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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 2 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTI VANGUARD TOTAL STOCK MARKET ETF 2,254.0 $756K 0.75% NEW $335.40 +8.1%
22 SPY SPDR S&P 500 ETF Financial Services 1,013.0 $691K 0.69% NEW $682.13 +7.0%
23 FDEM FIDELITY EMERG MARKT MULTIFACT ETF 22,250.0 $687K 0.68% NEW $30.88 +16.0%
24 CVNA CARVANA CO CLASS A Consumer Cyclical 1,516.0 $640K 0.64% NEW $422.16 -85.2%
25 WMT WALMART INC Consumer Defensive 5,698.0 $635K 0.63% NEW $111.44 +3.8%
26 GLD SPDR GOLD SHARES ETF Financial Services 1,498.0 $594K 0.59% NEW $396.53 -5.8%
27 IAU ISHARES GOLD ETF Financial Services 7,178.0 $583K 0.58% NEW $81.22 -5.7%
28 VB VANGUARD SMALL CAP ETF 2,196.0 $567K 0.56% NEW $258.20 +16.0%
29 AMZN AMAZON.COM INC Consumer Cyclical 2,358.0 $544K 0.54% NEW $230.70 +0.9%
30 QQQ INVSC QQQ TRUST SRS 1 ETF Financial Services 847.0 $520K 0.52% NEW $613.93 +15.1%
31 VV VANGUARD LARGE CAP ETF 1,644.0 $517K 0.51% NEW $314.48 +7.0%
32 SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF 19,081.0 $479K 0.47% NEW $25.10 -1.4%
33 RCL ROYAL CARIBBEAN GROU F Consumer Cyclical 1,508.0 $421K 0.42% NEW $279.18 +14.0%
34 JPMORGAN ULTRA SHORT INCOME ETF 8,220.0 $416K 0.41% NEW $50.61
35 CRWD CROWDSTRIKE HLDGS INC CLASS A Technology 883.0 $414K 0.41% NEW $468.86 +49.5%
36 VRP INVSC VARIABLE RATE PREFERRED ETF 16,966.0 $413K 0.41% NEW $24.34 -0.1%
37 SHY ISHARES 1-3 YEAR TREASRYBOND ETF 4,702.0 $389K 0.39% NEW $82.73 -0.7%
38 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 11,652.0 $382K 0.38% NEW $32.78 +8.3%
39 BIL ST STERT SPDR BLMBG 1 3 MN T BL ETF 4,088.0 $374K 0.37% NEW $91.49 +0.2%
40 MAR MARRIOTT INTL INC NEW CLASS CLASS A Consumer Cyclical 1,158.0 $359K 0.36% NEW $310.02 +21.7%
Page 2 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%