Index Technologies Group LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 66.3%; sector active share 25.5% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
275 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 37.1% | $46,371,160 |
| Technology | 20.3% | $25,351,744 |
| Industrials | 9.1% | $11,343,018 |
| Communication Services | 7.1% | $8,941,527 |
| Financial Services | 6.1% | $7,649,354 |
| Consumer Cyclical | 4.8% | $5,956,559 |
| Healthcare | 4.0% | $5,046,391 |
| Energy | 3.7% | $4,618,146 |
| Utilities | 2.9% | $3,630,850 |
| Real Estate | 1.9% | $2,407,851 |
| Consumer Defensive | 1.8% | $2,258,149 |
| Basic Materials | 1.2% | $1,496,006 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +15,822 | 21,466 | $2,665,433 | |
| — | +15,361 | 20,276 | $555,765 | ||
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | +10,852 | 60,566 | $2,403,258 | |
| ROKU | Roku, Inc | +8,094 | 10,524 | $1,453,785 | |
| CHRD | Chord Energy Corp | +6,713 | 10,659 | $1,218,323 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +6,001 | 26,471 | $1,580,053 | |
| IDV | iShares International Select Dividend ETF | +5,964 | 28,312 | $1,172,966 | |
| FNDF | Schwab Fundamental International Equity ETF | +5,141 | 30,761 | $1,622,950 | |
| ICLN | iShares Global Clean Energy ETF | +2,427 | 20,354 | $417,053 | |
| — | +1,912 | 8,780 | $923,304 | ||
| FYC | First Trust Small Cap Growth AlphaDEX Fund | +1,823 | 9,791 | $1,246,785 | |
| REMX | VanEck Rare Earth and Strategic Metals ETF | +1,760 | 5,524 | $488,874 | |
| BC | Brunswick Corp | +1,735 | 7,969 | $671,308 | |
| KLAC | Kla Corp | +1,338 | 1,510 | $455,582 | |
| R | Ryder System Inc | +1,268 | 2,829 | $746,205 | |
| TIGO | Millicom International Cellular SA | +1,039 | 12,344 | $1,120,341 | |
| — | +972 | 5,478 | $905,951 | ||
| DEM | WisdomTree Emerging Markets High Dividend Fund | +871 | 19,020 | $1,023,085 | |
| CNP | Centerpoint Energy Inc | +790 | 7,537 | $331,929 | |
| EBC | Eastern Bankshares, Inc. | +732 | 30,953 | $688,394 | |
| IGV | iShares Expanded Tech-Software Sector ETF | +623 | 4,415 | $399,999 | |
| MKSI | Mks Inc | +560 | 1,439 | $640,067 | |
| MCHP | Microchip Technology Inc | +501 | 4,769 | $434,932 | |
| XSMO | Victory Portfolios II | +407 | 7,414 | $694,172 | |
| CF | CF Industries Holdings, Inc. | +398 | 3,601 | $389,844 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMCR | Amcor plc | −8,036 | 3,807 | $165,033 | |
| SOFI | SoFi Technologies, Inc. | −6,396 | 27,227 | $488,180 | |
| EFV | iShares MSCI EAFE Value ETF | −6,029 | 33,964 | $2,599,944 | |
| DOW | Dow Inc. | −4,218 | 3,951 | $108,099 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −4,047 | 58,663 | $2,042,059 | |
| SIVR | abrdn Silver ETF Trust | −3,096 | 7,069 | $397,419 | |
| EEM | iShares MSCI Emerging Markets ETF | −2,252 | 56,257 | $3,848,541 | |
| BEN | Franklin Templeton Inc | −2,203 | 23,667 | $787,401 | |
| SHLD | Global X Defense Tech ETF | −1,839 | 5,842 | $348,825 | |
| IVLU | iShares MSCI Intl Value Factor ETF | −1,174 | 42,251 | $1,766,936 | |
| CHRW | C. H. Robinson Worldwide, Inc. | −1,145 | 1,985 | $373,854 | |
