Ifrah Financial Services, Inc. reported 120 positions worth $92.82M for the quarter ended Sep 30, 2026, down 7.1% on the prior quarter. It opened 14 new positions, added to 20, trimmed 84 and exited 20. Its largest holding is Apple Inc. at 12.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EXEL Exelixis, Inc. | +19.7K | – | $1.15M | 1.24% |
| SEIC Sei Investments Co | +10.9K | – | $1.12M | 1.21% |
| FTDR Frontdoor, Inc. | +10.8K | – | $786.46K | 0.847% |
| MNST Monster Beverage Corp | +15.1K | +214.1% | $630.51K | 0.997% |
| EOG Eog Resources Inc | +3,944 | +100.5% | $543.34K | 1.17% |
| JNJ Johnson & Johnson | +1,804 | +37.7% | $477.56K | 1.88% |
| LQDT Liquidity Services Inc | +8,214 | – | $351.79K | 0.379% |
| INSW International Seaways, Inc. | +3,149 | – | $346.83K | 0.374% |
| PLTR Palantir Technologies Inc. | +1,564 | – | $292.51K | 0.315% |
| GNTX Gentex Corp | +12.1K | – | $262.54K | 0.283% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNPS Synopsys Inc | -2,044 | -66.4% | $888.67K | 0.483% |
| PRIM Primoris Services Corp | -9,350 | -63.9% | $696.76K | 0.425% |
| TER Teradyne, Inc | -1,282 | -27.0% | $513.93K | 1.49% |
| FCN Fti Consulting, Inc | -2,777 | -100.0% | $413.80K | Exited |
| RRX Regal Rexnord Corp | -1,661 | -100.0% | $395.63K | Exited |
| ORCL Oracle Corp | -2,856 | -37.8% | $392.12K | 0.695% |
| LIN Linde Plc | -823 | -39.5% | $390.61K | 0.644% |
| MU Micron Technology Inc | -366 | -11.2% | $389.88K | 3.32% |
| HD Home Depot, Inc. | -975 | -100.0% | $343.88K | Exited |
| BLDR Builders FirstSource, Inc. | -3,507 | -100.0% | $313.81K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| EXEL Exelixis, Inc. | +19.7K | $1.15M | 1.24% |
| SEIC Sei Investments Co | +10.9K | $1.12M | 1.21% |
| FTDR Frontdoor, Inc. | +10.8K | $786.46K | 0.847% |
| LQDT Liquidity Services Inc | +8,214 | $351.79K | 0.379% |
| INSW International Seaways, Inc. | +3,149 | $346.83K | 0.374% |
| PLTR Palantir Technologies Inc. | +1,564 | $292.51K | 0.315% |
| GNTX Gentex Corp | +12.1K | $262.54K | 0.283% |
| CBZ CBIZ, Inc. | +4,613 | $252.29K | 0.272% |
| PFE Pfizer Inc | +8,445 | $240.84K | 0.259% |
| TILE Interface Inc | +6,999 | $240.76K | 0.259% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| FCN Fti Consulting, Inc | -2,777 | $413.80K | 0.414% |
| RRX Regal Rexnord Corp | -1,661 | $395.63K | 0.396% |
| HD Home Depot, Inc. | -975 | $343.88K | 0.344% |
| BLDR Builders FirstSource, Inc. | -3,507 | $313.81K | 0.314% |
| TSCO Tractor Supply Co | -9,789 | $309.43K | 0.31% |
| FICO Fair Isaac Corp | -253 | $302.28K | 0.303% |
| SEZL Sezzle Inc. | -1,689 | $289.88K | 0.29% |
| RMBS Rambus Inc | -1,927 | $255.85K | 0.256% |
| HON Honeywell International Inc | -1,131 | $253.16K | 0.253% |
| HONA Honeywell Aerospace Inc. | -1,131 | $250.13K | 0.25% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 34.1K | $11.34M | 12.22% | -49 | -0.1% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 7,516 | $3.86M | 4.15% | -135 | -1.8% | Reduced | 0% |
| 3 | KLAC Kla Corp | Technology | 17.7K | $3.45M | 3.72% | -480 | -2.6% | Reduced | 0% |
| 4 | LLY ELI LILLY & Co | Healthcare | 2,735 | $3.17M | 3.41% | +26 | +1.0% | Added | 0% |
| 5 | MU Micron Technology Inc | Technology | 2,891 | $3.08M | 3.32% | -366 | -11.2% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 11.4K | $2.61M | 2.81% | -245 | -2.1% | Reduced | 0% |
| 7 | WMT Walmart Inc. | Consumer Staples | 22.5K | $2.34M | 2.52% | -1,120 | -4.7% | Reduced | 0% |
| 8 | LRCX Lam Research Corp | Technology | 6,414 | $2.11M | 2.27% | -125 | -1.9% | Reduced | 0% |
| 9 | ABBV AbbVie Inc. | Healthcare | 7,138 | $1.87M | 2.01% | -156 | -2.1% | Reduced | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 6,590 | $1.74M | 1.88% | +1,804 | +37.7% | Added | 0% |
| 11 | FIX Comfort Systems Usa Inc | Industrials | 993 | $1.64M | 1.77% | -33 | -3.2% | Reduced | 0% |
| 12 | VRTX Vertex Pharmaceuticals Inc / Ma | Healthcare | 3,022 | $1.58M | 1.7% | -34 | -1.1% | Reduced | 0% |
| 13 | IAU Ishares Gold Trust | Others | 20.1K | $1.57M | 1.69% | -619 | -3.0% | Reduced | 0% |
| 14 | AIT Applied Industrial Technologies Inc | Industrials | 4,382 | $1.46M | 1.57% | -76 | -1.7% | Reduced | 0.01% |
| 15 | ETN Eaton Corp plc | Industrials | 3,366 | $1.45M | 1.56% | -78 | -2.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Ifrah Financial Services.
As of its Q3 2026 13F filing, Ifrah Financial Services, Inc.’s five largest positions were Apple Inc. (AAPL) at 12.2%, Microsoft Corp (MSFT) at 4.2%, Kla Corp (KLAC) at 3.7%, ELI LILLY & Co (LLY) at 3.4%, Micron Technology Inc (MU) at 3.3% of the reported portfolio.
Ifrah Financial Services, Inc. reported a 13F portfolio worth $92.82M across 120 positions for Q3 2026. That is down 7.1% from the previous quarter.
Its largest purchases by value were Exelixis, Inc. ($1.15M), Sei Investments Co ($1.12M), Frontdoor, Inc. ($786.46K). It opened 14 new positions.
Its largest sales by value were Synopsys Inc ($888.67K), Primoris Services Corp ($696.76K), Teradyne, Inc ($513.93K). It exited 20 positions entirely.
From the Form 13F-HR reports Ifrah Financial Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.