Fund Holdings

Ifrah Financial Services, Inc.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES U S ETF TR0180,947+180,94709,166,7872.24%+9,166,787
ISHARES TR168,957159,153-9,80419,110,72621,888,3125.35%+2,777,586
KLA CORP(KLAC)1,84218,170+16,3282,711,6055,482,1691.34%+2,770,564
MICRON TECHNOLOGY INC(MU)3,6623,257-4051,237,3133,759,7960.92%+2,522,483
SELECT SECTOR SPDR TR012,380+12,38002,358,6010.58%+2,358,601
VANGUARD SCOTTSDALE FDS23,11160,133+37,0221,376,2873,546,6270.87%+2,170,340
ISHARES TR140,669133,087-7,58214,154,11515,637,7233.82%+1,483,608
LAM RESEARCH CORP(LRCX)6,6086,539-691,411,8652,833,5550.69%+1,421,690
VANGUARD INDEX FDS23,49523,265-2307,101,2898,507,8752.08%+1,406,586
ISHARES TR52,79150,548-2,2437,639,3869,027,8732.20%+1,388,487
VANGUARD INTL EQUITY INDEX F159,816159,267-54912,002,21513,338,6353.26%+1,336,420
VANGUARD INDEX FDS39,16338,893-2708,508,1349,450,5652.31%+942,431
ISHARES TR65,50863,432-2,0767,759,4048,669,8642.12%+910,460
SELECT SECTOR SPDR TR04,869+4,8690901,9560.22%+901,956
VANGUARD MALVERN FDS43,87960,170+16,2912,191,7453,022,3430.74%+830,598
VANGUARD WORLD FD12,19860,379+48,1814,482,0595,307,9381.30%+825,879
VANGUARD INDEX FDS18,67618,504-1725,581,1976,363,8771.55%+782,680
SELECT SECTOR SPDR TR07,258+7,2580777,5600.19%+777,560
ELI LILLY & CO(LLY)2,7262,709-172,507,2223,248,7970.79%+741,575
SCHWAB STRATEGIC TR214,415208,201-6,2146,539,6587,247,4771.77%+707,819
TERADYNE INC(TER)5,3864,740-6461,596,6492,293,5970.56%+696,948
VANGUARD INDEX FDS14,64114,496-1453,767,8184,440,0771.08%+672,259
COSTCO WHOLESALE CORPORATION(COST)0659+6590616,5010.15%+616,501
ISHARES INC57,62056,493-1,1273,729,7434,252,7931.04%+523,050
ISHARES TR145,489142,838-2,6516,182,5366,702,6901.64%+520,154
INTEL CORP(INTC)6,3455,719-626279,998798,4760.20%+518,478
EOG RES INC(EOG)03,923+3,9230508,9410.12%+508,941
ISHARES TR39,27938,397-8825,204,5235,672,4501.39%+467,927
WISDOMTREE TR(WT)02,593+2,5930449,9070.11%+449,907
ISHARES TR57,04165,788+8,7472,998,0603,447,9430.84%+449,883
ISHARES TR89,76788,702-1,0655,555,6805,998,9161.47%+443,236
ADVANCED MICRO DEVICES INC(AMD)1,1701,166-4238,012677,6300.17%+439,618
TEXAS INSTRS INC(TXN)3,8783,828-50752,9061,140,8890.28%+387,983
KULICKE & SOFFA INDS INC(KLIC)12,0588,792-3,266792,4741,175,9980.29%+383,524
VANGUARD WORLD FD21,81621,687-1293,162,2043,544,7610.87%+382,557
JOHNSON & JOHNSON(JNJ)3,4164,786+1,370835,1011,215,5090.30%+380,408
CADENCE DESIGN SYSTEM INC(CDNS)4,0524,003-491,125,8371,502,5350.37%+376,698
CORNING INC(GLW)3,2003,167-33435,061809,0480.20%+373,987
FLEX LTD(FLEX)4,5754,154-421299,480673,2390.16%+373,759
FORTINET INC(FTNT)02,305+2,3050354,1110.09%+354,111
ENOVA INTL INC(ENVA)01,440+1,4400346,6510.08%+346,651
COMFORT SYS USA INC(FIX)1,2261,026-2001,690,8102,032,8430.50%+342,033
MONSTER BEVERAGE CORP NEW(MNST)03,538+3,5380340,0600.08%+340,060
SCHWAB STRATEGIC TR133,146129,921-3,2256,514,8536,854,6241.67%+339,771
INCYTE CORP(INCY)02,820+2,8200319,6570.08%+319,657
APPLIED INDL TECHNOLOGIES IN(AIT)4,4894,458-311,190,9831,507,3480.37%+316,365
ISHARES INC4,6515,912+1,261329,826642,1170.16%+312,291
QUALYS INC(QLYS)02,224+2,2240305,7780.07%+305,778
