Portfolio (Quarterly)
Guide ↗
IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | NEOG | NEOGEN CORP | Healthcare | 22 | — | — | SOLD |
| 682 | OPEN | OPENDOOR TECHNOLOGIES INCLASS CLASS A | Real Estate | 20 | — | — | SOLD |
| 683 | OGN | ORGANON & CO | Healthcare | 1 | — | — | SOLD |
| 684 | EBND | SPDR BLOOMBG EMG MRKT LCL BND ETF | — | 6 | — | — | SOLD |
| 685 | SCHB | SCHWAB US BROAD MARKET ETF | — | 16 | — | — | SOLD |
| 686 | SCHO | SCHWAB SHORT TERM US TREASURY ETF | — | 11 | — | — | SOLD |
| 687 | — | SEMLER SCIENTIFIC INC | — | 6 | — | — | SOLD |
| 688 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 5 | — | — | SOLD |
| 689 | SRFM | SURF AIR MOBILITY IN EQUCLASS EQUITY | Industrials | 200 | — | — | SOLD |
| 690 | TGT | TARGET CORP EQUITY CLASS EQUITY | Consumer Defensive | 5 | — | — | SOLD |
| 691 | TRGP | TARGA RES CORP | Energy | 1 | — | — | SOLD |
| 692 | SEIX | VIRTUS SEIX SENIOR LOAN ETF | — | 20 | — | — | SOLD |
| 693 | GTM | ZOOMINFO TECHNOLOGIES IN | Technology | 48 | — | — | SOLD |
| 694 | — | PARAZERO TECHNOLOGIES F | — | 375 | — | — | 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%