StockDriftsStockDriftsTop 2 Independent Order of Foresters Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MKT ETF | 62.64% | 173.8K | $64.3M | -18.73%(-40.05K) | $222.62(+71.61%) | 2026-06-30 | |
| ITOT | ISHARES CORE S&P TOTAL U.S. ETF | 37.36% | 233.5K | $38.4M | +0.00%(+0) | $77.81(+117.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.88% | +63.78% | +9.79% | +59.51% |
| Top 20 Holdings Unweighted | +15.76% | +55.11% | +8.16% | +48.05% |
Independent Order of Foresters reports $102.68M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are VTI (62.6%) and ITOT (37.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +63.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Independent Order of Foresters, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Independent Order of Foresters’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1538037). View Independent Order of Foresters’s 13F filings on SEC