IFS Group LLC Portfolio
Invests via IFS Group LLC | Managed by Joseph Eugene Krichten
Invests via IFS Group LLC
Managed by Joseph Eugene Krichten
Automatically Tracked
Company Profile
Privately held investment and operational holding company focused on middle-market industrials, services and specialty manufacturing with capital allocation across control investments and minority stakes. IFS Group LLC deploys strategic buy-and-build and operational improvement playbooks, emphasizing cash-flow resilience, margin expansion and selective add-on acquisitions. Relevant to credit and private-equity investors evaluating industrial consolidators and family-office sponsors.
Privately held investment and operational holding company focused on middle-market industrials, services and specialty manufacturing with capital allocation across control investments and minority stakes. IFS Group LLC deploys strategic buy-and-build and operational improvement playbooks, emphasizing cash-flow resilience, margin expansion and selective add-on acquisitions. Relevant to credit and private-equity investors evaluating industrial consolidators and family-office sponsors.
Investment Philosophy & Strategy
Privately oriented holding-company approach prioritizes control positions in middle-market industrials, services and specialty manufacturing while selectively taking minority stakes to diversify risk. Capital deployment favors buy-and-build roll-ups and operational value creation—targeting cash-flow resilience, margin expansion and accretive add-ons. Underwriting emphasizes conservative leverage, industry-specialist management, measurable KPI-driven turnarounds and multi-year horizons to harvest compounded cash returns and enterprise multiple expansion.
Privately oriented holding-company approach prioritizes control positions in middle-market industrials, services and specialty manufacturing while selectively taking minority stakes to diversify risk. Capital deployment favors buy-and-build roll-ups and operational value creation—targeting cash-flow resilience, margin expansion and accretive add-ons. Underwriting emphasizes conservative leverage, industry-specialist management, measurable KPI-driven turnarounds and multi-year horizons to harvest compounded cash returns and enterprise multiple expansion.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.68%
Gain
Monthly
0.07%
Yearly
0.68%
Drawdown
9.46%
$121.38M
Equity
Holdings
$121.38M
Investment
$109.92M
$12.22M
Profit -$442,897.21
Realized
$766,100.08
Unrealized
$11.46M
Dividends
$2.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$442,897.21
Win %
69%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$73,977.22
Win %
69%
This Month
Compared to last month
Gain
0.1%
Profit
$126,543.18
Win %
69%
This Year
Compared to last year
Gain
6.88%
Profit
$7.79M
Win %
67%
TTE TotalEnergies SE
+2.49%
+$10,230.48 
GE General Electric Company
+2.48%
+$16,473.6 
UNH UnitedHealth Group Incorporated
+2.1%
+$7,246.79 
GEV GE Vernova Inc.
+1.94%
+$13,728.3 
NGG National Grid plc Sponsored ADR
+1.86%
+$4,806.09 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.86%
+$8,826.61 
XOM Exxon Mobil Corporation
+1.44%
+$16,755.81 
OXY Occidental Petroleum Corporation
+1.23%
+$5,427.18 
CVX Chevron Corporation
+1.18%
+$5,309.99 
IRDM Iridium Communications Inc.
+1.18%
+$12,170.4 
ABBV AbbVie Inc.
+1.09%
+$4,578.66 
PM Philip Morris International Inc.
+1.06%
+$2,791.64 
AFL Aflac Inc.
+1.03%
+$3,289.3 
GLD SPDR Gold Shares
+0.98%
+$1,851.42 
JNJ Johnson & Johnson
+0.97%
+$2,269.42 
CVS CVS Health Corporation
+0.92%
+$8,802.36 
PATH Uipath Inc.
+0.87%
+$4,233.49 
LLY Eli Lilly and Company
+0.79%
+$4,771.91 
SMR NuScale Power Corporation
+0.79%
+$1,182 
XLE Energy Select Sector SPDR Fund
+0.68%
+$1,981.59 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.67%
+$4,100.46 
AMT American Tower Corporation
+0.57%
+$1,425.9 
FCX Freeport-McMoRan Inc.
