IFC & Insurance Marketing, Inc. holds a focused book of 78 stocks worth $113.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Bloom Energy Corp- A and trimmed Ste STR SPDR PT S&P 500 ETF. Their largest long position is Invesco S&P 500 Momentum ETF at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2095709/holdings"
Use Arkolith to show IFC & Insurance Marketing, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $10.1M | 62.3K | 8.9% | ▲+3.3% Added · +2K sh | |
| 2 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $9.1M | 151.7K | 8.1% | ▲+8.2% Added · +11K sh | |
| 3 | Schwab Strategic TR FUNDAMENTAL US L | $8.8M | 281.5K | 7.7% | ▲+6.3% Added · +17K sh | |
| 4 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $6.9M | 113.3K | 6.1% | ▲+8.3% Added · +9K sh | |
| 5 | First TR Exchange-Traded FD GROWTH STRENGTH | $6.7M | 182.2K | 5.9% | ▲+7.4% Added · +13K sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $6.3M | 82.2K | 5.6% | ▲+2.4% Added · +2K sh | |
| 7 | Janus Detroit STR TR HENDRSON AAA CL | $6.0M | 118.3K | 5.3% | ▲+7.7% Added · +8K sh | |
| 8 | Schwab Strategic TR FUNDAMENTAL INTL | $4.9M | 93.2K | 4.3% | ▲+7.2% Added · +6K sh | |
| 9 | First TR Exchange Traded FD SMID RISNG ETF | $4.1M | 95.1K | 3.6% | ▲+7.6% Added · +7K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $3.2M | 36.5K | 2.8% | ▼−1.9% Reduced · −691 sh | |
| 11 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.8M | 48.4K | 2.5% | ▲+2.5% Added · +1K sh | |
| 12 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $2.6M | 17.1K | 2.3% | ▲+7.7% Added · +1K sh | |
| 13 | Ishares TR CRE U S REIT ETF | $2.4M | 36.8K | 2.2% | ▲+11% Added · +4K sh | |
| 14 | Columbia ETF TR II EM CORE EX ETF | $2.3M | 43.9K | 2.0% | ▲+6.3% Added · +3K sh | |
| 15 | Schwab Strategic TR HIGH YIEL BD ETF | $2.3M | 87.2K | 2.0% | ▲+14% Added · +11K sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.3M | 6.1K | 2.0% | ▲+21% Added · +1K sh | |
| 17 | Schwab Strategic TR US TIPS ETF | $2.2M | 84.6K | 2.0% | ▲+6.7% Added · +5K sh | |
| 18 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.0M | 40.1K | 1.8% | ▲+6.9% Added · +3K sh | |
| 19 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.5M | 17.7K | 1.3% | ▼−6.6% Reduced · −1K sh | |
| 20 | Bny Mellon ETF Trust INTERNATIONL EQT | $1.4M | 14.4K | 1.3% | ▼−0.8% Reduced · −120 sh | |
| 21 | Apple Inc COM | $1.3M | 4.7K | 1.2% | ▼−15% Reduced · −801 sh | |
| 22 | Fidelity Covington Trust HIGH DIVID ETF | $1.3M | 21.8K | 1.2% | ▼−1.7% Reduced · −373 sh | |
| 23 | Nvidia Corporation COM | $1.3M | 6.5K | 1.1% | ▲+5.5% Added · +341 sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $1.1M | 1.4K | 0.9% | ▲+35% Added · +374 sh | |
| 25 | Schwab Strategic TR FUND EM EQUI ETF | $914K | 23.0K | 0.8% | ▲+12% Added · +3K sh | |
| 26 | State STR SPDR S&P 500 ETF T TR UNIT | $798K | 1.1K | 0.7% | ▲+4.9% Added · +50 sh | |
| 27 | Tesla Inc COM | $787K | 1.9K | 0.7% | ▼−7.5% Reduced · −151 sh | |
| 28 | Crowdstrike Hldgs Inc CL A | $719K | 942 | 0.6% | ▲+7.9% Added · +69 sh | |
| 29 | Walmart Inc COM | $673K | 5.9K | 0.6% | ▲+2.4% Added · +140 sh | |
| 30 | Amazon Com Inc COM | $644K | 2.7K | 0.6% | ▲+12% Added · +292 sh | |
| 31 | Vanguard Star FDS VG TL INTL STK F | $639K | 7.5K | 0.6% | ▲+27% Added · +2K sh | |
| 32 | J P Morgan Exchange Traded F BETBULD MSCI | $634K | 5.9K | 0.6% | ▲+0.4% Added · +26 sh | |
| 33 | SPDR Gold TR GOLD SHS | $615K | 1.7K | 0.5% | ▲+0.3% Added · +5 sh | |
| 34 | Ishares Gold TR ISHARES NEW | $607K | 8.0K | 0.5% | ▲+0.3% Added · +26 sh | |
| 35 | Vanguard Index FDS SMALL CP ETF | $591K | 1.9K | 0.5% | ▼−1.3% Reduced · −25 sh | |
| 36 | Vanguard Index FDS LARGE CAP ETF | $567K | 1.6K | 0.5% | ▲+0.1% Added · +1 sh | |
| 37 | Schwab Strategic TR US DIVIDEND EQ | $541K | 17.1K | 0.5% | ▲+95% Added · +8K sh | |
| 38 | Carvana Co CL A | $472K | 7.2K | 0.4% | ▲+400% Added · +6K sh | |
| 39 | Exxon Mobil Corp COM | $470K | 3.4K | 0.4% | ▼−16% Reduced · −640 sh | |
| 40 | Ishares TR 0-3 MTH TREASURY | $470K | 4.7K | 0.4% | ▲+0.9% Added · +43 sh | |
| 41 | Schwab Strategic TR US LCAP GR ETF | $412K | 12.2K | 0.4% | ▲+13% Added · +1K sh | |
| 42 | Marriott Intl Inc New CL A | $404K | 1.1K | 0.4% | ▼−6.0% Reduced · −69 sh | |
| 43 | Vanguard BD Index FDS TOTAL BND MRKT | $393K | 5.4K | 0.3% | ▲+3.9% Added · +203 sh | |
| 44 | SPDR Series Trust ST STR BLO 1 ETF | $390K | 4.3K | 0.3% | ▲+0.9% Added · +37 sh | |
| 45 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $389K | 7.7K | 0.3% | ▼−6.8% Reduced · −561 sh | |
| 46 | Royal Caribbean Group COM | $379K | 1.2K | 0.3% | ▼−21% Reduced · −313 sh | |
| 47 | Unitedhealth Group Inc COM | $364K | 875 | 0.3% | ▲+4.0% Added · +34 sh | |
| 48 | Bloom Energy Corp COM CL A | $341K | 1.1K | 0.3% | ▲New New position | |
| 49 | Vanguard Index FDS S&P 500 ETF SHS | $336K | 489 | 0.3% | ▲New New position | |
| 50 | Ishares TR TRUST ISHARE 0-1 | $333K | 3.0K | 0.3% | ▼−1.4% Reduced · −42 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.