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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 22 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 GFS GLOBALFOUNDRIES INC Technology 10.0 $824.0 0.00% NEW $82.40 -45.7%
422 LUV SOUTHWEST AIRLS CO Industrials 16.0 $823.0 0.00% NEW $51.44 -22.9%
423 FHN FIRST HORIZON CORPORATION Financial Services 32.0 $820.0 0.00% NEW $25.62 -3.8%
424 REX REX AMERICAN RES CORP Basic Materials 18.0 $813.0 0.00% NEW $45.17 -8.5%
425 LITHIUM ARGENTINA AG 98.0 $810.0 0.00% NEW $8.27
426 AIZ ASSURANT INC Financial Services 3.0 $806.0 0.00% NEW $268.67 +6.3%
427 MECHANICS BANCORP CLASS A 50.0 $795.0 0.00% NEW $15.90
428 NTGR NETGEAR INC Technology 34.0 $794.0 0.00% NEW $23.35 -9.7%
429 POST POST HLDGS INC Consumer Defensive 9.0 $794.0 0.00% NEW $88.22 -3.3%
430 TRU TRANSUNION Industrials 11.0 $794.0 0.00% NEW $72.18 +18.7%
431 SPGI S&P GLOBAL INC Financial Services 2.0 $793.0 0.00% NEW $396.50 +11.7%
432 OI O-I GLASS INC Consumer Cyclical 82.0 $790.0 0.00% NEW $9.63 -23.3%
433 SOMNIGROUP INTERNTNL 10.0 $784.0 0.00% NEW $78.40
434 ZTS ZOETIS INC Healthcare 11.0 $778.0 0.00% NEW $70.73 +9.3%
435 TS TENARIS S A Energy 14.0 $777.0 0.00% NEW $55.50 -2.8%
436 HCKT HACKETT GROUP INC Technology 72.0 $775.0 0.00% NEW $10.76 +5.4%
437 TLN TALEN ENERGY CORP NEW CLASS EQUITY Utilities 2.0 $769.0 0.00% NEW $384.50 -23.0%
438 FC FRANKLIN COVEY CO Industrials 31.0 $760.0 0.00% NEW $24.52 -16.9%
439 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 20.0 $755.0 0.00% NEW $37.75 +16.2%
440 GE GE AEROSPACE Industrials 2.0 $747.0 0.00% NEW $373.50 -8.3%
Page 22 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%