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IFC & Insurance Marketing, Inc. Portfolio
$117M across 87 positions as of 2026-09-30, with 56% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +10.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.9% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| INVESCO EXCH TRADED FD TR II | $9.9M | 8.5% | 162,413 |
| SPMOInvesco S&P 500 Momentum ETF | $8.8M | 7.5% | 57,742 |
| XLGInvesco S&P 500 Top 50 ETF | $7.4M | 6.4% | 116,782 |
| FIRST TR EXCHANGE-TRADED FD | $7.1M | 6.1% | 187,713 |
| FNDXSchwab Fundamental US Large Company Index ETF | $7M | 6.0% | 221,870 |
| JAAAJanus Henderson AAA CLO ETF | $6.4M | 5.5% | 127,114 |
| BIVVanguard Intermediate-Term Bond ETF | $5.9M | 5.0% | 80,428 |
| FNDFSchwab Fundamental International Equity ETF | $5.2M | 4.4% | 96,643 |
| SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF | $4.1M | 3.5% | 100,755 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $3.3M | 2.8% | 36,352 |
| VGSHVanguard Short-Term Treasury ETF | $2.9M | 2.5% | 50,785 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $2.8M | 2.4% | 17,952 |
| SCHWAB STRATEGIC TR | $2.6M | 2.2% | 101,563 |
| ISHARES TR | $2.5M | 2.1% | 40,765 |
| VTIVanguard Total Stock Market ETF | $2.4M | 2.1% | 6,494 |
| SCHPSCHWAB STRATEGIC TR | $2.3M | 2.0% | 91,263 |
| XCEMCOLUMBIA ETF TR II | $2.3M | 1.9% | 44,326 |
| LMBSFirst Trust Low Duration Opportunities ETF | $2.1M | 1.8% | 42,563 |
| NVDANVIDIA Corp | $1.5M | 1.3% | 6,452 |
| AAPLApple Inc | $1.5M | 1.3% | 4,410 |
| VEUVanguard FTSE All World Ex US ETF | $1.5M | 1.3% | 17,662 |
| QQQInvesco QQQ Trust, Series 1 | $1.2M | 1.0% | 1,616 |
| BNY MELLON ETF TRUST | $1.1M | 0.9% | 32,560 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $1M | 0.9% | 24,905 |
| CRWDCrowdStrike Holdings Inc | $1M | 0.9% | 3,913 |
| FIDELITY COVINGTON TRUST | $967.1K | 0.8% | 15,924 |
| SPYState Street SPDR S&P 500 ETF Trust | $841.6K | 0.7% | 1,104 |
| VXUSVanguard Total International Stock ETF | $759.9K | 0.6% | 8,944 |
| GLDSPDR Gold Shares | $728.5K | 0.6% | 1,913 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $719.8K | 0.6% | 9,216 |
| TIPiShares TIPS Bond ETF | $694.4K | 0.6% | 6,674 |
| AMZNAmazon.com Inc | $687.7K | 0.6% | 2,760 |
| TSLATesla Inc | $649.7K | 0.6% | 1,831 |
| SCHDSchwab US Dividend Equity ETF | $648.8K | 0.6% | 19,945 |
| WMTWalmart Inc | $623.8K | 0.5% | 6,002 |
| SPCXSpace Exploration Technologies Corp | $604K | 0.5% | 4,004 |
| VVVanguard Large-Cap ETF | $567.6K | 0.5% | 1,613 |
| VBVanguard Small-Cap ETF | $565.7K | 0.5% | 1,989 |
| J P MORGAN EXCHANGE TRADED F | $480.5K | 0.4% | 4,822 |
| XOMExxonmobil Holdings Corp | $478.7K | 0.4% | 2,941 |
| VOOVanguard S&P 500 ETF | $460.9K | 0.4% | 665 |
| CVNACarvana Co | $448.7K | 0.4% | 7,175 |
| PLTRPalantir Technologies Inc | $430K | 0.4% | 2,299 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $416.5K | 0.4% | 11,591 |
| MSFTMicrosoft Corp | $402.2K | 0.3% | 784 |
| FLOTiShares Floating Rate Bond ETF | $393.8K | 0.3% | 7,714 |
| MARMarriott International Inc | $388K | 0.3% | 1,091 |
| SGOViShares 0-3 Month Treasury Bond ETF | $387.3K | 0.3% | 3,922 |
| UNUSUAL MACHS INC | $378.1K | 0.3% | 15,445 |
| BNDVanguard Total Bond Market ETF | $377.5K | 0.3% | 5,382 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $374.4K | 0.3% | 4,085 |
| SHYiShares 1-3 Year Treasury Bond ETF | $366.2K | 0.3% | 4,510 |
| GDXJVANECK ETF TRUST | $357.1K | 0.3% | 3,134 |
| VRPINVESCO EXCH TRADED FD TR II | $349.2K | 0.3% | 14,727 |
| UNHUnitedHealth Group Inc | $329.2K | 0.3% | 897 |
| VCSHVanguard Short-Term Corporate Bond ETF | $318.3K | 0.3% | 4,121 |
| ROYAL CARIBBEAN GROUP | $317.8K | 0.3% | 1,195 |
| SHViShares 0-1 Year Treasury Bond ETF | $317.4K | 0.3% | 2,877 |
| BEBloom Energy Corp | $311.6K | 0.3% | 1,125 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $285.7K | 0.2% | 4,385 |
| IVViShares Core S&P 500 ETF | $284.1K | 0.2% | 371 |
| KEYSKeysight Technologies Inc | $273.8K | 0.2% | 752 |
| JPSTJPMorgan Ultra-Short Income ETF | $269.4K | 0.2% | 5,349 |
| VEAVanguard FTSE Developed Markets ETF | $265K | 0.2% | 3,753 |
| SOUNSoundHound AI Inc | $264.6K | 0.2% | 43,955 |
| FTECFIDELITY COVINGTON TRUST | $262.1K | 0.2% | 874 |
| INVESCO EXCH TRD SLF IDX FD | $261.5K | 0.2% | 3,856 |
| RSPInvesco S&P 500 Equal Weight ETF | $261.3K | 0.2% | 1,256 |
| COINCoinbase Global Inc | $254.3K | 0.2% | 1,364 |
| TMOThermo Fisher Scientific Inc | $253.8K | 0.2% | 376 |
| CARNIVAL CORP LTD | $252.2K | 0.2% | 10,278 |
| AMDAdvanced Micro Devices Inc | $250.8K | 0.2% | 410 |
| ISHARES TR | $239.7K | 0.2% | 1,816 |
| VUGVanguard Growth ETF | $236.5K | 0.2% | 2,625 |
| IBITiShares Bitcoin Trust ETF | $234.2K | 0.2% | 4,947 |
| AAgilent Technologies Inc | $234K | 0.2% | 1,358 |
| ITBiShares U.S. Home Construction ETF | $222.1K | 0.2% | 2,552 |
| BABoeing Co | $221.9K | 0.2% | 1,193 |
| CVXChevron Corp | $220K | 0.2% | 1,077 |
| LEGG MASON ETF INVT | $204.1K | 0.2% | 4,893 |
| KNXKnight-Swift Transportation Holdings Inc | $203.7K | 0.2% | 3,204 |
| BRK.BBerkshire Hathaway Inc | $203.7K | 0.2% | 409 |
| BNDXVanguard Total International Bond ETF | $200.6K | 0.2% | 4,279 |
| UECUranium Energy Corp | $130.1K | 0.1% | 13,766 |
| SS INNOVATIONS INTERNATIONAL | $54.5K | 0.0% | 18,305 |
| CIA ENERGETICA DE MINAS GERA | $37.8K | 0.0% | 18,000 |
| LACLithium Americas Corp. Common Shares | $36.2K | 0.0% | 13,750 |
Quarter ending 2026-09-30.
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