IFC & Insurance Marketing, Inc.
SEC Form 13F institutional filer · CIK 0002095709
13F-HR · 26 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
88.5%
IFC & Insurance Marketing, Inc. — $53.3M AUM allocation strategy
IFC & Insurance Marketing, Inc. files SEC Form 13F and reports $53.3M of long US equity value across 26 reported holdings for 2026-03-31.
Its largest sector bet is Financials 67.1%, followed by Information Technology 5.3% and Consumer Discretionary 5.3%.
The top 10 holdings account for 89% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
IFC & Insurance Marketing, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$53.3M
total across 26 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
89% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +306K sh · +$15.1M+$IVZ +157K sh · +$20.6M+$IVV +22.6K sh · +$2.37M
Biggest trims (shares)
−$SPYM −3.72K sh · +$2.84M−$VB −223 sh · +$516K−$UNH −107 sh · +$227K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$SPGI ($362 last qtr)$VOO ($303 last qtr)$IWM ($278 last qtr)$BRK.B ($185 last qtr)$HWM ($174 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks38.7%—
- Investment Banking & Brokerage28.3%—
- Technology Hardware, Storage & Peripherals2.6%—
- Hotels, Resorts & Cruise Lines2.0%—
- Semiconductors2.0%—
- Automobile Manufacturers1.5%—
- Consumer Staples Merchandise Retail1.4%—
- Integrated Oil & Gas1.3%—
- Other holdings22.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 319K | $20.6M | +157K | 38.7% |
| $SCHW | Charles Schwab Corporation | 471K | $15.1M | +306K | 28.3% |
| $AAPL | Apple Inc | 5.46K | $1.39M | +1.2K | 2.6% |
| $NVDA | NVIDIA Corporation | 6.15K | $1.07M | -43 | 2.0% |
| $TSLA | Tesla Inc | 2.02K | $752K | +67 | 1.4% |
| $WMT | Walmart Inc | 5.8K | $721K | +106 | 1.4% |
| $XOM | ExxonMobil Holdings Corporation | 4.08K | $692K | +1.16K | 1.3% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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