Income Insurance Ltd
InsuranceFiling Date
Global Rank
#5,100
/ 8,603
▲ 45
· as of Mar 2026
Top Industry
Semiconductors
16.4%
3Y Alpha vs SPY
+0.0%
Period ended 3 months ago
Filed May 11, 2026 · 59d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.7%
SPY
+9.6%
Annualised alpha
+3.0%
Max drawdown
−9.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
161 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.8%
−0.1 pts
Top 5
33.0%
−2.0 pts
Top 10
45.1%
−3.0 pts
HHI
305
Diversified−30
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.9% | $51,369,594 |
| Financial Services | 13.5% | $17,870,432 |
| Consumer Cyclical | 10.4% | $13,698,185 |
| Healthcare | 9.9% | $13,034,066 |
| Communication Services | 9.7% | $12,826,316 |
| Industrials | 7.0% | $9,193,813 |
| Consumer Defensive | 5.3% | $6,982,581 |
| Energy | 2.6% | $3,473,651 |
| Basic Materials | 1.1% | $1,390,370 |
| Real Estate | 1.0% | $1,293,033 |
| Utilities | 0.6% | $831,844 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +300 | 74,177 | $12,936,468 | |
| PANW | Palo Alto Networks Inc | +294 | 2,384 | $382,202 | |
| KO | Coca Cola Co | +200 | 12,484 | $949,408 | |
| AMZN | Amazon Com Inc | +200 | 29,441 | $6,131,677 | |
| GOOGL | Alphabet Inc. | +100 | 17,760 | $5,107,065 | |
| RTX | RTX Corp | +100 | 4,106 | $792,047 | |
| BA | Boeing Co | +100 | 2,358 | $469,312 | |
| AVGO | Broadcom Inc. | +80 | 13,702 | $4,240,906 | |
| MSFT | Microsoft Corp | +80 | 21,540 | $7,973,461 | |
| META | Meta Platforms, Inc. | +40 | 6,632 | $3,794,366 | |
| COST | Costco Wholesale Corp /New | +40 | 1,375 | $1,370,091 | |
| TMO | Thermo Fisher Scientific Inc. | +40 | 1,171 | $575,581 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WDC | Western Digital Corp | 1,100 | $297,539 | |
| VRT | Vertiv Holdings Co | 1,057 | $264,863 | |
| PWR | Quanta Services, Inc. | 435 | $238,823 | |
| EOG | Eog Resources Inc | 1,610 | $232,757 | |
| VLO | Valero Energy Corp/Tx | 916 | $226,325 | |
| SLB | Slb Limited/Nv | 4,399 | $226,064 | |
| MPC | Marathon Petroleum Corp | 902 | $220,250 | |
| PSX | Phillips 66 | 1,195 | $217,705 | |
| MSI | Motorola Solutions, Inc. | 494 | $214,381 | |
| NEM | NEWMONT Corp /DE/ | 1,930 | $208,922 | |
| ROST | Ross Stores, Inc. | 957 | $207,314 | |
| ECL | Ecolab Inc. | 754 | $200,579 | |
| FDX | Fedex Corp | 667 | $191,436 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DASH | DoorDash, Inc. | 1,145 | $259,319 | |
| HOOD | Robinhood Markets, Inc. | 2,155 | $243,730 | |
| KKR | KKR & Co. Inc. | 1,849 | $235,710 | |
| ELV | Elevance Health, Inc. | 668 | $234,167 | |
| NKE | NIKE, Inc. | 3,496 | $222,730 | |
| TDG | TransDigm Group INC | 166 | $220,755 | |
| SNOW | Snowflake Inc. | 937 | $205,540 | |
| CTAS | Cintas Corp | 1,075 | $202,175 | |
| No positions match the current search. | ||||
161 positions ·
$131,963,885 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 161 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 74,177 | $12,936,468 | 9.80% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 44,897 | $11,394,409 | 8.63% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 21,540 | $7,973,461 | 6.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 29,441 | $6,131,677 | 4.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 17,760 | $5,107,065 | 3.87% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 13,702 | $4,240,906 | 3.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 6,632 | $3,794,366 | 2.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 8,603 | $3,198,165 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 8,359 | $2,458,883 | 1.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 2,467 | $2,269,072 | 1.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 4,204 | $2,014,556 | 1.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 7,342 | $1,794,678 | 1.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 13,412 | $1,666,843 | 1.26% | |
| V |
Visa Inc.
Financial Services
|
Held | 5,175 | $1,564,092 | 1.19% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,375 | $1,370,091 | 1.04% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 2,578 | $1,288,123 | 0.98% | |
| CVX |
Chevron Corp
Energy
|
Held | 5,992 | $1,239,744 | 0.94% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 12,820 | $1,232,643 | 0.93% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 5,414 | $1,177,490 | 0.89% | |
| MU |
Micron Technology Inc
Technology
|
Held | 3,441 | $1,162,507 | 0.88% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 7,153 | $1,033,179 | 0.78% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 21,021 | $1,024,773 | 0.78% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 4,969 | $1,010,843 | 0.77% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 6,910 | $1,010,794 | 0.77% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,409 | $998,220 | 0.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 3,034 | $997,852 | 0.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 12,484 | $949,408 | 0.72% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 12,148 | $942,563 | 0.71% | |
| GE |
General Electric Co
Industrials
|
Held | 3,204 | $909,199 | 0.69% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 7,530 | $905,783 | 0.69% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 3,916 | $836,692 | 0.63% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 2,394 | $818,245 | 0.62% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,106 | $792,047 | 0.60% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 9,870 | $785,750 | 0.60% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 921 | $779,156 | 0.59% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 4,673 | $772,633 | 0.59% | |
| ORCL |
Oracle Corp
Technology
|
Held | 5,197 | $764,530 | 0.58% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 2,725 | $737,357 | 0.56% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 816 | $712,286 | 0.54% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 2,868 | $695,174 | 0.53% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Held | 4,226 | $683,682 | 0.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 2,145 | $666,644 | 0.51% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,110 | $638,241 | 0.48% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 12,630 | $634,026 | 0.48% | |
| T |
At&T Inc.
Communication Services
|
Held | 21,575 | $625,459 | 0.47% | |
| C |
Citigroup Inc
Financial Services
|
Held | 5,512 | $625,115 | 0.47% | |
| INTC |
Intel Corp
Technology
|
Held | 13,882 | $612,612 | 0.46% | |
| MS |
Morgan Stanley
Financial Services
|
Held | 3,589 | $590,641 | 0.45% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 1,171 | $575,581 | 0.44% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 6,154 | $571,583 | 0.43% |