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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 30 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HUM HUMANA INC Healthcare 10.0 $3K 0.00% NEW $300.00 +27.9%
582 IEX IDEX CORP Industrials 15.0 $3K 0.00% NEW $200.00 +13.6%
583 LUNR INTUITIVE MACHS INC CLASS A Industrials 200.0 $3K 0.00% NEW $15.00 +31.9%
584 IWM ISHARES RUSSELL 2000 ETF 13.0 $3K 0.00% NEW $230.77 +29.1%
585 IWV ISHARES RUSSELL 3000 ETF 9.0 $3K 0.00% NEW $333.33 +25.2%
586 IYF ISHARES US FINANCIALS ETF 23.0 $3K 0.00% NEW $130.43 -2.0%
587 MBB ISHARES MBS ETF 28.0 $3K 0.00% NEW $107.14 -11.4%
588 EFAV ISHARES MSCI EAF MIN VOLFCT ETF 31.0 $3K 0.00% NEW $96.77 -9.3%
589 XT ISHARES FUTURE EXPONENTLTCHNLGS ETF 38.0 $3K 0.00% NEW $78.95 +1.3%
590 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 111.0 $3K 0.00% NEW $27.03 -10.3%
591 IBDT ISHARES IBONDS DEC 2028 TERM ETF 104.0 $3K 0.00% NEW $28.85 -12.5%
592 IBDS ISHARES IBONDS DEC 2027 TERM CORPORA 110.0 $3K 0.00% NEW $27.27 -11.2%
593 IBDU ISHARES IBONDS DEC 2029 TERM ETF 112.0 $3K 0.00% NEW $26.79 -13.4%
594 IBDX ISHARES IBONDS DEC 2032 TM CRP ETF 109.0 $3K 0.00% NEW $27.52 -8.3%
595 IBDW ISHARES IBOND DEC 2031 TRM CRP ETF 121.0 $3K 0.00% NEW $24.79 -15.8%
596 IBDV ISHARES IBND DEC 2030 TRM CORP ETF 118.0 $3K 0.00% NEW $25.42 -14.2%
597 LHX L3HARRIS TECHNOLOGIES IN Industrials 11.0 $3K 0.00% NEW $272.73 +6.8%
598 DRS LEONARDO DRS INC Industrials 100.0 $3K 0.00% NEW $30.00 +41.6%
599 MTDR MATADOR RES CO Energy 70.0 $3K 0.00% NEW $42.86 +16.4%
600 MRNA MODERNA INC Healthcare 100.0 $3K 0.00% NEW $30.00 +124.2%
Page 30 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%