StockDriftsStockDriftsTop 50 Investors Portfolio Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 24.01% | 42.1K | $31.4M | +23.70%(+8.06K) | $676.99(+14.90%) | 2026-06-30 | |
| FHDG | FIRST TR EXCHNG TRADED FD VI | 15.48% | 559.4K | $20.3M | new | $34.76(+7.17%) | 2026-06-30 | |
| GPIX | GOLDMAN SACHS ETF TR | 8.07% | 190.2K | $10.6M | +0.58%(+1.09K) | $52.51(+7.92%) | 2026-06-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 7.59% | 74.6K | $9.9M | +8.35%(+5.75K) | $99.20(+23.77%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 6.88% | 79.9K | $9.0M | +18.41%(+12.42K) | $104.16(+14.03%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 5.84% | 92.6K | $7.6M | +17.69%(+13.93K) | $74.85(+14.84%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 4.55% | 131.3K | $6.0M | +16.78%(+18.87K) | $43.50(+1.23%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.89% | 5.4K | $5.1M | +0.26%(+14) | $902.86(+6.53%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 2.43% | 11.8K | $3.2M | -0.03%(-3) | $308.21(-11.67%) | 2026-06-30 | |
| TLT | ISHARES TR | 2.09% | 31.7K | $2.7M | +0.37%(+116) | $88.26(-6.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.81% |
Investors Portfolio Services LLC reports $131.01M in US-listed equity holdings across 673 positions in its most recent 13F filing. Its largest disclosed positions are SPY (24.0%), FHDG (15.5%) and GPIX (8.1%). The top 20 holdings account for 90.02% of reported assets. Its disclosed equity book has returned +8.65% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investors Portfolio Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2073833). View Investors Portfolio Services LLC’s 13F filings on SEC