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Income Insurance Ltd

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$147.1M

Reporting period: 2026-03-31 · Number of holdings: 164

Income Insurance Ltd disclosed 164 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $147.1M and a quarterly turnover rate of 15.2%.

Personality snowflake

Concentration
11.3
Portfolio Stability
15.17
Momentum/Contrarian
100
Sector conviction
59.25
Diversification
100
Sizing Uniformity
80.88

Recent moves

  • Trim MSFT

    +0.4%　-$2.4M

  • Add XOM

    -1.5%　$611.0K

  • Trim TSLA

    0.0%　-$670.8K

  • Add CVX

    0.0%　$326.5K

  • Trim META

    +0.6%　-$556.9K

  • Add JNJ

    0.0%　$275.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech8.80%-0.13%+0.41%
2AAPLApple INCStock-Tech7.75%-0.22%-0.66%
3MSFTMicrosoft CORPStock-Tech5.42%-1.31%+0.37%
4LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds5.08%——
5AMZNAmazon.com INCStock-Consumer Disc4.17%-0.21%+0.68%
6GOOGLAlphabet Inc-cl AStock-Comm Services3.47%-0.11%+0.57%
7GOOGAlphabet Inc-cl CStock-Comm Services2.91%-0.13%—
8AVGOBroadcom INCStock-Tech2.88%-0.18%+0.59%
9METAMeta Platforms Inc-class AStock-Comm Services2.58%-0.24%+0.61%
10TSLATesla INCStock-Consumer Disc2.17%-0.34%—
11JPMJpmorgan Chase & CoStock-Financials1.67%-0.08%—
12LLYEli Lilly & CoStock-Healthcare1.54%-0.18%—
13XOMExxon Mobil CORPStock-Energy1.49%+0.47%-1.53%
14BRK-BBerkshire Hathaway Inc-cl BStock-Other1.37%——
15JNJJohnson & JohnsonStock-Healthcare1.22%+0.23%—
16WMTWalmart INCStock-Consumer Staples1.13%+0.16%—
17VVisa Inc-class A SharesStock-Financials1.06%-0.12%—
18COSTCostco Wholesale CORPStock-Consumer Staples0.93%+0.18%+3.00%
19MAMastercard INC - AStock-Financials0.88%-0.07%—
20CVXChevron CORPStock-Energy0.84%+0.25%—
21NFLXNetflix INCStock-Comm Services0.84%——
22ABBVAbbvie INCStock-Healthcare0.80%——
23MUMicron Technology INCStock-Tech0.79%+0.15%—
24PGProcter & Gamble Co/theStock-Consumer Staples0.70%——
25BACBank Of America CORPStock-Financials0.70%-0.08%-3.67%
26AMDAdvanced Micro DevicesStock-Tech0.69%——
27PLTRPalantir Technologies Inc-aStock-Tech0.69%-0.11%—
28CATCaterpillar INCStock-Industrials0.68%+0.16%—
29HDHome Depot INCStock-Consumer Disc0.68%——
30KOCoca-cola Co/theStock-Consumer Staples0.65%—+1.63%
31CSCOCisco Systems INCStock-Tech0.64%——
32GEGeneral ElectricStock-Industrials0.62%——
33MRKMerck & Co. INC.Stock-Healthcare0.62%——
34LRCXLam Research CORPStock-Tech0.57%+0.14%—
35AMATApplied Materials INCStock-Tech0.56%+0.14%-4.01%
36RTXRtx CORPStock-Industrials0.54%—+2.50%
37WFCWells Fargo & CoStock-Financials0.53%——
38GSGoldman Sachs Group INCStock-Financials0.53%——
39PMPhilip Morris InternationalStock-Consumer Staples0.53%——
40ORCLOracle CORPStock-Tech0.52%-0.14%—
41UNHUnitedhealth Group INCStock-Healthcare0.50%——
42GEVGE Vernova INCStock-Industrials0.48%+0.13%—
43IBMIntl Business Machines CORPStock-Tech0.47%——
44RYRoyal Bank Of CanadaStock-Financials0.46%——
45MCDMcdonald's CORPStock-Consumer Disc0.45%——
46PEPPepsico INCStock-Consumer Staples0.43%——
47VZVerizon Communications INCStock-Comm Services0.43%——
48TAt&t INCStock-Comm Services0.43%——
49CCitigroup INCStock-Financials0.43%——
50INTCIntel CORPStock-Tech0.42%——
1–50 of 164

Holding changes this quarter

Income Insurance Ltd's most significant position changes for 2026-03-31: New buy: Western Digital CORP (WDC); New buy: Vertiv Holdings Co-a (VRT); Sold out: Doordash INC - A (DASH); Sold out: Robinhood Markets INC - A (HOOD); New buy: Quanta Services INC (PWR).

