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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 2 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMER CORP Financial Services 10,796.0 $615K 0.47% NEW $56.98 +9.4%
22 JBND J P MORGAN EXCHANGE TRADED F 10,013.0 $536K 0.41% NEW $53.50 -1.5%
23 XLK SELECT SECTOR SPDR TR 2,736.0 $521K 0.40% NEW $190.54 -2.5%
24 ANET ARISTA NETWORKS INC Technology 2,939.0 $499K 0.38% NEW $169.88 +15.0%
25 BE BLOOM ENERGY CORP Industrials 1,575.0 $477K 0.36% NEW $302.77 -30.4%
26 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,100.0 $470K 0.36% NEW $92.09 -3.9%
27 DHDG FIRST TR EXCHNG TRADED FD VI 11,885.0 $435K 0.33% NEW $36.57 +3.0%
28 GWW WW GRAINGER INC Industrials 254.0 $346K 0.26% NEW $1360.40 -4.0%
29 QQQ INVESCO QQQ TR Financial Services 405.0 $298K 0.23% NEW $736.24 -2.7%
30 AMZN AMAZON COM INC Consumer Cyclical 1,085.0 $259K 0.20% NEW $238.36 +11.8%
31 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,453.0 $238K 0.18% NEW $96.85 +22.8%
32 ZETA ZETA GLOBAL HOLDINGS CORP Technology 11,853.0 $233K 0.18% NEW $19.68 +55.2%
33 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 7,306.0 $229K 0.17% NEW $31.40 +20.0%
34 TSLA TESLA INC Consumer Cyclical 539.0 $227K 0.17% NEW $420.28 -17.0%
35 PATH UIPATH INC Technology 19,743.0 $215K 0.16% NEW $10.87 +67.0%
36 SCHX SCHWAB STRATEGIC TR 6,996.0 $206K 0.16% NEW $29.43 +3.1%
37 REET ISHARES TR 6,854.0 $189K 0.14% NEW $27.62 +0.2%
38 GOOGL ALPHABET INC Communication Services 530.0 $189K 0.14% NEW $357.07 -2.9%
39 QCOM QUALCOMM INC Technology 1,000.0 $185K 0.14% NEW $184.87 -11.2%
40 V VISA INC Financial Services 493.0 $169K 0.13% NEW $343.33 +11.1%
Page 2 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%