INDEPENDENT FINANCIAL GROUP, LLC

CIK

275484

City

SAN DIEGO

State / Country

CA

Stock

JFR — Nuveen Floating Rate Income Fund

Top Portfolio Positions

681 positions · $2,196,321,845 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	1,690,306	$294,789,366	13.42%
AAPL	Apple Inc. Technology	492,087	$124,886,759	5.69%
QQQ	Invesco Qqq Trust, Series 1	184,658	$106,580,904	4.85%
AVGO	Broadcom Inc. Technology	310,121	$95,985,550	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	383,080	$79,784,071	3.63%
SPY	Spdr S&P 500 ETF Trust	106,085	$68,991,318	3.14%
MSFT	Microsoft Corp Technology	185,111	$68,522,538	3.12%
PLTR	Palantir Technologies Inc. Technology	299,614	$43,827,535	2.00%
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

25 quarters · across all stocks

Holdings in JFR

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$606,510	80,653	-14.5%	Shares	Sole	2026-05-15
2025-12-31	$738,431	94,308	-14.9%	Shares	Sole	2026-05-15
2025-09-30	$906,990	110,879	+0.4%	Shares	Sole	2026-05-15
2025-06-30	$934,994	110,389	+1.0%	Shares	Sole	2026-05-15
2025-03-31	$925,618	109,282	-19.6%	Shares	Sole	2026-05-19
2024-12-31	$1,213,093	135,997	+16.4%	Shares	Sole	2026-06-12
2024-09-30	$1,030,343	116,819	-17.0%	Shares	Sole	2026-06-12
2024-06-30	$1,217,591	140,762	+8.8%	Shares	Sole	2026-06-12
2024-03-31	$1,129,181	129,345	+0.8%	Shares	Sole	2026-06-12
2023-12-31	$1,054,552	128,291	-3.8%	Shares	Sole	2026-06-12
2023-09-30	$1,095,312	133,412	+106.2%	Shares	Sole	2026-06-12
2023-06-30	$510,569	64,711	+69.1%	Shares	Sole	2026-06-12
2023-03-31	$313,707	38,257	+117.7%	Shares	Sole	2026-06-12
2022-12-31	$139,162	17,571	+51.1%	Shares	Sole	2026-06-15
2022-09-30	$94,286	11,626	—	Shares	Sole	2026-06-15
No 13F history on record for this holder in this stock.