What does IFC & Insurance Marketing, Inc. hold?

IFC & Insurance Marketing, Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include IVZ, IVZ, IVZ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2095709.

What is IFC & Insurance Marketing, Inc.'s AUM?

IFC & Insurance Marketing, Inc. reported approximately $117.0M in 13F-reportable AUM as of 2026-09-30. 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 $173.5M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source IFC & Insurance Marketing, Inc.'s holdings?

All IFC & Insurance Marketing, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2095709. 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 & Insurance Marketing, Inc.'s 13F data updated on 13F Pro?

IFC & Insurance Marketing, Inc.'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 & Insurance Marketing, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2095709

Institutional-grade research for retail investors

Sector Allocation

Other64.4%$75.4M
Financials24.9%$29.1M
Technology5.9%$6.9M
Consumer Discretionary1.9%$2.2M
Industrials0.8%$995,612
Healthcare0.8%$871,562
Energy0.6%$698,682
Consumer Staples0.5%$623,780
Materials0.1%$166,252
Utilities0.0%$37,800

AUM History

13fpro.ai/research/fund/ifc-and-insurance-marketing-inc-2095709

Conviction and streaks

Diversifying · top 10 = 55.6%

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.

$IVZConviction hold7.5% weight · held 4 quarters

$IVZConviction hold6.4% weight · held 4 quarters

$Conviction hold6.1% weight · held 4 quarters

$Conviction hold5.0% weight · held 4 quarters

$Conviction hold4.4% weight · held 4 quarters

$IVZAccumulating+46% shares · 3 quarters running

$Accumulating+50% shares · 3 quarters running

$Accumulating+39% shares · 3 quarters running

$Accumulating+69% shares · 3 quarters running

$Accumulating+162% shares · 3 quarters running

$Trimming-11% shares · 3 quarters running

$Trimming-12% shares · 3 quarters running

$Trimming-86% shares · 3 quarters running

$AAPLTrimming-19% shares · 2 quarters running

$TSLATrimming-9% shares · 2 quarters running

Largest positions — Q3 2026

IVZ
$9.9M
IVZ
$8.8M
IVZ
$7.4M
FIRST
$7.1M
SCHWAB
$7.0M
JANUS
$6.4M
VANGUARD
$5.9M
SCHWAB
$5.2M
FIRST
$4.1M
SPDR
$3.3M
VANGUARD
$2.9M
VANGUARD
$2.8M
SCHWAB
$2.6M
ISHARES
$2.5M
VANGUARD
$2.4M
SCHWAB
$2.3M
COLUMBIA
$2.3M
FIRST
$2.1M
NVDA
$1.5M
AAPL
$1.5M

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

13fpro.ai/research/fund/ifc-and-insurance-marketing-inc-2095709

IFC & Insurance Marketing, Inc. 13F holdings — Q3 2026

$117.0M portfolio (+3.0% QoQ) · 87 holdings · Q3 2026 13F · top 10 are 56% of the stock portfolio

1
Invesco Ltd.
$IVZ
$9.9M
8.5% of stocks
+7%This quarter+1.2%Since filed4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
2
Invesco Ltd.
$IVZ
$8.8M
7.5% of stocks
-7%This quarter+1.2%Since filed4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
3
Invesco Ltd.
$IVZ
$7.4M
6.4% of stocks
+3%This quarter+1.2%Since filed4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
4
FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH
$7.1M
6.1% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$7.0M
6.0% of stocks
-21%This quarter—Since filed—Held
AIQuality—Est. buy—
6
JANUS DETROIT STR TR - HENDRSON AAA CL
$6.4M
5.5% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD BD INDEX FDS - INTERMED TERM
$5.9M
5.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$5.2M
4.4% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
9
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$4.1M
3.5% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
10
SPDR SERIES TRUST - ST STR P500ETF
$3.3M
2.8% of stocks
-0.4%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Invesco Ltd.$IVZ	$9.9M	8.5%	+7%	+1.2%	4+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
2	Invesco Ltd.$IVZ	$8.8M	7.5%	-7%	+1.2%	4+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
3	Invesco Ltd.$IVZ	$7.4M	6.4%	+3%	+1.2%	4+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
4	FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH	$7.1M	6.1%	+3%	—	—	—	—
5	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$7.0M	6.0%	-21%	—	—	—	—
6	JANUS DETROIT STR TR - HENDRSON AAA CL	$6.4M	5.5%	+7%	—	—	—	—
7	VANGUARD BD INDEX FDS - INTERMED TERM	$5.9M	5.0%	-2%	—	—	—	—
8	SCHWAB STRATEGIC TR - FUNDAMENTAL INTL	$5.2M	4.4%	+4%	—	—	—	—
9	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	$4.1M	3.5%	+6%	—	—	—	—
10	SPDR SERIES TRUST - ST STR P500ETF	$3.3M	2.8%	-0.4%	—	—	—	—

All holdings — IFC & Insurance Marketing, Inc. (Q3 2026)

