Investors Portfolio Services LLC
Net buyer this quarter
$131M
615
+$5.83M
35.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $31.4M | 24.00% | Not reported | +23.7% | Q4 2025 |
 COST | $5.09M | 3.89% | 0.00% | +0.3% | Q4 2025 |
 MCD | $3.18M | 2.43% | 0.00% | 0.0% | Q4 2025 |
 TSBK | $1.59M | 1.21% | 0.46% | Not reported | Q4 2025 |
 AAPL | $926K | 0.71% | 0.00% | +3.5% | Q4 2025 |
 NVDA | $875K | 0.67% | 0.00% | +12.2% | Q4 2025 |
 PANW | $852K | 0.65% | 0.00% | -7.1% | Q4 2025 |
 MSFT | $829K | 0.63% | 0.00% | +12.6% | Q4 2025 |
 LRCX | $688K | 0.53% | 0.00% | +0.1% | Q4 2025 |
 BAC | $615K | 0.47% | 0.00% | Not reported | Q4 2025 |
 ANET | $499K | 0.38% | 0.00% | -0.1% | Q4 2025 |
 BE | $477K | 0.36% | 0.00% | Not reported | Q4 2025 |
 ORLY | $470K | 0.36% | 0.00% | Not reported | Q4 2025 |
 GWW | $346K | 0.26% | 0.00% | Not reported | Q4 2025 |
 QQQ | $298K | 0.23% | Not reported | -6.3% | Q4 2025 |
 AMZN | $259K | 0.20% | 0.00% | +44.5% | Q4 2025 |
 BABA | $238K | 0.18% | 0.00% | -11.2% | Q4 2025 |
 ZETA | $233K | 0.18% | Not reported | +418.5% | Q4 2025 |
 PAHC | $229K | 0.18% | 0.01% | +149.1% | Q4 2025 |
 TSLA | $227K | 0.17% | 0.00% | +24.2% | Q4 2025 |
 PATH | $215K | 0.16% | Not reported | +12.1% | Q4 2025 |
 GOOGL | $189K | 0.14% | 0.00% | +12.8% | Q4 2025 |
 QCOM | $185K | 0.14% | 0.00% | -79.6% | Q4 2025 |
 V | $169K | 0.13% | 0.00% | +1.0% | Q4 2025 |
 ARES | $169K | 0.13% | 0.00% | +43.8% | Q4 2025 |
 AZO | $153K | 0.12% | 0.00% | -4.0% | Q4 2025 |
 BA | $151K | 0.11% | 0.00% | -10.5% | Q4 2025 |
 HZO | $141K | 0.11% | 0.02% | -36.5% | Q4 2025 |
 BRK.B | $141K | 0.11% | Not reported | Not reported | Q4 2025 |
 ROP | $130K | 0.10% | 0.00% | +0.3% | Q4 2025 |
 PM | $115K | 0.09% | 0.00% | +12.4% | Q4 2025 |
 XOM | $115K | 0.09% | 0.00% | +222.3% | Q4 2025 |
 COHR | $114K | 0.09% | 0.00% | +380.0% | Q4 2025 |
 NOW | $107K | 0.08% | 0.00% | +1890.7% | Q1 2026 |
 DASH | $98.4K | 0.08% | Not reported | +161.3% | Q4 2025 |
 PWR | $97.6K | 0.07% | 0.00% | -27.7% | Q4 2025 |
 CRM | $94.5K | 0.07% | 0.00% | +1845.2% | Q4 2025 |
 HON | $87.9K | 0.07% | 0.00% | -0.3% | Q4 2025 |
 LHX | $85.7K | 0.07% | 0.00% | -14.5% | Q4 2025 |
 CDNS | $83.7K | 0.06% | 0.00% | -65.1% | Q4 2025 |
 NXP | $83.3K | 0.06% | Not reported | +0.7% | Q4 2025 |
 HONA | $83K | 0.06% | Not reported | -4.6% | Q2 2026 |
 T | $64K | 0.05% | 0.00% | -0.5% | Q4 2025 |
 FDX | $63.7K | 0.05% | 0.00% | Not reported | Q4 2025 |
 JNJ | $60.8K | 0.05% | 0.00% | Not reported | Q4 2025 |
 LMT | $55.6K | 0.04% | 0.00% | Not reported | Q4 2025 |
 CAT | $52.2K | 0.04% | 0.00% | Not reported | Q4 2025 |
