INDEPENDENT FINANCIAL GROUP, LLC

CIK

275484

City

SAN DIEGO

State / Country

CA

Stock

SPH — Suburban Propane Partners LP

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 SPH

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$297,496	15,109	-3.4%	Shares	Sole	2026-05-15
2025-12-31	$289,965	15,640	+0.2%	Shares	Sole	2026-05-15
2025-09-30	$291,219	15,615	+0.2%	Shares	Sole	2026-05-15
2025-06-30	$288,864	15,589	+0.1%	Shares	Sole	2026-05-15
2025-03-31	$327,041	15,566	-4.8%	Shares	Sole	2026-05-19
2024-12-31	$281,134	16,345	-1.7%	Shares	Sole	2026-06-12
2024-09-30	$298,198	16,622	-7.1%	Shares	Sole	2026-06-12
2024-06-30	$339,617	17,884	+0.1%	Shares	Sole	2026-06-12
2024-03-31	$364,941	17,863	-7.9%	Shares	Sole	2026-06-12
2023-12-31	$344,597	19,403	-10.4%	Shares	Sole	2026-06-12
2023-09-30	$347,530	21,653	+0.1%	Shares	Sole	2026-06-12
2023-06-30	$320,064	21,626	+31.4%	Shares	Sole	2026-06-12
2023-03-31	$252,075	16,454	—	Shares	Sole	2026-06-12
No 13F history on record for this holder in this stock.