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ICAFX AMER FND INV CO OF AM-F2

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MUTUAL (fund)

5 managers (5 13F filers) reported a position in ICAFX shares at 2025-03-31, 11,290 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
5
13F filers
5
New
0
Added
4
Reduced
0
Sold out
1
Shares held by filers
11,290

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC7,205$402K0.01%+513F-HRTimeline
Transce3nd, LLC2,294$118K0.05%+813F-HRTimeline
Estabrook Capital Management1,188$66.2K0.01%+413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.602$33.5K0.03%+213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$34<0.01%13F-HRTimelineGroup