What does IFC Advisors LLC hold?

IFC Advisors LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2053348.

What is IFC Advisors LLC's AUM?

IFC Advisors LLC reported approximately $787.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $2.3B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source IFC Advisors LLC's holdings?

All IFC Advisors LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2053348. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is IFC Advisors LLC's 13F data updated on 13F Pro?

IFC Advisors LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

IFC Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2053348

Institutional-grade research for retail investors

Sector Allocation

Other65.0%$512.1M
Technology11.3%$89.4M
Financials8.5%$67.0M
Communication Services3.3%$25.7M
Industrials3.2%$24.9M
Consumer Discretionary2.4%$18.7M
Healthcare1.8%$14.2M
Consumer Staples1.2%$9.6M
Energy1.1%$8.9M
Real Estate1.1%$8.8M

AUM History

13fpro.ai/research/fund/ifc-advisors-llc-2053348

Conviction and streaks

Stable · top 10 = 58.0%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold10.5% weight · held 7 quarters

$Conviction hold6.7% weight · held 7 quarters

$Conviction hold5.4% weight · held 7 quarters

$GENIConviction hold3.1% weight · held 7 quarters

$Conviction hold2.1% weight · held 7 quarters

$Accumulating+102% shares · 4 quarters running

$Accumulating+6% shares · 3 quarters running

$GENIAccumulating+49% shares · 3 quarters running

$HHHAccumulating+5% shares · 3 quarters running

$Accumulating+888% shares · 3 quarters running

$AVGOTrimming-9% shares · 6 quarters running

$ETNTrimming-37% shares · 6 quarters running

$Trimming-63% shares · 6 quarters running

$MCKTrimming-27% shares · 6 quarters running

$ADBETrimming-69% shares · 6 quarters running

Largest positions — Q2 2026

VANGUARD
$128.8M
VANGUARD
$82.5M
ANGEL
$61.8M
PRINCIPAL
$52.9M
VANGUARD
$42.5M
GENI
$24.6M
THORNBURG
$17.6M
ISHARES
$16.4M
AAPL
$16.1M
ANGEL
$13.7M
GOOGL
$13.5M
NVDA
$12.6M
VANGUARD
$12.1M
ISHARES
$11.1M
BRK.B
$10.6M
AMZN
$10.6M
MSFT
$10.2M
JPM
$9.5M
ISHARES
$7.6M
SELECT
$7.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/ifc-advisors-llc-2053348

IFC Advisors LLC 13F holdings — Q2 2026

$787.6M portfolio (+12.7% QoQ) · 179 holdings · Q2 2026 13F · top 10 are 58% of the stock portfolio

1
VANGUARD INDEX FDS - VALUE ETF
$128.8M
16.4% of stocks
+0.9%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD WORLD FD - MEGA GRWTH IND
$82.5M
10.5% of stocks
+400%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ANGEL OAK FUNDS TRUST - INCOME ETF
$61.8M
7.8% of stocks
+0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
4
PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD
$52.9M
6.7% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD INDEX FDS - MID CAP ETF
$42.5M
5.4% of stocks
+302%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Genius Sports Ltd
$GENI
$24.6M
3.1% of stocks
+13%This quarter-21.7%Since filed7+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
7
THORNBURG ETF TR - INTL EQUITY ETF
$17.6M
2.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - MSCI ACWI ETF
$16.4M
2.1% of stocks
+0.1%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Apple Inc.
$AAPL
$16.1M
2.0% of stocks
-3%This quarter+10.6%Since filed7+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
10
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT
$13.7M
1.7% of stocks
-14%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - VALUE ETF	$128.8M	16.4%	+0.9%	—	—	—	—
2	VANGUARD WORLD FD - MEGA GRWTH IND	$82.5M	10.5%	+400%	—	—	—	—
3	ANGEL OAK FUNDS TRUST - INCOME ETF	$61.8M	7.8%	+0.1%	—	—	—	—
4	PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD	$52.9M	6.7%	+2%	—	—	—	—
5	VANGUARD INDEX FDS - MID CAP ETF	$42.5M	5.4%	+302%	—	—	—	—
6	Genius Sports Ltd$GENI	$24.6M	3.1%	+13%	-21.7%	7+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
7	THORNBURG ETF TR - INTL EQUITY ETF	$17.6M	2.2%	+4%	—	—	—	—
8	ISHARES TR - MSCI ACWI ETF	$16.4M	2.1%	+0.1%	—	—	—	—
9	Apple Inc.$AAPL	$16.1M	2.0%	-3%	+10.6%	7+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
10	ANGEL OAK FUNDS TRUST - OAK ULTRASHORT	$13.7M	1.7%	-14%	—	—	—	—

All holdings — IFC Advisors LLC (Q2 2026)

Sort

179 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$GOOGL	Alphabet Inc.	Technology	$13.5M	1.7%	38K	+0.3%	7+ qtrs	77.7	13F
12	$NVDA	NVIDIA CORP	Technology	$12.6M	1.6%	63K	-0.2%	7+ qtrs	86.0	13F
13	—	VANGUARD INDEX FDS - TOTAL STK MKTetf/fund	—	$12.1M	1.5%	33K	-0.3%	—	—	13F
14	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$11.1M	1.4%	15K	+0.1%	—	—	13F
15	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$10.6M	1.4%	21K	-6%	7+ qtrs	73.5	13F
16	$AMZN	AMAZON COM INC	Consumer Discretionary	$10.6M	1.4%	44K	+3%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$MSFT	MICROSOFT CORP	Technology	$10.2M	1.3%	27K	+2%	7+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	$JPM	JPMORGAN CHASE & CO	Financials	$9.5M	1.2%	29K	-0.0%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	—	ISHARES TR - RUS MID CAP ETFetf/fund	—	$7.6M	1.0%	69K	+13%	—	—	13F
20	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$7.1M	0.9%	37K	-4%	—	—	13F
21	—	PIMCO EQUITY SER - RAFI DYN MULTI	—	$6.9M	0.9%	165K	-0.8%	—	—	13F
22	$CAT	CATERPILLAR INC	Industrials	$6.5M	0.8%	6,145	-6%	7+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
23	$KKR	KKR & Co. Inc.	Financials	$6.4M	0.8%	69K	-0.4%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	$RTX	RTX Corp	Industrials	$6.3M	0.8%	33K	-0.1%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$GS	GOLDMAN SACHS GROUP INCetf/fund	Financials	$6.1M	0.8%	134K	—	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$LLY	ELI LILLY & Co	Healthcare	$5.9M	0.8%	4,894	-0.2%
27	$FCX	FREEPORT-MCMORAN INC	Materials	$5.6M	0.7%	89K	+0.0%
28	$AVGO	Broadcom Inc.	Technology	$5.4M	0.7%	14K	-0.0%
29	—	ISHARES TR - RUS 1000 ETF	—	$5.4M	0.7%	13K	—
30	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$4.5M	0.6%	6	—
31	$XOM.R34088	EXXON MOBIL CORP	Energy	$4.4M	0.6%	32K	+0.3%
32	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$4.4M	0.6%	6,357	+15%
33	—	ISHARES TR - RUS 1000 GRW ETF	—	$4.0M	0.5%	32K	+300%
34	$GOOG	Alphabet Inc.	Technology	$3.9M	0.5%	11K	+2%
35	$HHH	Howard Hughes Holdings Inc.	Real Estate	$3.8M	0.5%	53K	+0.8%
36	$MS	MORGAN STANLEY	Financials	$3.4M	0.4%	16K	-3%
37	$PHYS	Sprott Physical Gold Trust	Financials	$3.4M	0.4%	111K	New
38	$EME	EMCOR Group, Inc.	Industrials	$3.3M	0.4%	4,008	+0.0%
39	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$3.2M	0.4%	3,459	+0.1%
40	$AXP	AMERICAN EXPRESS CO	Financials	$3.1M	0.4%	9,124	+1%
41	$FICO	FAIR ISAAC CORP	Technology	$3.1M	0.4%	2,561	New
42	—	MATTHEWS ASIA FDS - EMER MKTS EQUITY	—	$2.9M	0.4%	65K	+32%
43	—	ISHARES TR - 0-3 MTH TREASURY	—	$2.9M	0.4%	29K	+553%
44	—	ISHARES TR - SELECT DIVID ETF	—	$2.8M	0.3%	18K	—
45	$WY	WEYERHAEUSER CO	Real Estate	$2.8M	0.3%	115K	New
46	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$2.7M	0.3%	38K	-6%
47	$RDDT	Reddit, Inc.	Technology	$2.6M	0.3%	15K	-0.1%
48	$ACN	Accenture plc	Technology	$2.6M	0.3%	21K	+433%
49	—	ISHARES TR - CORE S&P MCP ETF	—	$2.5M	0.3%	32K	+0.1%
50	$WMT	Walmart Inc.	Consumer Staples	$2.4M	0.3%	21K	-0.2%
51	$BAC	BANK OF AMERICA CORP /DE/	Financials	$2.3M	0.3%	41K	+18%
