IFC & Insurance Marketing, Inc.

CIK 0002095709 · AUBURN, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

IFC & Insurance Marketing, Inc. reported 78 positions worth $113.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPMO (8.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$113.6M
2026 Q2
Positions
78
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.3%
Est. Net Flow (Q)
2026 Q2
10 / 78 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPMOINVESCO EXCH TRADED FD TR IISH$10.1M8.87%62,342
2IDMOINVESCO EXCH TRADED FD TR IISH$9.1M8.05%151,715
3FNDXSCHWAB STRATEGIC TRSH$8.8M7.71%281,542
4XLGINVESCO EXCHANGE TRADED FD TSH$6.9M6.11%113,274
5FTGSFIRST TR EXCHANGE-TRADED FDSH$6.7M5.94%182,240
6BIVVANGUARD BD INDEX FDSSH$6.3M5.55%82,235
7JAAAJANUS DETROIT STR TRSH$6.0M5.26%118,320
8FNDFSCHWAB STRATEGIC TRSH$4.9M4.33%93,214
9SDVYFIRST TR EXCHANGE TRADED FDSH$4.1M3.61%95,140
10SPYMSPDR SERIES TRUSTSH$3.2M2.82%36,487

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does IFC & Insurance Marketing, Inc. hold as of Q2 2026?

IFC & Insurance Marketing, Inc. reported 78 positions worth $113.6M in its Q2 2026 13F filing. Largest positions: SPMO (8.9%), IDMO (8.1%), FNDX (7.7%), XLG (6.1%) and FTGS (5.9%).

What did IFC & Insurance Marketing, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did IFC & Insurance Marketing, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.