IFC Advisors LLC

13F filer · CIK 0002053348

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$788MU.S. long equity reported on 13F

Positions13528 new · 8 closed

Net flow last quarter+$14.1MBuys minus sells

Top 10 positions weight15.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026135 positions
GENIGenius Sports Ltd	$24.6M	3.12%	40.53%	+13.1%	Q4 2024
AAPLApple Inc.	$16.1M	2.05%	0.00%	-3.5%	Q4 2024
GOOGLAlphabet Inc.	$13.5M	1.72%	0.00%	+0.3%	Q4 2024
NVDANvidia Corp	$12.6M	1.60%	0.00%	-0.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$10.6M	1.35%	Not reported	-5.6%	Q4 2024
AMZNAmazon Com Inc	$10.6M	1.35%	0.00%	+3.0%	Q4 2024
MSFTMicrosoft Corp	$10.2M	1.30%	0.00%	+2.0%	Q4 2024
JPMJPMorgan Chase & Co	$9.48M	1.20%	0.00%	0.0%	Q4 2024
CATCaterpillar Inc	$6.54M	0.83%	0.00%	-5.9%	Q4 2024
KKRKKR & Co. Inc.	$6.36M	0.81%	0.01%	-0.4%	Q4 2024
RTXRTX Corp	$6.26M	0.80%	0.00%	-0.1%	Q4 2024
LLYELI LILLY & Co	$5.87M	0.75%	0.00%	-0.2%	Q4 2024
FCXFreeport-Mcmoran Inc	$5.6M	0.71%	0.01%	0.0%	Q4 2024
AVGOBroadcom Inc.	$5.42M	0.69%	0.00%	0.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$4.49M	0.57%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$4.43M	0.56%	0.00%	+0.3%	Q4 2024
GOOGAlphabet Inc.	$3.94M	0.50%	Not reported	+1.6%	Q4 2024
HHHHoward Hughes Holdings Inc.	$3.8M	0.48%	0.09%	+0.8%	Q2 2025
MSMorgan Stanley	$3.42M	0.43%	0.00%	-2.6%	Q4 2024
PHYSSprott Physical Gold Trust	$3.35M	0.43%	0.02%	New	Q2 2026
EMEEMCOR Group, Inc.	$3.33M	0.42%	0.01%	+0.1%	Q4 2024
COSTCostco Wholesale Corp	$3.24M	0.41%	0.00%	+0.1%	Q4 2024
AXPAmerican Express Co	$3.09M	0.39%	0.00%	+1.4%	Q4 2024
FICOFair Isaac Corp	$3.06M	0.39%	0.01%	New	Q2 2026
MEMMerriman Holdings, Inc	$2.94M	0.37%	1.42%	+32.5%	Q3 2025
WYWeyerhaeuser Co	$2.76M	0.35%	0.02%	New	Q2 2026
RDDTReddit, Inc.	$2.65M	0.34%	Not reported	-0.1%	Q1 2026
ACNAccenture plc	$2.59M	0.33%	0.00%	+432.7%	Q4 2024
WMTWalmart Inc.	$2.42M	0.31%	0.00%	-0.3%	Q4 2024
BACBank of America Corp	$2.32M	0.29%	0.00%	+18.1%	Q4 2024
CSCOCisco Systems, Inc.	$2.28M	0.29%	0.00%	+1.2%	Q4 2024
WTWWillis Towers Watson PLC	$2.27M	0.29%	0.01%	-28.9%	Q1 2025
GSGoldman Sachs Group Inc	$2.24M	0.28%	0.00%	+2.1%	Q4 2024
MAMastercard Inc	$2.16M	0.27%	0.00%	-4.8%	Q4 2024
COPConocophillips	$2.13M	0.27%	0.00%	+1.7%	Q4 2024
MCDMcdonalds Corp	$2.13M	0.27%	0.00%	-2.9%	Q4 2024
CVXChevron Corp	$2.1M	0.27%	0.00%	-0.8%	Q4 2024
