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IIL
Income Insurance Ltd Portfolio holdings
AUM
$168M
This Fund
S&P 500
This Quarter
Est. Return
+4.79%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
98.76%
Top 10 Holdings %
Top 10 Hldgs %
47.91%
Holding
159
New
159
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$13.8M |
| 2 |
Apple
AAPL
|
+$12.1M |
| 3 |
Microsoft
MSFT
|
+$10.8M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$7.62M |
| 5 |
Amazon
AMZN
|
+$6.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 37.21% |
| 2 | Financials | 13.09% |
| 3 | Communication Services | 12.02% |
| 4 | Consumer Discretionary | 10.26% |
| 5 | Healthcare | 8.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Applovin
APP
$103B
| $464K | 0.3% |
+688
| New | +$434K |
|
77
Gilead Sciences
GILD
$184B
| $456K | 0.3% |
+3,716
| New | +$452K |
|
78
Adobe
ADBE
$109B
| $444K | 0.29% |
+1,268
| New | +$431K |
|
79
Danaher
DHR
$151B
| $440K | 0.29% |
+1,922
| New | +$423K |
|
80
Pfizer
PFE
$161B
| $423K | 0.27% |
+16,986
| New | +$428K |
|
81
Boston Scientific
BSX
$69.8B
| $422K | 0.27% |
+4,426
| New | +$434K |
|
82
Arista Networks
ANET
$255B
| $418K | 0.27% |
+3,191
| New | +$439K |
|
83
Union Pacific
UNP
$185B
| $413K | 0.27% |
+1,784
| New | +$407K |
|
84
Lowe's Companies
LOW
$118B
| $404K | 0.26% |
+1,675
| New | +$402K |
|
85
Analog Devices
ADI
$180B
| $401K | 0.26% |
+1,480
| New | +$372K |
|
86
Progressive
PGR
$129B
| $399K | 0.26% |
+1,752
| New | +$396K |
|
87
Palo Alto Networks
PANW
$277B
| $385K | 0.25% |
+2,090
| New | +$422K |
|
88
Welltower
WELL
$174B
| $380K | 0.25% |
+2,048
| New | +$383K |
|
89
Honeywell
HON
$69.9B
| $375K | 0.24% |
+1,920
| New | +$376K |
|
90
Stryker
SYK
$126B
| $361K | 0.23% |
+1,027
| New | +$374K |
|
91
Deere & Co
DE
$171B
| $357K | 0.23% |
+767
| New | +$360K |
|
92
Prologis
PLD
$136B
| $352K | 0.23% |
+2,761
| New | +$344K |
|
93
ConocoPhillips
COP
$157B
| $352K | 0.23% |
+3,764
| New | +$340K |
|
94
CrowdStrike
CRWD
$193B
| $348K | 0.23% |
+2,968
| New | +$378K |
|
95
Vertex Pharmaceuticals
VRTX
$139B
| $346K | 0.22% |
+764
| New | +$329K |
|
96
Blackstone
BX
$107B
| $335K | 0.22% |
+2,176
| New | +$331K |
|
97
Parker-Hannifin
PH
$131B
| $334K | 0.22% |
+380
| New | +$311K |
|
98
Comcast
CMCSA
$96.5B
| $332K | 0.22% |
+11,113
| New | +$317K |
|
99
Constellation Energy
CEG
$99B
| $329K | 0.21% |
+932
| New | +$339K |
|
100
Bristol-Myers Squibb
BMY
$138B
| $326K | 0.21% |
+6,049
| New | +$291K |
|
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Income Insurance Ltd's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Income Insurance Ltd, which disclosed 159 positions worth $154M. Its ten largest holdings account for 48% of the portfolio.
Its largest position is NVIDIA: 73,877 shares worth $13.8M.
By sector, the portfolio is most concentrated in Technology at 37% of assets, followed by Financials and Communication Services.
- Income Insurance Ltd's largest Q4 2025 buy was NVIDIA: 73,877 shares worth $13.8M.
- Income Insurance Ltd's ten largest holdings make up 48% of its $154M portfolio in Q4 2025.
- Income Insurance Ltd disclosed 159 positions in Q4 2025, its first 13F filing on record.
Based on Income Insurance Ltd's 13F filing for Q4 2025, filed 4 Feb 2026.