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機関投資家の保有一覧

INDEPENDENT FINANCIAL GROUP, LLC

持ち方
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評価額を取得中
届出上位5銘柄の比重
—
保有
721銘柄

INDEPENDENT FINANCIAL GROUP, LLC は、2026年6月30日の SEC Form 13F で 721 銘柄の保有を報告しました。届出上位には NVIDIA、Apple、INVESCO QQQ TRUST, SERIES 1 が並び、情報技術・一般消費財・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    NV
    NVDANVIDIA
    情報技術・ 1,712,464 株
    —
  2. 2
    AA
    AAPLApple
    情報技術・ 489,353 株
    —
  3. 3
    QQ
    —
  4. 4
    MU
    MUMicron Technology
    情報技術・ 111,056 株
    —
  5. 5
    AV
    AVGOBroadcom
    情報技術・ 316,698 株
    —
  6. 6
    AM
    AMZNAmazon
    一般消費財・ 398,253 株
    —
  7. 7
    MSFTMicrosoft
    情報技術・ 193,067 株
    —
  8. 8
    SP
    SPYSPDR S&P 500 ETF TRUST
    —・ 107,744 株
    —
  9. 9
    GO
    GOOGAlphabet
    コミュニケーション・サービス・ 152,073 株
    —
  10. 10
    AM
    AMDAdvanced Micro Devices
    情報技術・ 77,002 株
    —
残り 490 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11TSMTaiwan Semiconductor Manufacturing98,811—
12GOOGLAlphabet117,622—
13METAMeta Platforms52,096—
14PLTRPalantir Technologies188,200—
15TSLATesla91,049—
16COSTCostco34,019—
17GLDSPDR GOLD TRUST73,460—
18SNDKSandisk15,656—
19BRK-BBerkshire Hathaway39,608—
20PANWPalo Alto Networks48,369—
21MRVLMarvell Technology62,654—
22WMTWalmart158,800—
23BPREBluerock Private Real Estate Fund1,254,525—
24LLYEli Lilly13,511—
25CATCaterpillar18,157—
26JPMJPMorgan Chase43,575—
27MSTRStrategy88,483—
28GEVGE Vernova14,256—
29DELLDell Technologies23,882—
30ABBVAbbVie47,935—
31XOMExxon Mobil76,288—
32SMASmartStop Self Storage REIT374,632—
33AMATApplied Materials22,350—
34VVisa32,793—
35LRCXLam Research33,461—
36BEBloom Energy39,965—
37SLViShares Silver Trust209,657—
38CRDOCredo Technology52,042—
39INTCIntel94,371—
40CSCOCisco Systems98,538—
41PDIPIMCO Dynamic Income Fund717,418—
42LITELumentum Holdings9,388—
43JNJJohnson & Johnson38,636—
44IAUISHARES GOLD TRUST125,884—
45GLWCorning56,813—
46STXSeagate Technology10,783—
47GEGE Aerospace29,365—
48FCXFreeport-McMoRan125,437—
49HDHome Depot31,227—
50ARCCAres Capital460,273—
51NFLXNetflix128,141—
52FSKFS KKR Capital760,481—
53DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST15,777—
54CVXChevron38,901—
55VODVodafone Group469,207—
56NETCloudflare21,475—
57NBISNebius Group30,529—
58FTNTFortinet40,252—
59IBMIBM32,302—
60BMNRBitMine Immersion Technologies264,275—
61QCOMQualcomm37,040—
62BABoeing35,022—
63ASTSAST SpaceMobile114,998—
64GSGoldman Sachs7,150—
65MRKMerck44,565—
66CIENCiena16,109—
67VZVerizon Communications136,099—
68PEPPepsiCo49,311—
69EPDEnterprise Products Partners171,027—
70CLSCelestica15,143—
71CRWDCrowdStrike21,346—
72FSCOFS Credit Opportunities1,120,115—
73AHRAmerican Healthcare REIT110,823—
74WDCWestern Digital13,435—
75ANETArista Networks26,701—
76BACBank of America102,532—
77CRMSalesforce23,146—
78SPCXSPACE EXPLORATION TECHNOLOGIES CORP33,710—
79SNOWSnowflake15,538—
80PGProcter & Gamble35,296—
81MAMastercard9,082—
82PSECProspect Capital2,485,356—
83TJXTJX Companies37,291—
84UBERUber Technologies68,919—
85FNGOBANK OF MONTREAL /CAN/29,309—
86DEDeere6,768—
87SBRASabra Health Care REIT241,532—
88GDLCGrayscale CoinDesk Crypto 5 ETF118,960—
