Income Insurance
Latest statistics and disclosures from Income Insurance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, LQD, AMZN, and represent 31.22% of Income Insurance's stock portfolio.
- Added to shares of these 10 stocks: WDC, VRT, PWR, FDX, EOG, VLO, SLB, MPC, PSX, MSI.
- Started 13 new stock positions in ROST, WDC, PWR, VRT, VLO, FDX, MPC, MSI, PSX, SLB. EOG, NEM, ECL.
- Reduced shares in these 10 stocks: DASH, HOOD, KKR, ELV, NKE, TDG, SNOW, CTAS, AAPL, BAC.
- Sold out of its positions in ELV, CTAS, DASH, KKR, NKE, HOOD, SNOW, TDG.
- Income Insurance was a net buyer of stock by $1.3M.
- Income Insurance has $147M in assets under management (AUM), dropping by -4.64%.
- Central Index Key (CIK): 0002022801
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Portfolio Holdings for Income Insurance
Income Insurance holds 164 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.8 | $13M | 74k | 174.40 |
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| Apple (AAPL) | 7.7 | $11M | 45k | 253.79 |
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| Microsoft Corporation (MSFT) | 5.4 | $8.0M | 22k | 370.17 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 5.1 | $7.5M | 69k | 108.99 |
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| Amazon (AMZN) | 4.2 | $6.1M | 29k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $5.1M | 18k | 287.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $4.3M | 15k | 286.86 |
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| Broadcom (AVGO) | 2.9 | $4.2M | 14k | 309.51 |
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| Meta Platforms Cl A (META) | 2.6 | $3.8M | 6.6k | 572.13 |
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| Tesla Motors (TSLA) | 2.2 | $3.2M | 8.6k | 371.75 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $2.5M | 8.4k | 294.16 |
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| Eli Lilly & Co. (LLY) | 1.5 | $2.3M | 2.5k | 919.77 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $2.2M | 13k | 169.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.0M | 4.2k | 479.20 |
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| Johnson & Johnson (JNJ) | 1.2 | $1.8M | 7.3k | 244.44 |
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| Wal-Mart Stores (WMT) | 1.1 | $1.7M | 13k | 124.28 |
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| Visa Com Cl A (V) | 1.1 | $1.6M | 5.2k | 302.24 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.4M | +2% | 1.4k | 996.43 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $1.3M | 2.6k | 499.66 |
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| Chevron Corporation (CVX) | 0.8 | $1.2M | 6.0k | 206.90 |
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| Netflix (NFLX) | 0.8 | $1.2M | 13k | 96.15 |
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| Abbvie (ABBV) | 0.8 | $1.2M | 5.4k | 217.49 |
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| Micron Technology (MU) | 0.8 | $1.2M | 3.4k | 337.84 |
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| Procter & Gamble Company (PG) | 0.7 | $1.0M | 7.2k | 144.44 |
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| Bank of America Corporation (BAC) | 0.7 | $1.0M | -3% | 21k | 48.75 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.0M | 5.0k | 203.43 |
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| Palantir Technologies Cl A (PLTR) | 0.7 | $1.0M | 6.9k | 146.28 |
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| Caterpillar (CAT) | 0.7 | $998k | 1.4k | 708.46 |
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| Home Depot (HD) | 0.7 | $998k | 3.0k | 328.89 |
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| Coca-Cola Company (KO) | 0.6 | $949k | 13k | 76.05 |
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| Cisco Systems (CSCO) | 0.6 | $943k | 12k | 77.59 |
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| Ge Aerospace Com New (GE) | 0.6 | $909k | 3.2k | 283.77 |
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| Merck & Co (MRK) | 0.6 | $906k | 7.5k | 120.29 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $837k | 3.9k | 213.66 |
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| Applied Materials (AMAT) | 0.6 | $818k | -4% | 2.4k | 341.79 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $792k | +2% | 4.1k | 192.90 |
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| Wells Fargo & Company (WFC) | 0.5 | $786k | 9.9k | 79.61 |
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| Goldman Sachs (GS) | 0.5 | $779k | 921.00 | 845.99 |
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| Philip Morris International (PM) | 0.5 | $773k | 4.7k | 165.34 |
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| Oracle Corporation (ORCL) | 0.5 | $765k | 5.2k | 147.11 |
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| UnitedHealth (UNH) | 0.5 | $737k | 2.7k | 270.59 |
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| Ge Vernova (GEV) | 0.5 | $712k | 816.00 | 872.90 |
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| International Business Machines (IBM) | 0.5 | $695k | 2.9k | 242.39 |
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| Rbc Cad (RY) | 0.5 | $681k | 4.2k | 161.14 |
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| McDonald's Corporation (MCD) | 0.5 | $667k | 2.1k | 310.79 |
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| Pepsi (PEP) | 0.4 | $638k | 4.1k | 155.29 |
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| Verizon Communications (VZ) | 0.4 | $634k | 13k | 50.20 |
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| At&t (T) | 0.4 | $626k | 22k | 28.99 |
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| Citigroup Com New (C) | 0.4 | $625k | 5.5k | 113.41 |
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| Intel Corporation (INTC) | 0.4 | $613k | 14k | 44.13 |
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| Morgan Stanley Com New (MS) | 0.4 | $591k | 3.6k | 164.57 |
