MondegarAI
Income Insurance Ltd

Q4 2025 · 13F-HR

Income Insurance Ltdholdings as filed

Filed 2026-02-04 · accession 0002022801-26-000013

$154.2M
Reported value
159
Positions
2025-12-31
Period end
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The Brief · Income Insurance Ltd · Q4 2025

AI · grounded in 13F

Income Insurance Ltd established a new position in NVDA worth $13.78M. The fund also initiated new stakes in AAPL for $12.29M and MSFT for $10.38M. Additional new positions include LQD at $7.56M and AMZN at $6.75M. Total AUM for the period stands at $154.23M across 159 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$13.8M8.93%73,877CommonSOLE
037833100AAPLAPPLE INC$12.3M7.97%45,197CommonSOLE
594918104MSFTMICROSOFT CORP$10.4M6.73%21,460CommonSOLE
464287242LQDISHARES TR$7.6M4.90%68,570CommonSOLE
023135106AMZNAMAZON COM INC$6.7M4.38%29,241CommonSOLE
02079K305GOOGLALPHABET INC$5.5M3.58%17,660CommonSOLE
11135F101AVGOBROADCOM INC$4.7M3.06%13,622CommonSOLE
02079K107GOOGALPHABET INC$4.7M3.04%14,921CommonSOLE
30303M102METAMETA PLATFORMS INC$4.4M2.82%6,592CommonSOLE
88160R101TSLATESLA INC$3.9M2.51%8,603CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.7M1.75%8,359CommonSOLE
532457108LLYELI LILLY & CO$2.7M1.72%2,467CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.37%4,204CommonSOLE
92826C839VVISA INC$1.8M1.18%5,175CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.6M1.02%13,076CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.99%7,342CommonSOLE
931142103WMTWALMART INC$1.5M0.97%13,412CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.95%2,578CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.80%5,414CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.2M0.80%6,910CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.78%12,820CommonSOLE
060505104BACBANK AMERICA CORP$1.2M0.78%21,821CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.75%1,335CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.1M0.69%4,969CommonSOLE
437076102HDHOME DEPOT INC$1.0M0.68%3,034CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.0M0.66%7,153CommonSOLE
68389X105ORCLORACLE CORP$1.0M0.66%5,197CommonSOLE
369604301GEGE AEROSPACE$986,9280.64%3,204CommonSOLE
595112103MUMICRON TECHNOLOGY INC$982,0960.64%3,441CommonSOLE
17275R102CSCOCISCO SYS INC$935,7600.61%12,148CommonSOLE
949746101WMT2WELLS FARGO CO NEW$919,8840.60%9,870CommonSOLE
166764100CVXCHEVRON CORP NEW$913,2410.59%5,992CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$899,5500.58%2,725CommonSOLE
191216100KOCOCA COLA CO$858,7740.56%12,284CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$849,5300.55%2,868CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$809,5590.52%921CommonSOLE
149123101CATCATERPILLAR INC$807,1740.52%1,409CommonSOLE
58933Y105MRKMERCK & CO INC$792,6080.51%7,530CommonSOLE
79466L302CRMSALESFORCE INC$760,2920.49%2,870CommonSOLE
718172109PMPHILIP MORRIS INTL INC$749,5490.49%4,673CommonSOLE
75513E101RTXRTX CORPORATION$734,7000.48%4,006CommonSOLE
780087102RYROYAL BK CDA$721,3870.47%4,226CommonSOLE
512807306LRCXLAM RESEARCH CORP$670,3410.43%3,916CommonSOLE
580135101MCDMCDONALDS CORP$655,5760.43%2,145CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$655,3580.42%1,131CommonSOLE
002824100ABTABBOTT LABS$654,0140.42%5,220CommonSOLE
172967424CCITIGROUP INC$643,1950.42%5,512CommonSOLE
