Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | — | SOMNIGROUP INTERNTNL | — | 50 | $4K | 0.00% | SOLD |
| 502 | USAR | USA RARE EARTH INC CLASS CLASS A | Basic Materials | 342 | $4K | 0.00% | SOLD |
| 503 | VRSK | VERISK ANALYTICS INC CLASS A | Industrials | 16 | $4K | 0.00% | SOLD |
| 504 | NCLH | NORWEGIAN CRUISE LINE F | Consumer Cyclical | 180 | $4K | 0.00% | SOLD |
| 505 | ADBE | ADOBE INC | Technology | 8 | $3K | 0.00% | SOLD |
| 506 | ARCC | ARES CAP CORP EQUITY CLASS EQUITY | Financial Services | 161 | $3K | 0.00% | SOLD |
| 507 | BDX | BECTON DICKINSON & CO | Healthcare | 18 | $3K | 0.00% | SOLD |
| 508 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 30 | $3K | 0.00% | SOLD |
| 509 | — | EXPAND ENERGY CORP | — | 23 | $3K | 0.00% | SOLD |
| 510 | DIS | DISNEY WALT CO | Communication Services | 25 | $3K | 0.00% | SOLD |
| 511 | EOG | EOG RES INC | Energy | 26 | $3K | 0.00% | SOLD |
| 512 | EIX | EDISON INTL | Utilities | 46 | $3K | 0.00% | SOLD |
| 513 | EW | EDWARDS LIFESCIENCES COR | Healthcare | 39 | $3K | 0.00% | SOLD |
| 514 | NUKZ | RANGE NUCLEAR RENAISSANCE IX ETF | — | 50 | $3K | 0.00% | SOLD |
| 515 | FQAL | FIDELITY QUALITY FACTOR ETF | — | 35 | $3K | 0.00% | SOLD |
| 516 | EIPI | FT ENERGY INCM PARTNR ENHNCD ETF IV | — | 171 | $3K | 0.00% | SOLD |
| 517 | FRPT | FRESHPET INC | Consumer Defensive | 50 | $3K | 0.00% | SOLD |
| 518 | HUM | HUMANA INC | Healthcare | 10 | $3K | 0.00% | SOLD |
| 519 | IEX | IDEX CORP | Industrials | 15 | $3K | 0.00% | SOLD |
| 520 | LUNR | INTUITIVE MACHS INC CLASS A | Industrials | 200 | $3K | 0.00% | 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%