89RTXRTX24,271—
90NREFNexPoint Real Estate Finance281,010—
91VRTVertiv Holdings17,462—
92FNGSBANK OF MONTREAL /CAN/52,731—
93SBUXStarbucks45,012—
94STWDStarwood Property Trust326,158—
95AMGNAmgen10,299—
96ORCLOracle29,150—
97NOWServiceNow30,407—
98BITWBitwise 10 Crypto Index ETF71,886—
99BLKBlackRock3,689—
100ZSZscaler19,666—
101BKNGBooking Holdings23,906—
102ASMLASML Holding2,029—
103AXPAmerican Express12,504—
104NTRANatera9,057—
105ISRGIntuitive Surgical9,479—
106KOCoca-Cola43,070—
107PFLPIMCO INCOME STRATEGY FUND524,739—
108TMOThermo Fisher Scientific5,571—
109AGNCAGNC Investment412,690—
110ETEnergy Transfer175,693—
111DSLDoubleLine Income Solutions Fund352,342—
112UNHUnitedHealth Group9,368—
113GABGABELLI EQUITY TRUST INC663,866—
114SRESempra43,764—
115WMWaste Management16,675—
116PFEPfizer122,166—
117BXMTBlackstone Mortgage Trust310,284—
118TXNTexas Instruments11,428—
119MCDMcDonald's14,402—
120ADXADAMS DIVERSIFIED EQUITY FUND, INC.129,156—
121ORealty Income60,608—
122UTFCOHEN & STEERS INFRASTRUCTURE FUND INC128,956—
123SHOPShopify21,385—
124COFCapital One Financial16,582—
125CMICummins6,088—
126MOAltria47,637—
127CRWVCoreWeave35,725—
128SCCOSouthern Copper15,448—
129TERTeradyne7,071—
130RQICOHEN & STEERS QUALITY INCOME REALTY FUND INC287,045—
131UTGREAVES UTILITY INCOME FUND89,708—
132GBTCGrayscale Bitcoin Trust ETF48,253—
133ETNEaton7,019—
134DLYDoubleLine Yield Opportunities Fund226,421—
135HPEHewlett Packard Enterprise43,542—
136TAT&T121,468—
137BXBlackstone26,219—
138DISWalt Disney27,683—
139BSTZBlackRock Science & Technology Term Trust91,500—
140EMREmerson Electric17,386—
141ALABAstera Labs7,995—
142PECOPhillips Edison & Company73,327—
143PSXPhillips 6610,281—
144PMPhilip Morris International14,469—
145GDGeneral Dynamics7,847—
146ARMARM Holdings8,404—
147APPAppLovin9,577—
148FSSLFS Specialty Lending Fund212,854—
149DOCHealthpeak Properties129,124—
150BXSLBlackstone Secured Lending Fund104,482—
151NEENextEra Energy31,478—
152USALIBERTY ALL STAR EQUITY FUND412,818—
153ROKURoku15,719—
154LMTLockheed Martin4,716—
155HTGCHercules Capital, Inc.139,458—
156ADIAnalog Devices5,574—
157STRLSterling Infrastructure4,284—
158GLDMWorld Gold Trust27,725—
159IBITiShares Bitcoin Trust ETF46,652—
160MSMorgan Stanley11,635—
161SHWSherwin-Williams6,874—
162CCitigroup17,061—
163BBarrick Mining53,671—
164ABTAbbott Laboratories22,067—
165FETHFidelity Ethereum Fund80,054—
166MDYSPDR S&P MIDCAP 400 ETF TRUST3,130—
167SANMSanmina9,044—
168PBRPetrobras94,641—
169CVSCVS Health23,477—
170WELLWelltower8,874—
171CAHCardinal Health8,842—
172TRINTrinity Capital113,135—
173WFCWells Fargo24,711—
174DASHDoorDash10,362—
175VLOValero Energy4,730—
176DBLDoubleLine Opportunistic Credit Fund139,250—
177NKENike55,468—
178PPLTabrdn Platinum ETF Trust116,764—
179MMM3M11,117—
180PWRQuanta Services2,642—
181UNPUnion Pacific6,373—
182KMBKimberly-Clark18,546—
183HONHoneywell8,171—
184AWFALLIANCEBERNSTEIN GLOBAL HIGH INCOME FUND INC181,258—
185OBDCBlue Owl Capital Corp169,347—
186TTMITTM Technologies13,029—
187NLYAnnaly Capital Management89,907—
188GNLGlobal Net Lease198,391—
189GILDGilead Sciences11,214—
190OXYOccidental Petroleum27,927—
191URIUnited Rentals1,498—
192RIVNRivian Automotive108,672—