Sort

87 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	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREASetf/fund	—	$2.9M	2.5%	51K	+5%	—	—	13F
12	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETFetf/fund	—	$2.8M	2.4%	18K	+5%	—	—	13F
13	—	SCHWAB STRATEGIC TR - HIGH YIEL BD ETFetf/fund	—	$2.6M	2.2%	102K	+16%	—	—	13F
14	—	ISHARES TR - CRE U S REIT ETFetf/fund	—	$2.5M	2.1%	41K	+11%	—	—	13F
15	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$2.4M	2.1%	6,494	+7%	—	—	13F
16	—	SCHWAB STRATEGIC TR - US TIPS ETFetf/fund	—	$2.3M	2.0%	91K	+8%	—	—	13F
17	—	COLUMBIA ETF TR II - EM CORE EX ETFetf/fund	—	$2.3M	1.9%	44K	+0.9%	—	—	13F
18	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$2.1M	1.8%	43K	+6%	—	—	13F
19	$NVDA	NVIDIA CORP	Technology	$1.5M	1.3%	6,452	-0.7%	4+ qtrs	86.0	13F
20	$AAPL	Apple Inc.	Technology	$1.5M	1.3%	4,410	-5%	4+ qtrsTrimmed 2 qtrs in a row	75.7	13F
21	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund	—	$1.5M	1.3%	18K	-0.4%	—	—	13F
22	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$1.2M	1.0%	1,616	+12%	4+ qtrsAdded 3 qtrs in a row	—	13F
23	—	BNY MELLON ETF TRUST - INTERNATIONL EQTetf/fund	—	$1.1M	0.9%	33K	+126%	—	—	13F
24	—	SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund	—	$1.0M	0.9%	25K	+8%	—	—	13F
25	$CRWD	CrowdStrike Holdings, Inc.	Technology	$1.0M	0.9%	3,913	+315%	4+ qtrsAdded 2 qtrs in a row	67.6	13F
26	—	FIDELITY COVINGTON TRUST - HIGH DIVID ETF	—	$967K	0.8%	16K	-27%
27	$SPY	SPDR S&P 500 ETF TRUST	—	$842K	0.7%	1,104	+3%
28	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$760K	0.7%	8,944	+20%
29	$GLD	SPDR GOLD TRUST	Financials	$729K	0.6%	1,913	+15%
30	$IAU	ISHARES GOLD TRUST	Financials	$720K	0.6%	9,216	+15%
31	—	ISHARES TR - TIPS BD ETF	—	$694K	0.6%	6,674	New
32	$AMZN	AMAZON COM INC	Consumer Discretionary	$688K	0.6%	2,760	+2%
33	$TSLA	Tesla, Inc.	Consumer Discretionary	$650K	0.6%	1,831	-2%
34	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$649K	0.6%	20K	+17%
35	$WMT	Walmart Inc.	Consumer Staples	$624K	0.5%	6,002	+1.0%
36	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$604K	0.5%	4,004	+182%
37	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$568K	0.5%	1,613	-2%
38	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$566K	0.5%	1,989	+2%
39	—	J P MORGAN EXCHANGE TRADED F - BETBULD MSCI	—	$481K	0.4%	4,822	-18%
40	$XOM.R34088	EXXON MOBIL CORP	Energy	$479K	0.4%	2,941	-15%
41	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$461K	0.4%	665	+36%
42	$CVNA	CARVANA CO.	Consumer Discretionary	$449K	0.4%	7,175	—
43	$PLTR	Palantir Technologies Inc.	Technology	$430K	0.4%	2,299	-2%
44	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$416K	0.4%	12K	-5%
45	$MSFT	MICROSOFT CORP	Technology	$402K	0.3%	784	-0.3%
46	—	ISHARES TR - FLTG RATE NT ETF	—	$394K	0.3%	7,714	New
47	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$388K	0.3%	1,091	+0.1%
48	—	ISHARES TR - 0-3 MTH TREASURY	—	$387K	0.3%	3,922	-16%
49	$UMAC	Unusual Machines, Inc.	Technology	$378K	0.3%	15K	+9%
50	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$378K	0.3%	5,382	+0.5%
51	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$374K	0.3%	4,085	-4%
52	—	ISHARES TR - 1 3 YR TREAS BD	—	$366K	0.3%	4,510	+21%
53	—	VANECK ETF TRUST - JUNIOR GOLD MINE	—	$357K	0.3%	3,134	-2%
54	$IVZ	Invesco Ltd.	Financials	$349K	0.3%	15K	+44%
55	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$329K	0.3%	897	+3%
56	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$318K	0.3%	4,121	New
57	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$318K	0.3%	1,195	—
58	—	ISHARES TR - TRUST ISHARE 0-1	—	$317K	0.3%	2,877	-5%
59	$BE	Bloom Energy Corp	Technology	$312K	0.3%	1,125	—
60	—	GLOBAL X FDS - ARTIFICIAL ETF	—	$286K	0.2%	4,385	+7%
61	—	ISHARES TR - CORE S&P500 ETF	—	$284K	0.2%	371	+4%
62	$KEYS	Keysight Technologies, Inc.	Technology	$274K	0.2%	752	—
63	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$269K	0.2%	5,349	-30%
64	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$265K	0.2%	3,753	—
65	$SOUN	SOUNDHOUND AI, INC.	Technology	$265K	0.2%	44K	+4%
66	—	FIDELITY COVINGTON TRUST - MSCI INFO TECH I	—	$262K	0.2%	874	+0.1%
67	$IVZ	Invesco Ltd.	Financials	$261K	0.2%	3,856	—
68	$IVZ	Invesco Ltd.	Financials	$261K	0.2%	1,256	—
69	$COIN	Coinbase Global, Inc.	Financials	$254K	0.2%	1,364	New
70	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$254K	0.2%	376	New
71	$CCL	Carnival Corp Ltd.	Industrials	$252K	0.2%	10K	+0.0%
72	$AMD	ADVANCED MICRO DEVICES INC	Technology	$251K	0.2%	410	+3%
73	—	ISHARES TR - US OIL GS EX ETF	—	$240K	0.2%	1,816	New
74	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$237K	0.2%	2,625	+8%
75	$IBIT	iShares Bitcoin Trust ETF	Financials	$234K	0.2%	4,947	New
76	$A	AGILENT TECHNOLOGIES, INC.	Healthcare	$234K	0.2%	1,358	New
77	—	ISHARES TR - US HOME CONS ETF	—	$222K	0.2%	2,552	+0.1%
78	$BA	BOEING CO	Industrials	$222K	0.2%	1,193	+0.9%
79	$CVX	CHEVRON CORP	Energy	$220K	0.2%	1,077	New
80	—	LEGG MASON ETF INVT - FRANKLIN INTL LW	—	$204K	0.2%	4,893	New
81	$KNX	Knight-Swift Transportation Holdings Inc.	Industrials	$204K	0.2%	3,204	+2%
82	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$204K	0.2%	409	New
83	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$201K	0.2%	4,279	-2%
84	$UEC	URANIUM ENERGY CORP	Materials	$130K	0.1%	14K	+7%
85	$SSII	SS Innovations International, Inc.	Healthcare	$55K	0.1%	18K	-2%
86	$CIG	ENERGY CO OF MINAS GERAIS	Utilities	$38K	0.0%	18K	New
87	$LAC	LITHIUM AMERICAS CORP.	Materials	$36K	0.0%	14K	—

