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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NAK NORTHERN DYNASTY MINERALS LT Basic Materials 10,365.0 $15K 0.01% +5K +107.3% $1.40 +34.3%
42 WHEELS UP EXPERIENCE INC 16,456.0 $8K 0.01% +887.0 +5.7% $0.52
Page 3 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%