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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 %
98.76%
Top 10 Hldgs %
47.91%
Holding
159
New
159
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.8M
2
AAPL icon
Apple
AAPL
+$12.1M
3
MSFT icon
Microsoft
MSFT
+$10.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.62M
5
AMZN icon
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
MDLZ icon
151
Mondelez International
MDLZ
$80.4B
$206K 0.13%
+3,835
New +$221K
CMI icon
152
Cummins
CMI
$79.6B
$206K 0.13%
+404
New +$189K
SNOW icon
153
Snowflake
SNOW
$109B
$206K 0.13%
+937
New +$229K
ITW icon
154
Illinois Tool Works
ITW
$81.3B
$203K 0.13%
+823
New +$205K
CTAS icon
155
Cintas
CTAS
$82.3B
$202K 0.13%
+1,075
New +$202K
HLT icon
156
Hilton Worldwide
HLT
$74.8B
$201K 0.13%
+701
New +$191K
CP icon
157
Canadian Pacific Kansas City
CP
$83.3B
$201K 0.13%
+2,723
New +$200K
CSX icon
158
CSX Corp
CSX
$95.9B
$200K 0.13%
+5,530
New +$198K
F icon
159
Ford
F
$55.4B
$150K 0.1%
+11,398
New +$147K
3 4 5 6
7

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VFS
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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.