| PR | Permian Resources Corp | −894 | 12,748 | $234,690 | |
| SPGP | Victory Portfolios II | −792 | 3,789 | $463,356 | |
| IWO | iShares Russell 2000 Growth ETF | −682 | 6,410 | $2,525,283 | |
| FTRB | Federated Hermes Total Return Bond ETF | −650 | 8,350 | $209,543 | |
| DBC | Invesco DB Commodity Index Tracking Fund | −617 | 11,664 | $310,962 | |
| HAL | Halliburton Co | −538 | 12,518 | $424,986 | |
| SHC | Sotera Health Co | −523 | 22,223 | $394,458 | |
| MU | Micron Technology Inc | −492 | 2,603 | $3,004,616 | |
| BKR | Baker Hughes Co | −446 | 8,216 | $455,988 | |
| KSS | KOHLS Corp | −412 | 26,361 | $467,116 | |
| VST | Vistra Corp. | −392 | 3,543 | $562,026 | |
| SGI | Somnigroup International Inc. | −322 | 11,479 | $899,953 | |
| IVW | iShares S&P 500 Growth ETF | −217 | 19,000 | $2,613,070 | |
| IAU | Ishares Gold Trust | −195 | 7,973 | $602,041 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AGX | Argan Inc | 3,483 | $2,781,349 | |
| HPE | Hewlett Packard Enterprise Co | 25,314 | $1,141,914 | |
| OLED | Universal Display Corp \Pa\ | 5,815 | $503,520 | |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 2,346 | $449,845 | |
| VLUE | iShares MSCI USA Value Factor ETF | 2,175 | $434,586 | |
| KR | Kroger Co | 7,706 | $427,914 | |
| AMD | Advanced Micro Devices Inc | 730 | $424,064 | |
| LIT | Global X Lithium and Battery Tech ETF | 5,324 | $416,762 | |
| ADI | Analog Devices Inc | 946 | $375,722 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 3,264 | $323,070 | |
| UFO | Procure Space ETF | 6,141 | $311,164 | |
| PLTR | Palantir Technologies Inc. | 2,527 | $294,825 | |
| ENTG | Entegris Inc | 1,567 | $281,840 | |
| SYNA | SYNAPTICS Inc | 2,126 | $264,112 | |
| MDB | MongoDB, Inc. | 732 | $245,878 | |
| AWK | American Water Works Company, Inc. | 1,709 | $224,870 | |
| AMAT | Applied Materials Inc | 300 | $216,900 | |
| KBWB | Invesco Ltd. | 2,315 | $215,248 | |
| NXPI | NXP Semiconductors N.V. | 762 | $214,144 | |
| JPM | Jpmorgan Chase & Co | 621 | $203,271 | |
| BAC | Bank Of America Corp | 3,549 | $202,222 | |
| WEC | Wec Energy Group, Inc. | 1,688 | $197,107 | |
| AIQ | Global X Artificial Intelligence & Technology ETF | 2,998 | $196,698 | |
| ALB | Albemarle Corp | 1,415 | $191,067 | |
| NI | Nisource Inc. | 3,984 | $189,439 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BKF | iShares, Inc. | 19,168 | $779,562 | |
| APPF | Appfolio Inc | 4,228 | $667,262 | |
| GDXJ | VanEck Junior Gold Miners ETF | 4,512 | $541,620 | |
| EUAD | Spinnaker ETF Series | 9,162 | $373,259 | |
| FTA | First Trust Large Cap Value AlphaDEX Fund | 3,438 | $317,499 | |
| M | Macy's, Inc. | 14,858 | $268,781 | |
| — | 8,818 | $242,142 | ||
| AAL | American Airlines Group Inc. | 21,396 | $229,793 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 56,257 | $3,848,541 | 3.08% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 16,979 | $3,397,328 | 2.72% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,603 | $3,004,616 | 2.40% | |
| AGX |
Argan Inc
Industrials
|
NEW | 3,483 | $2,781,349 | 2.22% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 7,724 | $2,729,120 | 2.18% | |
| AAPL |
Apple Inc.
