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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 31 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 WCC WESCO INTL INC Industrials 1.0 $345.0 NEW $345.00 -2.5%
602 ENTERGY CORP NEW 3.0 $345.0 NEW $115.00
603 JBI JANUS INTL GROUP INC Industrials 62.0 $344.0 NEW $5.55 -11.9%
604 ARIS ARIS MNG CORP F Basic Materials 23.0 $343.0 NEW $14.91 +35.9%
605 NCNO NCINO INC NEW Technology 21.0 $343.0 NEW $16.33 +40.8%
606 YELP YELP INC Communication Services 14.0 $343.0 NEW $24.50 -5.4%
607 SLVM SYLVAMO CORP Basic Materials 9.0 $340.0 NEW $37.78 -3.7%
608 MSEX MIDDLESEX WTR CO Utilities 6.0 $337.0 NEW $56.17 +4.1%
609 SHAK SHAKE SHACK INC CLASS A Consumer Cyclical 6.0 $336.0 NEW $56.00 +24.8%
610 RPRX ROYALTY PHARMA PLC Healthcare 6.0 $336.0 NEW $56.00 +8.7%
611 GDYN GRID DYNAMICS HLDGS INC CLASS A Technology 59.0 $335.0 NEW $5.68 +40.4%
612 BELFB BEL FUSE INC Technology 1.0 $333.0 NEW $333.00 -25.3%
613 CORPAY INC 1.0 $333.0 NEW $333.00
614 OMCL OMNICELL COM Healthcare 8.0 $332.0 NEW $41.50 -20.3%
615 AVAV AEROVIRONMENT INC Industrials 2.0 $330.0 NEW $165.00 -10.3%
616 PSKY PARAMOUNT SKYDANCE CORP CLASS B Communication Services 33.0 $325.0 NEW $9.85 +10.5%
617 CXM SPRINKLR INC Technology 63.0 $325.0 NEW $5.16 +58.2%
618 HAFN HAFNIA LTD F Industrials 49.0 $325.0 NEW $6.63 +27.7%
619 OWL BLUE OWL CAP INC CLASS A Financial Services 37.0 $324.0 NEW $8.76 +37.3%
620 SNAP SNAP INC CLASS A Communication Services 73.0 $324.0 NEW $4.44 +22.3%
Page 31 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%