Philadelphia Investment Partners, LLC Top Holdings and 13F Report (2026) About Philadelphia Investment Partners, LLCInvestment ActivityPhiladelphia Investment Partners, LLC has $163.13 million in total holdings as of September 30, 2026.Philadelphia Investment Partners, LLC owns shares of 244 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 49.18% of the portfolio was purchased this quarter.About 1.37% of the portfolio was sold this quarter.This quarter, Philadelphia Investment Partners, LLC has purchased 241 new stocks and bought additional shares in 97 stocks.Philadelphia Investment Partners, LLC sold shares of 28 stocks and completely divested from 6 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $12,299,083VanEck Fallen Angel High Yield Bond ETF $7,866,122VanEck Morningstar Wide Moat ETF $7,117,664SPDR Portfolio S&P 500 Growth ETF $6,559,310Freedom 100 Emerging Markets ETF $5,821,195 Largest New Holdings this Quarter 04010E109 - Argan $554,453 HoldingG7738W106 - SFL $401,405 Holding670100205 - Novo Nordisk A/S $52,013 Holding04010E109 - Argan $45,702 Holding000075513 - RTX Corporation Common Stock $29,080 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 60,089 shares (about $11.24M)VanEck Fallen Angel High Yield Bond ETF 167,497 shares (about $4.66M)Freedom 100 Emerging Markets ETF 63,793 shares (about $4.46M)VanEck Morningstar Wide Moat ETF 39,767 shares (about $4.20M)SPDR Portfolio S&P 500 Growth ETF 33,064 shares (about $4.07M) Largest Sales this Quarter J P MORGAN EXCHANGE TRADED F GLOBAL ETF 11,726 shares (about $547.61K)ExxonMobil Holdings Corporation Common Stock 2,445 shares (about $397.47K)Franklin Liberty Short Duration US Government ETF 2,859 shares (about $254.37K)VanEck IG Floating Rate ETF 7,305 shares (about $186.94K)iShares Floating Rate Bond ETF 3,654 shares (about $186.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPhiladelphia Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$12,299,083$11,239,804 ▲1,061.1%65,7527.5%COMANGLVanEck Fallen Angel High Yield Bond ETF$7,866,122$4,658,096 ▲145.2%282,8524.8%ETFMOATVanEck Morningstar Wide Moat ETF$7,117,664$4,203,831 ▲144.3%67,3314.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,559,310$4,069,522 ▲163.4%53,2934.0%ETFFRDMFreedom 100 Emerging Markets ETF$5,821,195$4,462,984 ▲328.6%83,2073.6%ETFICSHiShares Ultra Short-Term Bond Active ETF$4,902,785$3,158,231 ▲181.0%97,2773.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$4,328,865$3,328,332 ▲332.7%78,7782.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,237,388$1,847,285 ▲77.3%37,3532.6%ETFNVDANVIDIA$4,095,388$3,502,502 ▲590.8%17,9322.5%TechnologyJ P MORGAN EXCHANGE TRADED F GLOBAL ETF$3,820,645$547,608 ▼-12.5%81,8122.3%ETFAAPLApple$3,726,577$2,865,890 ▲333.0%11,3442.3%TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$3,280,803$70,357 ▲2.2%117,8832.0%ETFMOATVanEck Morningstar Wide Moat ETF$2,969,701$58,304 ▲2.0%28,1161.8%ETFVIOOVanguard S&P Small-Cap 600 ETF$2,919,983$1,740,299 ▲147.5%23,0791.