038222105AMATAPPLIED MATLS INC$640,9330.42%2,494CommonSOLE
617446448MSMORGAN STANLEY$637,1550.41%3,589CommonSOLE
025816109AXPAMERICAN EXPRESS CO$621,1460.40%1,679CommonSOLE
254687106DISDISNEY WALT CO$613,3340.40%5,391CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$607,1380.39%1,072CommonSOLE
82509L107SHOPSHOPIFY INC$604,9180.39%3,752CommonSOLE
713448108PEPPEPSICO INC$589,8670.38%4,110CommonSOLE
747525103QCOMQUALCOMM INC$553,8600.36%3,238CommonSOLE
461202103INTUINTUIT$553,7830.36%836CommonSOLE
00206R102TAT&T INC$535,9230.35%21,575CommonSOLE
36828A101GEVGE VERNOVA INC$533,3130.35%816CommonSOLE
031162100AMGNAMGEN INC$526,3140.34%1,608CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$519,4670.34%97CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$516,1350.33%5,166CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$514,4200.33%12,630CommonSOLE
872540109TJXTJX COS INC NEW$512,5970.33%3,337CommonSOLE
458140100INTCINTEL CORP$512,2460.33%13,882CommonSOLE
032095101APHAMPHENOL CORP NEW$501,6400.33%3,712CommonSOLE
65339F101NEENEXTERA ENERGY INC$494,0430.32%6,154CommonSOLE
78409V104SPGIS&P GLOBAL INC$491,2350.32%940CommonSOLE
097023105BABOEING CO$490,2570.32%2,258CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$486,2560.32%5,951CommonSOLE
891160509TDTORONTO DOMINION BK ONT$484,5990.31%5,135CommonSOLE
482480100KLACKLA CORP$478,7420.31%394CommonSOLE
81762P102NOWSERVICENOW INC$475,6550.31%3,105CommonSOLE
882508104TXNTEXAS INSTRS INC$471,8930.31%2,720CommonSOLE
09290D101BLKBLACKROCK INC$470,9500.31%440CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$463,6350.30%1,913CommonSOLE
03831W108APPAPPLOVIN CORP$463,5880.30%688CommonSOLE
375558103GILDGILEAD SCIENCES INC$456,1020.30%3,716CommonSOLE
00724F101ADBEADOBE INC$443,7870.29%1,268CommonSOLE
235851102DHRDANAHER CORPORATION$439,9840.29%1,922CommonSOLE
717081103PFEPFIZER INC$422,9510.27%16,986CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$422,0190.27%4,426CommonSOLE
040413205ANETARISTA NETWORKS INC$418,1170.27%3,191CommonSOLE
907818108UNPUNION PAC CORP$412,6750.27%1,784CommonSOLE
548661107LOWLOWES COS INC$403,9430.26%1,675CommonSOLE
032654105ADIANALOG DEVICES INC$401,3760.26%1,480CommonSOLE
743315103PGRPROGRESSIVE CORP$398,9650.26%1,752CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$384,9780.25%2,090CommonSOLE
95040Q104WELLWELLTOWER INC$380,1290.25%2,048CommonSOLE
438516106HONHONEYWELL INTL INC$374,5730.24%1,920CommonSOLE
863667101SYKSTRYKER CORPORATION$360,9600.23%1,027CommonSOLE
244199105DEDEERE & CO$357,0920.23%767CommonSOLE
74340W103PLDPROLOGIS INC.$352,4690.23%2,761CommonSOLE
20825C104COPCONOCOPHILLIPS$352,3480.23%3,764CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$347,8200.23%742CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$346,3670.22%764CommonSOLE
09260D107BXBLACKSTONE INC$335,4090.22%2,176CommonSOLE
701094104PHPARKER-HANNIFIN CORP$334,0050.22%380CommonSOLE
20030N101CMCSACOMCAST CORP NEW$332,1680.22%11,113CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$329,2480.21%932CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$326,2830.21%6,049CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$311,5060.20%1,211CommonSOLE
29250N105ENBENBRIDGE INC$310,9710.20%6,490CommonSOLE
872590104TMUST-MOBILE US INC$309,6360.20%1,525CommonSOLE
58155Q103MCKMCKESSON CORP$304,3280.20%371CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$303,2610.20%627CommonSOLE
