Income Insurance

Income Insurance as of June 30, 2026

Portfolio Holdings for Income Insurance

Income Insurance holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.5 $14M 72k 200.09
Apple (AAPL) 7.9 $13M 46k 289.36
Microsoft Corporation (MSFT) 4.9 $8.2M 22k 373.02
Amazon (AMZN) 4.3 $7.2M 30k 238.34
Alphabet Cap Stk Cl A (GOOGL) 3.9 $6.5M 18k 357.37
Broadcom (AVGO) 3.1 $5.3M 14k 377.75
Alphabet Cap Stk Cl C (GOOG) 3.0 $5.1M 14k 353.33
Micron Technology (MU) 2.4 $4.1M 3.5k 1154.29
Meta Platforms Cl A (META) 2.3 $3.8M 6.8k 563.29
Tesla Motors (TSLA) 2.2 $3.7M 8.8k 420.60
Eli Lilly & Co. (LLY) 1.8 $3.0M 2.5k 1199.43
Advanced Micro Devices (AMD) 1.8 $2.9M 5.1k 580.91
JPMorgan Chase & Co. (JPM) 1.6 $2.7M 8.4k 327.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $2.2M 4.3k 500.39
Intel Corporation (INTC) 1.2 $1.9M 14k 139.63
Johnson & Johnson (JNJ) 1.1 $1.9M 7.5k 253.97
Visa Com Cl A (V) 1.1 $1.8M 5.2k 343.09
Exxon Mobil Corporation (XOM) 1.0 $1.8M 13k 136.72
Applied Materials (AMAT) 1.0 $1.8M 2.4k 723.00
Lam Research Corp Com New (LRCX) 1.0 $1.7M 3.9k 433.33
Caterpillar (CAT) 0.9 $1.5M 1.4k 1064.90
Wal-Mart Stores (WMT) 0.9 $1.5M 13k 113.26
Cisco Systems (CSCO) 0.9 $1.4M 12k 117.46
Abbvie (ABBV) 0.8 $1.4M 5.4k 251.64
Mastercard Incorporated Cl A (MA) 0.8 $1.3M 2.6k 513.60
Costco Wholesale Corporation (COST) 0.8 $1.3M 1.4k 935.47
Kla Corp Com New (KLAC) 0.7 $1.2M 4.0k 301.71
Bank of America Corporation (BAC) 0.7 $1.2M 21k 56.98
Ge Aerospace Com New (GE) 0.7 $1.2M 3.2k 373.73
UnitedHealth (UNH) 0.7 $1.2M 2.8k 415.63
Home Depot (HD) 0.6 $1.1M 3.0k 352.68
Procter & Gamble Company (PG) 0.6 $1.0M 7.2k 146.64
Ge Vernova (GEV) 0.6 $1.0M 856.00 1174.86
Coca-Cola Company (KO) 0.6 $982k 12k 81.27
Merck & Co (MRK) 0.6 $968k 7.5k 128.50
Chevron Corporation (CVX) 0.6 $960k 5.8k 165.76
Goldman Sachs (GS) 0.6 $932k 921.00 1011.37
Netflix (NFLX) 0.6 $929k 13k 71.40
Rbc Cad (RY) 0.5 $875k 4.2k 207.00
Philip Morris International (PM) 0.5 $864k 4.8k 180.91
Palo Alto Networks (PANW) 0.5 $847k 2.5k 341.02
Texas Instruments Incorporated (TXN) 0.5 $841k 2.8k 298.07
Wells Fargo & Company (WFC) 0.5 $816k 9.9k 82.64
International Business Machines (IBM) 0.5 $807k 2.9k 281.21
Palantir Technologies Cl A (PLTR) 0.5 $806k 6.9k 116.67
Raytheon Technologies Corp (RTX) 0.5 $779k 4.1k 189.73
Oracle Corporation (ORCL) 0.5 $776k 5.3k 146.55
Citigroup Com New (C) 0.5 $772k 5.5k 139.96
Marvell Technology (MRVL) 0.4 $754k 2.5k 297.89
Morgan Stanley Com New (MS) 0.4 $750k 3.6k 209.04
Western Digital (WDC) 0.4 $703k 1.1k 638.72
Amphenol Corp Cl A (APH) 0.4 $655k 3.7k 176.32
Corning Incorporated (GLW) 0.4 $636k 2.5k 255.43
Toronto Dominion Bk Ont Com New (TD) 0.4 $624k 5.1k 121.54
Qualcomm (QCOM) 0.4 $598k 3.2k 184.79
Crowdstrike Hldgs Cl A (CRWD) 0.4 $597k 782.00 763.14
Amgen (AMGN) 0.4 $597k 1.6k 362.12
Analog Devices (ADI) 0.4 $588k 1.5k 397.17
Thermo Fisher Scientific (TMO) 0.3 $587k 1.2k 501.36
McDonald's Corporation (MCD) 0.3 $580k 2.1k 270.31
