Independent Order of Foresters
โขCIK: 1538037โขFiling: Q4 2025
**Independent Order of Foresters** manages $172M with a concentrated, core-equity mandate. The fund's current portfolio is anchored by two significant positions: ITOT, representing $100.0M, and VTI, holding $71.7M. This allocation suggests a strategic focus on broad market exposure and established index tracking. The limited position count indicates a highly selective, conviction-driven investment approach.
Total AUM
$171.7M
QoQ Performance
+2.1%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
VTI
ITOT58.2%
VTI41.8%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023