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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 24 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PLAY DAVE & BUSTERS ENTMT INC Communication Services 56.0 $638.0 NEW $11.39 -17.5%
462 VST VISTRA CORP Utilities 4.0 $635.0 NEW $158.75 -13.6%
463 SBSW SIBANYE STILLWATER LTD F UNSPONSORED ADR 1 ADR REPS 4 ORD SHS Basic Materials 74.0 $628.0 NEW $8.49 +42.5%
464 ORCL ORACLE CORP Technology 4.0 $626.0 NEW $156.50 -3.7%
465 AON AON PLC Financial Services 2.0 $625.0 NEW $312.50 +13.7%
466 PAYSAFE LIMITED 83.0 $620.0 NEW $7.47
467 CDW CDW CORP Technology 4.0 $613.0 NEW $153.25 -3.6%
468 LSCC LATTICE SEMICONDUCTOR CORP Technology 4.0 $612.0 NEW $153.00 -25.2%
469 SAFEHOLD INC 39.0 $612.0 NEW $15.69
470 NATH NATHANS FAMOUS INC Consumer Cyclical 6.0 $610.0 NEW $101.67 -3.1%
471 ABG ASBURY AUTOMOTIVE GROUP Consumer Cyclical 3.0 $603.0 NEW $201.00 +5.3%
472 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 2.0 $602.0 NEW $301.00 -21.2%
473 DOC HEALTHPEAK PPTYS INC REIT Real Estate 28.0 $599.0 NEW $21.39 -2.0%
474 NEXXEN INTL LTD 66.0 $596.0 NEW $9.03
475 VSTS VESTIS CORPORATION Industrials 41.0 $595.0 NEW $14.51 -14.0%
476 JKHY HENRY JACK & ASSOC INC Technology 4.0 $595.0 NEW $148.75 +14.1%
477 NVCR NOVOCURE LTD F Healthcare 39.0 $591.0 NEW $15.15 +17.6%
478 TRS TRIMAS CORP Consumer Cyclical 13.0 $585.0 NEW $45.00 -12.2%
479 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 44.0 $584.0 NEW $13.27 -17.7%
480 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2.0 $583.0 NEW $291.50 +10.4%
Page 24 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%