IF Advisors, LLC
CIK
2109472
Location
SAN ANTONIO, TX
Portfolio Value
Micro
$9,641,538
Diversification
Highly concentrated
Filing Date
Global Rank
#7,771
/ 8,232
▲ 137
Top Industry
Insurance - Diversified
57.5%
3Y Alpha vs SPY
-32.6%
Period ended 2 months ago
Filed May 14, 2026 · 31d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.7%
SPY
+9.1%
Annualised alpha
-32.6%
Max drawdown
−6.4%
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
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
57.5%
+2.8 pts
Top 5
95.5%
+3.5 pts
Top 10
100.0%
0.0 pts
HHI
3,867
Highly concentrated+372
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 60.0% | $5,789,357 |
| Energy | 20.1% | $1,941,249 |
| Consumer Cyclical | 10.8% | $1,040,528 |
| Technology | 4.5% | $432,860 |
| Utilities | 2.3% | $220,328 |
| Industrials | 2.3% | $217,216 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +3 | 11,442 | $1,941,249 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
4 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 1,268 | $292,679 | |
| No positions match the current search. | ||||
7 positions ·
$9,641,538 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,573 | $5,545,781 | 57.52% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 11,442 | $1,941,249 | 20.13% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,799 | $1,040,528 | 10.79% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 2,482 | $432,860 | 4.49% | |
| HTH |
Hilltop Holdings Inc.
Financial Services
|
Held | 6,800 | $243,576 | 2.53% | |
| OKLO |
Oklo Inc.
Utilities
|
Reduced | 4,443 | $220,328 | 2.29% | |
| CMC |
COMMERCIAL METALS Co
Industrials
|
Reduced | 3,536 | $217,216 | 2.25% |