Independent Order of Foresters
Investment Portfolio & 13F Holdings Analysis
About
Independent Order of Foresters is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 2
- Total Value
- 140860152
- Accession Number
- 0000950123-25-004271
- Form Type
- 13F-HR
- Manager Name
- Independent-Order-Of-Foresters
Data Enrichment
100% identified2 identified0 unidentified
Holdings
2 positions • $140.9M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 672.7K | All Managers (Combined) | $82.1M | 58.3% ($82.1M/$140.9M) | |||
| 213.9K | QoQ 0.00% (-0) | All Managers (Combined) | $58.8M | 41.7% ($58.8M/$140.9M) |