Income Insurance Ltd — 13F Holdings & Portfolio
CIK 2022801 · latest 13F-HR filed 2026-02-04
Income Insurance Ltd manages $154.2M in 13F-reported U.S. long-equity assets across 159 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are NVDA (8.93%), AAPL (7.97%), MSFT (6.73%).
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$154.2M
Long-equity book
159
Distinct positions
2025-12-31
Filed 2026-02-04
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $13.8M | 8.93% | 73,877 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $12.3M | 7.97% | 45,197 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $10.4M | 6.73% | 21,460 | SH |
| 4 | ISHARES TR | LQD | 464287242 | $7.6M | 4.90% | 68,570 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $6.7M | 4.38% | 29,241 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $5.5M | 3.58% | 17,660 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $4.7M | 3.06% | 13,622 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $4.7M | 3.04% | 14,921 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $4.4M | 2.82% | 6,592 | SH |
| 10 | TESLA INC | TSLA | 88160R101 | $3.9M | 2.51% | 8,603 | SH |
| 11 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $2.7M | 1.75% | 8,359 | SH |
| 12 | ELI LILLY & CO | LLY | 532457108 | $2.7M | 1.72% | 2,467 | SH |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.1M | 1.37% | 4,204 | SH |
| 14 | VISA INC | V | 92826C839 | $1.8M | 1.18% | 5,175 | SH |
| 15 | EXXON MOBIL CORP | XOM | 30231G102 | $1.6M | 1.02% | 13,076 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.5M | 0.99% | 7,342 | SH |
| 17 | WALMART INC | WMT | 931142103 | $1.5M | 0.97% | 13,412 | SH |
| 18 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.5M | 0.95% | 2,578 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $1.2M | 0.80% | 5,414 | SH |
| 20 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.2M | 0.80% | 6,910 | SH |
| 21 | NETFLIX INC | NFLX | 64110L106 | $1.2M | 0.78% | 12,820 | SH |
| 22 | BANK AMERICA CORP | BAC | 060505104 | $1.2M | 0.78% | 21,821 | SH |
| 23 | COSTCO WHSL CORP NEW | COST | 22160K105 | $1.2M | 0.75% | 1,335 | SH |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.1M | 0.69% | 4,969 | SH |
| 25 | HOME DEPOT INC | HD | 437076102 | $1.0M | 0.68% | 3,034 | SH |
| 26 | PROCTER AND GAMBLE CO | PG | 742718109 | $1.0M | 0.66% | 7,153 | SH |
| 27 | ORACLE CORP | ORCL | 68389X105 | $1.0M | 0.66% | 5,197 | SH |
| 28 | GE AEROSPACE | GE | 369604301 | $986.9K | 0.64% | 3,204 | SH |
| 29 | MICRON TECHNOLOGY INC | MU | 595112103 | $982.1K | 0.64% | 3,441 | SH |
| 30 | CISCO SYS INC | CSCO | 17275R102 | $935.8K | 0.61% | 12,148 | SH |
| 31 | WELLS FARGO CO NEW | WFC | 949746101 | $919.9K | 0.60% | 9,870 | SH |
| 32 | CHEVRON CORP NEW | CVX | 166764100 | $913.2K | 0.59% | 5,992 | SH |
| 33 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $899.5K | 0.58% | 2,725 | SH |
| 34 | COCA COLA CO | KO | 191216100 | $858.8K | 0.56% | 12,284 | SH |
| 35 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $849.5K | 0.55% | 2,868 | SH |
| 36 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $809.6K | 0.52% | 921 | SH |
| 37 | CATERPILLAR INC | CAT | 149123101 | $807.2K | 0.52% | 1,409 | SH |
| 38 | MERCK & CO INC | MRK | 58933Y105 | $792.6K | 0.51% | 7,530 | SH |
| 39 | SALESFORCE INC | CRM | 79466L302 | $760.3K | 0.49% | 2,870 | SH |
| 40 | PHILIP MORRIS INTL INC | PM | 718172109 | $749.5K | 0.49% | 4,673 | SH |
| 41 | RTX CORPORATION | RTX | 75513E101 | $734.7K | 0.48% | 4,006 | SH |
| 42 | ROYAL BK CDA | RY | 780087102 | $721.4K | 0.47% | 4,226 | SH |
| 43 | LAM RESEARCH CORP | LRCX | 512807306 | $670.3K | 0.43% | 3,916 | SH |
| 44 | MCDONALDS CORP | MCD | 580135101 | $655.6K | 0.43% | 2,145 | SH |
| 45 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $655.4K | 0.42% | 1,131 | SH |
| 46 | ABBOTT LABS | ABT | 002824100 | $654.0K | 0.42% | 5,220 | SH |
| 47 | CITIGROUP INC | C | 172967424 | $643.2K | 0.42% | 5,512 | SH |
| 48 | APPLIED MATLS INC | AMAT | 038222105 | $640.9K | 0.42% | 2,494 | SH |
| 49 | MORGAN STANLEY | MS | 617446448 | $637.2K | 0.41% | 3,589 | SH |
| 50 | AMERICAN EXPRESS CO | AXP | 025816109 | $621.1K | 0.40% | 1,679 | SH |