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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 18 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BLMN BLOOMIN BRANDS INC Consumer Cyclical 132.0 $1K 0.00% NEW $9.14 +15.8%
342 ADBE ADOBE INC Technology 6.0 $1K 0.00% NEW $200.00 +45.8%
343 ALL ALLSTATE CORP Financial Services 5.0 $1K 0.00% NEW $238.00 +9.5%
344 SSRM SSR MINING IN Basic Materials 42.0 $1K 0.00% NEW $28.29 +31.8%
345 RUM RUMBLE INC COM CL Technology 187.0 $1K 0.00% NEW $6.34 +41.6%
346 CVNA CARVANA CO Consumer Cyclical 18.0 $1K 0.00% NEW $65.83 +12.5%
347 BHE BENCHMARK ELECTRS INC Technology 12.0 $1K 0.00% NEW $98.67 -27.7%
348 LCII LCI INDS Consumer Cyclical 11.0 $1K 0.00% NEW $105.91 -2.8%
349 ETD ETHAN ALLEN INTERIORS IN Consumer Cyclical 52.0 $1K 0.00% NEW $22.35 +5.0%
350 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 23.0 $1K 0.00% NEW $50.52 -4.9%
351 MGEE MGE ENERGY INC Utilities 14.0 $1K 0.00% NEW $81.57 -4.2%
352 URI UNITED RENTALS INC Industrials 1.0 $1K 0.00% NEW $1133.00 -9.1%
353 VRNS VARONIS SYS INC Technology 27.0 $1K 0.00% NEW $41.96 +4.7%
354 AYI ACUITY INC Industrials 3.0 $1K 0.00% NEW $376.67 -11.0%
355 NXPI NXP SEMICONDUCTORS N V Technology 4.0 $1K 0.00% NEW $281.00 -20.4%
356 CI THE CIGNA GROUP Healthcare 4.0 $1K 0.00% NEW $275.75 +1.1%
357 SSTK SHUTTERSTOCK INC MERGER ELECTION EXP: 07/15/26 Communication Services 79.0 $1K 0.00% NEW $13.95 -57.2%
358 LAMR LAMAR ADVERTISING CO Real Estate 7.0 $1K 0.00% NEW $156.00 -3.6%
359 CBZ CBIZ INC Industrials 34.0 $1K 0.00% NEW $32.09 +69.9%
360 MTH MERITAGE HOMES CORP Consumer Cyclical 13.0 $1K 0.00% NEW $83.85 -15.2%
Page 18 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%