Institutional
Income Insurance Ltd
CIK 0002022801
$147.1M
Reported AUM
164
Positions
Q1 2026
Period
2026-05-11
Filed
The Brief · Income Insurance Ltd · Q1 2026
AI · grounded in 13F
Income Insurance Ltd established a new position in Western Digital Corp WDC with a $297,539 investment. The fund also opened new stakes in Vertiv Holdings Co VRT for $264,863 and Quanta Svcs Inc QURE for $238,824. Additionally, the fund trimmed its holdings in Apple Inc AAPL by 0.66% and Exxon Mobil Corp XOM by 1.53%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $12.9M | 8.80% | +300 | +0.4% |
| 2 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $11.4M | 7.75% | −300 | −0.7% |
| 3 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $8.0M | 5.42% | +80 | +0.4% |
| 4 | LQD | ISHARES TR | $108.17 | -0.62% | 6.23% | -3.50% | $7.5M | 5.08% | — | HELD |
| 5 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $6.1M | 4.17% | +200 | +0.7% |
| 6 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $5.1M | 3.47% | +100 | +0.6% |
| 7 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $4.3M | 2.91% | — | HELD |
| 8 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | $4.2M | 2.88% | +80 | +0.6% |
| 9 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $3.8M | 2.58% | +40 | +0.6% |
| 10 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $3.2M | 2.17% | — | HELD |
| 11 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $2.5M | 1.67% | — | HELD |
| 12 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | 48.00% | 387.10% | $2.3M | 1.54% | — | HELD |
| 13 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | 48.36% | 212.97% | $2.2M | 1.49% | −200 | −1.5% |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $2.0M | 1.37% | — | HELD |
| 15 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $1.8M | 1.22% | — | HELD |
| 16 | WMT | WALMART INC | $118.88 | 0.97% | 22.99% | 166.67% | $1.7M | 1.13% | — | HELD |
| 17 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $1.6M | 1.06% | — | HELD |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | -3.70% | 138.72% | $1.4M | 0.93% | +40 | +3.0% |
| 19 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | -16.29% | 31.00% | $1.3M | 0.88% | — | HELD |
| 20 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | 39.19% | 125.88% | $1.2M | 0.84% | — | HELD |
| 21 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $1.2M | 0.84% | — | HELD |
| 22 | ABBV | ABBVIE INC | $227.23 | 1.02% | 23.60% | 135.68% | $1.2M | 0.80% | — | HELD |
| 23 | MU | MICRON TECHNOLOGY INC | $864.01 | -13.25% | 697.79% | 1041.92% | $1.2M | 0.79% | — | HELD |
| 24 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | -8.09% | 17.02% | $1.0M | 0.70% | — | HELD |
| 25 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | 23.03% | 58.61% | $1.0M | 0.70% | −800 | −3.7% |
| 26 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | 301.39% | 339.19% | $1.0M | 0.69% | — | HELD |
| 27 | PLTR | PALANTIR TECHNOLOGIES INC | $135.53 | -4.35% | 6.11% | 524.27% | $1.0M | 0.69% | — | HELD |