 JPM | $50.6K | 0.04% | 0.00% | +2.7% | Q4 2025 |
 ABBV | $50.2K | 0.04% | 0.00% | +0.5% | Q4 2025 |
 BWXT | $48.4K | 0.04% | 0.00% | -1.2% | Q4 2025 |
| Q1 2026 | |||||
| SPY | $22.2M | 20.57% | Not reported | -17.5% | Q4 2025 |
| COST | $5.43M | 5.03% | 0.00% | +32.8% | Q4 2025 |
| MCD | $3.65M | 3.39% | 0.00% | +117500.0% | Q4 2025 |
| TSBK | $1.4M | 1.30% | 0.45% | Not reported | Q4 2025 |
| AAPL | $796K | 0.74% | 0.00% | -1.8% | Q4 2025 |
| NVDA | $740K | 0.69% | 0.00% | -0.8% | Q4 2025 |
| MSFT | $732K | 0.68% | 0.00% | +8.6% | Q4 2025 |
| QCOM | $632K | 0.59% | 0.00% | -10.7% | Q4 2025 |
| BAC | $526K | 0.49% | 0.00% | +0.5% | Q4 2025 |
| ORLY | $471K | 0.44% | 0.00% | Not reported | Q4 2025 |
| PANW | $432K | 0.40% | 0.00% | +0.6% | Q4 2025 |
| ANET | $362K | 0.34% | 0.00% | +61.3% | Q4 2025 |
| BABA | $347K | 0.32% | 0.00% | -10.1% | Q4 2025 |
| LRCX | $339K | 0.31% | 0.00% | +0.1% | Q4 2025 |
| GWW | $277K | 0.26% | 0.00% | -3.8% | Q4 2025 |
| QQQ | $249K | 0.23% | Not reported | +0.2% | Q4 2025 |
| BE | $213K | 0.20% | 0.00% | -22.3% | Q4 2025 |
| PATH | $196K | 0.18% | Not reported | -1.7% | Q4 2025 |
| HON | $178K | 0.16% | 0.00% | -26.8% | Q4 2025 |
| CDNS | $178K | 0.16% | 0.00% | +90.2% | Q4 2025 |
| AZO | $169K | 0.16% | 0.00% | Not reported | Q4 2025 |
| HZO | $164K | 0.15% | 0.03% | -10.9% | Q4 2025 |
| TSLA | $162K | 0.15% | 0.00% | +32.7% | Q4 2025 |
| PAHC | $159K | 0.15% | 0.00% | -7.4% | Q4 2025 |
| AMZN | $159K | 0.15% | 0.00% | +3.3% | Q4 2025 |
| BA | $155K | 0.14% | 0.00% | +14.1% | Q4 2025 |
| V | $147K | 0.14% | 0.00% | -10.8% | Q4 2025 |
| GOOGL | $138K | 0.13% | 0.00% | +53.6% | Q4 2025 |
| ROP | $136K | 0.13% | 0.00% | +3.0% | Q4 2025 |
| BRK.B | $135K | 0.13% | Not reported | +52.4% | Q4 2025 |
| LHX | $119K | 0.11% | 0.00% | -67.1% | Q4 2025 |
| ARES | $116K | 0.11% | 0.00% | +14.3% | Q4 2025 |
 WM | $104K | 0.10% | 0.00% | -28.2% | Q4 2025 |
| PWR | $103K | 0.10% | 0.00% | -39.7% | Q4 2025 |
| PM | $94.4K | 0.09% | 0.00% | -22.6% | Q4 2025 |
 NEE | $93.6K | 0.09% | 0.00% | -33.4% | Q4 2025 |
| T | $89.7K | 0.08% | 0.00% | +1.2% | Q4 2025 |
| NXP | $83K | 0.08% | Not reported | +0.5% | Q4 2025 |
| FDX | $72.1K | 0.07% | 0.00% | +0.5% | Q4 2025 |
 AMT | $69K | 0.06% | 0.00% | -36.4% | Q4 2025 |
 NFLX | $67.1K | 0.06% | 0.00% | New | Q1 2026 |
| LMT | $65.8K | 0.06% | 0.00% | +0.9% | Q4 2025 |
| JNJ | $57.9K | 0.05% | 0.00% | +154.3% | Q4 2025 |
 WMT | $52.5K | 0.05% | 0.00% | +565.1% | Q4 2025 |
| BWXT | $51.6K | 0.05% | 0.00% | +1.6% | Q4 2025 |
 ISRG | $50.7K | 0.05% | 0.00% | +175.0% | Q4 2025 |
 CVX | $49.3K | 0.05% | 0.00% | +4.8% | Q4 2025 |
