Independent Order of Foresters
Toronto, A6
$103m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 4.7% of the portfolio this quarter.
Value
$103m
Stocks
2
Top 10 share
100.0%
Turnover
4.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Vanguard Index FDSVTI62.6% of the fund-19%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTI
- Share
- 62.6%
- Value
- $64m
- Shares
- 173,815
-19%
- Ishares TRITOT
- Share
- 37.4%
- Value
- $38m
- Shares
- 233,510
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 62.6% | $64m | 173,815 | -19% |
| Ishares TRITOT | 37.4% | $38m | 233,510 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 34.1% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.