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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 32 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RYANAIR HLDGS PLC F SPONSORED ADR 1 ADR REPS 2 ORD SHS 5.0 $324.0 NEW $64.80
622 TWO HARBORS INVENTMENT CORPO 26.0 $323.0 NEW $12.42
623 INSM INSMED INC Healthcare 3.0 $320.0 NEW $106.67 +11.1%
624 ONON ON HLDG AG Consumer Cyclical 9.0 $319.0 NEW $35.44 -18.6%
625 VO VANGUARD INDEX FDS 4.0 $317.0 NEW $79.25 +4.1%
626 SGML SIGMA LITHIUM CORPORATION Basic Materials 25.0 $316.0 NEW $12.64 -3.0%
627 OKLO OKLO INC Utilities 6.0 $314.0 NEW $52.33 -23.3%
628 SLF SUN LIFE FINANCIAL INC. Financial Services 4.0 $314.0 NEW $78.50 +0.3%
629 BORR DRILLING LTD F 76.0 $314.0 NEW $4.13
630 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 6.0 $313.0 NEW $52.17 +2.2%
631 WMK WEIS MKTS INC Consumer Defensive 4.0 $313.0 NEW $78.25 -9.0%
632 LPG DORIAN LPG LTD F Energy 9.0 $313.0 NEW $34.78 +43.1%
633 OUSTER INC 5.0 $313.0 NEW $62.60
634 AEM AGNICO EAGLE MINES LTD Basic Materials 2.0 $311.0 NEW $155.50 +32.6%
635 CTAS CINTAS CORP Industrials 2.0 $310.0 NEW $155.00 +31.7%
636 SOLV SOLVENTUM CORP Healthcare 4.0 $309.0 NEW $77.25 +18.0%
637 KHC KRAFT HEINZ CO Consumer Defensive 13.0 $307.0 NEW $23.62 +8.8%
638 HVT HAVERTY FURNITURE COS IN Consumer Cyclical 12.0 $306.0 NEW $25.50 +7.3%
639 DBI DESIGNER BRANDS INC Consumer Cyclical 52.0 $303.0 NEW $5.83 -5.8%
640 QRVO QORVO INC Technology 3.0 $280.0 NEW $93.33 +1.5%
Page 32 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%