INDEPENDENT FINANCIAL GROUP, LLC
Position in ORC — Orchid Island Capital, Inc.
CIK 275484
SAN DIEGO, CA
Position in ORC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,669,802
-$20,884 QoQ
Shares Held
239,570
-0.4% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#43
of 199 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ORC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,255,894 across 13 REIT - Mortgage names. ORC ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
326,158 | $5,342,468 | |
| 2 | BXMT |
Blackstone Mortgage Trust, Inc.
|
310,284 | $5,259,313 | |
| 3 | AGNC |
AGNC Investment Corp.
|
412,690 | $4,498,321 | |
| 4 | NREF |
NexPoint Real Estate Finance, Inc.
|
281,010 | $4,355,655 | |
| 5 | NLY |
Annaly Capital Management Inc
|
89,907 | $2,010,320 | |
| 6 | ORC |
Orchid Island Capital, Inc.
This page
|
239,570 | $1,669,802 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
91,539 | $1,597,355 | |
| 8 | RITM |
Rithm Capital Corp.
|
144,702 | $1,358,751 |
All Filings in ORC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,669,802 | 239,570 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,690,686 | 240,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,530,496 | 212,569 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,487,388 | 212,181 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $957,762 | 136,628 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $987,992 | 131,382 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $974,997 | 125,321 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $999,773 | 121,627 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,012,092 | 121,354 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $920,834 | 103,117 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $868,070 | 102,974 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $798,169 | 93,792 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $894,985 | 86,472 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $718,158 | 66,930 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $521,503 | 49,667 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $387,318 | 47,234 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||