Philadelphia Investment Partners, LLC
Net buyer this quarter
$161M
139
+$412K
26.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FRDM | $7.73M | 4.82% | Not reported | -4.3% | Q1 2026 |
 PLTR | $7.28M | 4.54% | 0.00% | -11.2% | Q1 2026 |
 NVDA | $5.02M | 3.13% | 0.00% | -1.5% | Q1 2026 |
 AAPL | $4.27M | 2.66% | 0.00% | -3.2% | Q1 2026 |
 BX | $3.71M | 2.31% | 0.00% | +2.4% | Q1 2026 |
 JPM | $3.42M | 2.13% | 0.00% | +1.7% | Q1 2026 |
 LEU | $3.02M | 1.88% | 0.13% | +28.4% | Q1 2026 |
 URI | $2.92M | 1.82% | 0.00% | -5.1% | Q1 2026 |
 AMZN | $2.89M | 1.80% | 0.00% | -1.0% | Q1 2026 |
 NVTS | $2.74M | 1.71% | 0.09% | +1.1% | Q1 2026 |
 MSFT | $2.43M | 1.51% | 0.00% | -1.6% | Q1 2026 |
 SCCO | $2.23M | 1.39% | 0.00% | +0.9% | Q1 2026 |
 FCX | $2.17M | 1.35% | 0.00% | +11.5% | Q1 2026 |
 COMT | $2.11M | 1.31% | 0.41% | -6.0% | Q1 2026 |
 OKLO | $2.06M | 1.28% | 0.02% | +19.6% | Q1 2026 |
| IAU | $1.97M | 1.23% | 0.00% | +16.5% | Q1 2026 |
 KLAC | $1.68M | 1.04% | 0.00% | Not reported | Q1 2026 |
 WMT | $1.52M | 0.95% | 0.00% | +15.3% | Q1 2026 |
 AMAT | $1.36M | 0.85% | 0.00% | Not reported | Q1 2026 |
 CAT | $1.26M | 0.78% | 0.00% | Not reported | Q1 2026 |
 SOFI | $1.14M | 0.71% | 0.00% | -0.8% | Q1 2026 |
 CCJ | $1.01M | 0.63% | 0.00% | +2.2% | Q1 2026 |
 IBKR | $858K | 0.53% | 0.00% | -3.4% | Q1 2026 |
 QXO | $799K | 0.50% | 0.01% | +15.6% | Q1 2026 |
 SPY | $798K | 0.50% | Not reported | -1.3% | Q1 2026 |
 JCI | $780K | 0.49% | 0.00% | Not reported | Q1 2026 |
 VLO | $752K | 0.47% | 0.00% | Not reported | Q1 2026 |
 MAR | $711K | 0.44% | 0.00% | +0.1% | Q1 2026 |
 MCK | $711K | 0.44% | 0.00% | Not reported | Q1 2026 |
 MPC | $655K | 0.41% | 0.00% | Not reported | Q1 2026 |
 BKNG | $624K | 0.39% | 0.00% | Not reported | Q1 2026 |
 AXSM | $619K | 0.39% | 0.00% | -1.4% | Q1 2026 |
 PM | $552K | 0.34% | 0.00% | Not reported | Q1 2026 |
 ABBV | $539K | 0.34% | 0.00% | Not reported | Q1 2026 |
 PSX | $535K | 0.33% | 0.00% | Not reported | Q1 2026 |
 XOM | $534K | 0.33% | 0.00% | Not reported | Q1 2026 |
 AMGN | $505K | 0.31% | 0.00% | Not reported | Q1 2026 |
 JNJ | $493K | 0.31% | 0.00% | Not reported | Q1 2026 |
 NUE | $465K | 0.29% | 0.00% | Not reported | Q1 2026 |
 MO | $432K | 0.27% | 0.00% | Not reported | Q1 2026 |
 KO | $426K | 0.27% | 0.00% | Not reported | Q1 2026 |
 QCOM | $423K | 0.26% | 0.00% | Not reported | Q1 2026 |
 COR | $421K | 0.26% | 0.00% | Not reported | Q1 2026 |
 LNG | $411K | 0.26% | 0.00% | Not reported | Q1 2026 |
 SFL | $401K | 0.25% | 0.02% | Not reported | Q1 2026 |
 LMT | $392K | 0.24% | 0.00% | Not reported | Q1 2026 |
 ADP | $387K | 0.24% | 0.00% | Not reported | Q1 2026 |
