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ICAFX AMER FND INV CO OF AM-F2

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MUTUAL (fund)

7 managers (7 13F filers) reported a position in ICAFX shares at 2025-12-31, 72,603 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.

Managers
7
13F filers
7
New
0
Added
3
Reduced
1
Sold out
0
Shares held by filers
72,603

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
KELLEHER FINANCIAL ADVISORS63,171$3.95M0.91%+1,74013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC5,521$346K0.01%013F-HRTimeline
Transce3nd, LLC1,804$116K0.93%-18913F-HRTimeline
Estabrook Capital Management1,316$82.4K0.01%+11013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.712$30.4K0.01%+5913F-HRTimeline
Garton & Associates Financial Advisors …78$4.87K<0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$38<0.01%013F-HRTimelineGroup