IFC & Insurance Marketing, Inc.

All 13F Filings

Location
Auburn, CA
Most recent 13F
Q2 2026
Holdings value ($000)
113,574
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/9/2026 78 113,574 13F-HR IFC & Insurance Marketing, Inc.
Q1 2026 4/16/2026 72 95,805 13F-HR IFC & Insurance Marketing, Inc.
Q4 2025 2/12/2026 759 100,832 13F-HR IFC & Insurance Marketing, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 26.08 K 23.0% 3.817 K 0 3.817 K
ETFs 87.5 K 77.0% 13.96 K 0 13.96 K
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Fund Snapshot

Q2 2026
Latest filed
7/9/2026
Total value ($000)
113,574
Holdings
78
QoQ value change ($000)
17,769 (18.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.