American Express Company (AXP) 0.3 $568k 1.7k 338.25
Nextera Energy (NEE) 0.3 $558k 6.4k 87.77
Pepsi (PEP) 0.3 $557k 4.1k 135.40
Arista Networks Com Shs (ANET) 0.3 $542k 3.2k 169.88
Verizon Communications (VZ) 0.3 $535k 13k 42.34
Walt Disney Company (DIS) 0.3 $519k 5.4k 96.25
Boeing Company (BA) 0.3 $510k 2.4k 216.47
Welltower Inc Com reit (WELL) 0.3 $510k 2.2k 226.97
TJX Companies (TJX) 0.3 $506k 3.3k 151.50
Deere & Company (DE) 0.3 $487k 767.00 634.33
Union Pacific Corporation (UNP) 0.3 $485k 1.8k 272.00
Charles Schwab Corporation (SCHW) 0.3 $477k 5.2k 92.27
Abbott Laboratories (ABT) 0.3 $474k 5.2k 90.74
Gilead Sciences (GILD) 0.3 $470k 3.7k 126.34
At&t (T) 0.3 $447k 22k 20.70
Booking Holdings (BKNG) 0.3 $432k 2.4k 178.24
Uber Technologies (UBER) 0.3 $429k 6.0k 72.16
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $429k 3.8k 114.37
Intuitive Surgical Com New (ISRG) 0.3 $426k 1.1k 397.68
Blackrock (BLK) 0.3 $423k 440.00 961.56
Pfizer (PFE) 0.2 $409k 17k 24.08
Dell Technologies CL C (DELL) 0.2 $406k 940.00 431.46
ConocoPhillips (COP) 0.2 $391k 3.8k 103.96
CVS Caremark Corporation (CVS) 0.2 $389k 3.8k 103.45
Vertiv Holdings Com Cl A (VRT) 0.2 $387k 1.2k 334.82
salesforce (CRM) 0.2 $387k 2.5k 156.66
Capital One Financial (COF) 0.2 $384k 1.9k 200.62
S&p Global (SPGI) 0.2 $383k 940.00 407.26
Progressive Corporation (PGR) 0.2 $383k 1.8k 218.45
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $380k 764.00 496.73
Bank Of Montreal Cadcom (BMO) 0.2 $377k 2.1k 176.68
Prologis (PLD) 0.2 $374k 2.8k 135.47
Parker-Hannifin Corporation (PH) 0.2 $372k 380.00 978.12
Lowe's Companies (LOW) 0.2 $369k 1.7k 220.49
Danaher Corporation (DHR) 0.2 $366k 1.9k 190.48
Altria (MO) 0.2 $361k 5.0k 71.95
Applovin Corp Com Cl A (APP) 0.2 $355k 688.00 515.23
Enbridge (ENB) 0.2 $352k 6.5k 54.21
Bristol Myers Squibb (BMY) 0.2 $349k 6.0k 57.62
Starbucks Corporation (SBUX) 0.2 $345k 3.4k 102.19
Quanta Services (PWR) 0.2 $342k 475.00 720.04
Howmet Aerospace (HWM) 0.2 $331k 1.2k 268.86
Stryker Corporation (SYK) 0.2 $323k 1.0k 314.84
Bk Nova Cad (BNS) 0.2 $321k 3.7k 86.89
Lockheed Martin Corporation (LMT) 0.2 $319k 627.00 509.46
Cibc Cad (CM) 0.2 $318k 2.8k 115.12
Servicenow (NOW) 0.2 $308k 3.1k 99.28
Bank of New York Mellon Corporation (BNY) 0.2 $306k 2.1k 144.61
Cadence Design Systems (CDNS) 0.2 $304k 811.00 375.32
Equinix (EQIX) 0.2 $301k 289.00 1042.39
Fortinet (FTNT) 0.2 $293k 1.9k 153.62
PNC Financial Services (PNC) 0.2 $289k 1.2k 246.22
Cummins (CMI) 0.2 $288k 404.00 713.21
McKesson Corporation (MCK) 0.2 $280k 371.00 755.60
Us Bancorp Com New (USB) 0.2 $278k 4.6k 60.40
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $273k 1.6k 170.86
Comcast Corp Cl A (CMCSA) 0.2 $273k 11k 24.55
Bloom Energy Corp Com Cl A (BE) 0.2 $272k 900.00 302.70
Automatic Data Processing (ADP) 0.2 $271k 1.2k 223.95
Williams Companies (WMB) 0.2 $268k 3.6k 74.34
Freeport Mcmoran CL B (FCX) 0.2 $267k 4.2k 62.89
Waste Management (WM) 0.2 $266k 1.2k 222.88