Technology
|
Added | 9,308 | $2,693,362 | 2.15% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 21,466 | $2,665,433 | 2.13% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 19,000 | $2,613,070 | 2.09% | |
| EFV |
iShares MSCI EAFE Value ETF
|
Reduced | 33,964 | $2,599,944 | 2.08% | |
| IWD |
iShares Russell 1000 Value ETF
|
Reduced | 10,418 | $2,525,635 | 2.02% | |
| IWO |
iShares Russell 2000 Growth ETF
|
Reduced | 6,410 | $2,525,283 | 2.02% | |
| FNDE |
Schwab Fundamental Emerging Markets Equity ETF
|
Added | 60,566 | $2,403,258 | 1.92% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 5,092 | $2,206,516 | 1.76% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Reduced | 58,663 | $2,042,059 | 1.63% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,822 | $1,798,702 | 1.44% | |
| IVLU |
iShares MSCI Intl Value Factor ETF
|
Reduced | 42,251 | $1,766,936 | 1.41% | |
| FNDF |
Schwab Fundamental International Equity ETF
|
Added | 30,761 | $1,622,950 | 1.30% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 26,471 | $1,580,053 | 1.26% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,936 | $1,486,824 | 1.19% | |
| ROKU |
Roku, Inc
Communication Services
|
Added | 10,524 | $1,453,785 | 1.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,918 | $1,410,496 | 1.13% | |
| FYC |
First Trust Small Cap Growth AlphaDEX Fund
|
Added | 9,791 | $1,246,785 | 1.00% | |
| CHRD |
Chord Energy Corp
Energy
|
Added | 10,659 | $1,218,323 | 0.97% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 2,134 | $1,202,060 | 0.96% | |
| IDV |
iShares International Select Dividend ETF
|
Added | 28,312 | $1,172,966 | 0.94% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
NEW | 25,314 | $1,141,914 | 0.91% | |
| TIGO |
Millicom International Cellular SA
Communication Services
|
Added | 12,344 | $1,120,341 | 0.90% | |
| DEM |
WisdomTree Emerging Markets High Dividend Fund
|
Added | 19,020 | $1,023,085 | 0.82% | |
| APH |
Amphenol Corp
Technology
|
Added | 5,553 | $979,104 | 0.78% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 1,295 | $978,502 | 0.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,307 | $962,474 | 0.77% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Reduced | 4,431 | $939,150 | 0.75% | |
|
|
Added | 8,780 | $923,304 | 0.74% | ||
|
|
Added | 5,478 | $905,951 | 0.72% | ||
| WMB |
Williams Companies, Inc.
Energy
|
Added | 12,155 | $903,602 | 0.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,522 | $901,287 | 0.72% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
Reduced | 11,479 | $899,953 | 0.72% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Reduced | 3,378 | $844,432 | 0.68% | |
| MTZ |
Mastec Inc
Industrials
|
Added | 1,946 | $809,652 | 0.65% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 1,262 | $806,064 | 0.64% | |
| BEN |
Franklin Templeton Inc
Financial Services
|
Reduced | 23,667 | $787,401 | 0.63% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 2,785 | $779,800 | 0.62% | |
| DOV |
DOVER Corp
Industrials
|
Reduced | 3,472 | $778,700 | 0.62% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 1,138 | $746,402 | 0.60% | |
| R |
Ryder System Inc
Industrials
|
Added | 2,829 | $746,205 | 0.60% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
Reduced | 4,114 | $739,656 | 0.59% | |
| XSMO |
Victory Portfolios II
|
Added | 7,414 | $694,172 | 0.56% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 3,081 | $689,065 | 0.55% | |
| EBC |
Eastern Bankshares, Inc.
Financial Services
|
Added | 30,953 | $688,394 | 0.55% | |
| IVE |
iShares S&P 500 Value ETF
|
Added | 2,994 | $679,817 | 0.54% |
Showing the top 50 of 275 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.