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CIK: 0002022801
Total reported value
$167.8M
$167.8M
159 檔
30.3%
At the close of Q4 2025, Income Insurance Ltd disclosed equity holdings valued at approximately $167.8M, spread across 159 reported holdings.
During Q4 2025, Income Insurance Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 30.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.93% | -0.25% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.97% | +0.12% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.73% | -0.54% | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.90% | -5.08% | EXIT | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.38% | +0.10% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | +0.38% | — | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.06% | +0.27% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.04% | +0.11% | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.82% | -0.29% | — | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.51% | +0.03% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.04% | — | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.72% | +0.25% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.08% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.18% | — | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -0.44% | — | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.08% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.22% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.09% | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.01% | — | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.80% | -0.21% | — | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.29% | — | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | +0.01% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.16% | — | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | +1.07% | — | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.04% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.07% | — | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.06% | — | |
| 28 | GE | General Electric | Stock-Industrials | 0.64% | +0.09% | — | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.64% | +1.63% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.21% | — | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.04% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.27% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.19% | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.06% | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.01% | — | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | +0.03% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.24% | — | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.04% | — | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.13% | — | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.49% | -0.02% | — | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.08% | — | |
| 42 | RY | Royal Bank Of Canada | Stock-Financials | 0.47% | +0.06% | — | |
| 43 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | +0.44% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.10% | — | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.04% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.08% | — | |
| 47 | C | Citigroup Inc | Stock-Financials | 0.42% | +0.04% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | +0.49% | — | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.05% | — | |
| 50 | AXP | American Express Co | Stock-Financials | 0.40% | -0.01% | — |
According to official SEC Form 13F filings, Income Insurance Ltd reported a total U.S. public equity portfolio value of $167.8M across 159 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2025, Income Insurance Ltd's top holdings by market value included NVDA (8.9%)、AAPL (8.0%)、MSFT (6.7%). The largest single position, NVDA, represented 8.9% of total portfolio value.
In Q4 2025, Income Insurance Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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