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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 4 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY CLASS CLASS B 368.0 $185K 0.18% NEW $502.72
62 PGX INVESCO PREFERRED ETF 16,059.0 $181K 0.18% NEW $11.27 -3.9%
63 HWM HOWMET AEROSPACE INC Industrials 849.0 $174K 0.17% NEW $204.95 +31.2%
64 IJK ISHARES S&P MID CAP 400 GRWTH ETF 1,798.0 $174K 0.17% NEW $96.77 +19.2%
65 HII HUNTINGTON INGALLS INDS Industrials 508.0 $173K 0.17% NEW $340.55 -17.2%
66 IEI ISHARES 3-7 YEAR TRERY BOND ETF 1,414.0 $169K 0.17% NEW $119.52 -1.4%
67 FSLR FIRST SOLAR INC Energy 634.0 $166K 0.17% NEW $261.83 -8.7%
68 GDX VANECK GOLD MINERS ETF 1,910.0 $164K 0.16% NEW $85.86 -10.3%
69 CVX CHEVRON CORP NEW Energy 1,051.0 $160K 0.16% NEW $152.24 +12.4%
70 JPM JPMORGAN CHASE & CO Financial Services 485.0 $156K 0.15% NEW $321.65 +2.3%
71 A AGILENT TECHNOLOGIES INC Healthcare 1,137.0 $155K 0.15% NEW $136.32 -0.2%
72 VXUS VANGUARD TOTAL INTERNATIONAL STK ETF 2,054.0 $155K 0.15% NEW $75.46 +11.9%
73 KEYS KEYSIGHT TECHNOLOGIES IN Technology 752.0 $153K 0.15% NEW $203.46 +61.5%
74 COIN COINBASE GLOBAL INC CLASS CLASS A Financial Services 673.0 $152K 0.15% NEW $225.85 -34.0%
75 VGK VANGUARD FTSE EUROPE ETF 1,791.0 $150K 0.15% NEW $83.75 +4.0%
76 IVV ISHARES CORE S&P 500 ETF 214.0 $147K 0.15% NEW $686.92 +6.7%
77 FIXD FIRST TRUST SMITH OPPRTNISTIC FI ETF 3,223.0 $143K 0.14% NEW $44.37 -1.4%
78 ISCF ISHS INTRNTNL SMALLA EQYFACT ETF 3,453.0 $143K 0.14% NEW $41.41 +3.9%
79 GLDM SPDR GOLD MINISHARES ETV Financial Services 1,657.0 $141K 0.14% NEW $85.09 -5.3%
80 FANG DIAMONDBACK ENERGY INC Energy 932.0 $140K 0.14% NEW $150.21 +19.8%
Page 4 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%