| 28 | CAT | CATERPILLAR INC | $904.28 | -3.85% | 158.69% | 378.33% | $998K | 0.68% | — | HELD |
| 29 | HD | HOME DEPOT INC | $310.78 | 0.27% | -12.61% | 7.24% | $998K | 0.68% | — | HELD |
| 30 | KO | COCA COLA CO | $79.48 | 3.46% | 14.62% | 60.54% | $949K | 0.65% | +200 | +1.6% |
| 31 | CSCO | CISCO SYS INC | $121.64 | -6.43% | — | — | $943K | 0.64% | — | HELD |
| 32 | GE | GE AEROSPACE | $328.00 | 0.11% | — | — | $909K | 0.62% | — | HELD |
| 33 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $906K | 0.62% | — | HELD |
| 34 | LRCX | LAM RESEARCH CORP | $303.28 | -9.85% | — | — | $837K | 0.57% | — | HELD |
| 35 | AMAT | APPLIED MATLS INC | $453.01 | -9.71% | — | — | $818K | 0.56% | −100 | −4.0% |
| 36 | RTX | RTX CORPORATION | $180.99 | 0.88% | — | — | $792K | 0.54% | +100 | +2.5% |
| 37 | WMT2 | WELLS FARGO & CO | — | — | — | — | $786K | 0.53% | — | HELD |
| 38 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | — | — | $779K | 0.53% | — | HELD |
| 39 | PM | PHILIP MORRIS INTL INC | $178.29 | 1.89% | — | — | $773K | 0.53% | — | HELD |
| 40 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | $765K | 0.52% | — | HELD |
| 41 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | — | — | $737K | 0.50% | — | HELD |
| 42 | GEV | GE VERNOVA INC | $933.61 | -3.09% | — | — | $712K | 0.48% | — | HELD |
| 43 | IBM | INTERNATIONAL BUSINESS MACHS | $284.84 | -5.61% | — | — | $695K | 0.47% | — | HELD |
| 44 | RY | ROYAL BK CDA | $194.04 | -0.48% | — | — | $681K | 0.46% | — | HELD |
| 45 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $667K | 0.45% | — | HELD |
| 46 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $638K | 0.43% | — | HELD |
| 47 | VZ | VERIZON COMMUNICATIONS INC | $45.37 | 1.11% | — | — | $634K | 0.43% | — | HELD |
| 48 | T | AT&T INC | $22.75 | -0.09% | — | — | $625K | 0.43% | — | HELD |
| 49 | C | CITIGROUP INC | $132.47 | -1.98% | — | — | $625K | 0.43% | — | HELD |
| 50 | INTC | INTEL CORP | $99.17 | -11.28% | — | — | $613K | 0.42% | — | HELD |
| 51 | MS | MORGAN STANLEY | $211.93 | -2.90% | — | — | $591K | 0.40% | — | HELD |
| 52 | KLAC | KLA CORP | $1929.20 | -9.47% | — | — | $580K | 0.39% | — | HELD |
| 53 | TMO | THERMO FISHER SCIENTIFIC INC | $472.80 | -1.91% | — | — | $576K | 0.39% | +40 | +3.5% |
| 54 | NEE | NEXTERA ENERGY INC | $85.84 | 0.19% | — | — | $572K | 0.39% | — | HELD |
| 55 | AMGN | AMGEN INC | $349.58 | 1.15% | — | — | $566K | 0.38% | — | HELD |
| 56 | ABT | ABBOTT LABORATORIES | $91.07 | 0.32% | — | — | $536K | 0.36% | — | HELD |
| 57 | CRM | SALESFORCE INC | $185.66 | -1.64% | — | — | $536K | 0.36% | — | HELD |
| 58 | TJX | TJX COS INC NEW | $160.71 | 1.31% | — | — | $533K | 0.36% | — | HELD |
| 59 | TXN | TEXAS INSTRS INC | $285.06 | -6.65% | — | — | $528K | 0.36% | — | HELD |
| 60 | DIS | DISNEY WALT CO | $99.71 | 0.37% | — | — | $520K | 0.35% | — | HELD |
| 61 | GILD | GILEAD SCIENCES INC | $129.16 | -0.02% | — | — | $518K | 0.35% | — | HELD |
