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Portfolio (Quarterly) Guide ↗

IFC & Insurance Marketing, Inc.

· CIK 0002095709
13F Portfolio $101M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 759 New
Page 15 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UFOX DEFIANCE CONNECTIVE TECNLG ETF 319.0 $20K 0.02% NEW $62.70 +40.4%
282 LNT ALLIANT ENERGY CORP Utilities 310.0 $20K 0.02% NEW $64.52 +19.7%
283 SNOW SNOWFLAKE INC CLASS CLASS A Technology 90.0 $20K 0.02% NEW $222.22 +12.0%
284 MUB ISHARES NATIONAL MUNI BOND ETF 185.0 $20K 0.02% NEW $108.11 -0.5%
285 SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF 445.0 $20K 0.02% NEW $44.94 +6.2%
286 CNP CENTERPOINT ENERGY INC Utilities 524.0 $20K 0.02% NEW $38.17 +18.0%
287 RSPR INVSC SP 500 EQUAL WGHT REAL EST ETF 603.0 $20K 0.02% NEW $33.17 +13.0%
288 VFH VANGUARD FINANCIALS ETF 147.0 $20K 0.02% NEW $136.05 -3.4%
289 GD GENERAL DYNAMICS CORP Industrials 56.0 $19K 0.02% NEW $339.29 +2.2%
290 IBM IBM CORP Technology 63.0 $19K 0.02% NEW $301.59 -9.9%
291 FEZ SPDR EURO STOXX 50 ETF 300.0 $19K 0.02% NEW $63.33 +6.0%
292 HON HONEYWELL INTL INC Industrials 100.0 $19K 0.02% NEW $190.00 +22.2%
293 CSCO CISCO SYS INC Technology 243.0 $19K 0.02% NEW $78.19 +45.5%
294 VXF VANGUARD EXTENDED MARKETETF 91.0 $19K 0.02% NEW $208.79 +15.8%
295 MLN VANECK LONG MUNI ETF 1,106.0 $19K 0.02% NEW $17.18 +3.3%
296 COST COSTCO WHSL CORP NEW Consumer Defensive 22.0 $19K 0.02% NEW $863.64 +10.3%
297 ICE INTERCONTINENTAL EXCHANG Financial Services 119.0 $19K 0.02% NEW $159.66 -22.4%
298 JAVA JPMORGAN ACTIVE VALUE ETF 261.0 $19K 0.02% NEW $72.80 +8.5%
299 SHOP SHOPIFY INC FCLASS A Technology 110.0 $18K 0.02% NEW $163.64 -28.6%
300 EFG ISHARES MSCI EAFE GROWTHETF 160.0 $18K 0.02% NEW $112.50 +8.2%
Page 15 of 38  ·  759 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 26.5%
Financial Services 20.2%
Consumer Cyclical 20.1%
Industrials 7.8%
Energy 7.1%
Healthcare 5.5%
Consumer Defensive 4.5%
Communication Services 3.9%
Utilities 2.0%
Real Estate 1.5%