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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 11 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MTZ MASTEC INC Industrials 9.0 $4K 0.00% NEW $416.11 -42.1%
202 GS GOLDMAN SACHS GROUP INC Financial Services 4.0 $4K 0.00% NEW $933.50 +10.8%
203 AEP AMERICAN ELEC PWR CO INC Utilities 27.0 $4K 0.00% NEW $136.85 -10.6%
204 SCHF SCHWAB STRATEGIC TR 129.0 $4K 0.00% NEW $27.74 +2.0%
205 NWSA NEWS CORP NEW Communication Services 143.0 $4K 0.00% NEW $24.76 +25.1%
206 MMM 3M CO Industrials 21.0 $3K 0.00% NEW $165.76 +5.2%
207 XMTR XOMETRY INC Industrials 35.0 $3K 0.00% NEW $97.51 -3.5%
208 MELI MERCADOLIBRE INC Consumer Cyclical 2.0 $3K 0.00% NEW $1697.50 +15.8%
209 IONQ IONQ INC Technology 61.0 $3K 0.00% NEW $53.26 -26.4%
210 NTRS NORTHERN TR CORP Financial Services 18.0 $3K 0.00% NEW $173.83 +7.5%
211 MCK MCKESSON CORP Healthcare 4.0 $3K 0.00% NEW $779.00 +14.7%
212 WTFC WINTRUST FINL CORP Financial Services 19.0 $3K 0.00% NEW $160.74 -4.8%
213 RDN RADIAN GROUP INC Financial Services 81.0 $3K 0.00% NEW $37.67 -3.3%
214 TJX TJX COS INC NEW Consumer Cyclical 20.0 $3K 0.00% NEW $152.30 -11.3%
215 KLAC KLA CORP Technology 10.0 $3K 0.00% NEW $301.70 -41.8%
216 CRC CALIFORNIA RES CORP Energy 57.0 $3K 0.00% NEW $52.88 -1.2%
217 UCTT ULTRA CLEAN HLDGS INC Technology 21.0 $3K 0.00% NEW $142.57 -51.3%
218 TECK TECK RESOURCES LTD Basic Materials 49.0 $3K 0.00% NEW $59.47 +16.6%
219 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 9.0 $3K 0.00% NEW $317.56 -12.0%
220 SYK STRYKER CORPORATION Healthcare 9.0 $3K 0.00% NEW $314.89 +5.0%
Page 11 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%