| 62 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | — | — | $508K | 0.35% | — | HELD |
| 63 | COP | CONOCOPHILLIPS | $117.14 | -1.75% | — | — | $497K | 0.34% | — | HELD |
| 64 | ISRG | INTUITIVE SURGICAL INC | $422.06 | 0.77% | — | — | $494K | 0.34% | — | HELD |
| 65 | SCHW | SCHWAB CHARLES CORP | $88.84 | 0.95% | — | — | $486K | 0.33% | — | HELD |
| 66 | TD | TORONTO DOMINION BK ONT | $113.16 | -0.52% | — | — | $478K | 0.33% | — | HELD |
| 67 | PFE | PFIZER INC | $26.04 | 1.36% | — | — | $477K | 0.32% | — | HELD |
| 68 | ADI | ANALOG DEVICES INC | $401.39 | -6.38% | — | — | $471K | 0.32% | — | HELD |
| 69 | BA | BOEING CO | $215.45 | -0.91% | — | — | $469K | 0.32% | +100 | +4.4% |
| 70 | APH | AMPHENOL CORP | $138.81 | -5.42% | — | — | $469K | 0.32% | — | HELD |
| 71 | SHOP | SHOPIFY INC | $109.54 | -5.60% | — | — | $444K | 0.30% | — | HELD |
| 72 | HON | HONEYWELL INTL INC | $213.97 | -1.69% | — | — | $434K | 0.30% | — | HELD |
| 73 | UNP | UNION PAC CORP | $272.32 | 3.19% | — | — | $433K | 0.29% | — | HELD |
| 74 | DE | DEERE & CO | $583.44 | -1.40% | — | — | $432K | 0.29% | — | HELD |
| 75 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | — | — | $428K | 0.29% | — | HELD |
| 76 | BLK | BLACKROCK INC | $995.60 | -2.64% | — | — | $423K | 0.29% | — | HELD |
| 77 | QCOM | QUALCOMM INC | $215.94 | -10.98% | — | — | $417K | 0.28% | — | HELD |
| 78 | BKNG | BOOKING HOLDINGS INC | $165.84 | -0.99% | — | — | $408K | 0.28% | — | HELD |
| 79 | WELL | WELLTOWER INC | $206.93 | 3.03% | — | — | $405K | 0.28% | — | HELD |
| 80 | SPGI | S&P GLOBAL INC | $424.44 | 1.03% | — | — | $400K | 0.27% | — | HELD |
| 81 | LOW | LOWES COS INC | $210.74 | 1.55% | — | — | $396K | 0.27% | — | HELD |
| 82 | ANET | ARISTA NETWORKS INC | $154.27 | -7.07% | — | — | $392K | 0.27% | — | HELD |
| 83 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | — | — | $382K | 0.26% | +294 | +14.1% |
| 84 | LMT | LOCKHEED MARTIN CORP | $523.76 | 0.91% | — | — | $379K | 0.26% | — | HELD |
| 85 | BMY | BRISTOL-MYERS SQUIBB CO | $57.27 | 1.18% | — | — | $367K | 0.25% | — | HELD |
| 86 | PLD | PROLOGIS INC. | $144.54 | 0.52% | — | — | $365K | 0.25% | — | HELD |
| 87 | DHR | DANAHER CORP DEL | $184.30 | -1.25% | — | — | $364K | 0.25% | — | HELD |
| 88 | INTU | INTUIT | $296.76 | -1.73% | — | — | $361K | 0.25% | — | HELD |
| 89 | ENB | ENBRIDGE INC | $56.31 | -0.76% | — | — | $351K | 0.24% | — | HELD |
| 90 | COF | CAPITAL ONE FINL CORP | $180.67 | -1.38% | — | — | $349K | 0.24% | — | HELD |
| 91 | PGR | PROGRESSIVE CORP | $204.02 | 4.42% | — | — | $347K | 0.24% | — | HELD |
| 92 | VRTX | VERTEX PHARMACEUTICALS INC | $446.83 | 1.15% | — | — | $341K | 0.23% | — | HELD |
| 93 | PH | PARKER-HANNIFIN CORP | $882.34 | 1.16% | — | — | $340K | 0.23% | — | HELD |
| 94 | SYK | STRYKER CORPORATION | $305.66 | 1.48% | — | — | $337K | 0.23% | — | HELD |
| 95 | MO | ALTRIA GROUP INC | $72.19 | 2.25% | — | — | $331K | 0.23% | — | HELD |
| 96 | GLW | CORNING INC | $177.58 | -10.18% | — | — | $325K | 0.22% | — | HELD |
