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Ifc & Insurance Marketing - Q3 2026 13F Filings

IF

Ifc & Insurance Marketing, Inc.

CIK: 0002095709
Address: California Auburn 102 El Dorado St.
$116.96 M
Portfolio Value
87
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. TIP Ishares Tips Bond Etf
+$694,363
2. IDMO Invesco S&P International Developed Momentum Etf
+$653,460.25
3. BKIE Bny Mellon International Equity Etf
+$606,792.64
4. JAAA Janus Henderson Aaa Clo Etf
+$444,284.62
5. FLOT Ishares Floating Rate Bond Etf
+$393,800

Top Sells

Q3 2026
1. FNDX Schwab Fundamental Us Large Company Etf
−$1.88 M
2. SPMO Invesco S&P 500 Momentum Etf
−$697,732.89
3. FDVV Fidelity High Dividend Etf
−$356,060.17
4. IJH Ishares Core S&P Mid-Cap Etf
−$237,527
5. HWM Howmet Aerospace
−$236,824

Asset Allocation

Stocks/ETFs
+2.98%
$116.96 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Ifc & Insurance Marketing Q3 2026 Filing Summary

Ifc & Insurance Marketing, Inc. filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 116.96 M reflecting a +2.98% change from the prior quarter, spanning 87 assets. The top 10 holdings comprised 55.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Ifc & Insurance Marketing’s Q3 2026 Filing

Ifc & Insurance Marketing submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Ifc & Insurance Marketing reported a managed portfolio value of 116.96 M, consisting of 87 individual positions.

This page displays the raw filing documents. To see which stocks Ifc & Insurance Marketing bought or sold during Q3 2026, please visit Ifc & Insurance Marketing's Portfolio Analysis page.