1y return+12.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $119 against $127 in the S&P 500.2
IFC Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVVanguard Index Fds | $128.8M | 16.4% | |
| MGKVanguard World Fd | $82.5M | 10.5% | |
| CARYAngel Oak Funds Trust | $61.8M | 7.8% | |
| PREFPrincipal Exchange Traded Fd | $52.9M | 6.7% | +1.6% |
| VOVanguard Index Fds | $42.5M | 5.4% | |
| Genius Sports LimitedCUSIP G3934V109 | $24.6M | 3.1% | +13.1% |
| TXUEThornburg Etf Tr | $17.6M | 2.2% | +4.3% |
| ACWIIshares Tr | $16.4M | 2.1% | |
| AAPLApple Inc | $16.1M | 2.0% | −3.5% |
| UYLDAngel Oak Funds Trust | $13.7M | 1.7% | −14.3% |
| GOOGLAlphabet Inc | $13.5M | 1.7% | |
| NVDANvidia Corporation | $12.6M | 1.6% | |
| VTIVanguard Index Fds | $12.1M | 1.5% | |
| IVVIshares Tr | $11.1M | 1.4% | |
| BRK/BBerkshire Hathaway Inc Del | $10.6M | 1.4% | −5.6% |
| AMZNAmazon Com Inc | $10.6M | 1.3% | +3.0% |
| MSFTMicrosoft Corp | $10.2M | 1.3% | +2.0% |
| JPMJpmorgan Chase & Co | $9.5M | 1.2% | |
| IWRIshares Tr | $7.6M | 1.0% | +13.0% |
| XLKSelect Sector Spdr Tr | $7.1M | 0.9% | −4.4% |
| MFDXPimco Equity Ser | $6.9M | 0.9% | |
| CATCaterpillar Inc | $6.5M | 0.8% | −5.9% |
| KKRKkr & Co Inc | $6.4M | 0.8% | |
| RTXRtx Corporation | $6.3M | 0.8% | |
| GSIEGoldman Sachs Etf Tr | $6.1M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $6.5M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $13.5M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $3.9M |
| EMEEmcor Group Inc | December 31, 2024 | +82.8% | $3.3M |
| MSMorgan Stanley | December 31, 2024 | +66.3% | $3.4M |
| FCXFreeport Mcmoran Inc | December 31, 2024 | +65.2% | $5.6M |
| RTXRtx Corporation | December 31, 2024 | +64.0% | $6.3M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $7.1M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $5.4M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $5.9M |
Sold off last quarter
- NEENextera Energy Inc was $5.6M
- Honeywell Intl IncCUSIP 438516106 was $1.8M
- GBILGoldman Sachs Etf Tr was $729K
- JMSTJ P Morgan Exchange Traded F was $510K
- MRSHMarsh & Mclennan Cos Inc was $271K
- PLTRPalantir Technologies Inc was $236K
- ITWIllinois Tool Wks Inc was $232K
- GDGeneral Dynamics Corp was $229K
- GILDGilead Sciences Inc was $215K
- NOCNorthrop Grumman Corp was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −5.9% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: IFC Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2053348&type=13F-HR&dateb=&owner=include&count=40CIK 2053348
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2053348/000205334826000004/Filed August 5, 2026 · accession 0002053348-26-000004