| 97 | NOW | SERVICENOW INC | $112.45 | -5.79% | — | — | $325K | 0.22% | — | HELD |
| 98 | MCK | MCKESSON CORP | $775.66 | 2.47% | — | — | $321K | 0.22% | — | HELD |
| 99 | TMUS | T-MOBILE US INC | $178.10 | 0.61% | — | — | $320K | 0.22% | — | HELD |
| 100 | CMCSA | COMCAST CORP NEW | $23.82 | 2.10% | — | — | $319K | 0.22% | — | HELD |
| 101 | CME | CME GROUP INC | — | — | — | — | $316K | 0.22% | — | HELD |
| 102 | ADBE | ADOBE INC | — | — | — | — | $308K | 0.21% | — | HELD |
| 103 | SBUX | STARBUCKS CORP | — | — | — | — | $303K | 0.21% | — | HELD |
| 104 | AEM | AGNICO EAGLE MINES LTD | — | — | — | — | $301K | 0.20% | — | HELD |
| 105 | WDC | WESTERN DIGITAL CORP | — | — | — | — | $298K | 0.20% | +1,100 | NEW |
| 106 | CRWD | CROWDSTRIKE HLDGS INC | — | — | — | — | $290K | 0.20% | — | HELD |
| 107 | BMO | BANK MONTREAL MEDIUM | — | — | — | — | $288K | 0.20% | — | HELD |
| 108 | EQIX | EQUINIX INC | — | — | — | — | $283K | 0.19% | — | HELD |
| 109 | BSX | BOSTON SCIENTIFIC CORP | — | — | — | — | $278K | 0.19% | — | HELD |
| 110 | NOC | NORTHROP GRUMMAN CORP | — | — | — | — | $276K | 0.19% | — | HELD |
| 111 | WM | WASTE MGMT INC DEL | — | — | — | — | $275K | 0.19% | — | HELD |
| 112 | APP | APPLOVIN CORP | — | — | — | — | $274K | 0.19% | — | HELD |
| 113 | CVS | CVS HEALTH CORP | — | — | — | — | $270K | 0.18% | — | HELD |
| 114 | ICE | INTERCONTINENTAL EXCHANGE IN | — | — | — | — | $268K | 0.18% | — | HELD |
| 115 | VRT | VERTIV HOLDINGS CO | — | — | — | — | $265K | 0.18% | +1,057 | NEW |
| 116 | WMB | WILLIAMS COS INC | — | — | — | — | $263K | 0.18% | — | HELD |
| 117 | HWM | HOWMET AEROSPACE INC | — | — | — | — | $261K | 0.18% | — | HELD |
| 118 | CM | CANADIAN IMPERIAL BANK OF CO | — | — | — | — | $261K | 0.18% | — | HELD |
| 119 | CEG | CONSTELLATION ENERGY CORP | — | — | — | — | $260K | 0.18% | — | HELD |
| 120 | BNS | BANK NOVA SCOTIA B C | — | — | — | — | $255K | 0.17% | — | HELD |
| 121 | MRSH | MARSH & MCLENNAN COS INC | — | — | — | — | $254K | 0.17% | — | HELD |
| 122 | HCA | HCA HEALTHCARE INC | — | — | — | — | $253K | 0.17% | — | HELD |
| 123 | BK | BANK NEW YORK MELLON CORP | — | — | — | — | $251K | 0.17% | — | HELD |
| 124 | MRVL | MARVELL TECHNOLOGY INC | — | — | — | — | $251K | 0.17% | — | HELD |
| 125 | BX | BLACKSTONE INC | — | — | — | — | $250K | 0.17% | — | HELD |
| 126 | FCX | FREEPORT MCMORAN INC | — | — | — | — | $249K | 0.17% | — | HELD |
| 127 | ADP | AUTOMATIC DATA PROCESSING IN | — | — | — | — | $246K | 0.17% | — | HELD |
| 128 | BN | BROOKFIELD CORP | — | — | — | — | $246K | 0.17% | — | HELD |
| 129 | PNC | PNC FINL SVCS GROUP INC | — | — | — | — | $244K | 0.17% | — | HELD |
| 130 | REGN | REGENERON PHARMACEUTICALS | — | — | — | — | $241K | 0.16% | — | HELD |
| 131 | AMT | AMERICAN TOWER CORP | — | — | — | — | $240K | 0.16% | — | HELD |
| 132 | USB | US BANCORP | — | — | — | — | $240K | 0.16% | — | HELD |
| 133 | QURE | QUANTA SVCS INC | — | — | — | — | $239K | 0.16% | +435 | NEW |
| 134 | FDX | FEDEX CORP | — | — | — | — | $238K | 0.16% | +667 | NEW |