193DOWDow Inc55,457—
194WESWestern Midstream Partners34,393—
195UPSUnited Parcel Service16,507—
196CEGConstellation Energy5,931—
197PDOPIMCO Dynamic Income Opportunities Fund125,668—
198FTAIFTAI Aviation9,011—
199COHRCoherent4,464—
200RLRalph Lauren4,135—
201COINCoinbase Global8,195—
202NOCNorthrop Grumman3,111—
203MXLMaxLinear13,995—
204ALLAllstate6,569—
205FORMFormFactor9,792—
206AODabrdn Total Dynamic Dividend Fund141,967—
207DVNDevon Energy30,262—
208FFord Motor117,638—
209LINLinde2,965—
210MPWRMonolithic Power Systems974—
211PLDPrologis10,841—
212FTHYFIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND110,389—
213CSWCCapital Southwest59,115—
214OTFBlue Owl Technology Finance144,323—
215WPCW. P. Carey21,303—
216VFCV F Corp94,251—
217SHELShell13,902—
218FIXComfort Systems USA765—
219DUKDuke Energy11,565—
220BITBBitwise Bitcoin ETF28,516—
221NEMNewmont11,223—
222VICIVICI Properties57,048—
223AXONAxon Enterprise3,118—
224PNCPNC Financial Services5,824—
225HONAHoneywell Aerospace Inc.8,319—
226SOFISoFi Technologies81,145—
227EMEEMCOR Group1,614—
228APOApollo Global Management11,101—
229RITMRithm Capital144,702—
230TSLXSixth Street Specialty Lending69,176—
231MPMP Materials26,509—
232ARRARMOUR Residential REIT91,539—
233ORCOrchid Island Capital239,570—
234CLXClorox15,028—
235WALWestern Alliance Bancorporation15,595—
236HOODRobinhood Markets10,549—
237BMYBristol Myers Squibb19,363—
238BIIBBiogen5,364—
239LOWLowe's6,483—
240COPConocoPhillips9,191—
241MDTMedtronic13,392—
242MDBMongoDB3,230—
243EWEdwards Lifesciences13,536—
244CSXCSX24,271—
245SPGSimon Property Group5,725—
246NUENucor4,763—
247POWLPowell Industries5,707—
248JQCNuveen Credit Strategies Income Fund236,711—
249TDCTeradata36,225—
250DDOGDatadog3,905—
251NVTnVent Electric6,381—
252BABAAlibaba Group10,152—
253ALBAlbemarle10,142—
254GBDCGolub Capital BDC84,548—
255PEverpure7,489—
256ADMArcher-Daniels-Midland13,031—
257DNPDNP SELECT INCOME FUND INC109,192—
258TWLOTwilio3,544—
259ENBEnbridge22,657—
260MPCMarathon Petroleum2,462—
261IRMIron Mountain9,146—
262MCHPMicrochip Technology12,649—
263VSTVistra7,286—
264FDUSFidus Investment51,715—
265KMIKinder Morgan32,046—
266DOVDover Corp5,230—
267EXPEExpedia Group3,738—
268VEEVVeeva Systems3,602—
269IRENIREN23,408—
270PSLVSprott Physical Silver Trust49,630—
271DALDelta Air Lines11,489—
272REALTheRealReal108,550—
273VSHVishay Intertechnology25,303—
274PIIPolaris17,869—
275CFGCitizens Financial Group14,743—
276BROSDutch Bros24,394—
277ILMNIllumina3,448—
278LECOLincoln Electric Holdings3,425—
279NSCNorfolk Southern2,926—
280ARWRArrowhead Pharmaceuticals14,410—
281IONQIonQ21,084—
282MEGINYLI CBRE Global Infrastructure Megatrends Term Fund68,200—
283LHXL3Harris Technologies3,847—
284AFLAflac8,066—
285MCKMcKesson995—
286WYWeyerhaeuser48,212—
287THCTenet Healthcare3,443—
288FOURShift4 Payments24,525—
289COKECoca-Cola Consolidated4,593—
290ECLEcolab3,198—
291KKRKKR & Co9,661—
292DXPEDXP Enterprises4,492—
293RCLRoyal Caribbean Cruises3,132—
294WBDWBD28,076—
295FANGDiamondback Energy4,621—
296SMCISuper Micro Computer19,389—
297ASXASE Technology17,788—
298OKTAOkta3,980—
299CMGChipotle Mexican Grill25,776—
300SSentinelOne33,282—
301MARMarriott International2,314—
302APHAmphenol9,542—
303SYKStryker2,998—
304RKLBRocket Lab11,027—
305SCHWCharles Schwab8,411—
306AZOAutoZone289—
307MRPMillrose Properties32,752—
308WPMWheaton Precious Metals5,880—
309QXOQXO66,415—
310REGNRegeneron Pharmaceuticals1,089—
311RNPCOHEN & STEERS REIT & PREFERRED & INCOME FUND INC43,034—
312LHLabcorp Holdings2,563—
313VIRTVirtu Financial13,369—
314ATECAlphatec Holdings78,350—
315SBRSABINE ROYALTY TRUST11,154—
316FDXFedEx2,700—
317KEYSKeysight Technologies2,025—
318DOCUDocusign11,228—
319AGXArgan2,006—
320TGTTarget4,927—
321RMBSRambus6,816—
322JPCNuveen Preferred & Income Opportunities Fund110,331—
323PGRProgressive3,613—
324USBU.S. Bancorp13,064—
325DDDuPont de Nemours5,733—
326KLACKLA Corporation3,597—
327PTYPIMCO CORPORATE & INCOME OPPORTUNITY FUND67,303—
328MEDPMedpace Holdings1,228—
329MAINMain Street Capital13,294—
330MAAMid-America Apartment Communities6,322—
331FIVEFive Below3,292—
332ASSTAsset Entities (now Strive)23,971—
333CLMCornerstone Strategic Investment Fund, Inc.111,901—
334AEPAmerican Electric Power5,867—
335CCLCarnival27,219—
336BTIBritish American Tobacco13,309—
337NFJVirtus Dividend, Interest & Premium Strategy Fund45,782—
338EVVEaton Vance Ltd Duration Income Fund81,289—
339HWMHowmet Aerospace2,957—
340EPREPR Properties12,093—
341ARWArrow Electronics2,811—
342VRTXVertex Pharmaceuticals1,345—
343GVAGranite Construction5,660—
344EATBrinker International3,350—
345DHRDanaher3,146—
346FASTFastenal13,247—
347NXHNEIGHBORHOOD INTELLIGENCE, INC.240,975—
348HASHasbro7,404—
349ADPAutomatic Data Processing2,557—
350ETJEaton Vance Risk-Managed Diversified Equity Income Fund81,025—
351ERCALLSPRING MULTI-SECTOR INCOME FUND77,000—
352KGCKinross Gold26,769—
353HALOHalozyme Therapeutics5,857—
354SYYSysco8,267—
355SSRMSSR Mining19,214—
356FROFrontline12,084—
357YUMYum Brands4,669—
358NEXANexa Resources51,731—
359QQnity Electronics4,802—
360FSLRFirst Solar3,604—
361OKLOOklo17,473—
362PHParker Hannifin644—
363CSTMConstellium25,499—
364ENREnergizer Holdings28,000—
365SANBanco Santander46,320—
366ABNBAirbnb3,772—
367CNCCentene9,720—
368MOSMosaic Company28,965—
369IRTIndependence Realty Trust41,889—
370NHINational Health Investors9,248—
371ADBEAdobe2,546—
372NXPINXP Semiconductors2,479—
373PHYSSprott Physical Gold Trust19,275—
374MDLZMondelez International10,300—
375PAXSPIMCO Access Income Fund44,732—
376BPBP p.l.c.13,294—
377NVONovo Nordisk15,901—
378CAPLCrossAmerica Partners27,190—
379TELTE Connectivity2,685—
380RLTYCohen & Steers Real Estate Opportunities & Income Fund42,491—
381CBChubb1,773—
382PAGPPlains GP Holdings22,434—
383ECHOEchoStar6,190—
384CASYCasey's General Stores940—
385FCNCAFirst Citizens BancShares280—
386MYRGMYR Group1,900—
387LPLALPL Financial Holdings1,821—
388JBLJabil1,886—
389PSAPublic Storage2,019—
390TEAMAtlassian3,043—
391TSCOTractor Supply18,349—
392OHIOmega Healthcare Investors12,437—
393LUVSouthwest Airlines13,368—
394AZNAstraZeneca3,608—
395KYNKayne Anderson Energy Infrastructure Fund, Inc.40,654—
396HCAHCA Healthcare1,320—
397RIORio Tinto5,931—
398FWRDForward Air35,035—
399CMECME Group2,112—
400MTBM&T Bank2,536—
401RGLDRoyal Gold2,366—
402GMGeneral Motors7,054—
403EXCExelon13,283—
