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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 34 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FNDB SCHWAB FUNDMTL US BROAD MKT ETF 63.0 $2K 0.00% NEW $31.75 -4.3%
662 SNA SNAP ON INC Industrials 6.0 $2K 0.00% NEW $333.33 +19.1%
663 SOLS SOLSTICE ADVANCED MATLS Basic Materials 37.0 $2K 0.00% NEW $54.05 +53.0%
664 SYK STRYKER CORP Healthcare 7.0 $2K 0.00% NEW $285.71 +16.4%
665 UNP UNION PAC CORP Industrials 8.0 $2K 0.00% NEW $250.00 +7.3%
666 SMOG VANECK LOW CARBON ENERGYETF 15.0 $2K 0.00% NEW $133.33 +5.3%
667 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 20.0 $2K 0.00% NEW $100.00 +3.1%
668 BLV VANGUARD LONG TERM BOND ETF 23.0 $2K 0.00% NEW $86.96 -20.1%
669 VBK VANGUARD SMALL CAP GROWTH ETF 7.0 $2K 0.00% NEW $285.71 +25.1%
670 WES WESTERN MIDSTREAM PAR LP Energy 49.0 $2K 0.00% NEW $40.82 +5.4%
671 DWM WISDOMTREE INTERNATIONALEQY ETF 35.0 $2K 0.00% NEW $57.14 +27.3%
672 YUM YUM BRANDS INC Consumer Cyclical 16.0 $2K 0.00% NEW $125.00 +25.1%
673 ZTS ZOETIS INC CLASS CLASS A Healthcare 18.0 $2K 0.00% NEW $111.11 -31.5%
674 DGNX DIGINEX LTD F Technology 520.0 $2K 0.00% NEW $3.85 -77.0%
675 FDP FRESH DEL MONTE PRODUC F Consumer Defensive 51.0 $2K 0.00% NEW $39.22 -25.5%
676 STE STERIS PLC F Healthcare 6.0 $2K 0.00% NEW $333.33 -35.3%
677 ALC ALCON INC F Healthcare 29.0 $2K 0.00% NEW $68.97 -1.7%
678 AGRO ADECOAGRO S A F Consumer Defensive 225.0 $2K 0.00% NEW $8.89 +5.9%
679 CLBT CELLEBRITE DI LTD FCLASS A Technology 100.0 $2K 0.00% NEW $20.00 -31.2%
680 ISHARES ESG MSCI EM LEADERS ETF 31.0 $2K 0.00% NEW $64.52
Page 34 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%