Ifrah Financial Services, Inc.
SEC Form 13F institutional filer · CIK 0001382646
13F-HR · 91 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
69.1%
Ifrah Financial Services, Inc. — $159M AUM allocation strategy
Ifrah Financial Services, Inc. files SEC Form 13F and reports $159M of long US equity value across 91 reported holdings for 2026-03-31.
Its largest sector bet is Financials 48.2%, followed by Information Technology 19.3% and Health Care 3.5%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Ifrah Financial Services, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$159M
total across 91 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$XLI +1.6K sh · +$281K+$XLK +825 sh · −$18.9K+$IYY +822 sh · +$198K
Biggest trims (shares)
−$SCHW −11.1K sh · +$296K−$AAPL −5.93K sh · −$2.87M−$XLU −5.46K sh · −$217K
Exited to nil (held last quarter, gone now)
$GOOG ($765K last qtr)$PAYX ($383K last qtr)$ADBE ($354K last qtr)$PGR ($296K last qtr)$DIS ($231K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks17.6%—
- Financial Exchanges & Data17.1%—
- Investment Banking & Brokerage13.4%—
- Technology Hardware, Storage & Peripherals11.1%—
- Semiconductor Materials & Equipment3.6%—
- Semiconductors2.0%—
- Biotechnology2.0%—
- Consumer Staples Merchandise Retail1.9%—
- Other holdings31.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 252K | $27.9M | -3.91K | 17.6% |
| $SPGI | S&P Global Inc | 233K | $27.2M | -1.9K | 17.2% |
| $SCHW | Charles Schwab Corporation | 619K | $21.2M | -11.1K | 13.4% |
| $AAPL | Apple Inc | 69.6K | $17.7M | -5.93K | 11.1% |
| $WMT | Walmart Inc | 23.8K | $2.96M | -8 | 1.9% |
| $MSFT | Microsoft Corporation | 7.71K | $2.85M | -395 | 1.8% |
| $KLAC | KLA Corporation | 1.84K | $2.71M | -79 | 1.7% |
| $LLY | Eli Lilly and Company | 2.73K | $2.51M | -99 | 1.6% |
| $NVDA | NVIDIA Corporation | 11.7K | $2.05M | -2.34K | 1.3% |
…and 82 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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