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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 16 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 XHB STATE SRT SPDR S&P HMBLDRS ETF 180.0 $18K 0.02% NEW $100.00 +15.6%
302 AVUV AVANTIS US SMALL CAP VALUE ETF 181.0 $18K 0.02% NEW $99.45 +25.6%
303 SHOP SHOPIFY INC FCLASS A Technology 110.0 $18K 0.02% NEW $163.64 -28.6%
304 ISHARES EURO INVESTMENT GRADE CORPORATE BD USD ETF 358.0 $18K 0.02% NEW $50.28
305 EFG ISHARES MSCI EAFE GROWTHETF 160.0 $18K 0.02% NEW $112.50 +8.2%
306 AMLP ALPS ALERIAN MLP ETF 369.0 $17K 0.02% NEW $46.07 +11.7%
307 IYW ISHARES US TECHNOLOGY ETF 86.0 $17K 0.02% NEW $197.67 +21.2%
308 STEW SRH TOTAL RETURN CF Financial Services 898.0 $17K 0.02% NEW $18.93 -6.2%
309 IGOV ISHARES INTERNATIONAL TRSRY BND ETF 420.0 $17K 0.02% NEW $40.48 +1.4%
310 WSO WATSCO INC Industrials 51.0 $17K 0.02% NEW $333.33 +23.2%
311 IBUY AMPLIFY ONLINE RETAIL ETF 225.0 $17K 0.02% NEW $75.56 -7.9%
312 ONEO ST STRT SPDR RSL 1000 MMNTM F ETF IV 126.0 $16K 0.02% NEW $126.98 +20.6%
313 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 352.0 $16K 0.02% NEW $45.45 +6.8%
314 CRAI CRA INTL INC Industrials 81.0 $16K 0.02% NEW $197.53 -26.0%
315 UEC URANIUM ENERGY CORP Energy 1,350.0 $16K 0.02% NEW $11.85 -8.9%
316 ENB ENBRIDGE INC F Energy 335.0 $16K 0.02% NEW $47.76 +17.8%
317 EMB ISHARES JPMORGAN USD MTSBOND ETF 167.0 $16K 0.02% NEW $95.81 +0.8%
318 XLE STATE STRET ENRGY SLECT SEC SPDR ETF 352.0 $16K 0.02% NEW $45.45 +18.5%
319 IWP ISHARES RUSSELL MID CAP GROWTH ETF 119.0 $16K 0.02% NEW $134.45 +5.3%
320 UBER UBER TECHNOLOGIES INC Technology 200.0 $16K 0.02% NEW $80.00 -4.7%
Page 16 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%