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IFC & Insurance Marketing, Inc. - Portfolio Stock Holdings

IFC & Insurance Marketing, Inc. disclosed 82 stock positions in a recent SEC 13F filing. $112,791,293 of stock holdings were filed, with the largest holdings including SPMO, IDMO, and FNDX. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $152,489,236 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

82

Est. Stock Holding Value:

$112,791,293

Top Stock Holdings By Sector

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Portfolio Stock Holdings - IFC & Insurance Marketing, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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