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IFC & Insurance Marketing, Inc.

Diversified strategyMomentum followerSector-focused

Total reported value

$113.6M

Reporting period: 2026-06-30 · Number of holdings: 78

IFC & Insurance Marketing, Inc. disclosed 78 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $113.6M and a quarterly turnover rate of 20.3%.

Personality snowflake

Concentration
17
Portfolio Stability
20.27
Momentum/Contrarian
100
Sector conviction
92.26
Diversification
100
Sizing Uniformity
84.69

Recent moves

  • Add SPMO

    +3.3%　$3.3M

  • Trim BIV

    +2.4%　$110.7K

  • Trim JAAA

    +7.7%　$440.4K

  • Trim XOM

    -15.7%　-$221.9K

  • Add VTI

    +21.0%　$637.8K

  • New buy BE

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPMOInvesco S&p 500 Momentum ETFETF-Large Cap & Growth8.87%+1.81%+3.28%
2IDMOInvesco S&p International DeETF-Other8.05%+0.02%+8.19%
3FNDXSchwab Fndmntl US Lrg Co ETFETF-Other7.71%+0.01%+6.36%
4XLGInvesco S&p 500 Top 50 ETFETF-Large Cap & Growth6.11%+0.15%+8.28%
5FTGSFirst Trust Grwth Strgth ETFETF-Other5.94%-0.09%+7.42%
6BIVVanguard Intermediate-term BETF-Other5.55%-0.92%+2.42%
7JAAAJanus Henderson Aaa Clo ETFETF-Other5.26%-0.52%+7.70%
8FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other4.33%-0.11%+7.19%
9SDVYFirst Trust Smid Cap RisingETF-Other3.61%-0.03%+7.63%
10SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth2.82%-0.15%-1.86%
11VGSHVanguard Short-term TreasuryETF-Gov Bonds2.48%—+2.46%
12VSSVanguard Ftse All Wo X-us ScETF-Other2.32%-0.09%+7.66%
13USRTIshares Core US Reit ETFETF-Other2.16%+0.11%+10.88%
14XCEMColumbia Em Core Ex-chinaETF-Emerging Markets2.05%+0.29%+6.27%
15SCYBSchwab High Yield Bond ETFETF-High Yield2.01%-0.07%+14.00%
16VTIVanguard Total Stock Mkt ETFETF-Other1.98%+0.30%+20.96%
17SCHPSchwab U.s. Tips ETFETF-Other1.97%-0.23%+6.67%
18LMBSFirst Trust Low Duration OppETF-Other1.76%-0.19%+6.89%
19VEUVanguard Ftse All-world Ex-uETF-Other1.31%—-6.60%
20BKIEBny Mellon Intl Eqty ETFETF-Other1.28%-0.14%-0.83%
21AAPLApple INCStock-Tech1.19%—-14.68%
22FDVVFidelity High Dividend ETFETF-Other1.16%-0.12%-1.68%
23NVDANvidia CORPStock-Tech1.14%+0.02%+5.54%
24QQQInvesco Qqq Trust Series 1ETF-Tech0.93%+0.29%+35.15%
25FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other0.80%-0.02%+12.21%
26SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.70%+0.01%+4.91%
27TSLATesla INCStock-Consumer Disc0.69%—-7.47%
28CRWDCrowdstrike Holdings INC - AStock-Tech0.63%+0.27%+7.90%
29WMTWalmart INCStock-Consumer Staples0.59%—+2.41%
30AMZNAmazon.com INCStock-Consumer Disc0.57%+0.05%+12.13%
31VXUSVanguard Total Intl StockETF-Other0.56%+0.08%+26.54%
32BBREJPM Betabldrs Msci US ReitETF-Other0.56%—+0.44%
33GLDSpdr Gold SharesETF-Commodities0.54%-0.21%+0.30%
34IAUIshares Gold TrustETF-Commodities0.53%-0.21%+0.32%
35VBVanguard Small-cap ETFETF-Other0.52%—-1.27%
36VVVanguard Large-cap ETFETF-Other0.50%-0.01%+0.06%
37SCHDSchwab US Dvd Equity ETFETF-Other0.48%+0.20%+95.45%
38CVNACarvana CoStock-Consumer Disc0.42%—+400.00%
39XOMExxon Mobil CORPStock-Energy0.41%-0.31%-15.68%
40SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.41%—+0.93%
41SCHGSchwab US Large-cap GrowthETF-Other0.36%+0.03%+12.63%
42MARMarriott International -cl AStock-Consumer Disc0.36%—-5.95%
43BNDVanguard Total Bond MarketETF-Other0.35%—+3.94%
44BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds0.34%—+0.88%
45JPSTJpmorgan Ultra-short IncomeETF-Other0.34%—-6.80%
46RCLRoyal Caribbean Cruises Ltd.Stock-Consumer Disc0.33%—-20.76%
47UNHUnitedhealth Group INCStock-Healthcare0.32%+0.08%+4.04%
48BEBloom Energy Corp- AStock-Industrials0.30%+0.30%NEW
49VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.30%+0.30%NEW
50SHVIshares 0-1 Year Treasury BoETF-Gov Bonds0.29%—-1.37%
1–50 of 78

Holding changes this quarter

IFC & Insurance Marketing, Inc.'s most significant position changes for 2026-06-30: New buy: Bloom Energy Corp- A (BE); New buy: Vanguard S&p 500 ETF (VOO); New buy: Carnival CORP LTD Common Shares; Sold out: Carnival CORP LTD (CCL1EUR); New buy: Global X Art Intel & Tech (AIQ).

Position changes disclosed by IFC & Insurance Marketing, Inc. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPMOInvesco S&p 500 Momentum ETF+1.8%+3.28%Add
2VTIVanguard Total Stock Mkt ETF+0.3%+20.96%Add
3BEBloom Energy Corp- A+0.3%NEWNew buy
4VOOVanguard S&p 500 ETF+0.3%NEWNew buy
5XCEMColumbia Em Core Ex-china+0.3%+6.27%Add
6QQQInvesco Qqq Trust Series 1+0.3%+35.15%Add
7CRWDCrowdstrike Holdings INC - A+0.3%+7.90%Add
8✓ Carnival CORP LTD Common Shares+0.3%NEWNew buy
9AIQGlobal X Art Intel & Tech+0.2%NEWNew buy
10RSPInvesco S&p 500 Equal Weight+0.2%NEWNew buy
11FTECFidelity Msci Info Tech Indx+0.2%NEWNew buy
12KNXKnight-swift Transportation+0.2%NEWNew buy
13✓ +0.2%NEWNew buy
14HWMHowmet Aerospace INC+0.2%NEWNew buy
15SCHDSchwab US Dvd Equity ETF+0.2%+95.45%Add
16AMDAdvanced Micro Devices+0.2%NEWNew buy
17VUGVanguard Growth ETF+0.2%NEWNew buy
18XLGInvesco S&p 500 Top 50 ETF+0.2%+8.28%Add
19UMACUnusual Machines INC /us+0.1%+30.67%Add
20UECUranium Energy CORP+0.1%NEWNew buy
21USRTIshares Core US Reit ETF+0.1%+10.88%Add
22VXUSVanguard Total Intl Stock+0.1%+26.54%Add
23UNHUnitedhealth Group INC+0.1%+4.04%Add
24AMZNAmazon.com INC+0.1%+12.13%Add
25SCHGSchwab US Large-cap Growth0%+12.63%Add
26IDMOInvesco S&p International De0%+8.19%Add
27NVDANvidia CORP0%+5.54%Add
28FNDXSchwab Fndmntl US Lrg Co ETF0%+6.36%Add
29SPYSs Spdr S&p 500 ETF Trust-us0%+4.91%Add
30VVVanguard Large-cap ETF0%+0.06%Add
31FNDESchwab Fndmntl Em Mrk Eq ETF0%+12.21%Add
32SDVYFirst Trust Smid Cap Rising0%+7.63%Add
33SCYBSchwab High Yield Bond ETF-0.1%+14.00%Add
34FTGSFirst Trust Grwth Strgth ETF-0.1%+7.42%Add
35VSSVanguard Ftse All Wo X-us Sc-0.1%+7.66%Add
36FNDFSchwab Fndmn Intl Lrg Co ETF-0.1%+7.19%Add
37FDVVFidelity High Dividend ETF-0.1%-1.68%Trim
38BKIEBny Mellon Intl Eqty ETF-0.1%-0.83%Trim
39SPYMSte Str Spdr Pt S&p 500 ETF-0.2%-1.86%Trim
40LMBSFirst Trust Low Duration Opp-0.2%+6.89%Add
41GLDSpdr Gold Shares-0.2%+0.30%Add
42IAUIshares Gold Trust-0.2%+0.32%Add
43CVXChevron CORP-0.2%EXITSold out
44SCHPSchwab U.s. Tips ETF-0.2%+6.67%Add
45XOPSs Spdr S&p Og Exp & Prod-0.2%EXITSold out
46IEOIshares U.s. Oil & Gas Explo-0.2%EXITSold out
47CCL1EURCarnival CORP LTD-0.3%EXITSold out
48XOMExxon Mobil CORP-0.3%-15.68%Trim
49JAAAJanus Henderson Aaa Clo ETF-0.5%+7.70%Add
50BIVVanguard Intermediate-term B-0.9%+2.42%Add

FAQ

What is IFC & Insurance Marketing, Inc. and what type of investor is it?
IFC & Insurance Marketing, Inc. 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $113.6M, spread across 78 disclosed positions.
What are IFC & Insurance Marketing, Inc.'s largest equity positions?
Based on the latest 13F filing, IFC & Insurance Marketing, Inc.'s top holdings by market value are: 1. Invesco S&p 500 Momentum ETF (SPMO) — $10.1M (8.9%) 2. Invesco S&p International De (IDMO) — $9.1M (8.1%) 3. Schwab Fndmntl US Lrg Co ETF (FNDX) — $8.8M (7.7%) 4. Invesco S&p 500 Top 50 ETF (XLG) — $6.9M (6.1%) 5. First Trust Grwth Strgth ETF (FTGS) — $6.7M (5.9%)
What changes did IFC & Insurance Marketing, Inc. make in its most recent portfolio filing?
In the latest reported quarter, IFC & Insurance Marketing, Inc. made 50 notable position adjustments: 12 new positions were initiated, 30 existing holdings were added to, 4 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Bloom Energy Corp- A (BE); New buy: Vanguard S&p 500 ETF (VOO); New buy: Carnival CORP LTD Common Shares; Sold out: Carnival CORP LTD (CCL1EUR); New buy: Global X Art Intel & Tech (AIQ)
What sectors does IFC & Insurance Marketing, Inc. focus on?
IFC & Insurance Marketing, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.5% • Consumer Discretionary: 26.6% • Industrials: 10.7% • Consumer Staples: 6.7% • Energy: 6.0% • Health Care: 3.6%