 DHR | $48K | 0.04% | 0.00% | -0.8% | Q4 2025 |
 IAU | $45K | 0.04% | 0.00% | New | Q1 2026 |
 MRK | $44.9K | 0.04% | 0.00% | +697.9% | Q4 2025 |
| Q4 2025 | |||||
| SPY | $28.1M | 25.35% | Not reported | New | Q4 2025 |
| COST | $3.53M | 3.18% | 0.00% | New | Q4 2025 |
| TSBK | $1.27M | 1.14% | 0.45% | New | Q4 2025 |
| QCOM | $939K | 0.85% | 0.00% | New | Q4 2025 |
| MSFT | $879K | 0.79% | 0.00% | New | Q4 2025 |
| AAPL | $855K | 0.77% | 0.00% | New | Q4 2025 |
| NVDA | $733K | 0.66% | 0.00% | New | Q4 2025 |
| BAC | $591K | 0.53% | 0.00% | New | Q4 2025 |
| PANW | $492K | 0.44% | 0.00% | New | Q4 2025 |
| ORLY | $465K | 0.42% | 0.00% | New | Q4 2025 |
| BABA | $450K | 0.41% | 0.00% | New | Q4 2025 |
| LHX | $308K | 0.28% | 0.00% | New | Q4 2025 |
| PATH | $294K | 0.26% | Not reported | New | Q4 2025 |
| LRCX | $272K | 0.24% | 0.00% | New | Q4 2025 |
| GWW | $266K | 0.24% | 0.00% | New | Q4 2025 |
| QQQ | $265K | 0.24% | Not reported | New | Q4 2025 |
| ANET | $239K | 0.22% | 0.00% | New | Q4 2025 |
| HON | $210K | 0.19% | 0.00% | New | Q4 2025 |
| V | $192K | 0.17% | 0.00% | New | Q4 2025 |
| BE | $176K | 0.16% | 0.00% | New | Q4 2025 |
| AZO | $170K | 0.15% | 0.00% | New | Q4 2025 |
| AMZN | $168K | 0.15% | 0.00% | New | Q4 2025 |
| ROP | $166K | 0.15% | 0.00% | New | Q4 2025 |
| HZO | $165K | 0.15% | 0.03% | New | Q4 2025 |
| ARES | $149K | 0.13% | 0.00% | New | Q4 2025 |
| BA | $148K | 0.13% | 0.00% | New | Q4 2025 |
| TSLA | $147K | 0.13% | 0.00% | New | Q4 2025 |
| WM | $138K | 0.12% | 0.00% | New | Q4 2025 |
| PWR | $132K | 0.12% | 0.00% | New | Q4 2025 |
| NEE | $121K | 0.11% | 0.00% | New | Q4 2025 |
| PAHC | $118K | 0.11% | 0.00% | New | Q4 2025 |
| PM | $117K | 0.10% | 0.00% | New | Q4 2025 |
| AMT | $110K | 0.10% | 0.00% | New | Q4 2025 |
| CDNS | $105K | 0.09% | 0.00% | New | Q4 2025 |
| GOOGL | $95.7K | 0.09% | 0.00% | New | Q4 2025 |
| BRK.B | $93K | 0.08% | Not reported | New | Q4 2025 |
| NXP | $81.2K | 0.07% | Not reported | New | Q4 2025 |
 EME | $76.7K | 0.07% | 0.00% | New | Q4 2025 |
| T | $76.3K | 0.07% | 0.00% | New | Q4 2025 |
 PRIM | $70.6K | 0.06% | 0.00% | New | Q4 2025 |
| DHR | $58.6K | 0.05% | 0.00% | New | Q4 2025 |
| FDX | $58.2K | 0.05% | 0.00% | New | Q4 2025 |
 KEY | $53.8K | 0.05% | 0.00% | New | Q4 2025 |
| LMT | $52K | 0.05% | 0.00% | New | Q4 2025 |
| DASH | $51.1K | 0.05% | Not reported | New | Q4 2025 |
 CVS | $50.1K | 0.05% | 0.00% | New | Q4 2025 |
 ALLY | $45.3K | 0.04% | 0.00% | New | Q4 2025 |
| JPM | $43.8K | 0.04% | 0.00% | New | Q4 2025 |
| NZF | $43.6K | 0.04% | Not reported | New | Q4 2025 |
| BWXT | $42.8K | 0.04% | 0.00% | New | Q4 2025 |