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☆Income Insurance Ltd

CIK 2022801 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.211
AUM ($M)
168
Positions
184
Turnover
0.12
Top-10 wt
43%
Herfindahl
0.026
History (qtrs)
3
Excess Return
not eligible

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Quarter
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Security type

Holdings · 190 positions · portfolio value $168M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVDA funds › NVIDIA CORPORATION TRIM — 8.5% -0.2% 14.3 71,677 -2,500 2 —
☆AAPL funds › APPLE INC ADD — 7.9% +0.1% 13.2 45,617 +720 2 —
☆MSFT funds › MICROSOFT CORP ADD — 4.9% -0.5% 8.2 21,940 +400 2 —
☆AMZN funds › AMAZON COM INC ADD — 4.3% +0.1% 7.2 30,041 +600 2 —
☆GOOGL funds › ALPHABET INC ADD — 3.9% +0.4% 6.5 18,080 +320 2 —
☆AVGO funds › BROADCOM INC ADD — 3.1% +0.3% 5.3 13,982 +280 2 —
☆GOOG funds › ALPHABET INC TRIM — 3.0% +0.1% 5.1 14,361 -560 2 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 2.4% +1.6% 4.1 3,521 +80 2 —
☆META funds › META PLATFORMS INC ADD — 2.3% -0.3% 3.8 6,832 +200 2 —
☆TSLA funds › TESLA INC ADD — 2.2% +0.0% 3.7 8,763 +160 2 —
☆LLY funds › ELI LILLY & CO ADD — 1.8% +0.2% 3.0 2,507 +40 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 1.8% +1.1% 2.9 5,069 +100 2 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 1.6% -0.0% 2.7 8,359 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.3% -0.1% 2.2 4,324 +120 2 —
☆INTC funds › INTEL CORP HOLD — 1.2% +0.7% 1.9 13,882 +0 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 1.1% -0.1% 1.9 7,542 +200 2 —
☆V funds › VISA INC HOLD — 1.1% -0.0% 1.8 5,175 +0 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 1.0% -0.4% 1.8 12,876 +0 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 1.0% +0.5% 1.8 2,434 +40 2 —
☆LRCX funds › LAM RESEARCH CORP HOLD — 1.0% +0.4% 1.7 3,916 +0 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.9% +0.2% 1.5 1,449 +40 2 —
☆WMT funds › WALMART INC HOLD — 0.9% -0.2% 1.5 13,412 +0 2 —
☆CSCO funds › CISCO SYS INC HOLD — 0.9% +0.2% 1.4 12,148 +0 2 —
☆ABBV funds › ABBVIE INC HOLD — 0.8% +0.0% 1.4 5,414 +0 2 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.8% -0.1% 1.3 2,578 +0 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.8% -0.2% 1.3 1,375 +0 2 —
☆KLAC funds › KLA CORP ADD — 0.7% +0.3% 1.2 4,040 +3,646 2 —
☆BAC funds › BANK OF AMER CORP HOLD — 0.7% +0.0% 1.2 21,021 +0 2 —
☆GE funds › GE AEROSPACE HOLD — 0.7% +0.1% 1.2 3,204 +0 2 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.7% +0.2% 1.2 2,805 +80 2 —
☆HD funds › HOME DEPOT INC HOLD — 0.6% -0.0% 1.1 3,034 +0 2 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 0.6% -0.1% 1.0 7,153 +0 2 —
☆GEV funds › GE VERNOVA INC ADD — 0.6% +0.1% 1.0 856 +40 2 —
☆KO funds › COCA COLA CO TRIM — 0.6% -0.1% 1.0 12,084 -400 2 —
☆MRK funds › MERCK & CO INC HOLD — 0.6% -0.0% 1.0 7,530 +0 2 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.6% -0.3% 1.0 5,792 -200 2 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.6% +0.0% 0.9 921 +0 2 —
☆NFLX funds › NETFLIX INC. ADD — 0.6% -0.3% 0.9 13,010 +190 2 —
☆RY funds › ROYAL BK CDA HOLD — 0.5% +0.1% 0.9 4,226 +0 2 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.5% -0.0% 0.9 4,773 +100 2 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.5% +0.2% 0.8 2,484 +100 2 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.5% +0.1% 0.8 2,820 +100 2 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.5% -0.0% 0.8 9,870 +0 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.5% +0.0% 0.8 2,868 +0 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.5% -0.2% 0.8 6,910 +0 2 —
