2026 Q1 Portfolio Activity
In 2026 Q1, Income Insurance Ltd maintained a portfolio of 172 distinct positions. The most significant new addition was WESTERN DIGITAL CORP, now representing 0.20% of the total fund value. They heavily accumulated shares in PALO ALTO NETWORKS INC, increasing the position by 14.1%.
Position History
hover any row below to update
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Total Positions
172
Quarter
2026 Q1
Top Holding
NVDA (8.8%)
Top 10 Concentration
45.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 172
Income Insurance Ltd Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.80% | 8.93% |
#1
Prev: #1
|
6.0 |
—
|
300 | 0.4% |
P
S
|
74,177 | $12,936,469 |
$186.44
+15.5%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
AAPL
APPLE INC
|
Technology | 7.75% | 7.97% |
#2
Prev: #2
|
5.1 |
—
|
-300 | -0.7% |
P
S
|
44,897 | $11,394,410 |
$271.36
+14.6%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
MSFT
MICROSOFT CORP
|
Technology | 5.42% | 6.73% |
#3
Prev: #3
|
3.7 |
—
|
80 | 0.4% |
P
S
|
21,540 | $7,973,462 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LQD
ISHARES TR
|
ETF | 5.08% | 4.90% |
#4
Prev: #4
|
3.5 |
—
|
no change | no change |
P
S
|
68,570 | $7,473,444 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.17% | 4.38% |
#5
Prev: #5
|
2.7 |
—
|
200 | 0.7% |
P
S
|
29,441 | $6,131,677 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.47% | 3.58% |
#6
Prev: #6
|
1.9 |
—
|
100 | 0.6% |
P
S
|
17,760 | $5,107,066 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.91% | 3.04% |
#7
1
Prev: #8
|
2.2 |
—
|
no change | no change |
P
S
|
14,921 | $4,280,238 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.88% | 3.06% |
#8
1
Prev: #7
|
1.7 |
—
|
80 | 0.6% |
P
S
|
13,702 | $4,240,906 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.58% | 2.82% |
#9
Prev: #9
|
1.5 |
—
|
40 | 0.6% |
P
S
|
6,632 | $3,794,366 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.17% | 2.51% |
#10
Prev: #10
|
1.9 |
—
|
no change | no change |
P
S
|
8,603 | $3,198,165 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.67% | 1.75% |
#11
Prev: #11
|
1.7 |
—
|
no change | no change |
P
S
|
8,359 | $2,458,883 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.54% | 1.72% |
#12
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
2,467 | $2,269,073 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.49% | 1.02% |
#13
2
Prev: #15
|
1.1 |
—
|
-200 | -1.5% |
P
S
|
12,876 | $2,184,542 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.37% | 1.37% |
#14
1
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
4,204 | $2,014,557 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.22% | 0.99% |
#15
1
Prev: #16
|
1.5 |
—
|
no change | no change |
P
S
|
7,342 | $1,794,678 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.13% | 0.97% |
#16
1
Prev: #17
|
1.5 |
—
|
no change | no change |
P
S
|
13,412 | $1,666,843 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
V
VISA INC
|
Financial Services | 1.06% | 1.18% |
#17
3
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
5,175 | $1,564,092 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.93% | 0.75% |
#18
5
Prev: #23
|
0.9 |
—
|
40 | 3.0% |
P
S
|
1,375 | $1,370,091 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.88% | 0.95% |
#19
1
Prev: #18
|
1.4 |
—
|
no change | no change |
P
S
|
2,578 | $1,288,123 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.84% | 0.59% |
#20
12
Prev: #32
|
1.3 |
—
|
no change | no change |
P
S
|
5,992 | $1,239,745 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 0.84% | 0.78% |
#21
Prev: #21
|
1.3 |
—
|
no change | no change |
P
S
|
12,820 | $1,232,643 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.80% | 0.80% |
#22
3
Prev: #19
|
1.3 |
—
|
no change | no change |
P
S
|
5,414 | $1,177,491 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.79% | 0.64% |
#23
6
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
3,441 | $1,162,507 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.70% | 0.66% |
#24
2
Prev: #26
|
1.3 |
—
|
no change | no change |
P
S
|
7,153 | $1,033,179 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.70% | 0.78% |
#25
3
Prev: #22
|
0.8 |
—
|
-800 | -3.7% |
P
S
|
21,021 | $1,024,774 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.69% | 0.69% |
#26
2
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
4,969 | $1,010,844 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.69% | 0.80% |
#27
7
Prev: #20
|
1.3 |
—
|
no change | no change |
P
S
|
6,910 | $1,010,795 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.68% | 0.52% |
#28
9
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
1,409 | $998,220 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.68% | 0.68% |
#29
4
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
3,034 | $997,852 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.65% | 0.56% |
#30
4
Prev: #34
|
0.8 |
—
|
200 | 1.6% |
P
S
|
12,484 | $949,408 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.64% | 0.61% |
#31
1
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
12,148 | $942,563 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.62% | 0.64% |
#32
4
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
3,204 | $909,199 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.62% | 0.51% |
#33
5
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
7,530 | $905,784 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.57% | 0.43% |
#34
9
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
3,916 | $836,693 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.56% | 0.42% |
#35
13
Prev: #48
|
0.7 |
—
|
-100 | -4.0% |
P
S
|
2,394 | $818,245 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.54% | 0.48% |
#36
5
Prev: #41
|
0.7 |
—
|
100 | 2.5% |
P
S
|
4,106 | $792,047 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.53% | 0.60% |
#37
6
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
9,870 | $785,751 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.53% | 0.52% |
#38
2
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
921 | $779,157 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.53% | 0.49% |
#39
1
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
4,673 | $772,634 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.52% | 0.66% |
#40
13
Prev: #27
|
1.2 |
—
|
no change | no change |
P
S
|
5,197 | $764,531 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.50% | 0.58% |
#41
8
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
2,725 | $737,358 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.48% | 0.35% |
#42
16
Prev: #58
|
1.2 |
—
|
no change | no change |
P
S
|
816 | $712,286 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.47% | 0.55% |
#43
8
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
2,868 | $695,175 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RY
ROYAL BK CDA
|
Financial Services | 0.46% | 0.47% |
#44
2
Prev: #42
|
1.2 |
—
|
no change | no change |
P
S
|
4,226 | $680,981 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.45% | 0.43% |
#45
1
Prev: #44
|
1.2 |
—
|
no change | no change |
P
S
|
2,145 | $666,645 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.43% | 0.38% |
#46
8
Prev: #54
|
1.2 |
—
|
no change | no change |
P
S
|
4,110 | $638,242 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.43% | 0.33% |
#47
15
Prev: #62
|
1.2 |
—
|
no change | no change |
P
S
|
12,630 | $634,026 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
T
AT&T INC
|
Communication Services | 0.43% | 0.35% |
#48
9
Prev: #57
|
1.2 |
—
|
no change | no change |
P
S
|
21,575 | $625,459 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.43% | 0.42% |
#49
2
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
5,512 | $625,116 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
INTC
INTEL CORP
|
Technology | 0.42% | 0.33% |
#50
14
Prev: #64
|
1.2 |
—
|
no change | no change |
P
S
|
13,882 | $612,613 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 172 holdings