TSLATesla, Inc.	$2.05M	0.26%	0.00%	+0.7%	Q4 2024
DEDeere & Co	$2.04M	0.26%	0.00%	+0.3%	Q4 2024
HDHome Depot, Inc.	$1.96M	0.25%	0.00%	-0.2%	Q4 2024
KOCoca Cola Co	$1.94M	0.25%	0.00%	+1.0%	Q4 2024
VVisa Inc.	$1.87M	0.24%	0.00%	-13.7%	Q4 2024
BXBlackstone Inc.	$1.85M	0.23%	0.00%	-0.1%	Q4 2024
UNPUnion Pacific Corp	$1.8M	0.23%	0.00%	+1.8%	Q4 2024
METAMeta Platforms, Inc.	$1.79M	0.23%	Not reported	-5.1%	Q4 2024
PLDPrologis, Inc.	$1.76M	0.22%	0.00%	Not reported	Q1 2025
MSIMotorola Solutions, Inc.	$1.66M	0.21%	0.00%	0.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.64M	0.21%	Not reported	+0.5%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.6M	0.20%	0.00%	-0.1%	Q4 2024
TRVTravelers Companies, Inc.	$1.53M	0.19%	0.00%	Not reported	Q4 2024

Q1 2026Reported May 4, 2026114 positions
GENIGenius Sports Ltd	$15.9M	2.27%	35.84%	+23.3%	Q4 2024
AAPLApple Inc.	$14.6M	2.10%	0.00%	-10.4%	Q4 2024
NVDANvidia Corp	$11M	1.58%	0.00%	-12.2%	Q4 2024
GOOGLAlphabet Inc.	$10.8M	1.55%	0.00%	-2.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$10.8M	1.54%	Not reported	+1.1%	Q4 2024
MSFTMicrosoft Corp	$9.95M	1.42%	0.00%	+3.8%	Q4 2024
AMZNAmazon Com Inc	$9M	1.29%	0.00%	-0.2%	Q4 2024
JPMJPMorgan Chase & Co	$8.52M	1.22%	0.00%	+1.7%	Q4 2024
KKRKKR & Co. Inc.	$6.44M	0.92%	0.01%	+378.7%	Q4 2024
RTXRTX Corp	$6.38M	0.91%	0.00%	-5.6%	Q4 2024
PGRProgressive Corp	$6.05M	0.87%	0.01%	+13.8%	Q1 2025
NEENextera Energy Inc	$5.61M	0.80%	0.00%	+11.9%	Q4 2024
XOMExxonMobil Holdings Corp	$5.48M	0.78%	0.00%	-2.4%	Q4 2024
FCXFreeport-Mcmoran Inc	$5.23M	0.75%	0.01%	-9.6%	Q4 2024
CATCaterpillar Inc	$4.62M	0.66%	0.00%	-2.1%	Q4 2024
LLYELI LILLY & Co	$4.51M	0.65%	0.00%	+0.1%	Q4 2024
AVGOBroadcom Inc.	$4.44M	0.64%	0.00%	-2.9%	Q4 2024
BRK.ABerkshire Hathaway Inc	$4.31M	0.62%	Not reported	Not reported	Q4 2024
WTWWillis Towers Watson PLC	$3.55M	0.51%	0.01%	+0.6%	Q1 2025
COSTCostco Wholesale Corp	$3.45M	0.49%	0.00%	-0.1%	Q4 2024
HHHHoward Hughes Holdings Inc.	$3.33M	0.48%	0.09%	0.0%	Q2 2025
GOOGAlphabet Inc.	$3.15M	0.45%	Not reported	-6.0%	Q4 2024
EMEEMCOR Group, Inc.	$2.96M	0.42%	0.01%	-0.7%	Q4 2024
MSMorgan Stanley	$2.76M	0.40%	0.00%	+2.5%	Q4 2024
AXPAmerican Express Co	$2.72M	0.39%	0.00%	-0.3%	Q4 2024
COPConocophillips	$2.66M	0.38%	0.00%	+0.4%	Q4 2024
WMTWalmart Inc.	$2.66M	0.38%	0.00%	-0.1%	Q4 2024
CVXChevron Corp	$2.64M	0.38%	0.00%	+0.9%	Q4 2024
MCDMcdonalds Corp	$2.52M	0.36%	0.00%	+0.5%	Q4 2024