☆RTX funds › RTX CORPORATION HOLD — 0.5% -0.1% 0.8 4,106 +0 2 —
☆ORCL funds › ORACLE CORP ADD — 0.5% -0.1% 0.8 5,297 +100 2 —
☆C funds › CITIGROUP INC HOLD — 0.5% +0.0% 0.8 5,512 +0 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.4% +0.3% 0.8 2,530 +0 2 —
☆MS funds › MORGAN STANLEY HOLD — 0.4% +0.0% 0.8 3,589 +0 2 —
☆WDC funds › WESTERN DIGITAL CORP HOLD — 0.4% +0.2% 0.7 1,100 +0 2 —
☆APH funds › AMPHENOL CORP HOLD — 0.4% +0.1% 0.7 3,712 +0 2 —
☆GLW funds › CORNING INC ADD — 0.4% +0.2% 0.6 2,491 +100 2 —
☆TD funds › TORONTO DOMINION BK ONT HOLD — 0.4% +0.0% 0.6 5,135 +0 2 —
☆QCOM funds › QUALCOMM INC HOLD — 0.4% +0.1% 0.6 3,238 +0 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.4% +0.2% 0.6 782 +40 2 —
☆AMGN funds › AMGEN INC ADD — 0.4% -0.0% 0.6 1,648 +40 2 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.4% +0.0% 0.6 1,480 +0 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.3% -0.0% 0.6 1,171 +0 2 —
☆MCD funds › MCDONALDS CORP HOLD — 0.3% -0.1% 0.6 2,145 +0 2 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.3% -0.0% 0.6 1,679 +0 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.3% -0.1% 0.6 6,354 +200 2 —
☆PEP funds › PEPSICO INC HOLD — 0.3% -0.1% 0.6 4,110 +0 2 —
☆ANET funds › ARISTA NETWORKS INC HOLD — 0.3% +0.1% 0.5 3,191 +0 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.3% -0.1% 0.5 12,630 +0 2 —
☆DIS funds › DISNEY WALT CO HOLD — 0.3% -0.0% 0.5 5,391 +0 2 —
☆BA funds › BOEING CO HOLD — 0.3% -0.0% 0.5 2,358 +0 2 —
☆WELL funds › WELLTOWER INC ADD — 0.3% +0.0% 0.5 2,248 +200 2 —
☆TJX funds › TJX COS INC NEW HOLD — 0.3% -0.1% 0.5 3,337 +0 2 —
☆DE funds › DEERE & CO HOLD — 0.3% -0.0% 0.5 767 +0 2 —
☆UNP funds › UNION PAC CORP HOLD — 0.3% -0.0% 0.5 1,784 +0 2 —
☆SCHW funds › SCHWAB CHARLES CORP HOLD — 0.3% -0.0% 0.5 5,166 +0 2 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.3% -0.1% 0.5 5,220 +0 2 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.3% -0.1% 0.5 3,716 +0 2 —
☆T funds › AT&T INC HOLD — 0.3% -0.2% 0.4 21,575 +0 2 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.3% -0.0% 0.4 2,425 +2,328 2 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.3% -0.0% 0.4 5,951 +0 2 —
☆SHOP funds › SHOPIFY INC HOLD — 0.3% -0.0% 0.4 3,752 +0 2 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.3% -0.1% 0.4 1,072 +0 2 —
☆BLK funds › BLACKROCK INC HOLD — 0.3% -0.0% 0.4 440 +0 2 —
☆PFE funds › PFIZER INC HOLD — 0.2% -0.1% 0.4 16,986 +0 2 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.2% +0.2% 0.4 940 +940 1 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.2% -0.1% 0.4 3,764 +0 2 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.2% +0.0% 0.4 3,758 +0 2 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.2% +0.1% 0.4 1,157 +100 2 —
☆CRM funds › SALESFORCE INC TRIM — 0.2% -0.1% 0.4 2,470 -400 2 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.2% -0.0% 0.4 1,913 +0 2 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.2% -0.0% 0.4 940 +0 2 —
☆PGR funds › PROGRESSIVE CORP HOLD — 0.2% -0.0% 0.4 1,752 +0 2 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC HOLD — 0.2% -0.0% 0.4 764 +0 2 —
☆BMO funds › BANK MONTREAL MEDIUM HOLD — 0.2% +0.0% 0.4 2,132 +0 2 —
☆PLD funds › PROLOGIS INC. HOLD — 0.2% -0.0% 0.4 2,761 +0 2 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.2% -0.0% 0.4 380 +0 2 —
