Independent Order of Foresters
CIK 1538037 · View on SEC EDGAR ↗
- Portfolio value
- $102.7M
- Positions
- 2
- As of
- June 30, 2026
#8,310 of 9,443 by 13F value · top 88.0%
Portfolio value QoQ: +0.8% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 2
- Effective number of positions
- 1.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $14,820,102
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 1
- Closed
- 0
On this page
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 2 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $64,318,503 | 62.64% | 173,815 | $-4,291,528 | Down ×1 | ||
| ITOT | $38,358,688 | 37.36% | 233,510 | $5,099,859 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ITOT | Price move only | +0 | +$5.1M |
| VTI | Trimmed | -40K | -$4.3M |