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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 14 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WPC W P CAREY INC REIT Real Estate 354.0 $23K 0.02% NEW $64.97 +13.7%
262 VCIT VANGUARD INTERMEDIATE TERM COR ETF 271.0 $23K 0.02% NEW $84.87 -2.3%
263 GRAB GRAB HLDGS LTD FCLASS CLASS A Technology 4,587.0 $23K 0.02% NEW $5.01 -29.2%
264 EPD ENTERPRISE PRODS PART LP Energy 704.0 $23K 0.02% NEW $32.67 +11.9%
265 XLC STE STRT COMTN SR SLCT SCTR SPDR ETF 195.0 $23K 0.02% NEW $117.95 -10.0%
266 ROL ROLLINS INC Consumer Cyclical 369.0 $22K 0.02% NEW $59.62 -27.4%
267 EWJ ISHARES MSCI JAPAN ETF 271.0 $22K 0.02% NEW $81.18 +14.3%
268 SMR NUSCALE PWR CORP CLASS A Utilities 1,448.0 $21K 0.02% NEW $14.50 -30.4%
269 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 1,304.0 $21K 0.02% NEW $16.10 +21.1%
270 BK BANK NEW YORK MELLON COR Financial Services 177.0 $21K 0.02% NEW $118.64 +23.4%
271 SMH VANECK SEMICONDUCTOR ETF 58.0 $21K 0.02% NEW $362.07 +68.9%
272 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 299.0 $21K 0.02% NEW $70.23 +7.9%
273 EFV ISHARES MSCI EAFE VALUE ETF 301.0 $21K 0.02% NEW $69.77 +9.1%
274 NXPI NXP SEMICONDUCTORS N V F Technology 99.0 $21K 0.02% NEW $212.12 +30.6%
275 TAXE INTERMEDIATE MUNICIPAL IN ETF 414.0 $21K 0.02% NEW $50.72 +1.1%
276 META META PLATFORMS INC CLASS A Communication Services 31.0 $21K 0.02% NEW $677.42 -18.8%
277 LNT ALLIANT ENERGY CORP Utilities 310.0 $20K 0.02% NEW $64.52 +19.7%
278 JCPB JPMORGAN CORE PLUS BOND ETF 425.0 $20K 0.02% NEW $47.06 +0.1%
279 SCHC SCHWAB INTERNATNAL SMALLCAP EQY ETF 445.0 $20K 0.02% NEW $44.94 +6.2%
280 UFOX DEFIANCE CONNECTIVE TECNLG ETF 319.0 $20K 0.02% NEW $62.70 +40.4%
Page 14 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%