MAMastercard Inc	$2.21M	0.32%	0.00%	-0.9%	Q4 2024
RDDTReddit, Inc.	$2.06M	0.29%	Not reported	New	Q1 2026
METAMeta Platforms, Inc.	$1.92M	0.27%	Not reported	-3.5%	Q4 2024
VVisa Inc.	$1.91M	0.27%	0.00%	-5.6%	Q4 2024
GSGoldman Sachs Group Inc	$1.83M	0.26%	0.00%	-8.0%	Q4 2024
HDHome Depot, Inc.	$1.83M	0.26%	0.00%	-0.1%	Q4 2024
MEMMerriman Holdings, Inc	$1.82M	0.26%	1.07%	+141.2%	Q3 2025
BXBlackstone Inc.	$1.81M	0.26%	0.00%	-7.2%	Q4 2024
DEDeere & Co	$1.8M	0.26%	0.00%	+0.2%	Q4 2024
TSLATesla, Inc.	$1.8M	0.26%	0.00%	-4.4%	Q4 2024
KOCoca Cola Co	$1.79M	0.26%	0.00%	+1.0%	Q4 2024
HONHoneywell International Inc	$1.77M	0.25%	0.00%	+4.1%	Q4 2024
MSIMotorola Solutions, Inc.	$1.74M	0.25%	0.00%	0.0%	Q4 2024
BACBank of America Corp	$1.68M	0.24%	0.00%	-0.1%	Q4 2024
UNPUnion Pacific Corp	$1.58M	0.23%	0.00%	+0.8%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.57M	0.22%	0.00%	-1.9%	Q4 2024
CSCOCisco Systems, Inc.	$1.49M	0.21%	0.00%	0.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.42M	0.20%	Not reported	-37.9%	Q4 2024
DHRDanaher Corp	$1.39M	0.20%	0.00%	-1.1%	Q4 2024
TRVTravelers Companies, Inc.	$1.35M	0.19%	0.00%	0.0%	Q4 2024
SHWSherwin Williams Co	$1.29M	0.19%	0.00%	-2.0%	Q4 2024

Q4 2025Reported Feb 12, 2026131 positions
GENIGenius Sports Ltd	$32M	4.68%	29.08%	+6.8%	Q4 2024
AAPLApple Inc.	$17.5M	2.56%	0.00%	+9.3%	Q4 2024
NVDANvidia Corp	$13.4M	1.96%	0.00%	+19.7%	Q4 2024
MSFTMicrosoft Corp	$12.5M	1.83%	0.00%	-0.1%	Q4 2024
GOOGLAlphabet Inc.	$12.1M	1.77%	0.00%	+7.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$11.2M	1.64%	Not reported	+10.8%	Q4 2024
AMZNAmazon Com Inc	$9.99M	1.46%	0.00%	+3.8%	Q4 2024
JPMJPMorgan Chase & Co	$9.18M	1.34%	0.00%	+1.7%	Q4 2024
RTXRTX Corp	$6.42M	0.94%	0.00%	+0.7%	Q4 2024
PGRProgressive Corp	$6.11M	0.89%	0.00%	+931.2%	Q1 2025
APOApollo Global Management, Inc.	$5.31M	0.78%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$5.26M	0.77%	0.00%	+4.4%	Q4 2024
AVGOBroadcom Inc.	$5.12M	0.75%	0.00%	-1.7%	Q4 2024
FCXFreeport-Mcmoran Inc	$5M	0.73%	0.01%	+8.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$4.53M	0.66%	Not reported	Not reported	Q4 2024
NEENextera Energy Inc	$4.34M	0.63%	0.00%	+5.4%	Q4 2024
HHHHoward Hughes Holdings Inc.	$4.2M	0.61%	0.09%	+4.4%	Q2 2025
SLViShares Silver Trust	$4.02M	0.59%	0.01%	+10.2%	Q2 2025
WTWWillis Towers Watson PLC	$3.99M	0.58%	0.01%	Not reported	Q1 2025