MUELLER INDS INC(MLI)02,434+2,4340299,1790.07%+299,179
TIMKEN CO(TKR)6,8116,744-67684,947980,0000.24%+295,053
HUMANA INC(HUM)0737+7370292,5960.07%+292,596
SEZZLE INC(SEZL)01,689+1,6890289,8830.07%+289,883
ENERSYS(ENS)1,6902,492+802293,587582,7780.14%+289,191
NVIDIA CORPORATION(NVDA)11,74811,682-662,048,8972,337,3920.57%+288,495
ON SEMICONDUCTOR CORP(ON)03,001+3,0010283,7150.07%+283,715
UNITEDHEALTH GROUP INC(UNH)1,9391,931-8524,631802,7710.20%+278,140
JABIL INC(JBL)4,3473,716-6311,154,7441,432,5750.35%+277,831
CISCO SYS INC(CSCO)6,9466,875-71538,906807,5320.20%+268,626
ARISTA NETWORKS INC(ANET)01,518+1,5180257,9100.06%+257,910
RAMBUS INC DEL(RMBS)01,927+1,9270255,8520.06%+255,852
HANOVER INS GROUP INC(THG)01,190+1,1900254,8030.06%+254,803
HONEYWELL INTL INC01,131+1,1310253,1640.06%+253,164
HONEYWELL AEROSPACE INC01,131+1,1310250,1330.06%+250,133
SELECTIVE INS GROUP INC(SIGI)02,576+2,5760249,8980.06%+249,898
ISHARES TR24,32523,777-5482,709,0752,958,3340.72%+249,259
VANGUARD INDEX FDS20,72120,563-1583,818,5464,063,3010.99%+244,755
ABBVIE INC(ABBV)7,3317,294-371,594,4391,835,4900.45%+241,051
ISHARES TR114,202111,756-2,4468,954,5799,194,1662.25%+239,587
S&P GLOBAL INC(SPGI)0585+5850238,2700.06%+238,270
CIENA CORP(CIEN)0480+4800235,2890.06%+235,289
SELECT SECTOR SPDR TR05,048+5,0480228,8670.06%+228,867
EATON CORP PLC(ETN)3,4733,444-291,242,1191,467,4220.36%+225,303
UNITED RENTALS INC(URI)0199+1990224,9830.05%+224,983
PROGRESS SOFTWARE CORP(PRGS)06,661+6,6610223,6760.05%+223,676
RADIAN GROUP INC(RDN)05,769+5,7690217,3180.05%+217,318
BORGWARNER INC03,227+3,2270214,2730.05%+214,273
WESTERN DIGITAL CORP(WDC)0329+3290210,1860.05%+210,186
VANGUARD WHITEHALL FDS01,329+1,3290210,0250.05%+210,025
BLUE BIRD CORP02,650+2,6500209,2440.05%+209,244
SKYWEST INC(SKYW)02,084+2,0840207,0040.05%+207,004
SCHWAB STRATEGIC TR87,42884,959-2,4692,880,7533,080,6130.75%+199,860
CATERPILLAR INC(CAT)565560-5399,972596,7520.15%+196,780
LATTICE SEMICONDUCTOR CORP(LSCC)3,5283,377-151327,257516,5460.13%+189,289
SCHWAB STRATEGIC TR37,37635,072-2,3041,086,8941,267,1510.31%+180,257
SCHWAB STRATEGIC TR43,96141,709-2,2521,361,0331,537,8120.38%+176,779
BENCHMARK ELECTRS INC(BHE)4,5634,352-211255,802429,4120.10%+173,610
AMERICAN CENTY ETF TR10,85710,842-15874,8781,046,1320.26%+171,254
AMPHENOL CORP3,2213,198-23406,975563,8850.14%+156,910
ISHARES TR172,642175,417+2,77514,255,04014,403,4513.52%+148,411
SCHWAB STRATEGIC TR57,00954,467-2,5421,461,7111,602,9640.39%+141,253
KEYSIGHT TECHNOLOGIES INC(KEYS)2,5012,415-86706,207845,4190.21%+139,212
SYNOPSYS INC(SNPS)3,1133,076-371,234,3001,372,2590.34%+137,959
VANGUARD INDEX FDS17,98017,940-401,594,8221,729,9760.42%+135,154
JANUS DETROIT STR TR198,188200,111+1,9239,982,74510,103,6082.47%+120,863
ALPHABET INC(GOOG)1,9161,890-26549,704667,8240.16%+118,120
ISHARES TR1,4451,415-30943,8381,059,5290.26%+115,691
ISHARES TR2,2263,176+950203,529314,8400.08%+111,311
ISHARES TR6,1186,095-23846,554956,6750.23%+110,121
BROADCOM INC(AVGO)1,6771,665-12519,054629,0730.15%+110,019
VANGUARD INTL EQUITY INDEX F19,17619,114-621,036,4831,140,9090.28%+104,426
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