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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 33 of 35  ·  694 positions
# Ticker Company Sector Shares Value ↓ % Port Status
641 BUYW MAIN BUYWRITE ETF 104 $1K 0.00% SOLD
642 OLN OLIN CORP Basic Materials 66 $1K 0.00% SOLD
643 OGS ONE GAS INC Utilities 18 $1K 0.00% SOLD
644 RIOT RIOT PLATFORMS INC Financial Services 40 $1K 0.00% SOLD
645 HOOW ROUNDHILL HOOD WEEKLYPAYETF 29 $1K 0.00% SOLD
646 RUM RUMBLE INC CLASS A Technology 169 $1K 0.00% SOLD
647 SPIB ST SRT SPDR PRTFL INTDT TRM C ETF IV 29 $1K 0.00% SOLD
648 SCHZ SCHWAB US AGGREGATE BONDETF 21 $1K 0.00% SOLD
649 TTAN SERVICETITAN INC CLASS A Technology 12 $1K 0.00% SOLD
650 TDVG T ROWE PRICE DIVIDEND GROWTH ETF 22 $1K 0.00% SOLD
651 TXN TEXAS INSTRS INC Technology 7 $1K 0.00% SOLD
652 YMAG YIELDMAX MAGFT 7 FND OPTINCM ETF 86 $1K 0.00% SOLD
653 YMAX YIELDMAX UNIVRS FD OPT INCOM ETF 62 $1K 0.00% SOLD
654 TIDAL ETF TR II YIELDMAXCOIN OPT INCOME STRATEGYETF 21 $1K 0.00% SOLD
655 TWLO TWILIO INC CLASS CLASS A Communication Services 5 $1K 0.00% SOLD
656 EMLC VANECK J P MORGAN EM LCLCRY BND ETF 24 $1K 0.00% SOLD
657 VLTO VERALTO CORP Industrials 12 $1K 0.00% SOLD
658 WEC WEC ENERGY GROUP INC Utilities 14 $1K 0.00% SOLD
659 WAB WABTEC Industrials 6 $1K 0.00% SOLD
660 OPPE WISDOMTREE EUROPEAN OPP ETF 16 $1K 0.00% SOLD
Page 33 of 35  ·  694 positions
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%