☆LOW funds › LOWES COS INC HOLD — 0.2% -0.0% 0.4 1,675 +0 2 —
☆DHR funds › DANAHER CORP DEL HOLD — 0.2% -0.0% 0.4 1,922 +0 2 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.2% -0.0% 0.4 5,018 +0 2 —
☆APP funds › APPLOVIN CORP HOLD — 0.2% +0.0% 0.4 688 +0 2 —
☆ENB funds › ENBRIDGE INC HOLD — 0.2% -0.0% 0.4 6,490 +0 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.2% -0.0% 0.3 6,049 +0 2 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.2% -0.0% 0.3 3,379 +0 2 —
☆PWR funds › QUANTA SVCS INC ADD — 0.2% +0.0% 0.3 475 +40 2 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.2% +0.0% 0.3 1,232 +100 2 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.2% -0.0% 0.3 1,027 +0 2 —
☆BNS funds › BANK NOVA SCOTIA B C HOLD — 0.2% +0.0% 0.3 3,689 +0 2 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.2% -0.1% 0.3 627 +0 2 —
☆CM funds › CANADIAN IMPERIAL BANK OF CO HOLD — 0.2% +0.0% 0.3 2,760 +0 2 —
☆NOW funds › SERVICENOW INC HOLD — 0.2% -0.0% 0.3 3,105 +0 2 —
☆BNY funds › BANK OF NY MELLON CORP HOLD — 0.2% +0.0% 0.3 2,117 +0 2 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC HOLD — 0.2% +0.0% 0.3 811 +0 2 —
☆EQIX funds › EQUINIX INC HOLD — 0.2% -0.0% 0.3 289 +0 2 —
☆FTNT funds › FORTINET INC NEW — 0.2% +0.2% 0.3 1,905 +1,905 1 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.2% +0.0% 0.3 1,172 +0 2 —
☆CMI funds › CUMMINS INC HOLD — 0.2% +0.0% 0.3 404 +0 2 —
☆MCK funds › MCKESSON CORP HOLD — 0.2% -0.1% 0.3 371 +0 2 —
☆USB funds › US BANCORP HOLD — 0.2% +0.0% 0.3 4,610 +0 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.2% +0.2% 0.3 1,600 +1,600 1 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.2% -0.1% 0.3 11,113 +0 2 —
☆BE funds › BLOOM ENERGY CORP NEW — 0.2% +0.2% 0.3 900 +900 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN HOLD — 0.2% -0.0% 0.3 1,211 +0 2 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.2% -0.0% 0.3 3,608 +0 2 —
☆FCX funds › FREEPORT MCMORAN INC HOLD — 0.2% -0.0% 0.3 4,238 +0 2 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.2% -0.0% 0.3 1,195 +0 2 —
☆SNPS funds › SYNOPSYS INC ADD — 0.2% +0.0% 0.3 592 +40 2 —
☆CSX funds › CSX CORP HOLD — 0.2% +0.0% 0.3 5,530 +0 2 —
☆ADBE funds › ADOBE INC HOLD — 0.2% -0.1% 0.3 1,268 +0 2 —
☆BN funds › BROOKFIELD CORP HOLD — 0.2% -0.0% 0.3 6,088 +0 2 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY NEW — 0.2% +0.2% 0.3 668 +668 1 —
☆MMM funds › 3M CO HOLD — 0.2% -0.0% 0.3 1,595 +0 2 —
☆BX funds › BLACKSTONE INC HOLD — 0.2% -0.0% 0.3 2,176 +0 2 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.2% -0.1% 0.3 1,525 +0 2 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.2% -0.0% 0.3 686 +0 2 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.1% -0.0% 0.2 1,466 +0 2 —
☆DDOG funds › DATADOG INC NEW — 0.1% +0.1% 0.2 934 +934 1 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.1% -0.0% 0.2 706 +0 2 —
☆TER funds › TERADYNE INC NEW — 0.1% +0.1% 0.2 500 +500 1 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.1% -0.0% 0.2 675 +0 2 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.1% -0.0% 0.2 916 +0 2 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.1% +0.1% 0.2 937 +937 1 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.1% -0.0% 0.2 1,663 +0 2 —
☆FIX funds › COMFORT SYS USA INC NEW — 0.1% +0.1% 0.2 120 +120 1 —
☆CME funds › CME GROUP INC HOLD — 0.1% -0.1% 0.2 1,071 +0 2 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.1% -0.0% 0.2 2,723 +0 2 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.1% -0.0% 0.2 2,537 +0 2 —