Position changes disclosed by Income Insurance Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.5%-1.53%Trim
2CVXChevron CORP+0.3%—Unchanged
3JNJJohnson & Johnson+0.2%—Unchanged
4COSTCostco Wholesale CORP+0.2%+3.00%Add
5CATCaterpillar INC+0.2%—Unchanged
6WMTWalmart INC+0.2%—Unchanged
7MUMicron Technology INC+0.2%—Unchanged
8AMATApplied Materials INC+0.1%-4.01%Trim
9LRCXLam Research CORP+0.1%—Unchanged
10GEVGE Vernova INC+0.1%—Unchanged
11MAMastercard INC - A-0.1%—Unchanged
12JPMJpmorgan Chase & Co-0.1%—Unchanged
13BACBank Of America CORP-0.1%-3.67%Trim
14GOOGLAlphabet Inc-cl A-0.1%+0.57%Add
15PLTRPalantir Technologies Inc-a-0.1%—Unchanged
16INTUIntuit INC-0.1%—Unchanged
17APPApplovin Corp-class A-0.1%—Unchanged
18VVisa Inc-class A Shares-0.1%—Unchanged
19NVDANvidia CORP-0.1%+0.41%Add
20GOOGAlphabet Inc-cl C-0.1%—Unchanged
21CRMSalesforce INC-0.1%—Unchanged
22ORCLOracle CORP-0.1%—Unchanged
23AVGOBroadcom INC-0.2%+0.59%Add
24LLYEli Lilly & Co-0.2%—Unchanged
25AMZNAmazon.com INC-0.2%+0.68%Add
26AAPLApple INC-0.2%-0.66%Trim
27METAMeta Platforms Inc-class A-0.2%+0.61%Add
28TSLATesla INC-0.3%—Unchanged
29MSFTMicrosoft CORP-1.3%+0.37%Add
30WDCWestern Digital CORP—NEWNew buy
31VRTVertiv Holdings Co-a—NEWNew buy
32DASHDoordash INC - A—EXITSold out
33HOODRobinhood Markets INC - A—EXITSold out
34PWRQuanta Services INC—NEWNew buy
35FDXFedex CORP—NEWNew buy
36KKRKkr & Co INC—EXITSold out
37ELVElevance Health INC—EXITSold out
38EOGEog Resources INC—NEWNew buy
39VLOValero Energy CORP—NEWNew buy
40SLBSlb LTD—NEWNew buy
41NKENike INC -cl B—EXITSold out
42TDGTransdigm Group INC—EXITSold out
43MPCMarathon Petroleum CORP—NEWNew buy
44PSXPhillips 66—NEWNew buy
45MSIMotorola Solutions INC—NEWNew buy
46NEMNewmont CORP—NEWNew buy
47ROSTRoss Stores INC—NEWNew buy
48SNOWSnowflake INC—EXITSold out
49CTASCintas CORP—EXITSold out
50ECLEcolab INC—NEWNew buy

FAQ

What is Income Insurance Ltd and what type of investor is it?
Income Insurance Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $147.1M, spread across 164 disclosed positions.
What are Income Insurance Ltd's largest equity positions?
Based on the latest 13F filing, Income Insurance Ltd's top holdings by market value are: 1. Nvidia CORP (NVDA) — $12.9M (8.8%) 2. Apple INC (AAPL) — $11.4M (7.8%) 3. Microsoft CORP (MSFT) — $8.0M (5.4%) 4. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $7.5M (5.1%) 5. Amazon.com INC (AMZN) — $6.1M (4.2%)
What changes did Income Insurance Ltd make in its most recent portfolio filing?
In the latest reported quarter, Income Insurance Ltd made 32 notable position adjustments: 13 new positions were initiated, 7 existing holdings were added to, 4 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Western Digital CORP (WDC); New buy: Vertiv Holdings Co-a (VRT); Sold out: Doordash INC - A (DASH); Sold out: Robinhood Markets INC - A (HOOD); New buy: Quanta Services INC (PWR)
What sectors does Income Insurance Ltd focus on?
Income Insurance Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.2% • Financials: 12.8% • Communication Services: 12.1% • Consumer Discretionary: 10.1% • Health Care: 9.3% • Industrials: 6.9%