CIK 2073833
Investors Portfolio Services LLC
Institutional 13F holdings & portfolio
Holdings
431
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 175 | $100K–$500K | SH |
| PAHC | PHIBRO ANIMAL HEALTH CORP | 3K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 629 | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 336 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 199 | $50K–$100K | SH |
| GOOGL | ALPHABET INC | 306 | $50K–$100K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 185 | $50K–$100K | SH |
| DFAW | DIMENSIONAL ETF TRUST | 1K | $50K–$100K | SH |
| IWP | ISHARES TR | 637 | $50K–$100K | SH |
| SUSC | ISHARES TR | 4K | $50K–$100K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOM | 6K | $50K–$100K | SH |
| EME | EMCOR GROUP INC | 125 | $50K–$100K | SH |
| T | AT&T INC | 3K | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC | 467 | $50K–$100K | SH |
| BND | VANGUARD BD INDEX FDS | 965 | $50K–$100K | SH |
| PRIM | PRIMORIS SVCS CORP | 568 | $50K–$100K | SH |
| ESGU | ISHARES TR | 460 | $50K–$100K | SH |
| VOO | VANGUARD INDEX FDS | 101 | $50K–$100K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 2K | $50K–$100K | SH |
| FDX | FEDEX CORP | 202 | $50K–$100K | SH |
| DHR | DANAHER CORPORATION | 246 | $50K–$100K | SH |
| VXUS | VANGUARD STAR FDS | 719 | $50K–$100K | SH |
| KEY | KEYCORP | 3K | $50K–$100K | SH |
| DASH | DOORDASH INC | 226 | $50K–$100K | SH |
| LMT | LOCKHEED MARTIN CORP | 105 | $50K–$100K | SH |
| TLH | ISHARES TR | 495 | $50K–$100K | SH |
| CVS | CVS HEALTH CORP | 632 | $50K–$100K | SH |
| ALLY | ALLY FINL INC | 1K | $15K–$50K | SH |
| JPM | JPMORGAN CHASE & CO. | 136 | $15K–$50K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 3K | $15K–$50K | SH |
| BWXT | BWX TECHNOLOGIES INC | 248 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP | 121 | $15K–$50K | SH |
| DSI | ISHARES TR | 315 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 123 | $15K–$50K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 3K | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 228 | $15K–$50K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 1K | $15K–$50K | SH |
| AEM | AGNICO EAGLE MINES LTD | 200 | $15K–$50K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 673 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 370 | $15K–$50K | SH |
| WPC | WP CAREY INC | 453 | $15K–$50K | SH |
| ZOCT | INNOVATOR ETFS TRUST | 1K | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 505 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 175 | $15K–$50K | SH |
| XLV | SELECT SECTOR SPDR TR | 176 | $15K–$50K | SH |
| FPE | FIRST TR EXCH TRADED FD III | 1K | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 76 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC | 40 | $15K–$50K | SH |
| META | META PLATFORMS INC | 33 | $15K–$50K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 1K | $15K–$50K | SH |