Synopsys (SNPS) 0.2 $264k 592.00 446.07
CSX Corporation (CSX) 0.2 $263k 5.5k 47.53
Adobe Systems Incorporated (ADBE) 0.2 $260k 1.3k 205.02
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $260k 6.1k 42.65
Anthem (ELV) 0.2 $258k 668.00 386.73
3M Company (MMM) 0.2 $258k 1.6k 161.91
Blackstone Group Inc Com Cl A (BX) 0.2 $256k 2.2k 117.67
Metropcs Communications (TMUS) 0.2 $256k 1.5k 167.73
Marriott Intl Cl A (MAR) 0.2 $254k 686.00 370.59
Marsh & McLennan Companies (MRSH) 0.1 $244k 1.5k 166.67
Datadog Cl A Com (DDOG) 0.1 $243k 934.00 260.36
Sherwin-Williams Company (SHW) 0.1 $243k 706.00 344.32
Teradyne (TER) 0.1 $242k 500.00 483.84
General Dynamics Corporation (GD) 0.1 $239k 675.00 354.24
Valero Energy Corporation (VLO) 0.1 $239k 916.00 260.44
Snowflake Com Shs (SNOW) 0.1 $239k 937.00 254.50
Emerson Electric (EMR) 0.1 $238k 1.7k 143.15
Comfort Systems USA (FIX) 0.1 $238k 120.00 1981.95
Cme (CME) 0.1 $237k 1.1k 220.83
Canadian Pacific Kansas City (CP) 0.1 $236k 2.7k 86.67
O'reilly Automotive (ORLY) 0.1 $234k 2.5k 92.09
United Parcel Svcs CL B (UPS) 0.1 $232k 2.2k 107.50
Hilton Worldwide Holdings (HLT) 0.1 $232k 701.00 330.46
Constellation Energy (CEG) 0.1 $232k 932.00 248.37
Agnico (AEM) 0.1 $231k 1.5k 155.32
MercadoLibre (MELI) 0.1 $231k 136.00 1697.39
Marathon Petroleum Corp (MPC) 0.1 $231k 902.00 255.67
Coherent Corp (COHR) 0.1 $229k 580.00 394.47
American Tower Reit (AMT) 0.1 $227k 1.4k 163.57
Cloudflare Cl A Com (NET) 0.1 $224k 915.00 245.28
Illinois Tool Works (ITW) 0.1 $223k 823.00 270.47
Mondelez Intl Cl A (MDLZ) 0.1 $222k 3.8k 57.84
TransDigm Group Incorporated (TDG) 0.1 $221k 166.00 1332.04
Travelers Companies (TRV) 0.1 $221k 668.00 330.12
Intuit (INTU) 0.1 $218k 836.00 261.00
Cigna Corp (CI) 0.1 $218k 791.00 275.68
General Motors Company (GM) 0.1 $218k 2.8k 77.08
Moody's Corporation (MCO) 0.1 $217k 480.00 452.92
United Rentals (URI) 0.1 $216k 191.00 1132.89
Robinhood Mkts Com Cl A (HOOD) 0.1 $216k 2.2k 100.28
Ciena Corp Com New (CIEN) 0.1 $216k 440.00 490.56
Honeywell International (HON) 0.1 $215k 960.00 223.90
Simon Property (SPG) 0.1 $215k 960.00 223.65
Honeywell Aerospace (HONA) 0.1 $212k 960.00 221.08
Doordash Cl A (DASH) 0.1 $211k 1.1k 184.53
Ecolab (ECL) 0.1 $210k 754.00 278.61
Intercontinental Exchange (ICE) 0.1 $210k 1.7k 123.11
Norfolk Southern (NSC) 0.1 $209k 664.00 314.59
EOG Resources (EOG) 0.1 $209k 1.6k 129.73
FedEx Corporation (FDX) 0.1 $209k 667.00 313.13
Hca Holdings (HCA) 0.1 $208k 534.00 389.89
Colgate-Palmolive Company (CL) 0.1 $208k 2.3k 91.68
Northrop Grumman Corporation (NOC) 0.1 $206k 405.00 509.31
Lumentum Hldgs (LITE) 0.1 $206k 240.00 858.06
Monster Beverage Corp (MNST) 0.1 $205k 2.1k 96.12
Motorola Solutions Com New (MSI) 0.1 $205k 494.00 415.29
SLB Com Stk (SLB) 0.1 $205k 4.4k 46.49
Ross Stores (ROST) 0.1 $204k 957.00 212.85
Manulife Finl Corp (MFC) 0.1 $203k 5.0k 40.54
Phillips 66 (PSX) 0.1 $202k 1.2k 169.05
Tc Energy Corp (TRP) 0.1 $202k 3.1k 66.20
Ford Motor Company (F) 0.1 $158k 11k 13.90