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CIK: 0002053348
Total reported value
$787.6M
$787.6M
158 檔
42.5%
At the close of Q1 2026, IFC Advisors LLC disclosed equity holdings valued at approximately $787.6M, spread across 158 reported holdings.
In Q1 2026, IFC Advisors LLC adopted a defensive or profit-taking posture, trimming 90 positions and completely liquidating 26 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTV, MGK, CARY) accounted for 42.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 16.45% | -0.09% | +2.47% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.86% | +0.61% | +2.77% | |
| 3 | CARY | Angel Oak Income ETF | ETF-Other | 8.83% | -0.99% | — | |
| 4 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 7.35% | -0.64% | +1.80% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.39% | +0.01% | -0.44% | |
| 6 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 2.29% | -0.55% | +39.42% | |
| 7 | GENI | Genius Sports Limited | Stock-Other | 2.27% | +0.85% | +23.25% | |
| 8 | TXUE | Thornburg Interntin Eqty ETF | ETF-Other | 2.25% | -0.02% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.10% | -0.05% | -10.42% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.06% | +0.02% | -0.35% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.02% | -12.24% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.17% | -2.72% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.19% | +1.08% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.51% | +0.03% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.12% | +3.82% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.02% | -7.44% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.06% | -0.22% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.02% | +1.69% | |
| 19 | MFDX | Pimco Rafi Dynamic Multi-fac | ETF-Other | 0.95% | -0.08% | -5.75% | |
| 20 | KKR | Kkr & Co Inc | Stock-Financials | 0.92% | -0.11% | +378.66% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.11% | -5.64% | |
| 22 | PGR | Progressive CORP | Stock-Financials | 0.87% | -0.79% | +13.78% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.85% | +0.12% | -15.34% | |
| 24 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.83% | -0.05% | — | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.80% | -0.80% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.22% | -2.38% | |
| 27 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.75% | -0.04% | -9.61% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.16% | -6.85% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | +0.01% | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.66% | +0.17% | -2.10% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.10% | +0.14% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.05% | -2.94% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.05% | — | |
| 34 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 0.51% | -0.22% | +0.56% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.08% | -0.14% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | +0.01% | -15.25% | |
| 37 | HHH | Howard Hughes Holdings Inc | Stock-Real Estate | 0.48% | — | +0.04% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.08% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | -5.97% | |
| 40 | EME | Emcor Group Inc | Stock-Industrials | 0.42% | — | -0.67% | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.03% | +2.45% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.39% | — | -0.30% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.38% | -0.03% | — | |
| 44 | COP | Conocophillips | Stock-Energy | 0.38% | -0.11% | +0.42% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.07% | -0.07% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.11% | +0.93% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | -0.02% | +6.81% | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.09% | +0.53% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.05% | -0.94% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KKR | Kkr & Co Inc | +0.7% | +378.66% | Add |
| 2 | UYLD | Angel Oak Ultrashort Income | +0.6% | +39.42% | Add |
| 3 | VTV | Vanguard Value ETF | +0.5% | +2.47% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -2.38% | Trim |
| 5 | NEE | Nextera Energy Inc | +0.2% | +11.92% | Add |
| 6 | MEM | Matthews Em Mkt Eqty Active | +0.2% | +141.17% | Add |
| 7 | COP | Conocophillips | +0.1% | +0.42% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | -2.10% | Trim |
| 9 | CVX | Chevron CORP | +0.1% | +0.93% | Add |
| 10 | EME | Emcor Group Inc | +0.1% | -0.67% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.1% | -0.14% | Trim |
| 12 | DE | Deere & Co | 0% | +0.19% | Add |
| 13 | HON | Honeywell International Inc | 0% | +4.10% | Add |
| 14 | WMT | Walmart Inc | 0% | -0.07% | Trim |
| 15 | MSI | Motorola Solutions Inc | 0% | +0.03% | Add |
| 16 | FCX | Freeport-mcmoran Inc | 0% | -9.61% | Trim |
| 17 | VEA | Vanguard Ftse Developed ETF | 0% | +6.81% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +1.82% | Add |
| 19 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 20 | KO | Coca-cola Co/the | 0% | +1.00% | Add |
| 21 | PEP | Pepsico Inc | 0% | +3.82% | Add |
| 22 | AMGN | Amgen Inc | 0% | +2.15% | Add |
| 23 | UNP | Union Pacific CORP | 0% | +0.84% | Add |
| 24 | KR | Kroger Co | 0% | — | Unchanged |
| 25 | LRCX | Lam Research CORP | 0% | +8.28% | Add |
| 26 | LMT | Lockheed Martin CORP | 0% | +1.22% | Add |
| 27 | TJX | Tjx Companies Inc | 0% | +14.44% | Add |
| 28 | NFG | National Fuel Gas Co | 0% | — | Unchanged |
| 29 | MCD | Mcdonald's CORP | — | +0.53% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 31 | T | At&t Inc | — | +1.78% | Add |
| 32 | MUB | Ishares National Muni Bond E | — | +9.69% | Add |
| 33 | BN | Brookfield CORP | — | — | Unchanged |
| 34 | ETN | Eaton Corporation plc | — | -8.18% | Trim |
| 35 | DUK | Duke Energy CORP | — | -2.43% | Trim |
| 36 | KLAC | Kla CORP | — | -12.35% | Trim |
| 37 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | +1.96% | Add |
| 38 | SO | Southern Co/the | — | -2.40% | Trim |
| 39 | ADI | Analog Devices Inc | — | -5.73% | Trim |
| 40 | SSD | Simpson Manufacturing Co Inc | — | -13.03% | Trim |
| 41 | WTS | Watts Water Technologies-a | — | -12.85% | Trim |
| 42 | XLI | Ss Industrial Select Sector | — | — | Unchanged |
| 43 | HLT | Hilton Worldwide Holdings In | — | -9.93% | Trim |
| 44 | VMC | Vulcan Materials Co | — | -1.72% | Trim |
| 45 | CI | THE Cigna Group | — | +6.27% | Add |
| 46 | MRSH | Marsh & Mclennan Cos | — | +1.30% | Add |
| 47 | ORLY | O'reilly Automotive Inc | — | -3.71% | Trim |
| 48 | LOW | Lowe's Cos Inc | — | -1.37% | Trim |
| 49 | ITW | Illinois Tool Works | — | -1.76% | Trim |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | -7.54% | Trim |
According to official SEC Form 13F filings, IFC Advisors LLC reported a total U.S. public equity portfolio value of $787.6M across 158 disclosed positions in Q1 2026.
During Q1 2026, IFC Advisors LLC's top holdings by market value included VTV (16.4%)、MGK (9.9%)、CARY (8.8%). The largest single position, VTV, represented 16.4% of total portfolio value.
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Top New Position Initiated
CARY
市值: $61.7M
Top Position Liquidated / Trimmed
APO
前期市值: $5.3M
In Q1 2026, IFC Advisors LLC made 166 total portfolio adjustments, initiating 9 new buys, adding to 41 positions, trimming 90 holdings, and fully liquidating 26 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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