IFC & Insurance Marketing, Inc.
InsuranceFiling Date
Global Rank
#7,679
/ 8,232
▼ 70
Top Industry
Consumer Electronics
15.3%
3Y Alpha vs SPY
-25.1%
Period ended 2 months ago
Filed Apr 17, 2026 · 58d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.7%
SPY
+9.1%
Annualised alpha
-25.1%
Max drawdown
−9.1%
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
28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.8%
+5.9 pts
Top 5
39.5%
+16.4 pts
Top 10
66.4%
+28.7 pts
HHI
569
Diversified+365
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $3,923,002 |
| Consumer Cyclical | 23.7% | $2,788,564 |
| Unclassified | 22.9% | $2,699,408 |
| Energy | 7.8% | $913,351 |
| Consumer Defensive | 6.1% | $721,321 |
| Healthcare | 2.6% | $311,216 |
| Industrials | 2.5% | $295,110 |
| Basic Materials | 0.6% | $68,823 |
| Real Estate | 0.5% | $59,863 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOUN | Soundhound Ai, Inc. | +7,178 | 35,828 | $246,138 | |
| SSII | SS Innovations International, Inc. | +5,400 | 16,730 | $83,650 | |
| NAK | Northern Dynasty Minerals Ltd | +5,365 | 10,365 | $14,511 | |
| UMAC | Unusual Machines, Inc. | +3,283 | 10,821 | $134,180 | |
| AAPL | Apple Inc. | +1,197 | 5,458 | $1,385,185 | |
| XOM | Exxon Mobil Corp | +1,156 | 4,081 | $692,382 | |
| CCL | Carnival Corp Ltd. | +988 | 11,213 | $290,192 | |
| UP | Wheels Up Experience Inc. | +887 | 16,456 | $8,507 | |
| IAU | Ishares Gold Trust | +832 | 8,010 | $706,161 | |
| RMAX | RE/MAX Holdings, Inc. | +325 | 10,393 | $59,863 | |
| QQQ | Invesco Qqq Trust, Series 1 | +217 | 1,064 | $614,119 | |
| GLD | Spdr Gold Trust | +167 | 1,665 | $716,432 | |
| WMT | Walmart Inc. | +106 | 5,804 | $721,321 | |
| PLTR | Palantir Technologies Inc. | +70 | 1,806 | $264,181 | |
| TSLA | Tesla, Inc. | +67 | 2,022 | $751,678 | |
| AMZN | Amazon Com Inc | +50 | 2,408 | $501,514 | |
| MSFT | Microsoft Corp | +45 | 721 | $266,892 | |
| CVX | Chevron Corp | +17 | 1,068 | $220,969 | |
| SPY | Spdr S&P 500 ETF Trust | +6 | 1,019 | $662,696 | |
| MAR | Marriott International Inc /Md/ | +1 | 1,159 | $379,074 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 368 | $184,975 | |
| HWM | Howmet Aerospace Inc. | 849 | $174,061 | |
| HII | Huntington Ingalls Industries, Inc. | 508 | $172,755 | |
| FSLR | First Solar, Inc. | 634 | $165,619 | |
| JPM | Jpmorgan Chase & Co | 485 | $156,276 | |
| A | Agilent Technologies, Inc. | 1,137 | $154,711 | |
| COIN | Coinbase Global, Inc. | 673 | $152,192 | |
| GLDM | World Gold Trust | 1,657 | $141,458 | |
| FANG | Diamondback Energy, Inc. | 932 | $140,107 | |
| T | At&T Inc. | 5,555 | $137,986 | |
| GM | General Motors Co | 1,553 | $126,289 | |
| TMO | Thermo Fisher Scientific Inc. | 215 | $124,581 | |
| APP | AppLovin Corp | 180 | $121,287 | |
| ORCL | Oracle Corp | 617 | $120,259 | |
| MLM | Martin Marietta Materials Inc | 191 | $118,928 | |
| RBLX | Roblox Corp | 1,346 | $109,066 | |
| VZ | Verizon Communications Inc | 2,659 | $108,301 | |
| WFC | Wells Fargo & Company/Mn | 1,153 | $107,459 | |
| V | Visa Inc. | 299 | $104,862 | |
| DHI | Horton D R Inc /De/ | 717 | $103,269 | |
| KNX | Knight-Swift Transportation Holdings Inc. | 1,971 | $103,043 | |
| AEE | Ameren Corp | 978 | $97,663 | |
| PG | PROCTER & GAMBLE Co | 630 | $90,285 | |
| KMI | Kinder Morgan, Inc. | 3,162 | $86,923 | |
| RDDT | Reddit, Inc. | 373 | $85,741 | |
| No positions match the current search. | ||||
28 positions ·
$11,780,658 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 5,458 | $1,385,185 | 11.76% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,154 | $1,073,257 | 9.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,022 | $751,678 | 6.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,804 | $721,321 | 6.12% | |
| GLD |
Spdr Gold Trust
|
Added | 1,665 | $716,432 | 6.08% | |
| IAU |
Ishares Gold Trust
|
Added | 8,010 | $706,161 | 5.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,081 | $692,382 | 5.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,019 | $662,696 | 5.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,064 | $614,119 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,408 | $501,514 | 4.26% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
Reduced | 1,435 | $451,135 | 3.83% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Held | 1,508 | $414,971 | 3.52% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 1,159 | $379,074 | 3.22% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 873 | $340,827 | 2.89% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Added | 11,213 | $290,192 | 2.46% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,440 | $286,603 | 2.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 721 | $266,892 | 2.27% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,806 | $264,181 | 2.24% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Added | 35,828 | $246,138 | 2.09% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 841 | $227,566 | 1.93% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,068 | $220,969 | 1.88% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 752 | $212,342 | 1.80% | |
| UMAC |
Unusual Machines, Inc.
Technology
|
Added | 10,821 | $134,180 | 1.14% | |
| SSII |
SS Innovations International, Inc.
Healthcare
|
Added | 16,730 | $83,650 | 0.71% | |
| RMAX |
RE/MAX Holdings, Inc.
Real Estate
|
Added | 10,393 | $59,863 | 0.51% | |
| LAC |
Lithium Americas Corp.
Basic Materials
|
Held | 13,750 | $54,312 | 0.46% | |
| NAK |
Northern Dynasty Minerals Ltd
Basic Materials
|
Added | 10,365 | $14,511 | 0.12% | |
| UP |
Wheels Up Experience Inc.
Industrials
|
Added | 16,456 | $8,507 | 0.07% |