XOMExxonMobil Holdings Corp	$3.98M	0.58%	0.00%	+8.8%	Q4 2024
CATCaterpillar Inc	$3.82M	0.56%	0.00%	+22.9%	Q4 2024
GOOGAlphabet Inc.	$3.66M	0.53%	Not reported	+15.4%	Q4 2024
AXPAmerican Express Co	$3.34M	0.49%	0.00%	-0.8%	Q4 2024
COSTCostco Wholesale Corp	$2.99M	0.44%	0.00%	+3.5%	Q4 2024
MSMorgan Stanley	$2.91M	0.42%	0.00%	+0.2%	Q4 2024
FLUTFlutter Entertainment plc	$2.88M	0.42%	0.01%	Not reported	Q1 2025
BXBlackstone Inc.	$2.61M	0.38%	0.00%	+0.4%	Q4 2024
MAMastercard Inc	$2.55M	0.37%	0.00%	+1.5%	Q4 2024
EMEEMCOR Group, Inc.	$2.47M	0.36%	0.01%	-0.3%	Q4 2024
MCDMcdonalds Corp	$2.46M	0.36%	0.00%	+5.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.4M	0.35%	Not reported	-15.6%	Q4 2024
WMTWalmart Inc.	$2.39M	0.35%	0.00%	-0.4%	Q4 2024
VVisa Inc.	$2.35M	0.34%	0.00%	-4.7%	Q4 2024
METAMeta Platforms, Inc.	$2.29M	0.33%	Not reported	+23.5%	Q4 2024
TSLATesla, Inc.	$2.28M	0.33%	0.00%	+8.8%	Q4 2024
GSGoldman Sachs Group Inc	$2.07M	0.30%	0.00%	+14.3%	Q4 2024
CVXChevron Corp	$1.93M	0.28%	0.00%	-17.3%	Q4 2024
HDHome Depot, Inc.	$1.92M	0.28%	0.00%	-2.4%	Q4 2024
PLDPrologis, Inc.	$1.9M	0.28%	0.00%	Not reported	Q1 2025
BACBank of America Corp	$1.9M	0.28%	0.00%	-4.1%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.89M	0.28%	0.00%	+0.1%	Q4 2024
COPConocophillips	$1.88M	0.27%	0.00%	-2.5%	Q4 2024
KKRKKR & Co. Inc.	$1.85M	0.27%	0.00%	-1.5%	Q4 2024
DHRDanaher Corp	$1.69M	0.25%	0.00%	+0.2%	Q4 2024
KOCoca Cola Co	$1.63M	0.24%	0.00%	0.0%	Q4 2024
NEANuveen AMT-Free Quality Municipal Income Fund	$1.61M	0.24%	Not reported	-8.9%	Q4 2024
MSIMotorola Solutions, Inc.	$1.53M	0.22%	0.00%	-1.0%	Q4 2024
UNPUnion Pacific Corp	$1.49M	0.22%	0.00%	-17.5%	Q4 2024
DEDeere & Co	$1.49M	0.22%	0.00%	-0.2%	Q4 2024
CSCOCisco Systems, Inc.	$1.48M	0.22%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 3, 2025130 positions
GENIGenius Sports Ltd	$33.7M	6.18%	14.72%	-5.2%	Q4 2024
AAPLApple Inc.	$15M	2.75%	0.00%	+0.2%	Q4 2024
MSFTMicrosoft Corp	$13.4M	2.46%	0.00%	-2.1%	Q4 2024
NVDANvidia Corp	$11.2M	2.06%	0.00%	-9.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$10.1M	1.85%	Not reported	-3.8%	Q4 2024
AMZNAmazon Com Inc	$9.16M	1.68%	0.00%	-1.9%	Q4 2024
JPMJPMorgan Chase & Co	$8.84M	1.62%	0.00%	-23.0%	Q4 2024
GOOGLAlphabet Inc.	$8.8M	1.61%	0.00%	-2.4%	Q4 2024
RTXRTX Corp	$5.82M	1.07%	0.00%	-4.3%	Q4 2024
AVGOBroadcom Inc.	$4.96M	0.91%	0.00%	-0.7%	Q4 2024
