IFC & Insurance Marketing, Inc.
InsuranceFiling Date
Global Rank
#421
/ 475
▲ 7652
Top Industry
Semiconductors
14.8%
3Y Alpha vs SPY
-19.4%
Period ended 10 days ago
Filed Jul 9, 2026 · 1d
3 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
+2.1%
SPY
+9.6%
Annualised alpha
-20.6%
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
30 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.0%
−2.2 pts
Top 5
39.5%
−1.6 pts
Top 10
61.9%
−7.2 pts
HHI
516
Diversified−78
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.4% | $4,478,429 |
| Unclassified | 23.0% | $3,079,232 |
| Consumer Cyclical | 22.2% | $2,979,694 |
| Industrials | 8.0% | $1,078,481 |
| Consumer Defensive | 5.0% | $673,217 |
| Energy | 4.5% | $608,137 |
| Healthcare | 3.3% | $441,094 |
| Basic Materials | 0.6% | $74,277 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
30 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,657 | $1,347,549 | 10.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,495 | $1,299,584 | 9.69% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,438 | $1,058,943 | 7.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,069 | $798,297 | 5.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,871 | $786,942 | 5.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 5,944 | $673,217 | 5.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,700 | $643,518 | 4.80% | |
| GLD |
Spdr Gold Trust
|
Added | 1,670 | $615,194 | 4.59% | |
| IAU |
Ishares Gold Trust
|
Added | 8,036 | $606,798 | 4.52% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
Added | 7,175 | $472,258 | 3.52% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 3,441 | $470,453 | 3.51% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 1,090 | $403,943 | 3.01% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
Reduced | 1,195 | $379,448 | 2.83% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 875 | $363,676 | 2.71% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 1,125 | $340,537 | 2.54% | |
| UMAC |
Unusual Machines, Inc.
Technology
|
Added | 14,140 | $315,322 | 2.35% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
Reduced | 10,276 | $293,585 | 2.19% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 786 | $293,193 | 2.19% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,349 | $274,057 | 2.04% | |
| SOUN |
Soundhound Ai, Inc.
Technology
|
Added | 42,255 | $273,389 | 2.04% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
Held | 752 | $263,252 | 1.96% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,182 | $255,867 | 1.91% | |
| KNX |
Knight-Swift Transportation Holdings Inc.
Industrials
|
NEW | 3,149 | $245,212 | 1.83% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 881 | $236,865 | 1.77% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 400 | $232,364 | 1.73% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 942 | $179,719 | 1.34% | |
| UEC |
Uranium Energy Corp
Energy
|
NEW | 12,916 | $137,684 | 1.03% | |
| SSII |
SS Innovations International, Inc.
Healthcare
|
Added | 18,655 | $77,418 | 0.58% | |
| LAC |
Lithium Americas Corp.
Basic Materials
|
Held | 13,750 | $52,937 | 0.39% | |
| NAK |
Northern Dynasty Minerals Ltd
Basic Materials
|
Added | 11,115 | $21,340 | 0.16% |