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| Kla Corp Com New (KLAC) | 0.4 | $580k | 394.00 | 1472.41 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $576k | +3% | 1.2k | 491.53 |
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| Nextera Energy (NEE) | 0.4 | $572k | 6.2k | 92.88 |
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| Amgen (AMGN) | 0.4 | $566k | 1.6k | 351.85 |
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| Abbott Laboratories (ABT) | 0.4 | $536k | 5.2k | 102.67 |
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| salesforce (CRM) | 0.4 | $536k | 2.9k | 186.67 |
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| TJX Companies (TJX) | 0.4 | $533k | 3.3k | 159.70 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $528k | 2.7k | 194.14 |
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| Walt Disney Company (DIS) | 0.4 | $520k | 5.4k | 96.38 |
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| Gilead Sciences (GILD) | 0.4 | $518k | 3.7k | 139.37 |
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| American Express Company (AXP) | 0.3 | $508k | 1.7k | 302.48 |
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| ConocoPhillips (COP) | 0.3 | $497k | 3.8k | 132.00 |
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| Intuitive Surgical Com New (ISRG) | 0.3 | $494k | 1.1k | 460.99 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $486k | 5.2k | 93.98 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $478k | 5.1k | 93.10 |
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| Pfizer (PFE) | 0.3 | $477k | 17k | 28.08 |
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| Analog Devices (ADI) | 0.3 | $471k | 1.5k | 318.14 |
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| Boeing Company (BA) | 0.3 | $469k | +4% | 2.4k | 199.03 |
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| Amphenol Corp Cl A (APH) | 0.3 | $469k | 3.7k | 126.35 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $444k | 3.8k | 118.28 |
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| Honeywell International (HON) | 0.3 | $434k | 1.9k | 226.03 |
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| Union Pacific Corporation (UNP) | 0.3 | $433k | 1.8k | 242.62 |
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| Deere & Company (DE) | 0.3 | $432k | 767.00 | 563.30 |
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| Uber Technologies (UBER) | 0.3 | $428k | 6.0k | 71.93 |
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| Blackrock (BLK) | 0.3 | $423k | 440.00 | 961.71 |
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| Qualcomm (QCOM) | 0.3 | $417k | 3.2k | 128.78 |
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| Booking Holdings (BKNG) | 0.3 | $408k | 97.00 | 4210.32 |
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| Welltower Inc Com reit (WELL) | 0.3 | $405k | 2.0k | 197.71 |
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| S&p Global (SPGI) | 0.3 | $400k | 940.00 | 425.34 |
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| Lowe's Companies (LOW) | 0.3 | $396k | 1.7k | 236.28 |
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| Arista Networks Com Shs (ANET) | 0.3 | $392k | 3.2k | 122.78 |
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| Palo Alto Networks (PANW) | 0.3 | $382k | +14% | 2.4k | 160.32 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $379k | 627.00 | 604.39 |
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| Bristol Myers Squibb (BMY) | 0.2 | $367k | 6.0k | 60.65 |
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| Prologis (PLD) | 0.2 | $365k | 2.8k | 132.18 |
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| Danaher Corporation (DHR) | 0.2 | $364k | 1.9k | 189.60 |
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| Intuit (INTU) | 0.2 | $362k | 836.00 | 432.38 |
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| Enbridge (ENB) | 0.2 | $351k | 6.5k | 54.04 |
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| Capital One Financial (COF) | 0.2 | $349k | 1.9k | 182.43 |
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| Progressive Corporation (PGR) | 0.2 | $347k | 1.8k | 198.24 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $341k | 764.00 | 446.54 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $340k | 380.00 | 895.24 |
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| Stryker Corporation (SYK) | 0.2 | $338k | 1.0k | 328.59 |
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| Altria (MO) | 0.2 | $331k | 5.0k | 65.99 |
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| Corning Incorporated (GLW) | 0.2 | $325k | 2.4k | 135.97 |
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| Servicenow (NOW) | 0.2 | $325k | 3.1k | 104.55 |
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| McKesson Corporation (MCK) | 0.2 | $321k | 371.00 | 865.36 |
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| Metropcs Communications (TMUS) | 0.2 | $320k | 1.5k | 210.03 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $319k | 11k | 28.71 |
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| Cme (CME) | 0.2 | $316k | 1.1k | 295.35 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $308k | 1.3k | 243.08 |
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| Starbucks Corporation (SBUX) | 0.2 | $303k | 3.4k | 89.59 |
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| Agnico (AEM) | 0.2 | $301k | 1.5k | 202.34 |
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| Western Digital (WDC) | 0.2 | $298k | NEW | 1.1k | 270.49 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $290k | 742.00 | 390.41 |
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| Bank Of Montreal Cadcom (BMO) | 0.2 | $288k | 2.1k | 135.01 |
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| Equinix (EQIX) | 0.2 | $283k | 289.00 | 980.24 |
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| Boston Scientific Corporation (BSX) | 0.2 | $278k | 4.4k | 62.75 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $276k | 405.00 | 682.24 |
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| Waste Management (WM) | 0.2 | $275k | 1.2k | 229.79 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $274k | 688.00 | 398.00 |
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| CVS Caremark Corporation (CVS) | 0.2 | $270k | 3.8k | 71.82 |
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| Intercontinental Exchange (ICE) | 0.2 | $268k | 1.7k | 157.28 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $265k | NEW | 1.1k | 250.58 |
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| Williams Companies (WMB) | 0.2 | $263k | 3.6k | 72.78 |
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| Howmet Aerospace (HWM) | 0.2 | $261k | 1.1k | 230.46 |
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| Cibc Cad (CM) | 0.2 | $261k | 2.8k | 94.47 |
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| Constellation Energy (CEG) | 0.2 | $260k | 932.00 | 279.25 |
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| Bk Nova Cad (BNS) | 0.2 | $255k | 3.7k | 69.13 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $254k | 1.5k | 173.45 |
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| Hca Holdings (HCA) | 0.2 | $253k | 534.00 | 473.24 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $251k | 2.1k | 118.63 |
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| Marvell Technology (MRVL) | 0.2 | $251k | 2.5k | 99.05 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $250k | 2.2k | 114.99 |
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| Freeport Mcmoran CL B (FCX) | 0.2 | $249k | 4.2k | 58.78 |
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| Automatic Data Processing (ADP) | 0.2 | $246k | 1.2k | 203.18 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $246k | 6.1k | 40.39 |
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| PNC Financial Services (PNC) | 0.2 | $244k | 1.2k | 208.09 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $241k | 312.00 | 772.64 |
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| American Tower Reit (AMT) | 0.2 | $240k | 1.4k | 172.58 |
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| Us Bancorp Com New (USB) | 0.2 | $240k | 4.6k | 52.01 |
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| Quanta Services (PWR) | 0.2 | $239k | NEW | 435.00 | 549.02 |
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| FedEx Corporation (FDX) | 0.2 | $238k | NEW | 667.00 | 356.18 |
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| MercadoLibre (MELI) | 0.2 | $235k | 136.00 | 1729.02 |
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| O'reilly Automotive (ORLY) | 0.2 | $234k | 2.5k | 92.31 |
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| EOG Resources (EOG) | 0.2 | $233k | NEW | 1.6k | 144.57 |
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| General Dynamics Corporation (GD) | 0.2 | $232k | 675.00 | 343.22 |
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| 3M Company (MMM) | 0.2 | $232k | 1.6k | 145.23 |
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| CSX Corporation (CSX) | 0.2 | $227k | 5.5k | 41.05 |
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| Valero Energy Corporation (VLO) | 0.2 | $226k | NEW | 916.00 | 247.08 |
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| Sherwin-Williams Company (SHW) | 0.2 | $226k | 706.00 | 320.55 |
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| SLB Com Stk (SLB) | 0.2 | $226k | NEW | 4.4k | 51.39 |
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| Cadence Design Systems (CDNS) | 0.2 | $225k | 811.00 | 277.87 |
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| Marriott Intl Cl A (MAR) | 0.2 | $224k | 686.00 | 327.07 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $221k | 3.8k | 57.64 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $220k | NEW | 902.00 | 244.18 |
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| Synopsys (SNPS) | 0.1 | $219k | 552.00 | 396.48 |
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| Emerson Electric (EMR) | 0.1 | $218k | 1.7k | 131.02 |
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| Phillips 66 (PSX) | 0.1 | $218k | NEW | 1.2k | 182.18 |
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| Cummins (CMI) | 0.1 | $217k | 404.00 | 538.02 |
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| Motorola Solutions Com New (MSI) | 0.1 | $214k | NEW | 494.00 | 433.97 |
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| Illinois Tool Works (ITW) | 0.1 | $214k | 823.00 | 260.29 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $214k | 2.7k | 78.44 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $213k | 701.00 | 304.08 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $213k | 2.2k | 98.38 |
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| Cigna Corp (CI) | 0.1 | $211k | 791.00 | 266.75 |
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| General Motors Company (GM) | 0.1 | $210k | 2.8k | 74.50 |
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| Moody's Corporation (MCO) | 0.1 | $209k | 480.00 | 436.25 |
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| Newmont Mining Corporation (NEM) | 0.1 | $209k | NEW | 1.9k | 108.25 |
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| Ross Stores (ROST) | 0.1 | $207k | NEW | 957.00 | 216.63 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $203k | 5.0k | 40.74 |
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| Ecolab (ECL) | 0.1 | $201k | NEW | 754.00 | 266.02 |
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| Ford Motor Company (F) | 0.1 | $132k | 11k | 11.54 |
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Past Filings by Income Insurance
SEC 13F filings are viewable for Income Insurance going back to 2025
- Income Insurance 2026 Q1 filed May 11, 2026
- Income Insurance 2025 Q4 filed Feb. 4, 2026