Philadelphia Investment Partners, LLC

CIK 0002131511 · VOORHEES, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Philadelphia Investment Partners, LLC reported 189 positions worth $160.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ANGL (7.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$160.6M
2026 Q2
Positions
189
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.1%
Est. Net Flow (Q)
2026 Q2
10 / 189 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ANGLVANECK VECTORS TR FALLEN ANGEL HGSH$12.1M7.53%413,670
2MOATVANECK VECTORS TR MORNINGSTAR WIDESH$10.0M6.20%95,787
3SPYGSPDR SERIES TRUST PRTFLO S&P500 GWSH$9.0M5.59%75,412
4FRDMEA SERIES TRUST FREEDOM 100SH$7.7M4.82%106,063
5ICSHISHARES TR BLACKROCKSH$7.4M4.59%145,872
6PLTRPALANTIR TECHNOLOGIES INCSH$7.3M4.54%62,426
7IEIISHARES TR 3 7 YR TREASSH$7.2M4.49%61,405
8DBEFDBX TR XTRAK MSCI EAFESH$5.4M3.34%98,125
9NVDANVIDIA CORPORATIONSH$5.0M3.13%24,684
10VIOOVANGUARD ADMIRAL FDS INC SMLLCP 600SH$4.5M2.83%33,038

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Philadelphia Investment Partners, LLC hold as of Q2 2026?

Philadelphia Investment Partners, LLC reported 189 positions worth $160.6M in its Q2 2026 13F filing. Largest positions: ANGL (7.5%), MOAT (6.2%), SPYG (5.6%), FRDM (4.8%) and ICSH (4.6%).

What did Philadelphia Investment Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Philadelphia Investment Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.