| 135 | MELI | MERCADOLIBRE INC | — | — | — | — | $235K | 0.16% | — | HELD |
| 136 | ORLY | OREILLY AUTOMOTIVE INC | — | — | — | — | $234K | 0.16% | — | HELD |
| 137 | EOG | EOG RES INC | — | — | — | — | $233K | 0.16% | +1,610 | NEW |
| 138 | GD | GENERAL DYNAMICS CORP | — | — | — | — | $232K | 0.16% | — | HELD |
| 139 | MMM | 3M CO | — | — | — | — | $232K | 0.16% | — | HELD |
| 140 | CSX | CSX CORP | — | — | — | — | $227K | 0.15% | — | HELD |
| 141 | VLO | VALERO ENERGY CORP | — | — | — | — | $226K | 0.15% | +916 | NEW |
| 142 | SHW | SHERWIN WILLIAMS CO | — | — | — | — | $226K | 0.15% | — | HELD |
| 143 | SLB | SLB LIMITED | — | — | — | — | $226K | 0.15% | +4,399 | NEW |
| 144 | CDNS | CADENCE DESIGN SYSTEM INC | — | — | — | — | $225K | 0.15% | — | HELD |
| 145 | MAR | MARRIOTT INTL INC NEW | — | — | — | — | $224K | 0.15% | — | HELD |
| 146 | MDLZ | MONDELEZ INTL INC | — | — | — | — | $221K | 0.15% | — | HELD |
| 147 | MPC | MARATHON PETE CORP | — | — | — | — | $220K | 0.15% | +902 | NEW |
| 148 | SNPS | SYNOPSYS INC | — | — | — | — | $219K | 0.15% | — | HELD |
| 149 | EMR | EMERSON ELEC CO | — | — | — | — | $218K | 0.15% | — | HELD |
| 150 | PSX | PHILLIPS 66 | — | — | — | — | $218K | 0.15% | +1,195 | NEW |
| 151 | CMI | CUMMINS INC | — | — | — | — | $217K | 0.15% | — | HELD |
| 152 | MSI | MOTOROLA SOLUTIONS INC | — | — | — | — | $214K | 0.15% | +494 | NEW |
| 153 | ITW | ILLINOIS TOOL WKS INC | — | — | — | — | $214K | 0.15% | — | HELD |
| 154 | CP | CANADIAN PACIFIC KANSAS CITY | — | — | — | — | $214K | 0.15% | — | HELD |
| 155 | HLT | HILTON WORLDWIDE HLDGS INC | — | — | — | — | $213K | 0.14% | — | HELD |
| 156 | UPS | UNITED PARCEL SVCS INC | — | — | — | — | $213K | 0.14% | — | HELD |
| 157 | CI | THE CIGNA GROUP | — | — | — | — | $211K | 0.14% | — | HELD |
| 158 | GM | GENERAL MTRS CO | — | — | — | — | $210K | 0.14% | — | HELD |
| 159 | MCO | MOODYS CORP | — | — | — | — | $209K | 0.14% | — | HELD |
| 160 | NEM | NEWMONT CORP | — | — | — | — | $209K | 0.14% | +1,930 | NEW |
| 161 | ROST | ROSS STORES INC | — | — | — | — | $207K | 0.14% | +957 | NEW |
| 162 | B | BARRICK MNG CORP | — | — | — | — | $203K | 0.14% | — | HELD |
| 163 | ECL | ECOLAB INC | — | — | — | — | $201K | 0.14% | +754 | NEW |
| 164 | F | FORD MTR CO | — | — | — | — | $132K | 0.09% | — | HELD |
| 165 | DASH | DOORDASH INC | — | — | — | — | — | — | −1,145 | EXITED |
| 166 | HOOD | ROBINHOOD MKTS INC | — | — | — | — | — | — | −2,155 | EXITED |
| 167 | KKR | KKR & CO INC | — | — | — | — | — | — | −1,849 | EXITED |
| 168 | ELV | ELEVANCE HEALTH INC FORMERLY | — | — | — | — | — | — | −668 | EXITED |
| 169 | NKE | NIKE INC | — | — | — | — | — | — | −3,496 | EXITED |
| 170 | TDG | TRANSDIGM GROUP INC | — | — | — | — | — | — | −166 | EXITED |
| 171 | SNOW | SNOWFLAKE INC | — | — | — | — | — | — | −937 | EXITED |
| 172 | CTAS | CINTAS CORP | — | — | — | — | — | — | −1,075 | EXITED |
Source: SEC EDGAR · accession 0002130287-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.