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,696,948$215,525 ▲8.7%21,9861.7%ETFLEUCentrus Energy$2,681,212$2,523,723 ▲1,602.5%19,2211.6%EnergyJPMJPMorgan Chase & Co.$2,472,314$1,643,578 ▲198.3%7,4731.5%FinanceIEIiShares 3-7 Year Treasury Bond ETF$2,441,188$49,938 ▲2.1%21,5091.5%ETFPGHYInvesco Global ex-US High Yield Corporate Bond ETF$2,378,227$133,650 ▲6.0%124,5791.5%ETFAMZNAmazon.com$2,360,988$1,782,950 ▲308.4%9,4761.4%Consumer DiscretionaryMSFTMicrosoft$2,328,262$1,517,807 ▲187.3%4,5391.4%TechnologyBXBlackstone$2,294,497$2,008,105 ▲701.2%20,4701.4%FinanceSCCOSouthern Copper$2,065,314$1,706,959 ▲476.3%10,4951.3%MaterialsXLEEnergy Select Sector SPDR Fund$2,046,665$1,445,070 ▲240.2%33,2791.3%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$1,895,830$1,329,436 ▲234.7%51,4331.2%ETFIAUiShares Gold Trust$1,871,058$1,855,750 ▲12,123.0%23,9571.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,851,843$106,874 ▲6.1%36,7341.1%ETFNVTSNavitas Semiconductor$1,682,789$1,575,558 ▲1,469.3%141,4111.0%TechnologyKLACKLA$1,677,0540.0%8,0101.0%TechnologyiShares Prime Money Market ETF$1,636,943$1,389,963 ▲562.8%16,3311.0%ETFFCXFreeport-McMoRan$1,540,089$1,222,985 ▲385.7%22,0010.9%MaterialsURIUnited Rentals$1,522,428$1,123,053 ▲281.2%1,5210.9%IndustrialsAMATApplied Materials$1,362,0080.0%2,5480.8%TechnologyFRDMFreedom 100 Emerging Markets ETF$1,329,886$28,334 ▼-2.1%19,0090.8%ETFFTSDFranklin Liberty Short Duration US Government ETF$1,309,552$254,366 ▼-16.3%14,7190.8%ETFALLSPRING TREAS PLUS MM FD-INST #793$1,302,2170.0%1,302,2170.8%COMVIOOVanguard S&P Small-Cap 600 ETF$1,210,895$25,802 ▲2.2%9,5270.7%ETFCATCaterpillar$1,197,295$1,147,728 ▲2,315.5%1,4010.7%IndustrialsWAL-MART STORES INC$1,195,137$724,357 ▲153.9%11,5000.7%COMPalantir Technologies Inc. - Class A Common Stock$1,171,461$137,325 ▲13.3%6,4150.7%COMDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,144,700$145,002 ▲14.5%20,8490.7%ETFSOFISoFi Technologies$1,040,950$980,475 ▲1,621.3%66,2180.6%FinanceBLACKROCK TRETFT ISHARES PRIME MO$923,492$676,506 ▲273.9%9,2130.6%ETFBXBlackstone$910,486$621,542 ▲215.1%8,0510.6%FinanceAAPLApple$874,974$3,658 ▲0.4%2,6310.5%TechnologyJPMJPMorgan Chase & Co.