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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 2026-03-31, 104,365 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
7
13F filers
7
New
2
Added
3
Reduced
1
Sold out
2
Shares held by filers
104,365

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KELLEHER FINANCIAL ADVISORS62,987$3.74M0.95%-18413F-HRTimeline
Keystone Financial Group36,823$2.42M0.17%new13F-HRTimeline
Transce3nd, LLC1,809$107K0.95%+513F-HRTimeline
Estabrook Capital Management1,320$78.4K0.01%+413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.714$42.4K0.03%+213F-HRTimeline
McIlrath & Eck, LLC711$42.2K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1$36<0.01%013F-HRTimelineGroup