IFC & Insurance Marketing Inc Portfolio Changes: Q2 Investments Detailed
A detailed analysis of IFC & Insurance Marketing Inc's portfolio changes for the quarter ending June 30, 2026.
IFC & Insurance Marketing Inc has released its latest portfolio holdings data as of June 30, 2026. The firm's total portfolio value stands at $112.6 million for the period.
The bulk of their holdings appear to be in exchange-traded funds and mutual funds, with several large positions maintained or slightly adjusted this quarter. Key holdings include INVESCO EXCH TRADED FD TR II (IDMO) at 8.05%, SCHWAB STRATEGIC TR (FNDX) at 7.71%, and INVESCO EXCHANGE TRADED FD T (XLG) at 6.11%.
Several significant purchases were noted this quarter according to the filing data. The investor increased their position in SCHWAB STRATEGIC TR (SCHD), adding shares that pushed its allocation from a prior period value to 0.48% currently, representing substantial buying activity. URANIUM ENERGY CORP (UEC) saw an allocation increase of 0.12%, likely due to a significant buy given its small current weighting.
In the Technology sector, SOUNDHOUND AI INC (SOUN) was added with an initial allocation of 0.24%, suggesting this is a new or recently established position for the firm.
The investor also boosted their stake in CARVANA CO (CVNA), which now holds Consumer Cyclical allocation of 0.42%, indicating confidence in this sector.
No major selling activities were disclosed by the investor during this period, as indicated by an empty list for significant_sell_symbols and has_large_sells being false.