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Portfolio (Quarterly) Guide ↗

Intrinsic Value Partners, LLC

· CIK 0001910364
13F Portfolio $130M AUM 69 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 14 Added 32 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EPD Enterprise Products Pptns Lp 6,000.0 $227K 0.17% NEW $37.84

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 24.9%
Technology 24.0%
Communication Services 15.1%
Industrials 13.3%
Real Estate 6.9%
Consumer Cyclical 6.0%
Energy 5.2%
Healthcare 3.2%
Utilities 1.0%
Consumer Defensive 0.4%