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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 9 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IVW ISHARES S&P 500 GROWTH ETF 428.0 $53K 0.05% NEW $123.83 +7.1%
162 SNPS SYNOPSYS INC Technology 111.0 $52K 0.05% NEW $468.47 -3.0%
163 MRVL MARVELL TECHNOLOGY INC Technology 590.0 $50K 0.05% NEW $84.75 +214.8%
164 POWA INVESCO BLOOMBERG PRICN PWR ETF 551.0 $50K 0.05% NEW $90.74 -2.7%
165 AMD ADVANCED MICRO DEVIC Technology 232.0 $50K 0.05% NEW $215.52 +142.0%
166 BBUS JPMORGAN BETABUILDERS USEQY ETF 394.0 $49K 0.05% NEW $124.37 +5.9%
167 HOOD ROBINHOOD MKTS INC CLASS A Financial Services 434.0 $49K 0.05% NEW $112.90 -12.6%
168 MGA MAGNA INTL INC F Consumer Cyclical 914.0 $49K 0.05% NEW $53.61 +20.4%
169 GOOG ALPHABET INC CLASS CLASS C Communication Services 154.0 $48K 0.05% NEW $311.69 +7.4%
170 SHW SHERWIN-WILLIAMS CO Basic Materials 149.0 $48K 0.05% NEW $322.15 +6.8%
171 SLV ISHARES SILVER TRUST ETF Financial Services 728.0 $47K 0.05% NEW $64.56 -17.5%
172 AXP AMERICAN EXPRESS CO Financial Services 128.0 $47K 0.05% NEW $367.19 -7.3%
173 LUV SOUTHWEST AIRLS CO Industrials 1,142.0 $47K 0.05% NEW $41.16 +26.1%
174 CAT CATERPILLAR INC Industrials 81.0 $46K 0.05% NEW $567.90 +75.6%
175 IGIB ISHARES TRT IS 5-10 INV GR CR BD ETF 832.0 $45K 0.04% NEW $54.09 -1.4%
176 VMBS VANGUARD MORTGAGE BACKEDSEC ETF 957.0 $45K 0.04% NEW $47.02 -0.1%
177 LEN LENNAR CORP CLASS A Consumer Cyclical 435.0 $45K 0.04% NEW $103.45 -9.6%
178 ISRG INTUITIVE SURGICAL INC Healthcare 79.0 $45K 0.04% NEW $569.62 -29.0%
179 MPC MARATHON PETE CORP Energy 273.0 $44K 0.04% NEW $161.17 +57.6%
180 IWB ISHARES RUSSELL 1000 ETF 117.0 $44K 0.04% NEW $376.07 +6.5%
Page 9 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%