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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 14 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CHRD CHORD ENERGY CORPORATION Energy 18.0 $2K 0.00% NEW $114.28 +27.8%
262 NVT NVENT ELEC PLC Industrials 12.0 $2K 0.00% NEW $169.58 -12.4%
263 TKO TKO GROUP HOLDINGS INC Communication Services 10.0 $2K 0.00% NEW $203.40 -9.2%
264 AMG AFFILIATED MANAGERS GROUP Financial Services 6.0 $2K 0.00% NEW $338.33 +9.6%
265 TMUS T-MOBILE US INC Communication Services 12.0 $2K 0.00% NEW $167.75 +8.1%
266 FIX COMFORT SYS USA INC Industrials 1.0 $2K 0.00% NEW $1982.00 -23.4%
267 IRIDIUM COMMUNICATIONS INC 36.0 $2K 0.00% NEW $54.86
268 SNDR SCHNEIDER NATIONAL INC Industrials 54.0 $2K 0.00% NEW $36.54 -5.7%
269 TFSL TFS FINL CORP Financial Services 111.0 $2K 0.00% NEW $17.72 -1.1%
270 FTDR FRONTDOOR INC Consumer Cyclical 25.0 $2K 0.00% NEW $77.60 +6.8%
271 PEGA PEGASYSTEMS INC Technology 65.0 $2K 0.00% NEW $29.82 +21.3%
272 JCI JOHNSON CONTROLS INTERNATION Industrials 13.0 $2K 0.00% NEW $146.08 -4.4%
273 SELECT SECTOR SPDR TR 75.0 $2K 0.00% NEW $24.75
274 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 61.0 $2K 0.00% NEW $29.93 +12.2%
275 CXW CORECIVIC INC Real Estate 59.0 $2K 0.00% NEW $30.37 +11.3%
276 HSY HERSHEY CO Consumer Defensive 10.0 $2K 0.00% NEW $178.60 +0.3%
277 CRUS CIRRUS LOGIC INC Technology 12.0 $2K 0.00% NEW $148.50 -26.9%
278 TPL TEXAS PACIFIC LAND C Energy 4.0 $2K 0.00% NEW $437.75 -16.8%
279 BALL BALL CORP Consumer Cyclical 28.0 $2K 0.00% NEW $62.32 +2.3%
280 DELL DELL TECHNOLOGIES INC Technology 4.0 $2K 0.00% NEW $431.50 +5.6%
Page 14 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%