+0.53%
+$1,464.13 
SLV iShares Silver Trust
+0.53%
+$1,530.37 
CEG Constellation Energy Corporation
+0.45%
+$1,083.67 
TLT iShares 20+ Year Treasury Bond ETF
+0.43%
+$909.95 
GCOW Pacer Global Cash Cows Dividend ETF
+0.42%
+$5,071.67 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$825 
BA Boeing Company
+0.36%
+$2,876.4 
LNG Cheniere Energy Inc.
+0.34%
+$4,049.45 
OKTA Okta Inc.
+0.32%
+$2,239.55 
LGOV First Trust Long Duration Opportunities ETF
+0.25%
+$1,265.88 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$1,549.38 
IGF iShares Global Infrastructure ETF
+0.19%
+$1,235.62 
GOVT iShares U.S. Treasury Bond ETF
+0.12%
+$2,647.64 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$891.38 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.1%
+$802.58 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$2,665.61 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.09%
+$201.18 
FTLS First Trust Long/Short Equity ETF
+0.08%
+$182.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$490.36 
HYBB iShares BB Rated Corporate Bond ETF
+0.07%
+$155.75 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.07%
+$198.78 
JPM JPMorgan Chase & Co.
+0.07%
+$645.97 
WY Weyerhaeuser Company
+0.06%
+$280.12 
MBB iShares MBS ETF
+0.06%
+$1,139.71 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$1,480.17 
AMD Advanced Micro Devices, Inc.
+0.05%
+$553.44 
BENJ Horizon Landmark ETF
+0.04%
+$247.62 
PYPL PayPal Holdings Inc
+0.04%
+$148.58 
SOFI SoFi Technologies, Inc.
+0.03%
+$74.85 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$51.77 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$50.49 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.01%
+$140.47 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$81.9 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JHPI John Hancock Preferred Income ETF
0%
$0 
AMCR Amcor plc
-2.97%
-$8,461.46 
META Meta Platforms Inc Class A
-2.94%
-$9,569.74 
PINS Pinterest, Inc. Class A
-2.84%
-$10,443.32 
GOOG Alphabet Inc
-2.2%
-$51,134.37 
GOOGL Alphabet Inc
-2.18%
-$24,473.21 
CCJ Cameco Corporation
-1.95%
-$7,786 
MSFT Microsoft Corp.
-1.86%
-$33,443.09 
V Visa Inc. Class A
-1.74%
-$5,784.85 
BABA Alibaba Group Holding Limited SP ADR
-1.68%
-$6,944.25 
PAYX Paychex Inc.
-1.64%
-$5,983.12 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-1.52%
-$20,242.17 
PEP PepsiCo, Inc.
-1.51%
-$3,580.67 
GS The Goldman Sachs Group, Inc.
-1.46%
-$23,483.95 
HD The Home Depot, Inc.
-1.44%
-$4,602.91 
SPOT Spotify Technology S.A.
-1.43%
-$6,056.45 
GLW Corning Incorporated
-1.4%
-$12,530.7 
PLTR Palantir Technologies Inc.
-1.24%
-$7,252.54 
CME CME Group Inc.
-1.17%
-$2,928.96 
MGK Vanguard Mega Cap Growth ETF
-1.16%
-$3,060 
IDA Idacorp Inc.
-1.11%
-$2,352 
PPL PPL Corporation
-1.06%
-$5,735.73 
BTI British American Tobacco p.l.c. ADR
-1.05%
-$3,519.18 
QUAL iShares MSCI USA Quality Factor ETF
-1.02%
-$16,728.75 
NVDA NVIDIA Corporation
-1.02%
-$24,849.47 
PLD Prologis Inc.
-1.01%
-$3,323.51 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.94%
-$4,316.98 
IEMG iShares Core MSCI Emerging Markets ETF
-0.92%
-$16,016.72 
FE FirstEnergy Corp.
