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Portfolio (Quarterly) Guide ↗

IFC & Insurance Marketing, Inc.

· CIK 0002095709
13F Portfolio $96M AUM 72 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 15 Reduced 694 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKIE BNY MELLON ETF TRUST 14,518.0 $1.4M 1.42% -52K -78.3% $93.43 +6.4%
22 FDVV FIDELITY COVINGTON TRUST 22,160.0 $1.2M 1.28% -87K -79.8% $55.24 +8.8%
23 NVDA NVIDIA CORPORATION Technology 6,154.0 $1.1M 1.12% -43.0 -0.7% $174.39 +10.4%
24 FNDE SCHWAB STRATEGIC TR 20,523.0 $785K 0.82% +20K +10000.0% $38.26 +2.7%
25 TSLA TESLA INC Consumer Cyclical 2,022.0 $752K 0.79% +67.0 +3.4% $371.75 +2.1%
26 WMT WALMART INC Consumer Defensive 5,804.0 $721K 0.75% +106.0 +1.9% $124.27 -6.9%
27 GLD SPDR GOLD TR Financial Services 1,665.0 $716K 0.75% +167.0 +11.2% $430.29 -13.2%
28 IAU ISHARES GOLD TR Financial Services 8,010.0 $706K 0.74% +832.0 +11.6% $88.16 -13.2%
29 XOM EXXON MOBIL CORP Energy 4,081.0 $692K 0.72% +1K +39.5% $169.64 -19.5%
30 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,019.0 $662K 0.69% +6.0 +0.6% $650.15 +12.3%
31 QQQ INVESCO QQQ TR Financial Services 1,064.0 $614K 0.64% +217.0 +25.6% $577.28 +22.4%
32 BBRE J P MORGAN EXCHANGE TRADED F 5,884.0 $563K 0.59% -19K -75.9% $95.69 +14.2%
33 VB VANGUARD INDEX FDS 1,973.0 $517K 0.54% -223.0 -10.2% $261.91 +14.3%
34 AMZN AMAZON COM INC Consumer Cyclical 2,408.0 $502K 0.52% +50.0 +2.1% $208.27 +11.7%
35 VV VANGUARD INDEX FDS 1,646.0 $492K 0.51% $298.77 +12.6%
36 SGOV ISHARES TR 4,622.0 $465K 0.49% NEW $100.66 -0.0%
37 VXUS VANGUARD STAR FDS 5,904.0 $455K 0.47% +4K +187.4% $77.11 +9.6%
38 CVNA CARVANA CO Consumer Cyclical 1,435.0 $451K 0.47% -81.0 -5.3% $314.38 -80.2%
39 J P MORGAN EXCHANGE TRADED F 8,247.0 $417K 0.44% $50.61
40 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,508.0 $415K 0.43% $275.26 +15.6%
Page 2 of 4  ·  72 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 32.6%
Financial Services 24.4%
Consumer Cyclical 24.0%
Energy 7.8%
Consumer Defensive 6.2%
Industrials 2.5%
Healthcare 2.0%
Real Estate 0.5%
Basic Materials 0.1%