INDEPENDENT FINANCIAL GROUP, LLC
Position in CASY — Caseys General Stores Inc
CIK 275484
SAN DIEGO, CA
Position in CASY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$747,102
New position
Shares Held
940
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#118
of 283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $3,253,487 across 7 Specialty Retail names. CASY ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
This page
|
940 | $747,102 | |
| 2 | FIVE |
Five Below, Inc
|
3,292 | $591,868 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
18,349 | $580,011 | |
| 4 | ULTA |
Ulta Beauty, Inc.
|
823 | $371,156 | |
| 5 | MUSA |
Murphy USA Inc.
|
641 | $345,415 | |
| 6 | ARHS |
Arhaus, Inc.
|
40,000 | $336,800 | |
| 7 | BBY |
Best Buy Co Inc
|
3,705 | $281,135 |
All Filings in CASY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,102 | 940 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||