Portfolio (Quarterly)
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IFC & Insurance Marketing, Inc.
· CIK 0002095709| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | IVW | ISHARES S&P 500 GROWTH ETF | — | 428.0 | $53K | 0.05% | NEW | — | $123.83 | +11.7% |
| 162 | SNPS | SYNOPSYS INC | Technology | 111.0 | $52K | 0.05% | NEW | — | $468.47 | -8.5% |
| 163 | MRVL | MARVELL TECHNOLOGY INC | Technology | 590.0 | $50K | 0.05% | NEW | — | $84.75 | +155.5% |
| 164 | POWA | INVESCO BLOOMBERG PRICN PWR ETF | — | 551.0 | $50K | 0.05% | NEW | — | $90.74 | -1.9% |
| 165 | AMD | ADVANCED MICRO DEVIC | Technology | 232.0 | $50K | 0.05% | NEW | — | $215.52 | +153.8% |
| 166 | BBUS | JPMORGAN BETABUILDERS USEQY ETF | — | 394.0 | $49K | 0.05% | NEW | — | $124.37 | +9.2% |
| 167 | HOOD | ROBINHOOD MKTS INC CLASS A | Financial Services | 434.0 | $49K | 0.05% | NEW | — | $112.90 | +0.5% |
| 168 | MGA | MAGNA INTL INC F | Consumer Cyclical | 914.0 | $49K | 0.05% | NEW | — | $53.61 | +21.7% |
| 169 | GOOG | ALPHABET INC CLASS CLASS C | Communication Services | 154.0 | $48K | 0.05% | NEW | — | $311.69 | +16.1% |
| 170 | SHW | SHERWIN-WILLIAMS CO | Basic Materials | 149.0 | $48K | 0.05% | NEW | — | $322.15 | +3.3% |
| 171 | SLV | ISHARES SILVER TRUST ETF | Financial Services | 728.0 | $47K | 0.05% | NEW | — | $64.56 | -18.3% |
| 172 | AXP | AMERICAN EXPRESS CO | Financial Services | 128.0 | $47K | 0.05% | NEW | — | $367.19 | -2.1% |
| 173 | LUV | SOUTHWEST AIRLS CO | Industrials | 1,142.0 | $47K | 0.05% | NEW | — | $41.16 | +17.2% |
| 174 | CAT | CATERPILLAR INC | Industrials | 81.0 | $46K | 0.05% | NEW | — | $567.90 | +63.2% |
| 175 | IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | — | 832.0 | $45K | 0.04% | NEW | — | $54.09 | -2.6% |
| 176 | VMBS | VANGUARD MORTGAGE BACKEDSEC ETF | — | 957.0 | $45K | 0.04% | NEW | — | $47.02 | -1.1% |
| 177 | LEN | LENNAR CORP CLASS A | Consumer Cyclical | 435.0 | $45K | 0.04% | NEW | — | $103.45 | -18.7% |
| 178 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 79.0 | $45K | 0.04% | NEW | — | $569.62 | -32.4% |
| 179 | MPC | MARATHON PETE CORP | Energy | 273.0 | $44K | 0.04% | NEW | — | $161.17 | +86.5% |
| 180 | IWB | ISHARES RUSSELL 1000 ETF | — | 117.0 | $44K | 0.04% | NEW | — | $376.07 | +9.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
26.5%
Financial Services
20.2%
Consumer Cyclical
20.1%
Industrials
7.8%
Energy
7.1%
Healthcare
5.5%
Consumer Defensive
4.5%
Communication Services
3.9%
Utilities
2.0%
Real Estate
1.5%