126650100CVSCVS HEALTH CORP$298,2350.19%3,758CommonSOLE
12572Q105CMECME GROUP INC$292,4690.19%1,071CommonSOLE
02209S103MOALTRIA GROUP INC$289,3380.19%5,018CommonSOLE
855244109SBUXSTARBUCKS CORP$284,5460.18%3,379CommonSOLE
11271J107BNBROOKFIELD CORP$279,8950.18%6,088CommonSOLE
063671101BMOBANK MONTREAL QUE$277,2420.18%2,132CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$276,3040.18%1,706CommonSOLE
58733R102MELIMERCADOLIBRE INC$273,9390.18%136CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$272,4330.18%3,689CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$271,9720.18%1,466CommonSOLE
94106L109WMWASTE MGMT INC DEL$262,5530.17%1,195CommonSOLE
25809K105DASHDOORDASH INC$259,3200.17%1,145CommonSOLE
871607107SNPSSYNOPSYS INC$259,2850.17%552CommonSOLE
88579Y101MMM3M CO$255,3600.17%1,595CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$253,5020.16%811CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$252,8390.16%1,489CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$250,5390.16%2,760CommonSOLE
40412C101HCAHCA HEALTHCARE INC$249,3030.16%534CommonSOLE
902973304USBUS BANCORP DEL$245,9900.16%4,610CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$245,7630.16%2,117CommonSOLE
615369105MCOMOODYS CORP$245,2080.16%480CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$244,6320.16%1,172CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$244,0420.16%1,390CommonSOLE
770700102HOODROBINHOOD MKTS INC$243,7310.16%2,155CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$240,8230.16%312CommonSOLE
48251W104KKRKKR & CO INC$235,7110.15%1,849CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$234,1670.15%668CommonSOLE
443201108HWMHOWMET AEROSPACE INC$232,0830.15%1,132CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$231,4000.15%2,537CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$230,9350.15%405CommonSOLE
37045V100GMGENERAL MTRS CO$229,6480.15%2,824CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$228,7650.15%706CommonSOLE
369550108GDGENERAL DYNAMICS CORP$227,2460.15%675CommonSOLE
654106103NKENIKE INC$222,7300.14%3,496CommonSOLE
29444U700EQIXEQUINIX INC$221,4200.14%289CommonSOLE
893641100TDGTRANSDIGM GROUP INC$220,7550.14%166CommonSOLE
291011104EMREMERSON ELEC CO$220,7130.14%1,663CommonSOLE
125523100CITHE CIGNA GROUP$217,7070.14%791CommonSOLE
06849F108BBARRICK MNG CORP$217,3070.14%4,982CommonSOLE
969457100WMBWILLIAMS COS INC$216,8770.14%3,608CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$215,2480.14%4,238CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$214,9990.14%2,530CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$214,4490.14%2,162CommonSOLE
571903202MARMARRIOTT INTL INC NEW$212,8250.14%686CommonSOLE
219350105GLWCORNING INC$209,3560.14%2,391CommonSOLE
609207105MDLZMONDELEZ INTL INC$206,4380.13%3,835CommonSOLE
231021106CMICUMMINS INC$206,2220.13%404CommonSOLE
833445109SNOWSNOWFLAKE INC$205,5400.13%937CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$202,7050.13%823CommonSOLE
172908105CTASCINTAS CORP$202,1750.13%1,075CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$201,3620.13%701CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$200,7360.13%2,723CommonSOLE
126408103CSXCSX CORP$200,4630.13%5,530CommonSOLE
345370860FFORD MTR CO$149,5420.10%11,398CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.