INVESTMENT CO OF AMERICA - ICAFX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 63,171 | 3,954 | 0.91% | 1.02% | 1 | +1,740 | 2.83% | Q4 2025 | Jan 20, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 5,521 | 345 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Transce3nd, LLC | History | Reduced | 1,804 | 115 | 0.93% | 0.22% | 3 | -189 | -9.48% | Q4 2025 | Feb 06, 2026 |
| Estabrook Capital Management | History | Added to | 1,316 | 82 | 0.01% | 0.01% | 4 | +110 | 9.12% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 712 | 30 | 0.01% | 0.03% | 5 | +59 | 9.04% | Q4 2025 | Jan 22, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 78 | 4 | 0.0% | — | 6 | +78 | New | Q4 2025 | Feb 18, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |