Investors Portfolio Services LLC
•CIK: 2073833•Filing: Q4 2025
**Investors Portfolio Services LLC** manages $111M across a diversified portfolio of 405 positions. The strategy exhibits notable allocations to broad market exposure, highlighted by the $28.1M holding in SPY. Significant tactical overweighting is evident in specialized sectors, including $17.6M in SQMX and $10.4M in GPIX. The top ten holdings represent a concentrated view across equities and fixed income, anchoring the portfolio's current risk profile.
Total AUM
$111.0M
QoQ Performance
N/A
Positions
373
Top 10 Concentration
81.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SQMX
GPIX
XMHQ
AIRR
SPY25.4%
SQMX15.9%
GPIX9.4%
XMHQ7.2%
AIRR6.7%
JIRE4.8%
XLU4.6%
COST3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other65.5%
ETF25.6%
Consumer3.5%
Technology3.5%
Financial0.9%
Industrial0.4%
Healthcare0.2%
Utilities0.1%