INDEPENDENT FINANCIAL GROUP, LLC
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 TSLX
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,204,643 | 65,541 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,288,234 | 59,311 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,311,181 | 57,357 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,378,479 | 57,895 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,285,081 | 57,421 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,218,807 | 57,221 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,177,539 | 57,357 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,169,830 | 54,793 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $1,047,819 | 48,895 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,031,745 | 47,766 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $929,897 | 45,494 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $674,596 | 36,094 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $604,888 | 33,054 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $457,424 | 25,698 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $419,905 | 25,698 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $327,043 | 17,678 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $389,129 | 16,708 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $390,800 | 16,708 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $339,613 | 15,291 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $439,162 | 19,791 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $236,187 | 11,231 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $219,970 | 10,601 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||