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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 5 of 38  ·  759 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VUG VANGUARD GROWTH ETF 285.0 $139K 0.14% NEW $487.72 -83.0%
82 T AT&T INC Communication Services 5,555.0 $138K 0.14% NEW $24.84 -8.5%
83 KIE STATE SRT SPDR S&P INSURNC ETF 2,260.0 $136K 0.14% NEW $60.18 +1.5%
84 IEMG ISHARES CORE MSCI EMERGING ETF 1,978.0 $133K 0.13% NEW $67.24 +20.9%
85 AGG ISHARES CORE US AGGREGATE BOND ETF 1,305.0 $130K 0.13% NEW $99.62 -0.3%
86 GM GENERAL MTRS CO Consumer Cyclical 1,553.0 $126K 0.12% NEW $81.13 -3.7%
87 TMO THERMO FISHER SCIENTIFIC Healthcare 215.0 $125K 0.12% NEW $581.40 -11.8%
88 SPSM ST STRET SPDR PRTFL S&P 600 S C ETF 2,668.0 $125K 0.12% NEW $46.85 +22.3%
89 APP APPLOVIN CORP CLASS A Technology 180.0 $121K 0.12% NEW $672.22 -29.0%
90 ORCL ORACLE CORP Technology 617.0 $120K 0.12% NEW $194.49 -23.6%
91 MLM MARTIN MARIETTA MATLS IN Basic Materials 191.0 $119K 0.12% NEW $623.04 -1.1%
92 XOP ST SRT SPDR S&P OIL AND GS EXPN ETF 906.0 $114K 0.11% NEW $125.83 +22.8%
93 AIQ GLOBAL X FUND GLB X ART INTL TGY ETF 2,198.0 $112K 0.11% NEW $50.96 +23.9%
94 BNDX VANGUARD TOTAL INTERNATIONAL BND ETF 2,321.0 $112K 0.11% NEW $48.26 +0.5%
95 RBLX ROBLOX CORP CLASS A Technology 1,346.0 $109K 0.11% NEW $80.98 -41.3%
96 VOO VANGUARD S&P 500 ETF 171.0 $108K 0.11% NEW $631.58 +6.1%
97 VZ VERIZON COMMUNICATIONS I Communication Services 2,659.0 $108K 0.11% NEW $40.62 +14.6%
98 RWR ST SRT SPDR DOW JONES REIT ET ETF IV 1,097.0 $108K 0.11% NEW $98.45 +16.5%
99 WFC WELLS FARGO & CO Financial Services 1,153.0 $107K 0.11% NEW $92.80 -9.6%
100 IJT ISHARES S&P SMLL CAP 600GRTH ETF 752.0 $106K 0.10% NEW $140.96 +25.1%
Page 5 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%