Nfc Investments, LLC Top Holdings and 13F Report (2025) About Nfc Investments, LLCInvestment ActivityNfc Investments, LLC has $349.74 thousand in total holdings as of June 30, 2025.Nfc Investments, LLC owns shares of 36 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 0.59% of the portfolio was sold this quarter.This quarter, Nfc Investments, LLC has purchased 36 new stocks and bought additional shares in 24 stocks.Nfc Investments, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings MGIC Investment $52,224Apollo Global Management $43,717Progressive $23,088Westrock Coffee $22,965AutoZone $22,611 Largest Purchases this Quarter Apollo Global Management 10,495 shares (about $1.49K)Darling Ingredients 34,388 shares (about $1.30K)Alphabet 5,153 shares (about $914.08)Starwood Property Trust 35,184 shares (about $706.16)Range Resources 14,949 shares (about $607.96) Largest Sales this Quarter Sitio Royalties 99,716 shares (about $1.83K)Westrock Coffee 39,581 shares (about $226.79)Old Republic International 300 shares (about $11.53)NMI 100 shares (about $4.22) Sector Allocation Over TimeMap of 500 Largest Holdings ofNfc Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTGMGIC Investment$52,224$525 ▲1.0%1,875,86414.9%FinanceAPOApollo Global Management$43,717$1,489 ▲3.5%308,14712.5%FinancePGRProgressive$23,088$510 ▲2.3%86,5186.6%FinanceWESTWestrock Coffee$22,965$227 ▼-1.0%4,007,9816.6%Consumer StaplesAZOAutoZone$22,611$535 ▲2.4%6,0916.5%Retail/WholesaleGOOGAlphabet$21,073$914 ▲4.5%118,7966.0%Computer and TechnologyDARDarling Ingredients$18,134$1,305 ▲7.8%477,9635.2%Consumer StaplesAXPAmerican Express$13,616$477 ▲3.6%42,6853.9%FinanceSTWDStarwood Property Trust$13,133$706 ▲5.7%654,3443.8%FinanceLEN.BLennar$12,645$300 ▲2.4%120,1403.6%ConstructionRRCRange Resources$11,385$608 ▲5.6%279,9423.3%EnergyFHNFirst Horizon$10,190$112 ▲1.1%480,6752.9%FinanceEGEverest Group$9,920$15 ▲0.2%29,1902.8%FinanceAIGAmerican International Group$8,810$192 ▲2.2%102,9382.5%FinanceETEnergy Transfer$8,012$289 ▲3.7%441,9402.3%EnergyTFINTriumph Financial$7,510$387 ▲5.4%136,2752.1%FinanceORIOld Republic International$7,208$12 ▼-0.2%187,5002.1%FinanceKMIKinder Morgan$6,663$309 ▲4.9%226,6441.9%EnergyFIHLFidelis Insurance$5,093$119 ▲2.4%307,1501.5%FinanceSTRSitio Royalties$4,847$1,833 ▼-27.4%263,7231.4%EnergyHIGThe Hartford Insurance Group$4,4400.0%35,0001.3%FinanceEQHEquitable$4,224$17 ▲0.4%75,3001.2%FinanceESNTEssent Group$3,487$1 ▲0.0%57,4281.0%FinanceRWTRedwood Trust$2,873$325 ▲12.8%486,1810.8%FinanceTRAVELERS GROUP INC$2,4780.0%13,0000.7%COMMILLROSE PPTYS INC$2,275$509 ▲28.8%79,7840.7%COMARLPAlliance Resource Partners$1,8400.0%70,4000.5%EnergyNMIHNMI$1,017$4 ▼-0.4%24,1100.3%FinanceKOCocaCola$9240.0%13,0640.3%Consumer StaplesMSFTMicrosoft$7460.0%1,5000.2%Computer and TechnologyBRK.BBerkshire Hathaway$576$3 ▲0.5%8340.2%FinanceTIPTTiptree Financial$525$35 ▲7.2%22,2460.2%FinanceRFRegions Financial$4520.0%19,2350.1%FinanceAAPLApple$431$0 ▲0.0%2,1010.1%Computer and TechnologyNVDANVIDIA$3180.0%2,0140.1%Computer and TechnologyHOMBHome BancShares$2850.0%10,0000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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