52	$CSCO	CISCO SYSTEMS, INC.	Technology	$2.3M	0.3%	19K	+1%
53	$WTW	WILLIS TOWERS WATSON PLC	Financials	$2.3M	0.3%	8,678	-29%
54	$GS	GOLDMAN SACHS GROUP INC	Financials	$2.2M	0.3%	2,211	+2%
55	$MA	Mastercard Inc	Financials	$2.2M	0.3%	4,209	-5%
56	$COP	CONOCOPHILLIPS	Energy	$2.1M	0.3%	21K	+2%
57	$MCD	MCDONALDS CORP	Consumer Discretionary	$2.1M	0.3%	7,865	-3%
58	$CVX	CHEVRON CORP	Energy	$2.1M	0.3%	13K	-0.8%
59	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.1M	0.3%	4,882	+0.7%
60	$DE	DEERE & CO	Industrials	$2.0M	0.3%	3,211	+0.3%
61	—	VANGUARD INDEX FDS - GROWTH ETF	—	$2.0M	0.3%	23K	+500%
62	—	ISHARES TR - RUS 1000 VAL ETF	—	$2.0M	0.3%	8,123	-10%
63	$HD	HOME DEPOT, INC.	Consumer Discretionary	$2.0M	0.3%	5,557	-0.2%
64	—	ISHARES INC - CORE MSCI EMKT	—	$1.9M	0.3%	23K	—
65	$KO	COCA COLA CO	Consumer Staples	$1.9M	0.3%	24K	+1.0%
66	—	ISHARES TR - RUS MD CP GR ETF	—	$1.9M	0.2%	13K	—
67	$V	VISA INC.	Financials	$1.9M	0.2%	5,448	-14%
68	$BX	Blackstone Inc.	Financials	$1.8M	0.2%	16K	-0.1%
69	$UNP	UNION PACIFIC CORP	Industrials	$1.8M	0.2%	6,619	+2%
70	$META	Meta Platforms, Inc.	Technology	$1.8M	0.2%	3,181	-5%
71	$PLD	Prologis, Inc.	Real Estate	$1.8M	0.2%	13K	New
72	$MSI	Motorola Solutions, Inc.	Technology	$1.7M	0.2%	4,001	-0.0%
73	$SPY	SPDR S&P 500 ETF TRUST	—	$1.6M	0.2%	2,196	+0.5%
74	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$1.6M	0.2%	3,192	-0.1%
75	$TRV	TRAVELERS COMPANIES, INC.	Financials	$1.5M	0.2%	4,629	—
76	—	NUVEEN AMT FREE QLTY MUN INC - COM	—	$1.5M	0.2%	129K	New
77	$CRM	Salesforce, Inc.	Technology	$1.5M	0.2%	9,489	+511%
78	$SHW	SHERWIN WILLIAMS CO	Materials	$1.4M	0.2%	4,036	-0.0%
79	$DHR	DANAHER CORP /DE/	Healthcare	$1.4M	0.2%	7,156	-2%
80	—	ISHARES TR - CORE S&P SCP ETF	—	$1.3M	0.2%	8,993	+0.2%
81	—	ISHARES TR - CALIF MUN BD ETF	—	$1.3M	0.2%	22K	+24%
82	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.2M	0.1%	4,582	-1%
83	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.2M	0.1%	3,872	+58%
84	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$1.1M	0.1%	5,079	+0.7%
85	$NOW	ServiceNow, Inc.	Technology	$1.1M	0.1%	11K	+360%
86	$PEP	PEPSICO INC	Consumer Staples	$1.1M	0.1%	7,827	-3%
87	$ABT	ABBOTT LABORATORIES	Healthcare	$979K	0.1%	11K	+0.1%
88	$AMGN	AMGEN INC	Healthcare	$975K	0.1%	2,692	-2%
89	$MU	MICRON TECHNOLOGY INC	Technology	$962K	0.1%	833	New
90	$WDAY	Workday, Inc.	Technology	$933K	0.1%	7,619	New
91	$BLK	BlackRock, Inc.	Financials	$918K	0.1%	955	+4%
92	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$915K	0.1%	4,088	-48%
93	$HONA	Honeywell Aerospace Inc.	Industrials	$904K	0.1%	4,088	New
94	$RFMZ	RiverNorth Flexible Municipal Income Fund II, Inc.	Other	$900K	0.1%	66K	+120%
95	$KLAC	KLA CORP	Technology	$897K	0.1%	2,974	+898%
96	$ABBV	AbbVie Inc.	Healthcare	$878K	0.1%	3,488	-2%
97	$ETN	Eaton Corp plc	Industrials	$855K	0.1%	2,007	-25%
98	$IBIT	iShares Bitcoin Trust ETF	Financials	$818K	0.1%	25K	+1%
99	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$776K	0.1%	4,543	New
100	$AMD	ADVANCED MICRO DEVICES INC	Technology	$709K	0.1%	1,221	New
101	$CRWD	CrowdStrike Holdings, Inc.	Technology	$678K	0.1%	889	+5%
