IFC & Insurance Marketing
IFC & Insurance Marketing reported 87 stocks worth $117M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IDMO (8.5%), SPMO (7.5%) and XLG (6.4%). Compared with Q2 2026, the fund opened new positions in TIP, XOM and FLOT, added to IDMO, XLG and FTGS, trimmed SPMO, FNDX and BIV and sold out of XOM, IJH and HWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IDMO Invesco Exch Traded FD TR II | $9.9M | 8.5% | 162K | +11K (+7%) | 3 of 4 | |
| 2 |  SPMO Invesco S&P | $8.8M | 7.5% | 58K | −4,600 (−7%) | 4 of 4 | |
| 3 |  XLG Invesco Exchange Traded FD T | $7.4M | 6.4% | 117K | +3,508 (+3%) | 4 of 4 | |
| 4 |  FTGS First TR Exchange-Traded FD | $7.1M | 6.1% | 188K | +5,473 (+3%) | 4 of 4 | |
| 5 |  FNDX Schwab Fundamental U.s. Large Company ETF | $7M | 6.0% | 222K | −60K (−21%) | 3 of 4 | |
| 6 |  JAAA Janus Detroit Str TR | $6.4M | 5.5% | 127K | +8,794 (+7%) | 3 of 4 | |
| 7 |  BIV Vanguard Intermediate | $5.9M | 5.0% | 80K | −1,807 (−2%) | 4 of 4 | |
| 8 |  FNDF Schwab Fundamental International Equity ETF | $5.2M | 4.4% | 97K | +3,429 (+4%) | 4 of 4 | |
| 9 |  SDVY First TR Exchange-Traded FD | $4.1M | 3.5% | 101K | +5,615 (+6%) | 4 of 4 | |
| 10 |  SPYM Spdr Series Trust | $3.3M | 2.8% | 36K | −135 (−0%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IFC & Insurance Marketing 13F FAQ
What does IFC & Insurance Marketing own?
IFC & Insurance Marketing reported 87 stocks worth $117M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IDMO (8.5%), SPMO (7.5%) and XLG (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did IFC & Insurance Marketing buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 43 added to, 21 trimmed and 4 sold out. New positions include TIP, XOM and FLOT. It sold all of XOM, IJH and HWM.
When will IFC & Insurance Marketing file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is IFC & Insurance Marketing's portfolio worth?
The Q3 2026 filing reports $117M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.