INDEPENDENT FINANCIAL GROUP, LLC

CIK

275484

City

SAN DIEGO

State / Country

CA

Stock

ECC — Eagle Point Credit Co

Top Portfolio Positions

681 positions · $2,202,988,193 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	1,690,306	$294,789,366	13.38%
AAPL	Apple Inc. Technology	492,087	$124,886,759	5.67%
QQQ	Invesco Qqq Trust, Series 1	184,658	$106,580,904	4.84%
AVGO	Broadcom Inc. Technology	310,121	$95,985,550	4.36%
AMZN	Amazon Com Inc Consumer Cyclical	383,080	$79,784,071	3.62%
SPY	Spdr S&P 500 ETF Trust	106,085	$68,991,318	3.13%
MSFT	Microsoft Corp Technology	185,111	$68,522,538	3.11%
PLTR	Palantir Technologies Inc. Technology	299,614	$43,827,535	1.99%
COST	Costco Wholesale Corp /New Consumer Defensive	34,887	$34,762,453	1.58%
GLD	Spdr Gold Trust	80,696	$34,722,681	1.58%

Portfolio Trend

15 quarters · across all stocks

Holdings in ECC

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2022-03-31	$3,073,286	233,710	+28.2%	Shares	Sole	2026-06-12
2022-06-30	$2,147,929	182,337	-11.9%	Shares	Sole	2026-06-12
2023-03-31	$2,313,016	207,074	-2.6%	Shares	Sole	2026-06-12
2023-06-30	$2,160,869	212,684	-1.9%	Shares	Sole	2026-06-12
2023-09-30	$2,201,271	216,874	-11.1%	Shares	Sole	2026-06-12
2023-12-31	$2,317,981	243,998	-2.0%	Shares	Sole	2026-06-12
2024-03-31	$2,516,035	248,866	+4.2%	Shares	Sole	2026-06-12
2024-06-30	$2,399,226	238,729	+0.5%	Shares	Sole	2026-06-12
2024-09-30	$2,342,243	237,550	-2.4%	Shares	Sole	2026-06-12
2024-12-31	$2,160,841	243,338	-0.9%	Shares	Sole	2026-06-12
2025-03-31	$1,988,047	245,438	-4.4%	Shares	Sole	2026-05-19
2025-06-30	$1,967,103	256,802	-17.4%	Shares	Sole	2026-05-15
2025-09-30	$2,054,685	310,845	-1.2%	Shares	Sole	2026-05-15
2025-12-31	$1,812,303	314,636	—	Shares	Sole	2026-05-15
No 13F history on record for this holder in this stock.