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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 34 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2.0 $125.0 NEW $62.50 -31.4%
662 DNOW DNOW INC Energy 8.0 $104.0 NEW $13.00 +22.5%
663 CHD CHURCH & DWIGHT CO INC Consumer Defensive 1.0 $97.0 NEW $97.00 +4.4%
664 FVRR FIVERR INTL LTD F Communication Services 9.0 $93.0 NEW $10.33 -8.4%
665 AROC ARCHROCK INC Energy 2.0 $81.0 NEW $40.50 -22.9%
666 WBD WARNER BROS DISCOVERY INC Communication Services 3.0 $80.0 NEW $26.67 +7.9%
667 HPK HIGHPEAK ENERGY INC Energy 10.0 $70.0 NEW $7.00 +15.7%
668 JOYY JOYY INC Communication Services 1.0 $66.0 NEW $66.00 +12.9%
669 ONCY ONCOLYTICS BIOTECH INC Healthcare 42.0 $40.0 NEW $0.95 -10.1%
670 ATEC ALPHATEC HLDGS INC Healthcare 4.0 $35.0 NEW $8.75 +7.9%
671 CRTO CRITEO S A Communication Services 1.0 $18.0 NEW $18.00 -3.0%
672 SCLX SCILEX HOLDING CO Healthcare 2.0 $16.0 NEW $8.00 -32.1%
673 AES AES CORP Utilities 1.0 $15.0 NEW $15.00 -1.8%
674 WORKHORSE GROUP INC 1.0 $4.0 NEW $4.00
Page 34 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%