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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 37 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 WEC WEC ENERGY GROUP INC Utilities 14.0 $1K 0.00% NEW $71.43 +66.4%
722 WAB WABTEC Industrials 6.0 $1K 0.00% NEW $166.67 +61.7%
723 OPPE WISDOMTREE EUROPEAN OPP ETF 16.0 $1K 0.00% NEW $62.50 -11.6%
724 WK WORKIVA INC CLASS CLASS A Technology 10.0 $1K 0.00% NEW $100.00 -51.0%
725 GLOB GLOBANT S A F Technology 21.0 $1K 0.00% NEW $47.62 -36.9%
726 NEWSMAX INC CLASS B 175.0 $1K 0.00% NEW $5.71
727 TIDAL ETF TR II YIELDMAXCOIN OPT INCOME STRATEGYETF 21.0 $1K 0.00% NEW $47.62
728 ASTS AST SPACEMOBILE INC CLASS A Technology 4.0 NEW
729 PSIL ADVISORSHARES PSYCHEDELICS ETF 2.0 NEW
730 ALK ALASKA AIR GROUP INC Industrials 2.0 NEW
731 BILL BILL HOLDINGS INC Technology 5.0 NEW
732 CAL CALERES INC Consumer Cyclical 33.0 NEW
733 DFLI DRAGONFLY ENERGY HLDGS C Industrials 5.0 NEW
734 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 3.0 NEW
735 PEW GRABAGUN DIGITAL HLDGS I Industrials 140.0 NEW
736 GRAL GRAIL INC EQUITY CLASS EQUITY Healthcare 1.0 NEW
737 KD KYNDRYL HLDGS INC Technology 3.0 NEW
738 USA LIBERTY ALL STAR EQUITY Financial Services 74.0 NEW
739 LYFT LYFT INC CLASS A Technology 10.0 NEW
740 MARA MARA HLDGS INC Financial Services 43.0 NEW
Page 37 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%