404PAAPlains All American Pipeline22,770—
405ACAArcosa3,663—
406DYDycom Industries1,950—
407TMUST-Mobile US3,251—
408EMNEastman Chemical8,191—
409OKEONEOK5,983—
410CHICALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND45,333—
411PYPLPayPal Holdings9,899—
412MFCManulife Financial12,173—
413WMBWilliams Companies7,320—
414RFICOHEN & STEERS TOTAL RETURN REALTY FUND INC49,156—
415PFNPIMCO Income Strategy Fund II81,243—
416SOSouthern Company6,125—
417LSCCLattice Semiconductor3,815—
418HMYHarmony Gold Mining29,378—
419EDConsolidated Edison4,938—
420LYFTLyft32,723—
421IVTInvenTrust Properties16,532—
422NVSNovartis3,562—
423GCTGigaCloud Technology9,324—
424GFIGold Fields14,057—
425AFRMAffirm Holdings7,045—
426PARRPar Pacific Holdings5,901—
427DLRDigital Realty Trust2,761—
428FNFFidelity National Financial12,312—
429FDXFFedEx Freight4,279—
430LNGCheniere Energy1,764—
431CRICarter's15,000—
432CMCSAComcast21,946—
433ADSKAutodesk2,219—
434JFRNUVEEN FLOATING RATE INCOME FUND63,591—
435GEHCGE HealthCare Technologies7,146—
436PCARPACCAR4,172—
437EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund48,182—
438CMCanadian Imperial Bank of Commerce4,085—
439FBTCFidelity Wise Origin Bitcoin Fund6,155—
440ULTAUlta Beauty823—
441BLSHBullish13,058—
442RDDTReddit3,017—
443CIONCION Investment62,627—
444SGOLabrdn Gold ETF Trust11,006—
445CGNXCognex6,682—
446PTENPatterson-UTI Energy38,721—
447TEMTempus AI5,632—
448DXCMDexcom5,023—
449MMSIMerit Medical Systems5,021—
450TLNTalen Energy1,334—
451MTSIMACOM Technology Solutions1,317—
452JCIJohnson Controls2,704—
453LYBLyondellBasell Industries7,210—
454IRDMIridium Communications8,612—
455PRUPrudential Financial3,713—
456MELIMercadoLibre244—
457CPBCampbell's Company21,006—
458ARHSArhaus40,000—
459TOLToll Brothers2,958—
460EXELExelixis6,871—
461AVAVAeroVironment2,848—
462RABrookfield Real Assets Income Fund Inc.34,159—
463BCXBlackRock Resources & Commodities Strategy Trust33,128—
464LNCLincoln National9,755—
465STZConstellation Brands3,482—
466BTCGrayscale Bitcoin Mini Trust ETF10,529—
467SNPSSynopsys800—
468BCSFBain Capital Specialty Finance35,386—
469ARESAres Management3,322—
470UALUnited Airlines Holdings3,438—
471SQMSociedad Química y Minera de Chile5,947—
472LENLennar Corporation4,796—
473AWKAmerican Water Works2,916—
474CRMLCritical Metals53,900—
475ECGEverus Construction Group3,061—
476QLYSQualys1,952—
477ONTOOnto Innovation1,145—
478METMetLife3,969—
479RACEFerrari952—
480FLEXFlex3,166—
481TIGOMillicom International Cellular4,176—
482INTUIntuit1,304—
483UMCUnited Microelectronics13,945—
484IVZInvesco11,752—
485SPOTSpotify Technology751—
486CTNMContineum Therapeutics27,021—
487TTTrane Technologies764—
488HESMHess Midstream9,266—
489GMEDGlobus Medical4,607—
490CRUSCirrus Logic2,866—
491CDNSCadence Design Systems986—
492CEFSprott Physical Gold & Silver Trust8,345—
493NEANuveen AMT-Free Quality Municipal Income Fund33,879—
494AEEAmeren3,418—
495SUNSunoco4,558—
496CECelanese7,660—
497BDXBecton Dickinson1,914—
498ICEIntercontinental Exchange2,249—
499CRSPCRISPR Therapeutics6,062—
500SCDLMP CAPITAL & INCOME FUND INC.22,865—

評価額の大きい上位 500 銘柄を表示しています (報告は全 721 銘柄。表示外の細かい持分も冒頭の概算評価額には含めています)。

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。