DOSSIER · 13F Holders · Q2 2026
ICAFX

INVESTMENT CO AMER CL F-2 SHS

7 institutions still hold INVESTMENT CO AMER CL F-2 SHS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 461308827·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$11M
visible holders
Holders
7
filers reporting
Concentration
70.32%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported ICAFX in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 70.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$8M113K1.09%Q2 2026
02
Keystone Financial Group
CIK 0001729299
$2M33K0.13%Q2 2026
03
NBT BANK N A /NY
CIK 0000898413
$748K11K0.05%Q2 2026
04
Transce3nd, LLC
CIK 0002023570
$124K2K1.10%Q2 2026
05
Estabrook Capital Management
CIK 0001344717
$90K1K0.01%Q2 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$42K7110.00%Q1 2026
07
Financial Gravity Asset Management, Inc.
CIK 0001741736
$3610.00%Q1 2026