1y return+18.0%S&P 500 +20.9%
3y return+40.6%S&P 500 +68.5%
5y return+36.3%S&P 500 +74.5%
10y return+107.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $208 against $357 in the S&P 500.2
Ifrah Financial Services, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TFLOIshares Tr | $24.2M | 5.9% | −7.2% |
| IVWIshares Tr | $21.9M | 5.3% | −5.8% |
| IJKIshares Tr | $15.6M | 3.8% | −5.4% |
| SHYIshares Tr | $14.4M | 3.5% | +1.6% |
| VEUVanguard Intl Equity Index F | $13.3M | 3.3% | |
| JAAAJanus Detroit Str Tr | $10.1M | 2.5% | |
| AAPLApple Inc | $9.9M | 2.4% | −51.0% |
| VBRVanguard Index Fds | $9.5M | 2.3% | |
| SCZIshares Tr | $9.2M | 2.2% | −2.1% |
| NEARIshares U S Etf Tr | $9.2M | 2.2% | +1.0% |
| IJTIshares Tr | $9.0M | 2.2% | −4.2% |
| IJSIshares Tr | $8.7M | 2.1% | −3.2% |
| FLOTIshares Tr | $8.6M | 2.1% | −8.1% |
| VBKVanguard Index Fds | $8.5M | 2.1% | |
| FTSMFirst Tr Exchange-traded Fd | $7.8M | 1.9% | |
| SCHVSchwab Strategic Tr | $7.2M | 1.8% | −2.9% |
| FNDFSchwab Strategic Tr | $6.9M | 1.7% | −2.4% |
| SLQDIshares Tr | $6.8M | 1.7% | |
| HEFAIshares Tr | $6.7M | 1.6% | −1.8% |
| PULSPgim Etf Tr | $6.6M | 1.6% | |
| VVVanguard Index Fds | $6.4M | 1.6% | |
| ICFIshares Tr | $6.0M | 1.5% | −1.2% |
| IJJIshares Tr | $5.7M | 1.4% | −2.2% |
| KLACKla Corp | $5.5M | 1.3% | +886.4% |
| MGKVanguard World Fd | $5.3M | 1.3% | −1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $3.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $2.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $9.9M |
| MGKVanguard World Fd | June 30, 2020 | +168.8% | $5.3M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $21.9M |
| VVVanguard Index Fds | June 30, 2020 | +140.5% | $6.4M |
| IJSIshares Tr | June 30, 2020 | +127.1% | $8.7M |
| MGVVanguard World Fd | June 30, 2020 | +123.2% | $3.5M |
| IJTIshares Tr | June 30, 2020 | +110.4% | $9.0M |
| IJKIshares Tr | June 30, 2020 | +109.8% | $15.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $513K
- PFEPfizer Inc was $508K
- PIOInvesco Exch Traded Fd Tr II was $485K
- FISVFiserv Inc was $368K
- VGTVanguard World Fd was $350K
- Amdocs LtdCUSIP G02602103 was $304K
- KVUEKenvue Inc was $255K
- HCAHca Healthcare Inc was $242K
- ZTSZoetis Inc was $238K
- PLTRPalantir Technologies Inc was $238K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | +0.2% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −4.1% | −5.3% |
| June 30, 2022 | −11.8% | −16.5% |
| March 31, 2022 | −5.0% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ifrah Financial Services, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1382646&type=13F-HR&dateb=&owner=include&count=40CIK 1382646
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1382646/000138264626000009/Filed July 21, 2026 · accession 0001382646-26-000009