IFC & Insurance Marketing, Inc.

Insurance

CIK

2095709

Location

AUBURN, CA

Portfolio Value

Micro $13,412,561

Diversification

Diversified

Filing Date

Global Rank

#7,978 / 8,517 ▲ 127

Top Industry

Semiconductors 14.8%

3Y Alpha vs SPY

+16.3%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+20.8%

SPY

+13.9%

Annualised alpha

+16.2%

Max drawdown

−6.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.0%

−19.2 pts

Top 5

39.5%

−11.6 pts

Top 10

61.9%

−5.7 pts

HHI

516

Diversified−574

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.4%	$4,478,429	9
Unclassified	23.0%	$3,079,232	4
Consumer Cyclical	22.2%	$2,979,694	6
Industrials	8.0%	$1,078,481	4
Consumer Defensive	5.0%	$673,217	1
Energy	4.5%	$608,137	2
Healthcare	3.3%	$441,094	2
Basic Materials	0.6%	$74,277	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
SOUN	Soundhound Ai, Inc.	+6,427	42,255	$273,389
CVNA	Carvana Co.	+5,740	7,175	$472,258
UMAC	Unusual Machines, Inc.	+3,319	14,140	$315,322
SSII	SS Innovations International, Inc.	+1,925	18,655	$77,418
NAK	Northern Dynasty Minerals Ltd	+750	11,115	$21,340
PLTR	Palantir Technologies Inc.	+543	2,349	$274,057
QQQ	Invesco Qqq Trust, Series 1	+374	1,438	$1,058,943
NVDA	Nvidia Corp	+341	6,495	$1,299,584
AMZN	Amazon Com Inc	+292	2,700	$643,518
WMT	Walmart Inc.	+140	5,944	$673,217
CRWD	CrowdStrike Holdings, Inc.	+69	942	$179,719
MSFT	Microsoft Corp	+65	786	$293,193
SPY	Spdr S&P 500 ETF Trust	+50	1,069	$798,297
UNH	Unitedhealth Group Inc	+34	875	$363,676
IAU	Ishares Gold Trust	+26	8,036	$606,798
GLD	Spdr Gold Trust	+5	1,670	$615,194
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
CCL	Carnival Corp Ltd.	−937	10,276	$293,585
AAPL	Apple Inc.	−801	4,657	$1,347,549
XOM	ExxonMobil Holdings Corp	−640	3,441	$470,453
RCL	Royal Caribbean Cruises Ltd	−313	1,195	$379,448
BA	Boeing Co	−258	1,182	$255,867
TSLA	Tesla, Inc.	−151	1,871	$786,942
MAR	Marriott International Inc /Md/	−69	1,090	$403,943
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
BE	Bloom Energy Corp	1,125	$340,537
KNX	Knight-Swift Transportation Holdings Inc.	3,149	$245,212
HWM	Howmet Aerospace Inc.	881	$236,865
AMD	Advanced Micro Devices Inc	400	$232,364
UEC	Uranium Energy Corp	12,916	$137,684
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	80,290	$6,196,782
VEU	Vanguard FTSE All-World Ex-US ETF	18,981	$1,425,473
VB	Vanguard Morningstar Small-Cap ETF	1,973	$516,768
VXUS	Vanguard Total International Stock ETF	5,904	$455,257
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	4,219	$386,629
VEA	Vanguard FTSE Developed Markets ETF	3,753	$240,492
CVX	Chevron Corp	1,068	$220,969
BNDX	Vanguard Total International Bond ETF	4,347	$208,873
RMAX	RE/MAX Holdings, Inc.	10,393	$59,863
UP	Wheels Up Experience Inc.	16,456	$8,507
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $13,412,561 total · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Consumer Defensive Energy Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	4,657	-801	$1,347,549	−2.7%	10.05%
NVDA	Nvidia Corp Technology	Added	6,495	+341	$1,299,584	+21.1%	9.69%
QQQ	Invesco Qqq Trust, Series 1	Added	1,438	+374	$1,058,943	+72.4%	7.90%
SPY	Spdr S&P 500 ETF Trust	Added	1,069	+50	$798,297	+20.5%	5.95%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,871	-151	$786,942	+4.7%	5.87%
WMT	Walmart Inc. Consumer Defensive	Added	5,944	+140	$673,217	−6.7%	5.02%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,700	+292	$643,518	+28.3%	4.80%
GLD	Spdr Gold Trust	Added	1,670	+5	$615,194	−14.1%	4.59%
IAU	Ishares Gold Trust	Added	8,036	+26	$606,798	−14.1%	4.52%
CVNA	Carvana Co. Consumer Cyclical	Added	7,175	+5,740	$472,258	+4.7%	3.52%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,441	-640	$470,453	−32.1%	3.51%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	1,090	-69	$403,943	+6.6%	3.01%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	1,195	-313	$379,448	−8.6%	2.83%
UNH	Unitedhealth Group Inc Healthcare	Added	875	+34	$363,676	+59.8%	2.71%
BE	Bloom Energy Corp Industrials	NEW	1,125	NEW	$340,537	NEW	2.54%
UMAC	Unusual Machines, Inc. Technology	Added	14,140	+3,319	$315,322	+135.0%	2.35%
CCL	Carnival Corp Ltd. Consumer Cyclical	Reduced	10,276	-937	$293,585	+1.2%	2.19%
MSFT	Microsoft Corp Technology	Added	786	+65	$293,193	+9.9%	2.19%
PLTR	Palantir Technologies Inc. Technology	Added	2,349	+543	$274,057	+3.7%	2.04%
SOUN	Soundhound Ai, Inc. Technology	Added	42,255	+6,427	$273,389	+11.1%	2.04%
KEYS	Keysight Technologies, Inc. Technology	Held	752	0	$263,252	+24.0%	1.96%
BA	Boeing Co Industrials	Reduced	1,182	-258	$255,867	−10.7%	1.91%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	NEW	3,149	NEW	$245,212	NEW	1.83%
HWM	Howmet Aerospace Inc. Industrials	NEW	881	NEW	$236,865	NEW	1.77%
AMD	Advanced Micro Devices Inc Technology	NEW	400	NEW	$232,364	NEW	1.73%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	942	+69	$179,719	−47.3%	1.34%
UEC	Uranium Energy Corp Energy	NEW	12,916	NEW	$137,684	NEW	1.03%
SSII	SS Innovations International, Inc. Healthcare	Added	18,655	+1,925	$77,418	−7.5%	0.58%
LAC	Lithium Americas Corp. Basic Materials	Held	13,750	0	$52,937	−2.5%	0.39%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Added	11,115	+750	$21,340	+47.1%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.