Income Insurance as of Dec. 31, 2025
Portfolio Holdings for Income Insurance
Income Insurance holds 159 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $14M | 74k | 186.50 | |
| Apple (AAPL) | 8.0 | $12M | 45k | 271.86 | |
| Microsoft Corporation (MSFT) | 6.7 | $10M | 22k | 483.62 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 4.9 | $7.6M | 69k | 110.19 | |
| Amazon (AMZN) | 4.4 | $6.7M | 29k | 230.82 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $5.5M | 18k | 313.00 | |
| Broadcom (AVGO) | 3.1 | $4.7M | 14k | 346.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $4.7M | 15k | 313.80 | |
| Meta Platforms Cl A (META) | 2.8 | $4.4M | 6.6k | 660.09 | |
| Tesla Motors (TSLA) | 2.5 | $3.9M | 8.6k | 449.72 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.7M | 8.4k | 322.22 | |
| Eli Lilly & Co. (LLY) | 1.7 | $2.7M | 2.5k | 1074.68 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $2.1M | 4.2k | 502.65 | |
| Visa Com Cl A (V) | 1.2 | $1.8M | 5.2k | 350.71 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $1.6M | 13k | 120.34 | |
| Johnson & Johnson (JNJ) | 1.0 | $1.5M | 7.3k | 206.95 | |
| Wal-Mart Stores (WMT) | 1.0 | $1.5M | 13k | 111.41 | |
| Mastercard Incorporated Cl A (MA) | 1.0 | $1.5M | 2.6k | 570.88 | |
| Abbvie (ABBV) | 0.8 | $1.2M | 5.4k | 228.49 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $1.2M | 6.9k | 177.75 | |
| Netflix (NFLX) | 0.8 | $1.2M | 13k | 93.76 | |
| Bank of America Corporation (BAC) | 0.8 | $1.2M | 22k | 55.00 | |
| Costco Wholesale Corporation (COST) | 0.7 | $1.2M | 1.3k | 862.34 | |
| Advanced Micro Devices (AMD) | 0.7 | $1.1M | 5.0k | 214.16 | |
| Home Depot (HD) | 0.7 | $1.0M | 3.0k | 344.10 | |
| Procter & Gamble Company (PG) | 0.7 | $1.0M | 7.2k | 143.31 | |
| Oracle Corporation (ORCL) | 0.7 | $1.0M | 5.2k | 194.91 | |
| Ge Aerospace Com New (GE) | 0.6 | $987k | 3.2k | 308.03 | |
| Micron Technology (MU) | 0.6 | $982k | 3.4k | 285.41 | |
| Cisco Systems (CSCO) | 0.6 | $936k | 12k | 77.03 | |
| Wells Fargo & Company (WFC) | 0.6 | $920k | 9.9k | 93.20 | |
| Chevron Corporation (CVX) | 0.6 | $913k | 6.0k | 152.41 | |
| UnitedHealth (UNH) | 0.6 | $900k | 2.7k | 330.11 | |
| Coca-Cola Company (KO) | 0.6 | $859k | 12k | 69.91 | |
| International Business Machines (IBM) | 0.6 | $850k | 2.9k | 296.21 | |
| Goldman Sachs (GS) | 0.5 | $810k | 921.00 | 879.00 | |
| Caterpillar (CAT) | 0.5 | $807k | 1.4k | 572.87 | |
| Merck & Co (MRK) | 0.5 | $793k | 7.5k | 105.26 | |
| salesforce (CRM) | 0.5 | $760k | 2.9k | 264.91 | |
| Philip Morris International (PM) | 0.5 | $750k | 4.7k | 160.40 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $735k | 4.0k | 183.40 | |
| Rbc Cad (RY) | 0.5 | $721k | 4.2k | 170.70 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $670k | 3.9k | 171.18 | |
| McDonald's Corporation (MCD) | 0.4 | $656k | 2.1k | 305.63 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $655k | 1.1k | 579.45 | |
| Abbott Laboratories (ABT) | 0.4 | $654k | 5.2k | 125.29 | |
| Citigroup Com New (C) | 0.4 | $643k | 5.5k | 116.69 | |
| Applied Materials (AMAT) | 0.4 | $641k | 2.5k | 256.99 | |
| Morgan Stanley Com New (MS) | 0.4 | $637k | 3.6k | 177.53 | |
| American Express Company (AXP) | 0.4 | $621k | 1.7k | 369.95 | |
| Walt Disney Company (DIS) | 0.4 | $613k | 5.4k | 113.77 | |
| Intuitive Surgical Com New (ISRG) | 0.4 | $607k | 1.1k | 566.36 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $605k | 3.8k | 161.23 | |
| Pepsi (PEP) | 0.4 | $590k | 4.1k | 143.52 | |
| Qualcomm (QCOM) | 0.4 | $554k | 3.2k | 171.05 | |
| Intuit (INTU) | 0.4 | $554k | 836.00 | 662.42 | |
| At&t (T) | 0.3 | $536k | 22k | 24.84 | |
| Ge Vernova (GEV) | 0.3 | $533k | 816.00 | 653.57 | |
| Amgen (AMGN) | 0.3 | $526k | 1.6k | 327.31 | |
| Booking Holdings (BKNG) | 0.3 | $520k | 97.00 | 5355.33 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $516k | 5.2k | 99.91 | |
| Verizon Communications (VZ) | 0.3 | $514k | 13k | 40.73 | |
| TJX Companies (TJX) | 0.3 | $513k | 3.3k | 153.61 | |
| Intel Corporation (INTC) | 0.3 | $512k | 14k | 36.90 | |
| Amphenol Corp Cl A (APH) | 0.3 | $502k | 3.7k | 135.14 | |
| Nextera Energy (NEE) | 0.3 | $494k | 6.2k | 80.28 | |
| S&p Global (SPGI) | 0.3 | $491k | 940.00 | 522.59 | |
| Boeing Company (BA) | 0.3 | $490k | 2.3k | 217.12 | |
| Uber Technologies (UBER) | 0.3 | $486k | 6.0k | 81.71 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $485k | 5.1k | 94.37 | |
| Kla Corp Com New (KLAC) | 0.3 | $479k | 394.00 | 1215.08 | |
| Servicenow (NOW) | 0.3 | $476k | 3.1k | 153.19 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $472k | 2.7k | 173.49 | |
| Blackrock (BLK) | 0.3 | $471k | 440.00 | 1070.34 | |
| Capital One Financial (COF) | 0.3 | $464k | 1.9k | 242.36 | |
| Applovin Corp Com Cl A (APP) | 0.3 | $464k | 688.00 | 673.82 | |
| Gilead Sciences (GILD) | 0.3 | $456k | 3.7k | 122.74 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $444k | 1.3k | 349.99 | |
| Danaher Corporation (DHR) | 0.3 | $440k | 1.9k | 228.92 | |
| Pfizer (PFE) | 0.3 | $423k | 17k | 24.90 | |
| Boston Scientific Corporation (BSX) | 0.3 | $422k | 4.4k | 95.35 | |
| Arista Networks Com Shs (ANET) | 0.3 | $418k | 3.2k | 131.03 | |
| Union Pacific Corporation (UNP) | 0.3 | $413k | 1.8k | 231.32 | |
| Lowe's Companies (LOW) | 0.3 | $404k | 1.7k | 241.16 | |
| Analog Devices (ADI) | 0.3 | $401k | 1.5k | 271.20 | |
| Progressive Corporation (PGR) | 0.3 | $399k | 1.8k | 227.72 | |
| Palo Alto Networks (PANW) | 0.2 | $385k | 2.1k | 184.20 | |
| Welltower Inc Com reit (WELL) | 0.2 | $380k | 2.0k | 185.61 | |
| Honeywell International (HON) | 0.2 | $375k | 1.9k | 195.09 | |
| Stryker Corporation (SYK) | 0.2 | $361k | 1.0k | 351.47 | |
| Deere & Company (DE) | 0.2 | $357k | 767.00 | 465.57 | |
| Prologis (PLD) | 0.2 | $353k | 2.8k | 127.66 | |
| ConocoPhillips (COP) | 0.2 | $352k | 3.8k | 93.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $348k | 742.00 | 468.76 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $346k | 764.00 | 453.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $335k | 2.2k | 154.14 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $334k | 380.00 | 878.96 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $332k | 11k | 29.89 | |
| Constellation Energy (CEG) | 0.2 | $329k | 932.00 | 353.27 | |
| Bristol Myers Squibb (BMY) | 0.2 | $326k | 6.0k | 53.94 | |
| Automatic Data Processing (ADP) | 0.2 | $312k | 1.2k | 257.23 | |
| Enbridge (ENB) | 0.2 | $311k | 6.5k | 47.92 | |
| Metropcs Communications (TMUS) | 0.2 | $310k | 1.5k | 203.04 | |
| McKesson Corporation (MCK) | 0.2 | $304k | 371.00 | 820.29 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $303k | 627.00 | 483.67 | |
