INDEPENDENT FINANCIAL GROUP, LLC

CIK

275484

City

SAN DIEGO

State / Country

CA

Stock

ORC — Orchid Island Capital, Inc.

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

25 quarters · across all stocks

Holdings in ORC

Compact Export CSV

Shares Held

Position Value (USD)

15 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,690,686	240,496	+13.1%	Shares	Sole	2026-05-15
2025-12-31	$1,530,496	212,569	+0.2%	Shares	Sole	2026-05-15
2025-09-30	$1,487,388	212,181	+55.3%	Shares	Sole	2026-05-15
2025-06-30	$957,762	136,628	+4.0%	Shares	Sole	2026-05-15
2025-03-31	$987,992	131,382	+4.8%	Shares	Sole	2026-05-19
2024-12-31	$974,997	125,321	+3.0%	Shares	Sole	2026-06-12
2024-09-30	$999,773	121,627	+0.2%	Shares	Sole	2026-06-12
2024-06-30	$1,012,092	121,354	+17.7%	Shares	Sole	2026-06-12
2024-03-31	$920,834	103,117	+0.1%	Shares	Sole	2026-06-12
2023-12-31	$868,070	102,974	+9.8%	Shares	Sole	2026-06-12
2023-09-30	$798,169	93,792	+8.5%	Shares	Sole	2026-06-12
2023-06-30	$894,985	86,472	+29.2%	Shares	Sole	2026-06-12
2023-03-31	$718,158	66,930	+34.8%	Shares	Sole	2026-06-12
2022-12-31	$521,503	49,667	+5.2%	Shares	Sole	2026-06-15
2022-09-30	$387,318	47,234	—	Shares	Sole	2026-06-15
No 13F history on record for this holder in this stock.