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Ifrah Financial Services, Inc.

SEC CIK
0001382646
Latest filing
Jul 21, 2026

The latest 13F from Ifrah Financial Services, Inc. covers Q2 2026 (filed Jul 21, 2026): 214 long positions worth $409.5M. The top 10 holdings make up 33.5% of the portfolio, and the largest is iShares Tr at 5.9%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
27
Est. +$7.88M
Added
35
Est. +$4.93M
Reduced
149
Est. −$21.9M
Sold out
13
Est. −$4.17M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr46434V860
    5.9%$24.2M
  2. iShares S&P 500 Growth ETF464287309
    5.3%$21.9M
  3. iShares S&P Mid-Cap 400 Growth ETF464287606
    3.8%$15.6M
  4. iShares Tr464287457
    3.5%$14.4M
  5. Vanguard Ftse All-World Ex-US Index Fund922042775
    3.3%$13.3M

Share of portfolio

Top 5 holdings and the other 209 positions, by share of portfolio value

  1. iShares Tr5.9%
  2. iShares S&P 500 Growth ETF5.3%
  3. iShares S&P Mid-Cap 400 Growth ETF3.8%
  4. iShares Tr3.5%
  5. Vanguard Ftse All-World Ex-US Index Fund3.3%
  6. Other 209 positions78.1%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C706
    +$2.18MAdded
  2. Vanguard Malvern FDS922020805
    +$818.3KAdded
  3. COSTCostco Wholesale Corp
    +$616.5KNewHistory
  4. EOGEOG Resources Inc
    +$508.9KNewHistory
  5. iShares Tr464288646
    +$458.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Scottsdale FDS92206C706
    +0.50 pp0.4% → 0.9%
  2. Vanguard Malvern FDS922020805
    +0.16 pp0.6% → 0.7%
  3. COSTCostco Wholesale Corp
    +0.15 pp0.0% → 0.2%History
  4. EOGEOG Resources Inc
    +0.12 pp0.0% → 0.1%History
  5. WisdomTree Tr97717W851
    +0.11 pp0.0% → 0.1%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$10.3MReducedHistory
  2. iShares Tr46434V860
    −$1.88MReduced
  3. iShares S&P 500 Growth ETF464287309
    −$1.35MReduced
  4. iShares S&P Mid-Cap 400 Growth ETF464287606
    −$890.9KReduced
  5. iShares Tr46429B655
    −$760.4KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AAPLApple Inc.
    −2.26 pp4.7% → 2.4%History
  2. iShares Tr46434V860
    −0.98 pp6.9% → 5.9%
  3. iShares Tr46429B655
    −0.37 pp2.5% → 2.1%
  4. PRIMPrimoris Services Corp
    −0.28 pp0.6% → 0.4%History
  5. First Tr Exchange-Traded FD33738D309
    −0.14 pp0.6% → 0.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$409.5M
+$31.2M (+8.2%) vs. prior quarter
Positions
214
+14 vs. prior quarter
Top 10 concentration
33.5%
Top 10 as share of value
Turnover
3.3%
Q2 2026, one quarter
Average holding period
19.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $409.5M (Q2 2026)

Q1 2021: $332.6MQ2 2021: $349.3MQ3 2021: $347.8MQ4 2021: $372.9MQ1 2022: $355.9MQ2 2022: $307.8MQ3 2022: $291.0MQ4 2022: $304.6MQ1 2023: $315.2MQ2 2023: $329.5MQ3 2023: $321.2MQ4 2023: $340.9MQ1 2024: $356.5MQ2 2024: $352.9MQ3 2024: $370.8MQ4 2024: $361.9MQ1 2025: $348.1MQ2 2025: $366.3MQ3 2025: $385.8MQ4 2025: $389.4MQ1 2026: $378.3MQ2 2026: $409.5M
Q1 2021Q2 2026
13F filings of Ifrah Financial Services, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 2026214$409.5MiShares TriShares S&P 500 Growth ETFiShares S&P Mid-Cap 400 Growth ETFvs. Q1 2026SEC
Q1 2026Apr 22, 2026200$378.3MiShares TriShares S&P 500 Growth ETFAAPLvs. Q4 2025SEC
Q4 2025Jan 22, 2026209$389.4MiShares TriShares S&P 500 Growth ETFAAPLvs. Q3 2025SEC
Q3 2025Oct 22, 2025202$385.8MiShares TriShares S&P 500 Growth ETFAAPLvs. Q2 2025SEC
Q2 2025Jul 29, 2025200$366.3MiShares TriShares S&P 500 Growth ETFAAPLvs. Q1 2025SEC
Q1 2025Apr 29, 2025193$348.1MiShares TriShares S&P 500 Growth ETFAAPLvs. Q4 2024SEC
Q4 2024Jan 31, 2025203$361.9MiShares TriShares S&P 500 Growth ETFAAPLvs. Q3 2024SEC
Q3 2024Oct 31, 2024212$370.8MiShares TriShares S&P 500 Growth ETFAAPLvs. Q2 2024SEC
Q2 2024Aug 5, 2024206$352.9MiShares TriShares S&P 500 Growth ETFAAPLvs. Q1 2024SEC
Q1 2024May 6, 2024210$356.5MiShares TriShares S&P 500 Growth ETFiShares S&P Mid-Cap 400 Growth ETFvs. Q4 2023SEC
Q4 2023Feb 6, 2024205$340.9MiShares TriShares S&P 500 Growth ETFAAPLvs. Q3 2023SEC
Q3 2023Nov 6, 2023195$321.2MiShares TriShares S&P 500 Growth ETFAAPLvs. Q2 2023SEC
Q2 2023Aug 1, 2023203$329.5MiShares TriShares S&P 500 Growth ETFAAPLvs. Q1 2023SEC
Q1 2023May 5, 2023203$315.2MiShares TriShares S&P 500 Growth ETFAAPLvs. Q4 2022SEC
Q4 2022Feb 6, 2023199$304.6MiShares TriShares S&P 500 Growth ETFiShares S&P Mid-Cap 400 Growth ETFvs. Q3 2022SEC
Q3 2022Nov 7, 2022186$291.0MiShares TriShares S&P 500 Growth ETFAAPLvs. Q2 2022SEC
Q2 2022Aug 5, 2022195$307.8MiShares TriShares S&P 500 Growth ETFiShares Trvs. Q1 2022SEC
Q1 2022May 3, 2022220$355.9MiShares S&P 500 Growth ETFAAPLiShares S&P Mid-Cap 400 Growth ETFvs. Q4 2021SEC
Q4 2021Feb 1, 2022Amended218$372.9MiShares S&P 500 Growth ETFiShares S&P Mid-Cap 400 Growth ETFAAPLvs. Q3 2021SEC
Q3 2021Nov 1, 2021210$347.8MiShares S&P 500 Growth ETFiShares TriShares S&P Mid-Cap 400 Growth ETFvs. Q2 2021SEC
Q2 2021Aug 5, 2021210$349.3MiShares S&P 500 Growth ETFiShares TriShares S&P Mid-Cap 400 Growth ETFvs. Q1 2021SEC
Q1 2021Apr 30, 2021206$332.6MiShares S&P 500 Growth ETFiShares TriShares S&P Mid-Cap 400 Growth ETF–SEC