102	—	ISHARES TR - CORE S&P TTL STK	—	$676K	0.1%	4,115	-0.2%
103	$INTC	INTEL CORP	Technology	$647K	0.1%	4,636	New
104	$LRCX	LAM RESEARCH CORP	Technology	$614K	0.1%	1,417	-2%
105	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$613K	0.1%	2,022	—
106	$PGR	PROGRESSIVE CORP/OH/	Financials	$593K	0.1%	2,714	-91%
107	$CI	Cigna Group	Healthcare	$583K	0.1%	2,114	+4%
108	—	ISHARES TR - S&P 500 GRWT ETF	—	$538K	0.1%	3,912	-6%
109	$NFLX	NETFLIX INC	Communication Services	$521K	0.1%	7,301	-2%
110	—	RBB FD INC - F/M US TREASURY	—	$502K	0.1%	10K	New
111	$GBDC	GOLUB CAPITAL BDC, Inc.	Other	$502K	0.1%	39K	—
112	$MCK	MCKESSON CORP	Consumer Staples	$502K	0.1%	664	-1%
113	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$486K	0.1%	3,061	—
114	$CB	Chubb Ltd	Financials	$484K	0.1%	1,419	+8%
115	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$479K	0.1%	4,087	+0.2%
116	$KR	KROGER CO	Consumer Staples	$473K	0.1%	8,523	-1%
117	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$470K	0.1%	2,539	—
118	$PANW	Palo Alto Networks Inc	Technology	$469K	0.1%	1,376	New
119	$C	CITIGROUP INC	Financials	$458K	0.1%	3,274	+0.5%
120	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$446K	0.1%	1,204	+3%
121	—	ISHARES TR - NATIONAL MUN ETF	—	$445K	0.1%	4,136	+1%
122	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$445K	0.1%	931	+13%
123	$ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	$421K	0.1%	4,574	-10%
124	—	SPDR SERIES TRUST - ST STR SP500DIV	—	$387K	0.1%	8,115	-0.5%
125	$SNDK	Sandisk Corp	Technology	$375K	0.1%	165	New
126	$AON	Aon plc	Financials	$371K	0.1%	1,120	+5%
127	$HCXY	Hercules Capital, Inc.	Other	$356K	0.1%	23K	-0.7%
128	$T	AT&T INC.	Communication Services	$348K	0.0%	17K	+57%
129	$DUK	Duke Energy CORP	Utilities	$347K	0.0%	2,745	+4%
130	$DLY	DoubleLine Yield Opportunities Fund	Other	$342K	0.0%	24K	New
131	$SO	SOUTHERN CO	Utilities	$338K	0.0%	3,527	+0.8%
132	$ADI	ANALOG DEVICES INC	Technology	$327K	0.0%	824	+9%
133	$WRB	BERKLEY W R CORP	Financials	$327K	0.0%	4,635	+1%
134	—	EATON VANCE TAX-MANAGED GLOB - COM	—	$316K	0.0%	32K	New
135	$NDAQ	NASDAQ, INC.	Financials	$315K	0.0%	3,993	+3%
136	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$314K	0.0%	1,426	+5%
137	$SSD	Simpson Manufacturing Co., Inc.	Industrials	$312K	0.0%	1,488	—
138	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$311K	0.0%	3,229	—
139	$HLT	Hilton Worldwide Holdings Inc.	Consumer Discretionary	$311K	0.0%	942	-16%
140	$IVZ	Invesco Ltd.	Financials	$305K	0.0%	1,724	—
141	$STWD	STARWOOD PROPERTY TRUST, INC.	Real Estate	$299K	0.0%	18K	New
142	$MRK	Merck & Co., Inc.	Healthcare	$295K	0.0%	2,298	-5%
143	$LMT	LOCKHEED MARTIN CORP	Industrials	$295K	0.0%	579	-0.2%
144	$WTS	WATTS WATER TECHNOLOGIES INC	Industrials	$295K	0.0%	753	—
145	—	ISHARES TR - ISHARES BIOTECH	—	$288K	0.0%	1,513	—
146	$ASML	ASML HOLDING NV	Technology	$286K	0.0%	144	New
147	$PSLV	Sprott Physical Silver Trust	Financials	$283K	0.0%	15K	New
148	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$278K	0.0%	377	-21%
149	$GEV	GE Vernova Inc.	Industrials	$275K	0.0%	234	New
150	$WDC	WESTERN DIGITAL CORP	Technology	$275K	0.0%	430	New

