Ifrah Financial Services, Inc.

Q2 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$409,460
Net value change ($000)
+31,182 (8.2%)
New positions
27
Sold out positions
13
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVW 2,777 14.5%
KLAC 2,770 102.1%
MU 2,523 204.0%
VGIT 2,171 157.8%
IJK 1,484 10.5%
LRCX 1,422 100.7%
VBK 1,407 19.8%
IJT 1,389 18.2%
VEU 1,337 11.1%
VBR 943 11.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -7,786 -44.1%
TFLO -1,876 -7.2%
PRIM -963 -39.9%
FLOT -742 -7.9%
HON -513 -100.0%
PFE -508 -100.0%
PIO -485 -100.0%
FTSL -408 -18.4%
IAU -380 -19.5%
FISV -368 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type