 EOG | $382K | 0.24% | 0.00% | Not reported | Q1 2026 |
 MRK | $355K | 0.22% | 0.00% | Not reported | Q1 2026 |
 TSLA | $351K | 0.22% | 0.00% | +483.2% | Q1 2026 |
| Q1 2026 | |||||
| PLTR | $10.3M | 7.00% | 0.00% | New | Q1 2026 |
| FRDM | $6.05M | 4.12% | Not reported | New | Q1 2026 |
| NVDA | $4.37M | 2.97% | 0.00% | New | Q1 2026 |
| AAPL | $3.84M | 2.61% | 0.00% | New | Q1 2026 |
| BX | $3.47M | 2.36% | 0.00% | New | Q1 2026 |
| JPM | $3.02M | 2.05% | 0.00% | New | Q1 2026 |
| AMZN | $2.55M | 1.74% | 0.00% | New | Q1 2026 |
| COMT | $2.5M | 1.70% | 0.44% | New | Q1 2026 |
| MSFT | $2.45M | 1.66% | 0.00% | New | Q1 2026 |
| LEU | $2.43M | 1.66% | 0.10% | New | Q1 2026 |
| SCCO | $2.11M | 1.43% | 0.00% | New | Q1 2026 |
| URI | $1.98M | 1.35% | 0.00% | New | Q1 2026 |
| IAU | $1.98M | 1.34% | 0.00% | New | Q1 2026 |
| FCX | $1.79M | 1.22% | 0.00% | New | Q1 2026 |
| OKLO | $1.63M | 1.11% | 0.02% | New | Q1 2026 |
| WMT | $1.44M | 0.98% | 0.00% | New | Q1 2026 |
| NVTS | $1.37M | 0.93% | 0.09% | New | Q1 2026 |
| KLAC | $1.18M | 0.80% | 0.00% | New | Q1 2026 |
| CCJ | $1.1M | 0.75% | 0.00% | New | Q1 2026 |
| CAT | $1.03M | 0.70% | 0.00% | New | Q1 2026 |
| SOFI | $1.01M | 0.69% | 0.01% | New | Q1 2026 |
| AMAT | $871K | 0.59% | 0.00% | New | Q1 2026 |
| QXO | $776K | 0.53% | 0.01% | New | Q1 2026 |
| MCK | $718K | 0.49% | 0.00% | New | Q1 2026 |
| SPY | $703K | 0.48% | Not reported | New | Q1 2026 |
| IBKR | $685K | 0.47% | 0.00% | New | Q1 2026 |
| JCI | $674K | 0.46% | 0.00% | New | Q1 2026 |
| MAR | $655K | 0.45% | 0.00% | New | Q1 2026 |
| XOM | $586K | 0.40% | 0.00% | New | Q1 2026 |
| VLO | $542K | 0.37% | 0.00% | New | Q1 2026 |
| BKNG | $493K | 0.34% | 0.00% | New | Q1 2026 |
| PM | $483K | 0.33% | 0.00% | New | Q1 2026 |
| ABBV | $467K | 0.32% | 0.00% | New | Q1 2026 |
| JNJ | $460K | 0.31% | 0.00% | New | Q1 2026 |
| MPC | $449K | 0.31% | 0.00% | New | Q1 2026 |
| LNG | $438K | 0.30% | 0.00% | New | Q1 2026 |
| MO | $438K | 0.30% | 0.00% | New | Q1 2026 |
| AXSM | $433K | 0.29% | 0.01% | New | Q1 2026 |
| COR | $427K | 0.29% | 0.00% | New | Q1 2026 |
| AMGN | $425K | 0.29% | 0.00% | New | Q1 2026 |
| PSX | $419K | 0.28% | 0.00% | New | Q1 2026 |
| LMT | $396K | 0.27% | 0.00% | New | Q1 2026 |
| EOG | $390K | 0.27% | 0.00% | New | Q1 2026 |
 PG | $390K | 0.27% | 0.00% | New | Q1 2026 |
| KO | $370K | 0.25% | 0.00% | New | Q1 2026 |
| SFL | $358K | 0.24% | 0.02% | New | Q1 2026 |
 LOW | $355K | 0.24% | 0.00% | New | Q1 2026 |
 HON | $344K | 0.23% | 0.00% | New | Q1 2026 |
 AZO | $341K | 0.23% | 0.00% | New | Q1 2026 |
| QCOM | $331K | 0.22% | 0.00% | New | Q1 2026 |