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Portfolio (Quarterly) Guide ↗

IFC & Insurance Marketing, Inc.

· CIK 0002095709
13F Portfolio $96M AUM 72 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 15 Reduced 694 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 2,408.0 $502K 0.52% +50.0 +2.1% $208.27 +11.7%
22 VXUS VANGUARD STAR FDS 5,904.0 $455K 0.47% +4K +187.4% $77.11 +9.6%
23 BIL SPDR SERIES TRUST 4,219.0 $387K 0.40% +131.0 +3.2% $91.64 -0.0%
24 GDXJ VANECK ETF TRUST 3,202.0 $384K 0.40% +1K +50.3% $120.04 -16.5%
25 BND VANGUARD BD INDEX FDS 5,150.0 $379K 0.40% +2K +85.0% $73.64 +0.0%
26 SHV ISHARES TR 3,059.0 $338K 0.35% +1K +66.9% $110.37 -0.0%
27 SCHG SCHWAB STRATEGIC TR 10,817.0 $315K 0.33% +1K +11.5% $29.13 +12.6%
28 CCL CARNIVAL CORP Consumer Cyclical 11,213.0 $290K 0.30% +988.0 +9.7% $25.88 +12.3%
29 SCHD SCHWAB STRATEGIC TR 8,732.0 $268K 0.28% +2K +26.7% $30.68 +4.5%
30 MSFT MICROSOFT CORP Technology 721.0 $267K 0.28% +45.0 +6.7% $369.93 +0.8%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 1,806.0 $264K 0.28% +70.0 +4.0% $146.28 -22.8%
32 SOUN SOUNDHOUND AI INC Technology 35,828.0 $246K 0.26% +7K +25.1% $6.87 -6.7%
33 ITB ISHARES TR 2,611.0 $236K 0.25% +596.0 +29.6% $90.55 +15.8%
34 XOP SPDR SERIES TRUST 1,275.0 $232K 0.24% +369.0 +40.7% $181.86 -15.0%
35 CVX CHEVRON CORPORATION Energy 1,068.0 $221K 0.23% +17.0 +1.6% $206.84 -17.3%
36 BNDX VANGUARD CHARLOTTE FDS 4,347.0 $209K 0.22% +2K +87.3% $48.05 +1.0%
37 IVV ISHARES TR 307.0 $201K 0.21% +93.0 +43.5% $653.21 +12.2%
38 UMAC UNUSUAL MACHS INC Financial Services 10,821.0 $134K 0.14% +3K +43.5% $12.40 +54.0%
39 SS INNOVATIONS INTERNATIONAL 16,730.0 $84K 0.09% +5K +47.7% $5.00
40 RMAX RE/MAX HLDGS INC Real Estate 10,393.0 $60K 0.06% +325.0 +3.2% $5.76 +71.2%
Page 2 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.6%
Financial Services 24.4%
Consumer Cyclical 24.0%
Energy 7.8%
Consumer Defensive 6.2%
Industrials 2.5%
Healthcare 2.0%
Real Estate 0.5%
Basic Materials 0.1%