Grufity logo
Grufity logo

Latest Independent Order of Foresters Stock Portfolio

$101Million– No. of Holdings #2

About Independent Order of Foresters and 13F Hedge Fund Stock Holdings

On 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Order of Foresters reported an equity portfolio of $101.9 Millions as of 31 Mar, 2026.

The top stock holdings of Independent Order of Foresters are VB, IJR. The fund has invested 67.3% of it's portfolio in VANGUARD TOTAL STOCK MKT ETF and 32.6% of portfolio in ISHARES CORE S&P TOTAL U.S. ETF.

They significantly reduced their stock positions in ISHARES CORE S&P TOTAL U.S. ETF (IJR).
Independent Order of Foresters Equity Portfolio Value
Last Reported on: 06 May, 2026

Independent Order of Foresters Annual Return Estimates Vs S&P 500

  • Performance

New Buys

No new stocks were added by Independent Order of Foresters

Additions

No additions were made to existing positions by Independent Order of Foresters

Reductions

Ticker% Reduced
ishares core s&p total u.s. etf-65.29
Independent Order of Foresters reduced stake in above stock

Sold off

None of the stocks were completely sold off by Independent Order of Foresters

Sector Distribution

  • Others
Sector%
Others100

Market Cap. Distribution

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

  • Others
Index%
Others100
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
VB
vanguard total stock mkt etf
-4.3 %
IJR
ishares core s&p total u.s. etf
-2.8 %
Top 5 Losers ($)$
VB
vanguard total stock mkt etf
-3.1 M
IJR
ishares core s&p total u.s. etf
-2.8 M

Independent Order of Foresters Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Independent Order of Foresters

Last Reported on: 06 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions