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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 26 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 CANADIAN PACIFIC KANSAS CITY 6.0 $520.0 NEW $86.67
502 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 8.0 $506.0 NEW $63.25 +25.1%
503 BZH BEAZER HOMES USA INC Consumer Cyclical 18.0 $505.0 NEW $28.06 +18.4%
504 CLSK CLEANSPARK INC Technology 34.0 $495.0 NEW $14.56 -19.9%
505 FIS FIDELITY NATL INFORMATION SV Technology 13.0 $493.0 NEW $37.92 +9.3%
506 BRIGHTSTAR LOTTERY PLC F 46.0 $493.0 NEW $10.72
507 PNC PNC FINL SVCS GROUP INC Financial Services 2.0 $492.0 NEW $246.00 -1.5%
508 RGR STURM RUGER & CO INC Industrials 13.0 $492.0 NEW $37.85 -1.5%
509 WD WALKER & DUNLOP INC Financial Services 9.0 $492.0 NEW $54.67 -24.4%
510 DINO HF SINCLAIR CORP Energy 7.0 $488.0 NEW $69.71 +43.0%
511 OXM OXFORD INDS INC Consumer Cyclical 14.0 $488.0 NEW $34.86 +9.9%
512 ENSG ENSIGN GROUP INC Healthcare 3.0 $481.0 NEW $160.33 +7.9%
513 RIO RIO TINTO PLC Basic Materials 5.0 $475.0 NEW $95.00 +8.7%
514 GRMN GARMIN LTD Technology 2.0 $475.0 NEW $237.50 +20.1%
515 PAGAYA TECHNOLOGIES LT F CLASS A 26.0 $475.0 NEW $18.27
516 OVV OVINTIV INC Energy 9.0 $474.0 NEW $52.67 +22.6%
517 WT WISDOMTREE INC Financial Services 28.0 $474.0 NEW $16.93 +44.3%
518 BIRKENSTOCK HLDG PLC F 11.0 $473.0 NEW $43.00
519 NGNE NEUROGENE INC Healthcare 15.0 $472.0 NEW $31.47 +16.2%
520 PAYO PAYONEER GLOBAL INC Technology 66.0 $470.0 NEW $7.12 -0.2%
Page 26 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%