Data as of Q4 2025 (Dec 31, 2025)

Independent Order of Foresters

โ€ขCIK: 1538037โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023