☆UPS funds › UNITED PARCEL SVCS INC HOLD — 0.1% -0.0% 0.2 2,162 +0 2 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC HOLD — 0.1% -0.0% 0.2 701 +0 2 —
☆CEG funds › CONSTELLATION ENERGY CORP HOLD — 0.1% -0.0% 0.2 932 +0 2 —
☆AEM funds › AGNICO EAGLE MINES LTD HOLD — 0.1% -0.1% 0.2 1,489 +0 2 —
☆MELI funds › MERCADOLIBRE INC HOLD — 0.1% -0.0% 0.2 136 +0 2 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.1% -0.0% 0.2 902 +0 2 —
☆COHR funds › COHERENT CORP NEW — 0.1% +0.1% 0.2 580 +580 1 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.1% -0.0% 0.2 1,390 +0 2 —
☆NET funds › CLOUDFLARE INC NEW — 0.1% +0.1% 0.2 915 +915 1 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.1% -0.0% 0.2 823 +0 2 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.1% -0.0% 0.2 3,835 +0 2 —
☆TDG funds › TRANSDIGM GROUP INC NEW — 0.1% +0.1% 0.2 166 +166 1 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.1% +0.1% 0.2 668 +668 1 —
☆INTU funds › INTUIT HOLD — 0.1% -0.1% 0.2 836 +0 2 —
☆CI funds › THE CIGNA GROUP HOLD — 0.1% -0.0% 0.2 791 +0 2 —
☆GM funds › GENERAL MTRS CO HOLD — 0.1% -0.0% 0.2 2,824 +0 2 —
☆MCO funds › MOODYS CORP HOLD — 0.1% -0.0% 0.2 480 +0 2 —
☆URI funds › UNITED RENTALS INC NEW — 0.1% +0.1% 0.2 191 +191 1 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.1% +0.1% 0.2 2,155 +2,155 1 —
☆CIEN funds › CIENA CORP NEW — 0.1% +0.1% 0.2 440 +440 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 0.2 960 +960 1 —
☆SPG funds › SIMON PPTY GROUP INC NEW NEW — 0.1% +0.1% 0.2 960 +960 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 0.2 960 +960 1 —
☆DASH funds › DOORDASH INC NEW — 0.1% +0.1% 0.2 1,145 +1,145 1 —
☆ECL funds › ECOLAB INC HOLD — 0.1% -0.0% 0.2 754 +0 2 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD — 0.1% -0.1% 0.2 1,706 +0 2 —
☆NSC funds › NORFOLK SOUTHN CORP NEW — 0.1% +0.1% 0.2 664 +664 1 —
☆EOG funds › EOG RES INC HOLD — 0.1% -0.0% 0.2 1,610 +0 2 —
☆FDX funds › FEDEX CORP HOLD — 0.1% -0.0% 0.2 667 +0 2 —
☆HCA funds › HCA HEALTHCARE INC HOLD — 0.1% -0.0% 0.2 534 +0 2 —
☆CL funds › COLGATE PALMOLIVE CO NEW — 0.1% +0.1% 0.2 2,270 +2,270 1 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.1% -0.1% 0.2 405 +0 2 —
☆LITE funds › LUMENTUM HLDGS INC NEW — 0.1% +0.1% 0.2 240 +240 1 —
☆MNST funds › MONSTER BEVERAGE CORP NEW NEW — 0.1% +0.1% 0.2 2,136 +2,136 1 —
☆MSI funds › MOTOROLA SOLUTIONS INC HOLD — 0.1% -0.0% 0.2 494 +0 2 —
☆SLB funds › SLB LIMITED HOLD — 0.1% -0.0% 0.2 4,399 +0 2 —
☆ROST funds › ROSS STORES INC HOLD — 0.1% -0.0% 0.2 957 +0 2 —
☆MFC funds › MANULIFE FINL CORP NEW — 0.1% +0.1% 0.2 5,007 +5,007 1 —
☆PSX funds › PHILLIPS 66 HOLD — 0.1% -0.0% 0.2 1,195 +0 2 —
☆TRP funds › TC ENERGY CORP NEW — 0.1% +0.1% 0.2 3,050 +3,050 1 —
☆F funds › FORD MTR CO HOLD — 0.1% +0.0% 0.2 11,398 +0 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.3% 0.0 0 -1,920 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.2% 0.0 0 -4,426 0 —
☆NEM funds › NEWMONT CORP EXIT — 0.0% -0.1% 0.0 0 -1,930 0 —
☆REGN funds › REGENERON PHARMACEUTICALS EXIT — 0.0% -0.2% 0.0 0 -312 0 —
☆LQD funds › ISHARES TR EXIT — 0.0% -5.1% 0.0 0 -68,570 0 —
☆B funds › BARRICK MNG CORP EXIT — 0.0% -0.1% 0.0 0 -4,982 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 168 184 0.12 43% 0.026 0.211 — in
2026Q1 147 164 0.07 45% 0.028 0.321 — entered
2025Q4 154 159 0.00 48% 0.031 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status