Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

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.

RankTickerCompanyValue% PortfolioSharesAction
1ANGLVANECK VECTORS TR FALLEN ANGEL HG$12.1M7.53%413,670Trimmed
2MOATVANECK VECTORS TR MORNINGSTAR WIDE$10.0M6.20%95,787Added
3SPYGSPDR SERIES TRUST PRTFLO S&P500 GW$9.0M5.59%75,412Added
4FRDMEA SERIES TRUST FREEDOM 100$7.7M4.82%106,063Trimmed
5ICSHISHARES TR BLACKROCK$7.4M4.60%145,872Added
6PLTRPALANTIR TECHNOLOGIES INC$7.3M4.55%62,564Trimmed
7IEIISHARES TR 3 7 YR TREAS$7.2M4.49%61,405Trimmed
8DBEFDBX TR XTRAK MSCI EAFE$5.4M3.34%98,125Added
9NVDANVIDIA CORPORATION$5.0M3.13%24,684Trimmed
10VIOOVANGUARD ADMIRAL FDS INC SMLLCP 600$4.5M2.83%33,038Trimmed
11JPIBJ P MORGAN EXCHANGE TRADED F GLOBAL BD$4.5M2.82%93,538Added
12AAPLAPPLE INC$4.3M2.66%14,645Trimmed
13BXBLACKSTONE GROUP INC COM$3.7M2.31%30,866Added
14JPMJPMORGAN CHASE & CO$3.4M2.13%10,442Added
15LEUCENTRUS ENERGY CORP$3.0M1.88%18,015Added
16URIUNITED RENTALS INC$2.9M1.82%2,583Trimmed
17AMZNAMAZON COM INC$2.9M1.80%12,127Trimmed
18NVTSNAVITAS SEMICONDUCTOR CORP$2.7M1.71%157,765Added
19XLESELECT SECTOR SPDR TR ENERGY$2.4M1.51%45,674Trimmed
20MSFTMICROSOFT CORP$2.4M1.51%6,506Trimmed
21PGHYINVESCO EXCHNG TRADED FD TR GBL SRT TRM$2.3M1.44%117,578Added
22SCCOSOUTHERN COPPER CORP$2.2M1.39%12,464Added
23FCXFREEPORT-MCMORAN INC$2.2M1.35%33,951Added
24COMTISHARES U S TR GSCI CMDTY STGY$2.1M1.31%69,470Trimmed
25OKLOALTC ACQUISITION CORP COM$2.1M1.28%39,384Added

Source: SEC Form 13F filings · as of 2026-06-30