IFC & Insurance Marketing, Inc. reported 34 positions worth $14.60M for the quarter ended Sep 30, 2026, up 18.3% on the prior quarter. It opened 7 new positions, added to 15, trimmed 7 and exited 2. Its largest holding is Nvidia Corp at 10.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +2,583 | +181.8% | $389.67K | 4.14% |
| COIN Coinbase Global, Inc. | +1,364 | – | $254.26K | 1.74% |
| TMO Thermo Fisher Scientific Inc. | +376 | – | $253.82K | 1.74% |
| IBIT iShares Bitcoin Trust ETF | +4,947 | – | $234.19K | 1.6% |
| A Agilent Technologies, Inc. | +1,358 | – | $234.00K | 1.6% |
| CVX Chevron Corp | +1,077 | – | $220.03K | 1.51% |
| BRK-B Berkshire Hathaway Inc | +409 | – | $203.66K | 1.39% |
| GLD Spdr Gold Trust | +243 | +14.6% | $92.54K | 4.99% |
| IAU Ishares Gold Trust | +1,180 | +14.7% | $92.16K | 4.93% |
| CRWD CrowdStrike Holdings, Inc. | +145 | +3.8% | $38.39K | 7.09% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HWM Howmet Aerospace Inc. | -881 | -100.0% | $236.82K | Exited |
| AAPL Apple Inc. | -247 | -5.3% | $82.26K | 10.06% |
| XOM ExxonMobil Holdings Corp | -500 | -14.5% | $81.38K | 3.28% |
| NAK Northern Dynasty Minerals Ltd | -11.1K | -100.0% | $21.34K | Exited |
| TSLA Tesla, Inc. | -40 | -2.1% | $14.19K | 4.45% |
| NVDA Nvidia Corp | -43 | -0.7% | $9.82K | 10.09% |
| PLTR Palantir Technologies Inc. | -50 | -2.1% | $9.35K | 2.95% |
| SSII SS Innovations International, Inc. | -350 | -1.9% | $1.04K | 0.374% |
| MSFT Microsoft Corp | -2 | -0.3% | $1.03K | 2.75% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| COIN Coinbase Global, Inc. | +1,364 | $254.26K | 1.74% |
| TMO Thermo Fisher Scientific Inc. | +376 | $253.82K | 1.74% |
| IBIT iShares Bitcoin Trust ETF | +4,947 | $234.19K | 1.6% |
| A Agilent Technologies, Inc. | +1,358 | $234.00K | 1.6% |
| CVX Chevron Corp | +1,077 | $220.03K | 1.51% |
| BRK-B Berkshire Hathaway Inc | +409 | $203.66K | 1.39% |
| CIG Energy Co Of Minas Gerais | +18.0K | $37.80K | 0.259% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 6,452 | $1.47M | 10.09% | -43 | -0.7% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 4,410 | $1.47M | 10.06% | -247 | -5.3% | Reduced | 0% |
| 3 | CRWD CrowdStrike Holdings, Inc. | Technology | 3,913 | $1.04M | 7.09% | +145 | +3.8% | Added | 0% |
| 4 | GLD Spdr Gold Trust | Financial Services | 1,913 | $728.55K | 4.99% | +243 | +14.6% | Added | 0% |
| 5 | IAU Ishares Gold Trust | Others | 9,216 | $719.77K | 4.93% | +1,180 | +14.7% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 2,760 | $687.65K | 4.71% | +60 | +2.2% | Added | 0% |
| 7 | TSLA Tesla, Inc. | Consumer Discretionary | 1,831 | $649.66K | 4.45% | -40 | -2.1% | Reduced | 0% |
| 8 | WMT Walmart Inc. | Consumer Staples | 6,002 | $623.78K | 4.27% | +58 | +1.0% | Added | 0% |
| 9 | SPCX Space Exploration Technologies Corp | Industrials | 4,004 | $604.04K | 4.14% | +2,583 | +181.8% | Added | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 2,941 | $478.66K | 3.28% | -500 | -14.5% | Reduced | 0% |
| 11 | CVNA Carvana Co. | Consumer Discretionary | 7,175 | $448.73K | 3.07% | 0 | 0.0% | Unchanged | 0% |
| 12 | PLTR Palantir Technologies Inc. | Technology | 2,299 | $430.03K | 2.95% | -50 | -2.1% | Reduced | 0% |
| 13 | MSFT Microsoft Corp | Technology | 784 | $402.19K | 2.75% | -2 | -0.3% | Reduced | 0% |
| 14 | MAR Marriott International Inc | Consumer Discretionary | 1,091 | $387.99K | 2.66% | +1 | +0.1% | Added | 0% |
| 15 | UMAC Unusual Machines, Inc. | Consumer Discretionary | 15.4K | $378.09K | 2.59% | +1,305 | +9.2% | Added | 0.03% |
Tip. Select a row to see that position’s full history at IFC & Insurance Marketing.
As of its Q3 2026 13F filing, IFC & Insurance Marketing, Inc.’s five largest positions were Nvidia Corp (NVDA) at 10.1%, Apple Inc. (AAPL) at 10.1%, CrowdStrike Holdings, Inc. (CRWD) at 7.1%, Spdr Gold Trust (GLD) at 5.0%, Ishares Gold Trust (IAU) at 4.9% of the reported portfolio.
IFC & Insurance Marketing, Inc. reported a 13F portfolio worth $14.60M across 34 positions for Q3 2026. That is up 18.3% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($389.67K), Coinbase Global, Inc. ($254.26K), Thermo Fisher Scientific Inc. ($253.82K). It opened 7 new positions.
Its largest sales by value were Howmet Aerospace Inc. ($236.82K), Apple Inc. ($82.26K), ExxonMobil Holdings Corp ($81.38K). It exited 2 positions entirely.
From the Form 13F-HR reports IFC & Insurance Marketing, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.