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Portfolio (Quarterly) Guide ↗

Investors Portfolio Services LLC

· CIK 0002073833
13F Portfolio $131M AUM 674 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 674 New
Page 13 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CRWD CROWDSTRIKE HLDGS INC Technology 3.0 $2K 0.00% NEW $190.75 +14.5%
242 LFUS LITTELFUSE INC Technology 5.0 $2K 0.00% NEW $455.40 -11.0%
243 GILD GILEAD SCIENCES INC Healthcare 18.0 $2K 0.00% NEW $126.39 +15.3%
244 SNDK SANDISK CORP Technology 1.0 $2K 0.00% NEW $2274.00 -34.7%
245 SYM SYMBOTIC INC Industrials 50.0 $2K 0.00% NEW $44.96 -11.3%
246 AKRE PROFESIONALLY MANAGED PORTFO 42.0 $2K 0.00% NEW $53.19 +16.3%
247 BBAI BIGBEAR AI HLDGS INC Technology 597.0 $2K 0.00% NEW $3.67 -16.5%
248 FSBC FIVE STAR BANCORP Financial Services 45.0 $2K 0.00% NEW $48.69 -6.3%
249 WS WORTHINGTON STL INC Basic Materials 65.0 $2K 0.00% NEW $33.58 +1.4%
250 ZM ZOOM COMMUNICATIONS INC Technology 25.0 $2K 0.00% NEW $86.32 +14.0%
251 XRAY DENTSPLY SIRONA INC Healthcare 203.0 $2K 0.00% NEW $10.61 +4.8%
252 ZD ZIFF DAVIS INC Communication Services 41.0 $2K 0.00% NEW $52.37 +6.6%
253 CMI CUMMINS INC Industrials 3.0 $2K 0.00% NEW $713.33 -20.8%
254 ASX ASE TECHNOLOGY HLDG CO LTD Technology 47.0 $2K 0.00% NEW $45.13 -16.3%
255 INTC INTEL CORP Technology 15.0 $2K 0.00% NEW $139.67 -35.9%
256 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 24.0 $2K 0.00% NEW $87.04 +10.1%
257 NFG NATIONAL FUEL GAS CO Energy 27.0 $2K 0.00% NEW $77.22 +7.4%
258 FFIV F5 INC Technology 5.0 $2K 0.00% NEW $416.00 -5.2%
259 TWLO TWILIO INC Communication Services 10.0 $2K 0.00% NEW $206.30 +15.3%
260 VRT VERTIV HOLDINGS CO Industrials 6.0 $2K 0.00% NEW $343.83 -25.2%
Page 13 of 34  ·  674 positions

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 64.1%
Technology 11.1%
Consumer Defensive 9.8%
Consumer Cyclical 8.9%
Industrials 3.1%
Healthcare 1.0%
Communication Services 0.8%
Energy 0.5%
Utilities 0.4%
Real Estate 0.2%