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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 23 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CAL CALERES INC Consumer Cyclical 60.0 $742.0 0.00% NEW $12.37 +0.9%
442 GRC GORMAN RUPP CO EQUITY CLASS EQUITY Industrials 8.0 $734.0 0.00% NEW $91.75 -16.9%
443 WFRD WEATHERFORD INTL PLC Energy 9.0 $734.0 0.00% NEW $81.56 +15.0%
444 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 74.0 $733.0 0.00% NEW $9.91 -27.9%
445 CALM CAL MAINE FOODS INC Consumer Defensive 9.0 $725.0 0.00% NEW $80.56 -0.4%
446 FIG FIGMA INC Technology 40.0 $724.0 0.00% NEW $18.10 +59.2%
447 NWS NEWS CORP NEW 26.0 $719.0 0.00% NEW $27.65
448 FERG FERGUSON ENTERPRISES INC Industrials 3.0 $712.0 0.00% NEW $237.33 -3.7%
449 ARM ARM HOLDINGS PLC Technology 2.0 $709.0 0.00% NEW $354.50 -32.6%
450 TTD THE TRADE DESK INC CLASS A Technology 39.0 $705.0 0.00% NEW $18.08 -24.9%
451 ENS ENERSYS Industrials 3.0 $701.0 0.00% NEW $233.67 -20.6%
452 NDAQ NASDAQ INC Financial Services 9.0 $694.0 0.00% NEW $77.11 +28.8%
453 JACK JACK IN THE BOX INC Consumer Cyclical 43.0 $680.0 0.00% NEW $15.81 +2.4%
454 UAL UNITED AIRLS HLDGS INC Industrials 5.0 $680.0 0.00% NEW $136.00 -18.7%
455 STT STATE STR CORP Financial Services 4.0 $678.0 0.00% NEW $169.50 +14.1%
456 PRIM PRIMORIS SVCS CORP Industrials 7.0 $677.0 0.00% NEW $96.71 -24.4%
457 AVY AVERY DENNISON CORP Industrials 4.0 $671.0 0.00% NEW $167.75 +6.0%
458 NSP INSPERITY INC Industrials 16.0 $661.0 0.00% NEW $41.31 +29.6%
459 DIOD DIODES INC Technology 6.0 $657.0 0.00% NEW $109.50 -19.6%
460 METALLUS INC 35.0 $654.0 NEW $18.69
Page 23 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%