$871,159$44,235 ▲5.3%2,6390.5%FinanceCCJCameco$830,093$792,753 ▲2,123.0%8,4920.5%EnergyMSFTMicrosoft$806,202$1,019 ▲0.1%1,5820.5%TechnologySPYSPDR S&P 500 ETF Trust$804,176$9,919 ▼-1.2%1,0540.5%ETFJCIJohnson Controls International$779,9680.0%5,1500.5%IndustrialsIBKRInteractive Brokers Group$779,170$761,999 ▲4,437.8%9,1210.5%FinanceVLOValero Energy$752,0240.0%2,1930.5%EnergyNVDANVIDIA$743,490$158,611 ▲27.1%3,3000.5%TechnologySMIGBahl & Gaynor Small/Mid Cap Income Growth ETF$729,557$642,079 ▲734.0%23,6020.4%ETFMCKMcKesson$711,0530.0%8300.4%HealthcareXBISPDR S&P Biotech ETF$671,721$364,401 ▲118.6%4,2600.4%ETFMPCMarathon Petroleum$655,0080.0%1,8380.4%EnergyNVDANVIDIA$654,095$61,828 ▲10.4%2,8670.4%TechnologyXLEEnergy Select Sector SPDR Fund$647,173$53,304 ▲9.0%10,6600.4%ETFURIUnited Rentals$644,334$197,222 ▲44.1%5750.4%IndustrialsIBBiShares Biotechnology ETF$638,386$300,244 ▲88.8%3,0320.4%ETFAMZNAmazon.com$624,518$47,734 ▲8.3%2,5120.4%Consumer DiscretionaryBKNGBooking$624,0200.0%2,9250.4%Consumer DiscretionaryMARMarriott International$616,575$526,680 ▲585.9%1,7490.4%Consumer DiscretionaryWTVWisdomTree U.S. Value Fund$599,158$593,523 ▲10,532.7%5,8480.4%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$565,722$1,908 ▲0.3%15,4180.3%ETFAGXArgan$554,453$554,453 ▲New Holding1,4670.3%IndustrialsPMPhilip Morris International$552,184$551,995 ▲292,200.0%2,9230.3%Consumer StaplesWalmart Inc. - Common Stock$544,734$68,814 ▲14.5%5,1850.3%COMABBVAbbVie$538,8130.0%2,1470.3%HealthcarePSXPhillips 66$534,7700.0%2,2990.3%EnergyFLOTiShares Floating Rate Bond ETF$515,492$186,551 ▼-26.6%10,0970.3%ETFFLTRVanEck IG Floating Rate ETF$515,235$186,937 ▼-26.6%20,1340.3%ETFANCTFAlimentation Couche-Tard$514,9200.0%7,7420.3%Consumer StaplesFCXFreeport-McMoRan$508,376$205,636 ▲67.9%7,6070.3%MaterialsAMGNAmgen$504,7510.0%1,2080.3%HealthcareJNJJohnson & Johnson$493,2350.0%1,8820.3%HealthcareEXXONMOBIL HOLDINGS CORP$488,603$39,737 ▲8.9%3,0740.3%COMNUENucor$465,3440.0%1,7090.3%MaterialsURIUnited Rentals$432,230$28,343 ▲7.0%4270.3%IndustrialsMOAltria Group$431,5450.0%6,6310.3%Consumer StaplesKOCoca-Cola$425,7350.0%4,8700.3%Consumer StaplesQCOMQualcomm$423,1810.0%2,5680.3%TechnologyCORCencora$421,3040.0%1,3590.3%HealthcareCHENIERE ENERGY INC$411,4450.0%1,5440.3%COMSCCOSouthern Copper$402,880$38,427 ▲10.5%2,0130.2%MaterialsSFLSFL$401,405$401,405 ▲New Holding33,1740.2%EnergyAXSMAxsome Therapeutics$393,060$72,857 ▼-15.6%2,1310.2%HealthcareLMTLockheed Martin$392,2950.0%6560.2%IndustrialsADPAutomatic Data Processing$387,2740.0%1,4020.2%IndustrialsEOGEOG Resources$381,6660.0%2,6990.2%EnergyBXBlackstone$381,5130.0%2,5550.2%FinanceTSLATesla$366,661$361,337 ▲6,786.7%1,0330.2%Consumer DiscretionaryMRKMerck & Co., Inc.$354,5990.0%2,6160.2%HealthcareHDHome Depot$343,4090.0%1,0050.2%Consumer DiscretionaryVIOGVanguard S&P Small-Cap 600 Growth ETF$338,9430.0%2,4570.2%ETFIBBiShares Biotechnology ETF$336,658$1,685 ▼-0.5%1,5980.2%ETFCICigna Group$329,9740.0%1,1870.2%HealthcareLOWLowe's Companies$327,7660.0%1,5020.2%Consumer DiscretionaryALCCAltC Acquisition$326,627$283,166 ▲651.5%8,8230.2%Showing largest 100 holdings. 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