IFC & Insurance Marketing, Inc.
InsuranceTop Portfolio Positions
28 positions ·
$11,780,658 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,458 | $1,385,185 | 11.76% | |
| NVDA |
Nvidia Corp
Technology
|
6,154 | $1,073,257 | 9.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,022 | $751,678 | 6.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
5,804 | $721,321 | 6.12% | |
| GLD |
Spdr Gold Trust
|
1,665 | $716,432 | 6.08% | |
| IAU |
Ishares Gold Trust
|
8,010 | $706,161 | 5.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,081 | $692,382 | 5.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,019 | $662,696 | 5.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,064 | $614,119 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,408 | $501,514 | 4.26% |
Portfolio Trend
Holdings in UP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,507 | 16,456 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,213 | 15,569 | Shares | Sole | 2026-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||