IFC & Insurance Marketing, Inc.

Q1 2026 13F-HR Holdings

Location
Auburn, CA
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$95,805
Net value change ($000)
-5,027 (-5.0%)
New positions
7
Sold out positions
694
Turnover %
49.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IDMO 7,690 NEW
FNDX 7,372 NEW
JAAA 5,534 NEW
SCYB 1,990 NEW
USRT 1,966 NEW
SPMO 1,777 35.6%
VGSH 1,625 142.7%
FTGS 1,365 30.9%
SDVY 1,198 52.4%
FNDF 1,100 34.9%
Top Reduces (Value $000, Stocks/ETFs)
BIV -9,398 -60.3%
FDVV -4,989 -80.3%
BKIE -4,824 -78.1%
SPTS -3,895 -100.0%
BBRE -1,697 -75.1%
FDEM -687 -100.0%
SCHR -479 -100.0%
SPYM -435 -13.3%
SCHE -382 -100.0%
LVHI -238 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type