What changed in Q3 2026

Against the previous quarter's 13F: 12 new, 45 added to, 22 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

ISHARES TR - TIPS BD ETF$694K
first bought this quarter
ISHARES TR - FLTG RATE NT ETF$394K
first bought this quarter
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$318K
first bought this quarter
$COINCoinbase Global, Inc.$254K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$254K
first bought this quarter
ISHARES TR - US OIL GS EX ETF$240K
first bought this quarter

+6 more in the Excel export

Added to (45)

$CRWDCrowdStrike Holdings, Inc.+315%
now $1.0M · held 4+ qtrs, 2 adds in a row
$IVZInvesco Ltd.+7%
now $9.9M · held 4+ qtrs, 3 adds in a row
BNY MELLON ETF TRUST - INTERNATIONL EQT+126%
now $1.1M
JANUS DETROIT STR TR - HENDRSON AAA CL+7%
now $6.4M
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+182%
now $604K · held 2 qtrs, 2 adds in a row
SCHWAB STRATEGIC TR - HIGH YIEL BD ETF+16%
now $2.6M

+39 more in the Excel export

Trimmed (22)

SCHWAB STRATEGIC TR - FUNDAMENTAL US L-21%
now $7.0M
FIDELITY COVINGTON TRUST - HIGH DIVID ETF-27%
now $967K
VANGUARD BD INDEX FDS - INTERMED TERM-2%
now $5.9M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-30%
now $269K
J P MORGAN EXCHANGE TRADED F - BETBULD MSCI-18%
now $481K
$AAPLApple Inc.-5%
now $1.5M · held 4+ qtrs, 2 trims in a row

+16 more in the Excel export

Sold out (3)

ISHARES TR - CORE S&P MCP ETFwas $238K
$HWMHowmet Aerospace Inc.was $237K
held 1 qtr
$NAKNORTHERN DYNASTY MINERALS LTDwas $21K
held 3+ qtrs

Firm AUM (Form ADV): $173.5M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F IFC & Insurance Marketing, Inc. has filed, 3 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow IFC & Insurance Marketing?

Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of IFC & Insurance Marketing's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)

Top 10 since filing

+1.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

56%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

93%

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 2025 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 & Insurance Marketing, Inc. disclosed 87 positions worth $117.0M in its Form 13F-HR for Q3 2026, led by $IVZ (Invesco Ltd.) at 8.5% of the equity portfolio, followed by $IVZ and $IVZ. During the quarter the fund opened 12 new positions and exited 3. The portfolio is most concentrated in Other (64.4% of disclosed assets). All figures are sourced directly from IFC & Insurance Marketing, Inc.’s Form 13F-HR filing with the SEC under CIK 2095709.

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AI-Powered Hedge Fund Analysis: IFC & Insurance Marketing, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For IFC & Insurance Marketing, Inc. (SEC CIK: 2095709), 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 & Insurance Marketing, Inc.'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.