BRK.ABerkshire Hathaway Inc	$4.53M	0.83%	Not reported	Not reported	Q4 2024
OWLBlue Owl Capital Inc.	$4.43M	0.81%	3.81%	-1.1%	Q4 2024
WTWWillis Towers Watson PLC	$4.19M	0.77%	0.01%	Not reported	Q1 2025
HHHHoward Hughes Holdings Inc.	$4.14M	0.76%	0.08%	-4.5%	Q2 2025
ROOTRoot, Inc.	$4.03M	0.74%	1.91%	+52.0%	Q2 2025
NEENextera Energy Inc	$3.87M	0.71%	0.00%	-4.1%	Q4 2024
LLYELI LILLY & Co	$3.58M	0.66%	0.00%	-1.7%	Q4 2024
FCXFreeport-Mcmoran Inc	$3.57M	0.65%	0.01%	-5.0%	Q4 2024
XOMExxonMobil Holdings Corp	$3.43M	0.63%	0.00%	-3.3%	Q4 2024
COSTCostco Wholesale Corp	$3.1M	0.57%	0.00%	0.0%	Q4 2024
AXPAmerican Express Co	$3.02M	0.55%	0.00%	+0.1%	Q4 2024
BXBlackstone Inc.	$2.88M	0.53%	0.00%	+0.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.78M	0.51%	Not reported	-1.2%	Q4 2024
EMEEMCOR Group, Inc.	$2.63M	0.48%	0.01%	-3.9%	Q4 2024
MSMorgan Stanley	$2.6M	0.48%	0.00%	+0.1%	Q4 2024
CATCaterpillar Inc	$2.59M	0.47%	0.00%	+4.6%	Q4 2024
MAMastercard Inc	$2.5M	0.46%	0.00%	+0.3%	Q4 2024
GOOGAlphabet Inc.	$2.46M	0.45%	Not reported	-0.4%	Q4 2024
SLViShares Silver Trust	$2.4M	0.44%	0.01%	-4.8%	Q2 2025
VVisa Inc.	$2.39M	0.44%	0.00%	-7.5%	Q4 2024
CVXChevron Corp	$2.37M	0.44%	0.00%	-4.2%	Q4 2024
MCDMcdonalds Corp	$2.33M	0.43%	0.00%	-0.6%	Q4 2024
HDHome Depot, Inc.	$2.32M	0.42%	0.00%	Not reported	Q4 2024
ADIAnalog Devices Inc	$2.23M	0.41%	0.00%	-0.9%	Q4 2024
WMTWalmart Inc.	$2.22M	0.41%	0.00%	-0.3%	Q4 2024
APHAmphenol Corp	$2.16M	0.40%	0.00%	+0.6%	Q4 2024
TSLATesla, Inc.	$2.07M	0.38%	0.00%	+3.5%	Q4 2024
METAMeta Platforms, Inc.	$2.07M	0.38%	Not reported	+1.6%	Q4 2024
COPConocophillips	$1.95M	0.36%	0.00%	Not reported	Q4 2024
KKRKKR & Co. Inc.	$1.92M	0.35%	0.00%	-0.6%	Q4 2024
BACBank of America Corp	$1.86M	0.34%	0.00%	+0.2%	Q4 2024
MSIMotorola Solutions, Inc.	$1.85M	0.34%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$1.85M	0.34%	0.00%	+0.5%	Q4 2024
NEANuveen AMT-Free Quality Municipal Income Fund	$1.74M	0.32%	Not reported	+8.5%	Q4 2024
PLDPrologis, Inc.	$1.7M	0.31%	0.00%	-0.3%	Q1 2025
GSGoldman Sachs Group Inc	$1.64M	0.30%	0.00%	Not reported	Q4 2024
HONHoneywell International Inc	$1.59M	0.29%	0.00%	0.0%	Q4 2024
TMOThermo Fisher Scientific Inc.	$1.58M	0.29%	0.00%	+2.1%	Q4 2024
ADPAutomatic Data Processing Inc	$1.55M	0.28%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$1.55M	0.28%	0.00%	-3.2%	Q4 2024

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