What changed in Q2 2026

Against the previous quarter's 13F: 31 new, 66 added to, 60 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (31)

$PHYSSprott Physical Gold Trust$3.4M
first bought this quarter
$FICOFAIR ISAAC CORP$3.1M
first bought this quarter
$WYWEYERHAEUSER CO$2.8M
first bought this quarter
$PLDPrologis, Inc.$1.8M
first bought this quarter
NUVEEN AMT FREE QLTY MUN INC - COM$1.5M
first bought this quarter
$MUMICRON TECHNOLOGY INC$962K
first bought this quarter

+25 more in the Excel export

Added to (66)

VANGUARD WORLD FD - MEGA GRWTH IND+400%
now $82.5M
VANGUARD INDEX FDS - MID CAP ETF+302%
now $42.5M
ISHARES TR - RUS 1000 GRW ETF+300%
now $4.0M
$GENIGenius Sports Ltd+13%
now $24.6M · held 7+ qtrs, 3 adds in a row
ISHARES TR - 0-3 MTH TREASURY+553%
now $2.9M
$ACNAccenture plc+433%
now $2.6M · held 7+ qtrs

+60 more in the Excel export

Trimmed (60)

$PGRPROGRESSIVE CORP/OH/-91%
now $593K · held 6 qtrs
ANGEL OAK FUNDS TRUST - OAK ULTRASHORT-14%
now $13.7M
$WTWWILLIS TOWERS WATSON PLC-29%
now $2.3M · held 6 qtrs
$HONHONEYWELL INTERNATIONAL INC-48%
now $915K · held 7+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-6%
now $10.6M · held 7+ qtrs
$AAPLApple Inc.-3%
now $16.1M · held 7+ qtrs, 2 trims in a row

+54 more in the Excel export

Sold out (9)

$NEENEXTERA ENERGY INCwas $5.6M
held 6+ qtrs
J P MORGAN EXCHANGE TRADED Fwas $510K
$MRSHMARSH & MCLENNAN COMPANIES, INC.was $271K
held 5 qtrs
$PLTRPalantir Technologies Inc.was $236K
$ITWILLINOIS TOOL WORKS INCwas $232K
$GDGENERAL DYNAMICS CORPwas $229K

+3 more in the Excel export

Firm AUM (Form ADV): $2.3B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F IFC Advisors LLC has filed, 6 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 5, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of IFC Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-7.9%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 17% over the last 4

Top 10 weight

58%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

IFC Advisors LLC disclosed 179 positions worth $787.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 31 new positions and exited 9 — including a new stake in $PHYS and a full exit from $NEE. The portfolio is most concentrated in Other (65.0% of disclosed assets). All figures are sourced directly from IFC Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2053348.

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AI-Powered Hedge Fund Analysis: IFC Advisors LLC

13F Pro is an AI hedge fund tracker and stock research platform. For IFC Advisors LLC (SEC CIK: 2053348), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in IFC Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.