IFC & Insurance Marketing, Inc.
•CIK: 2095709•Filing: Q4 2025
IFC & Insurance Marketing, Inc. manages $101M across a diversified portfolio of 727 positions. The fund exhibits significant concentration in select names, notably holding BIV at $15.6M, representing a substantial allocation. Further top holdings include FDVV and BKIE, each valued at $6.2M, alongside positions in SPMO ($5.0M) and XLG ($4.8M). This structure suggests a tactical, high-conviction approach across various market sectors.
Total AUM
$100.8M
QoQ Performance
N/A
Positions
727
Top 10 Concentration
57.3%
Latest Filing
Q4 2025
Top Holdings Allocation
BIV
FDVV
BKIE
BIV15.5%
FDVV6.2%
BKIE6.1%
SPMO4.9%
XLG4.7%
FTGS4.4%
SPTS3.9%
SPYM3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other90.1%
Technology3.2%
Consumer3.1%
ETF1.0%
Financial0.8%
Healthcare0.5%
Industrial0.5%
Energy0.5%