Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | ENSG | ENSIGN GROUP INC | Healthcare | 45 | $8K | 0.01% | SOLD |
| 362 | HCKT | HACKETT GROUP INC | Technology | 400 | $8K | 0.01% | SOLD |
| 363 | XMHQ | INVESCO S AND P MIDCAP QUALTY ETF | — | 74 | $8K | 0.01% | SOLD |
| 364 | USMV | ISHARES MSCI USA MIN VOLFCTR ETF | — | 90 | $8K | 0.01% | SOLD |
| 365 | BBMC | JPMORGAN BETABUILDERS U.S. MID CAP E | — | 77 | $8K | 0.01% | SOLD |
| 366 | JHSC | JOHN HNCCK MLTFCTR SML CP ETF | — | 190 | $8K | 0.01% | SOLD |
| 367 | KSS | KOHLS CORP | Consumer Cyclical | 400 | $8K | 0.01% | SOLD |
| 368 | LAMR | LAMAR ADVERTISING CO NEWREIT | Real Estate | 64 | $8K | 0.01% | SOLD |
| 369 | LII | LENNOX INTL INC | Industrials | 17 | $8K | 0.01% | SOLD |
| 370 | — | FS SPECIALTY LENDING | — | 540 | $8K | 0.01% | SOLD |
| 371 | OVV | OVINTIV INC | Energy | 200 | $8K | 0.01% | SOLD |
| 372 | ROK | ROCKWELL AUTOMATION INC | Industrials | 20 | $8K | 0.01% | SOLD |
| 373 | SKYT | SKYWATER TECHNOLOGY INC | Technology | 444 | $8K | 0.01% | SOLD |
| 374 | SLDP | SOLID PWR INC CLASS A | Industrials | 2,000 | $8K | 0.01% | SOLD |
| 375 | ZG | ZILLOW GROUP INC CLASS A | Communication Services | 110 | $8K | 0.01% | SOLD |
| 376 | ACN | ACCENTURE PLC IRELAND FCLASS CLASS A | Technology | 29 | $8K | 0.01% | SOLD |
| 377 | ELV | ELEVANCE HEALTH INC | Healthcare | 20 | $7K | 0.01% | SOLD |
| 378 | ARES | ARES MGMT CORP CLASS CLASS A | Financial Services | 42 | $7K | 0.01% | SOLD |
| 379 | AXON | AXON ENTERPRISE INC | Industrials | 13 | $7K | 0.01% | SOLD |
| 380 | BAI | ISHARES AI INVATN AND TEC ACT ETF | — | 204 | $7K | 0.01% | SOLD |
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%