| CVS Caremark Corporation (CVS) | 0.2 | $298k | 3.8k | 79.36 | |
| Cme (CME) | 0.2 | $293k | 1.1k | 273.08 | |
| Altria (MO) | 0.2 | $289k | 5.0k | 57.66 | |
| Starbucks Corporation (SBUX) | 0.2 | $285k | 3.4k | 84.21 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $280k | 6.1k | 45.97 | |
| Bank Of Montreal Cadcom (BMO) | 0.2 | $277k | 2.1k | 130.04 | |
| Intercontinental Exchange (ICE) | 0.2 | $276k | 1.7k | 161.96 | |
| MercadoLibre (MELI) | 0.2 | $274k | 136.00 | 2014.26 | |
| Bk Nova Cad (BNS) | 0.2 | $272k | 3.7k | 73.85 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $272k | 1.5k | 185.52 | |
| Waste Management (WM) | 0.2 | $263k | 1.2k | 219.71 | |
| Doordash Cl A (DASH) | 0.2 | $259k | 1.1k | 226.48 | |
| Synopsys (SNPS) | 0.2 | $259k | 552.00 | 469.72 | |
| 3M Company (MMM) | 0.2 | $255k | 1.6k | 160.10 | |
| Cadence Design Systems (CDNS) | 0.2 | $254k | 811.00 | 312.58 | |
| Agnico (AEM) | 0.2 | $253k | 1.5k | 169.80 | |
| Cibc Cad (CM) | 0.2 | $251k | 2.8k | 90.78 | |
| Hca Holdings (HCA) | 0.2 | $249k | 534.00 | 466.86 | |
| Us Bancorp Del Com New (USB) | 0.2 | $246k | 4.6k | 53.36 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $246k | 2.1k | 116.09 | |
| Moody's Corporation (MCO) | 0.2 | $245k | 480.00 | 510.85 | |
| PNC Financial Services (PNC) | 0.2 | $245k | 1.2k | 208.73 | |
| American Tower Reit (AMT) | 0.2 | $244k | 1.4k | 175.57 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $244k | 2.2k | 113.10 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $241k | 312.00 | 771.87 | |
| Kkr & Co (KKR) | 0.2 | $236k | 1.8k | 127.48 | |
| Anthem (ELV) | 0.2 | $234k | 668.00 | 350.55 | |
| Howmet Aerospace (HWM) | 0.2 | $232k | 1.1k | 205.02 | |
| O'reilly Automotive (ORLY) | 0.2 | $231k | 2.5k | 91.21 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $231k | 405.00 | 570.21 | |
| General Motors Company (GM) | 0.1 | $230k | 2.8k | 81.32 | |
| Sherwin-Williams Company (SHW) | 0.1 | $229k | 706.00 | 324.03 | |
| General Dynamics Corporation (GD) | 0.1 | $227k | 675.00 | 336.66 | |
| Nike CL B (NKE) | 0.1 | $223k | 3.5k | 63.71 | |
| Equinix (EQIX) | 0.1 | $221k | 289.00 | 766.16 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $221k | 166.00 | 1329.85 | |
| Emerson Electric (EMR) | 0.1 | $221k | 1.7k | 132.72 | |
| Cigna Corp (CI) | 0.1 | $218k | 791.00 | 275.23 | |
| Barrick Mng Corp Com Shs (B) | 0.1 | $217k | 5.0k | 43.62 | |
| Williams Companies (WMB) | 0.1 | $217k | 3.6k | 60.11 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $215k | 4.2k | 50.79 | |
| Marvell Technology (MRVL) | 0.1 | $215k | 2.5k | 84.98 | |
| United Parcel Service CL B (UPS) | 0.1 | $214k | 2.2k | 99.19 | |
| Marriott Intl Cl A (MAR) | 0.1 | $213k | 686.00 | 310.24 | |
| Corning Incorporated (GLW) | 0.1 | $209k | 2.4k | 87.56 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $206k | 3.8k | 53.83 | |
| Cummins (CMI) | 0.1 | $206k | 404.00 | 510.45 | |
| Snowflake Com Shs (SNOW) | 0.1 | $206k | 937.00 | 219.36 | |
| Illinois Tool Works (ITW) | 0.1 | $203k | 823.00 | 246.30 | |
| Cintas Corporation (CTAS) | 0.1 | $202k | 1.1k | 188.07 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $201k | 701.00 | 287.25 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $201k | 2.7k | 73.72 | |
| CSX Corporation (CSX) | 0.1 | $201k | 5.5k | 36.25 | |
| Ford Motor Company (F) | 0.1 | $150k | 11k | 13.12 |
