Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Philadelphia Investment Partners, LLC (CIK 2131511) reported $160.6M across 180 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ANGL ($12.1M, 7.53%), MOAT ($10.0M, 6.20%), SPYG ($9.0M, 5.59%), FRDM ($7.7M, 4.82%), ICSH ($7.4M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ANGL | VANECK VECTORS TR FALLEN ANGEL HG | $12.1M | 7.53% | 413,670 | Trimmed |
| 2 | MOAT | VANECK VECTORS TR MORNINGSTAR WIDE | $10.0M | 6.20% | 95,787 | Added |
| 3 | SPYG | SPDR SERIES TRUST PRTFLO S&P500 GW | $9.0M | 5.59% | 75,412 | Added |
| 4 | FRDM | EA SERIES TRUST FREEDOM 100 | $7.7M | 4.82% | 106,063 | Trimmed |
| 5 | ICSH | ISHARES TR BLACKROCK | $7.4M | 4.60% | 145,872 | Added |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $7.3M | 4.55% | 62,564 | Trimmed |
| 7 | IEI | ISHARES TR 3 7 YR TREAS | $7.2M | 4.49% | 61,405 | Trimmed |
| 8 | DBEF | DBX TR XTRAK MSCI EAFE | $5.4M | 3.34% | 98,125 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $5.0M | 3.13% | 24,684 | Trimmed |
| 10 | VIOO | VANGUARD ADMIRAL FDS INC SMLLCP 600 | $4.5M | 2.83% | 33,038 | Trimmed |
| 11 | JPIB | J P MORGAN EXCHANGE TRADED F GLOBAL BD | $4.5M | 2.82% | 93,538 | Added |
| 12 | AAPL | APPLE INC | $4.3M | 2.66% | 14,645 | Trimmed |
| 13 | BX | BLACKSTONE GROUP INC COM | $3.7M | 2.31% | 30,866 | Added |
| 14 | JPM | JPMORGAN CHASE & CO | $3.4M | 2.13% | 10,442 | Added |
| 15 | LEU | CENTRUS ENERGY CORP | $3.0M | 1.88% | 18,015 | Added |
| 16 | URI | UNITED RENTALS INC | $2.9M | 1.82% | 2,583 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $2.9M | 1.80% | 12,127 | Trimmed |
| 18 | NVTS | NAVITAS SEMICONDUCTOR CORP | $2.7M | 1.71% | 157,765 | Added |
| 19 | XLE | SELECT SECTOR SPDR TR ENERGY | $2.4M | 1.51% | 45,674 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $2.4M | 1.51% | 6,506 | Trimmed |
| 21 | PGHY | INVESCO EXCHNG TRADED FD TR GBL SRT TRM | $2.3M | 1.44% | 117,578 | Added |
| 22 | SCCO | SOUTHERN COPPER CORP | $2.2M | 1.39% | 12,464 | Added |
| 23 | FCX | FREEPORT-MCMORAN INC | $2.2M | 1.35% | 33,951 | Added |
| 24 | COMT | ISHARES U S TR GSCI CMDTY STGY | $2.1M | 1.31% | 69,470 | Trimmed |
| 25 | OKLO | ALTC ACQUISITION CORP COM | $2.1M | 1.28% | 39,384 | Added |
Source: SEC Form 13F filings · as of 2026-06-30