6,027	$305,327
CME	Cme Group Inc.	1,017	$300,370
PAYX	Paychex Inc	3,191	$293,954
FCX	Freeport-Mcmoran Inc	4,723	$277,617
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
WEC	Wec Energy Group, Inc.	1,879	$217,531
SMR	NUSCALE POWER Corp	19,700	$213,548
IDA	Idacorp Inc	1,400	$200,158
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
CZNC	Citizens & Northern Corp	82,984	$1,643,913
HSY	Hershey Co	7,098	$1,327,680
T	At&T Inc.	10,475	$295,814
ORCL	Oracle Corp	1,030	$289,677
BP	Bp PLC	7,430	$256,037
GILD	Gilead Sciences, Inc.	2,287	$253,857
O	Realty Income Corp	4,041	$245,652
TSLA	Tesla, Inc.	529	$235,256
PRU	Prudential Financial Inc	2,207	$228,954
AMGN	Amgen Inc	771	$217,576
BAC	Bank Of America Corp /De/	4,168	$215,027
NET	Cloudflare, Inc.	980	$210,298
AEP	American Electric Power Co Inc	1,830	$205,875
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $38,829,033 total · as of Mar 31, 2026

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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IDA	Idacorp Inc Utilities	NEW	1,400	NEW	$200,158	NEW	0.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	440	-468	$210,848	−53.8%	0.54%
SMR	NUSCALE POWER Corp Industrials	NEW	19,700	NEW	$213,548	NEW	0.55%
WEC	Wec Energy Group, Inc. Utilities	NEW	1,879	NEW	$217,531	NEW	0.56%
UNH	Unitedhealth Group Inc Healthcare	Added	817	+28	$221,072	−18.9%	0.57%
GLD	Spdr Gold Trust	Reduced	515	-175	$221,599	−9.7%	0.57%
XEL	Xcel Energy Inc Utilities	Reduced	2,798	-373	$222,273	−13.1%	0.57%
EXC	Exelon Corp Utilities	Reduced	4,630	-200	$226,962	+4.4%	0.58%
JNJ	Johnson & Johnson Healthcare	Reduced	932	-1,421	$227,818	−47.8%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	NEW	1,382	NEW	$228,499	NEW	0.59%
TRP	Tc Energy Corp Energy	NEW	3,664	NEW	$229,366	NEW	0.59%
DUK	Duke Energy CORP Utilities	NEW	1,763	NEW	$230,847	NEW	0.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	365	-199	$237,374	−36.8%	0.61%
QQQ	Invesco Qqq Trust, Series 1	Reduced	430	-310	$248,187	−44.1%	0.64%
AMCR	Amcor plc Consumer Cyclical	NEW	6,362	NEW	$252,889	NEW	0.65%
AMT	American Tower Corp /Ma/ Real Estate	NEW	1,470	NEW	$253,692	NEW	0.65%
PEP	Pepsico Inc Consumer Defensive	Added	1,697	+129	$263,527	+19.7%	0.68%
NGG	National Grid PLC Utilities	Reduced	3,131	-475	$264,882	+1.1%	0.68%
CEG	Constellation Energy Corp Utilities	Reduced	959	-14	$267,800	−16.4%	0.69%
V	Visa Inc. Financial Services	Reduced	911	-1	$275,340	−11.6%	0.71%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	4,723	NEW	$277,617	NEW	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	489	-617	$279,771	−65.6%	0.72%
AFL	Aflac Inc Financial Services	Reduced	2,590	-150	$284,148	−7.2%	0.73%
SOFI	SoFi Technologies, Inc. Financial Services	Added	17,970	+3,442	$285,363	−25.7%	0.73%
PLD	Prologis, Inc. Real Estate	Added	2,201	+247	$290,928	+30.0%	0.75%
PINS	Pinterest, Inc. Communication Services	Added	15,944	+4,531	$292,412	−20.4%	0.75%
PAYX	Paychex Inc Technology	NEW	3,191	NEW	$293,954	NEW	0.76%
CME	Cme Group Inc. Financial Services	NEW	1,017	NEW	$300,370	NEW	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Held	916	0	$301,263	−18.8%	0.78%
FE	Firstenergy Corp Utilities	NEW	6,027	NEW	$305,327	NEW	0.79%
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	5,292	+1,162	$309,423	+41.1%	0.80%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,499	+104	$311,926	+11.3%	0.80%
USB	US Bancorp De Financial Services	Added	6,050	+817	$314,660	+24.4%	0.81%
DE	Deere & Co Industrials	Held	560	0	$315,448	+23.2%	0.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,216	+23	$320,079	−5.0%	0.82%
SNY	Sanofi Healthcare	Added	6,673	+1,957	$321,505	+44.4%	0.83%
TFC	Truist Financial Corp Financial Services	Reduced	7,004	-4	$321,973	+0.5%	0.83%
PYPL	PayPal Holdings, Inc. Financial Services	Added	7,429	+54	$336,013	−32.1%	0.87%
VZ	Verizon Communications Inc Communication Services	Reduced	6,981	-1,838	$350,446	−9.6%	0.90%
PFE	Pfizer Inc Healthcare	Reduced	12,694	-1,556	$356,447	−1.8%	0.92%
ABBV	AbbVie Inc. Healthcare	Reduced	1,647	-35	$358,206	−8.0%	0.92%
ENB	Enbridge Inc Energy	Added	6,759	+914	$365,932	+24.1%	0.94%
OKTA	Okta, Inc. Technology	NEW	4,765	NEW	$375,053	NEW	0.97%
SLV	iShares Silver Trust	Added	5,775	+250	$393,508	+68.1%	1.01%
SPOT	Spotify Technology S.A. Communication Services	Reduced	890	-5	$431,569	−30.9%	1.11%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	3,525	+165	$442,246	−26.4%	1.14%
PATH	UiPath, Inc. Technology	Added	40,319	+6,725	$447,540	−0.4%	1.15%
WY	Weyerhaeuser Co Real Estate	Added	18,675	+1,450	$456,230	+6.8%	1.17%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,306	-12	$469,109	+25.1%	1.21%
TTE	TotalEnergies SE Energy	NEW	5,209	NEW	$473,914	NEW	1.22%