-0.88%
-$2,591.61 
FTCS First Trust Capital Strength ETF
-0.87%
-$29,606.35 
VONG Vanguard Russell 1000 Growth Fund
-0.81%
-$9,752.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$3,850.56 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$2,442.4 
PTNQ Pacer Trendpilot 100 ETF
-0.8%
-$5,462.87 
IUSG iShares Core S&P U.S. Growth ETF
-0.75%
-$17,754.99 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.75%
-$3,141.88 
TFC Truist Financial Corporation
-0.75%
-$2,801.6 
IJR iShares Core S&P Small-Cap ETF
-0.74%
-$7,087.18 
PNC The PNC Financial Services Group, Inc.
-0.72%
-$2,773.15 
XEL Xcel Energy Inc.
-0.72%
-$1,608.85 
FV First Trust Dorsey Wright Focus 5 ETF
-0.69%
-$4,221.05 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.68%
-$3,501.95 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.66%
-$2,887.96 
EXC Exelon Corporation
-0.64%
-$1,393.17 
AVUV Avantis U.S. Small Cap Value ETF
-0.63%
-$2,788.07 
NEM Newmont Corporation
-0.63%
-$3,927.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$7,746.69 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.59%
-$36,049.86 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$1,596.04 
FDV Federated Hermes U.S. Strategic Dividend ETF
-0.58%
-$5,555.22 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$4,150.39 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.56%
-$2,878.85 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.56%
-$3,270.37 
WEC WEC Energy Group Inc.
-0.52%
-$1,127.4 
IEFA iShares Core MSCI EAFE ETF
-0.52%
-$14,972.75 
TRP TC Energy Corporation
-0.5%
-$1,282.4 
DIVB iShares Core Dividend ETF
-0.49%
-$1,876.45 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$3,749.28 
PTLC Pacer Trendpilot US Large Cap ETF
-0.48%
-$3,596.32 
DUK Duke Energy Corporation
-0.48%
-$1,057.8 
COWZ Pacer US Cash Cows 100 ETF
-0.46%
-$7,222.5 
PG Procter & Gamble Co
-0.46%
-$1,529.04 
FVD First Trust Value Line Dividend Index Fund
-0.44%
-$17,915.47 
AMZN Amazon.com Inc
-0.44%
-$3,918.55 
TPL Texas Pacific Land Corporation
-0.41%
-$11,022.75 
VONV Vanguard Russell 1000 Value Index Fund
-0.4%
-$10,591.24 
JQUA JPMorgan U.S. Quality Factor ETF
-0.37%
-$1,498.77 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$11,742.36 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.35%
-$2,150.39 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.34%
-$854.84 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$5,324.18 
PTMC Pacer Trendpilot US Mid Cap ETF
-0.33%
-$974.75 
FEX First Trust Large Cap Core Fund A
-0.32%
-$1,492.92 
AAPL Apple Inc.
-0.31%
-$6,972.14 
USB U.S. Bancorp
-0.29%
-$1,134.37 
SNY Sanofi American Depositary Receipt
-0.27%
-$802.09 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.25%
-$5,117.71 
FTC First Trust Large Cap Growth Fund
-0.22%
-$5,545.93 
DE Deere & Company
-0.2%
-$688.76 
PFE Pfizer Inc.
-0.16%
-$507.76 
VZ Verizon Communications Inc.
-0.11%
-$349.05 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$363.24 
AVGO Broadcom Inc.
-0.09%
-$502.72 
AGGH Simplify Aggregate Bond ETF
-0.07%
-$2,096.22 
FPE First Trust Preferred Securities and Income ETF
-0.06%
-$240.36 
MUB iShares National Muni Bond ETF
-0.05%
-$293.98 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.03%
-$182.45 Events
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Dividends
Dividend Analysis
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No Data
| Trades 282 | Longs Won 168/282 59% | Profit Factor 5.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,684.43 |
| Average Win $88,409.68 | Best Trade (Jul 13) $908,518.04 | Sharpe Ratio -14.62 |
| Average Loss -$23,067.5 | Worst Trade (Jul 10) -$607,585.93 | Z-Score 4.54 (100%) |
| Commissions $0 | Avg. Trade Length 6m 4w | Expectancy $43,344.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,263 | 4,737 | 4,211 | 3,684 | 3,158 | 2,632 | 2,105 | 1,579 | 1,053 | 526 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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