Data as of Q4 2025 (Dec 31, 2025)

Income Insurance Ltd

โ€ขCIK: 2022801โ€ขFiling: Q4 2025

**Income Insurance Ltd.** manages $154M across 159 diverse positions, employing a strategy focused on generating consistent income streams. The portfolio exhibits significant concentration in mega-cap technology names, with NVDA ($13.8M) and AAPL ($12.3M) anchoring the top two holdings. Diversification is maintained through fixed income exposure, notably LQD ($7.6M), alongside substantial allocations to growth leaders like MSFT ($10.4M) and AMZN ($6.7M). This structure balances high-conviction equity bets with income-generating fixed-income components.

Total AUM
$154.2M
QoQ Performance
N/A
Positions
158
Top 10 Concentration
47.9%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
AAPL
MSFT
NVDA8.9%
AAPL8.0%
MSFT6.7%
LQD4.9%
AMZN4.4%
GOOGL3.6%
AVGO3.1%
GOOG3.0%

๐Ÿ“ˆ Biggest Buys

NVDA
NVIDIA CORPORATION
NEW
8.9% of portfolio
AAPL
APPLE INC
NEW
8.0% of portfolio
MSFT
MICROSOFT CORP
NEW
6.7% of portfolio
LQD
ISHARES TR
NEW
4.9% of portfolio
AMZN
AMAZON COM INC
NEW
4.4% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Technology41.2%
Other22.6%
Consumer11.2%
Financial9.0%
Healthcare7.2%
Industrial3.2%
Communication1.9%
Consumer Staples1.3%