Philadelphia Investment Partners, LLC

CIK

2131511

Location

Voorhees, NJ

Portfolio Value

Micro $67,693,171

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#6,156 / 8,636 · as of Mar 2026

Top Industry

Software - Infrastructure 19.6%

Period ended 4 months ago

Filed May 5, 2026 · 3mo

Clone Performance

May 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+6.8%

SPY

+4.4%

Annualised alpha

—

Max drawdown

−8.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

136 tracked positions · as of Mar 31, 2026

Top Position

15.2%

of portfolio value

Top 5

36.9%

of portfolio value

Top 10

54.0%

of portfolio value

HHI

469

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.3%	$25,217,073	17
Financial Services	12.9%	$8,762,525	20
Energy	9.9%	$6,668,319	12
Industrials	8.8%	$5,966,514	22
Consumer Cyclical	7.1%	$4,823,324	12
Basic Materials	6.3%	$4,271,365	6
Healthcare	5.6%	$3,814,967	20
Consumer Defensive	5.4%	$3,651,134	7
Unclassified	4.1%	$2,754,893	7
Utilities	2.4%	$1,638,345	1
Real Estate	0.1%	$62,734	5
Communication Services	0.1%	$61,978	7

Portfolio Positions

Compact Export CSV View 13F filing

136 tracked positions · $67,693,171 total · filing declares 2,303 positions · $147,011,548 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLTR	Palantir Technologies Inc. Technology	First	70,333	—	$10,288,282	—	15.20%
NVDA	Nvidia Corp Technology	First	25,059	—	$4,370,266	—	6.46%
AAPL	Apple Inc. Technology	First	15,128	—	$3,839,307	—	5.67%
BX	Blackstone Inc. PUT + SHARES Financial Services	First	30,188	—	$3,471,278	—	5.13%
JPM	Jpmorgan Chase & Co Financial Services	First	10,268	—	$3,020,407	—	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	First	12,254	—	$2,552,112	—	3.77%
MSFT	Microsoft Corp Technology	First	6,611	—	$2,447,167	—	3.62%
LEU	Centrus Energy Corp PUT + SHARES Energy	First	14,035	—	$2,436,310	—	3.60%
SCCO	Southern Copper Corp/ Basic Materials	First	12,234	—	$2,130,217	—	3.15%
URI	United Rentals, Inc. Industrials	First	2,722	—	$1,983,119	—	2.93%
IAU	Ishares Gold Trust	First	22,404	—	$1,975,135	—	2.92%
FCX	Freeport-Mcmoran Inc Basic Materials	First	30,447	—	$1,789,653	—	2.64%
OKLO	Oklo Inc. PUT + SHARES Utilities	First	33,038	—	$1,638,345	—	2.42%
WMT	Walmart Inc. Consumer Defensive	First	11,622	—	$1,444,361	—	2.13%
NVTS	Navitas Semiconductor Corp Technology	First	155,918	—	$1,367,399	—	2.02%
KLAC	Kla Corp Technology	First	801	—	$1,179,400	—	1.74%
CCJ	Cameco Corp Energy	First	10,089	—	$1,095,766	—	1.62%
CAT	Caterpillar Inc Industrials	First	1,459	—	$1,033,642	—	1.53%
SOFI	SoFi Technologies, Inc. Financial Services	First	63,888	—	$1,014,535	—	1.50%
AMAT	Applied Materials Inc /De Technology	First	2,548	—	$870,880	—	1.29%
QXO	QXO, Inc. Industrials	First	39,965	—	$776,099	—	1.15%
MCK	Mckesson Corp Healthcare	First	830	—	$718,248	—	1.06%
SPY	Spdr S&P 500 ETF Trust	First	1,081	—	$703,017	—	1.04%
IBKR	Interactive Brokers Group, Inc. Financial Services	First	10,208	—	$684,649	—	1.01%
JCI	Johnson Controls International plc Industrials	First	5,150	—	$674,392	—	1.00%
MAR	Marriott International Inc /Md/ Consumer Cyclical	First	2,003	—	$655,120	—	0.97%
XOM	ExxonMobil Holdings Corp Energy	First	3,453	—	$585,834	—	0.87%
VLO	Valero Energy Corp/Tx Energy	First	2,193	—	$541,846	—	0.80%
BKNG	Booking Holdings Inc. Consumer Cyclical	First	117	—	$492,607	—	0.73%
PM	Philip Morris International Inc. Consumer Defensive	First	2,924	—	$483,453	—	0.71%
ABBV	AbbVie Inc. Healthcare	First	2,147	—	$466,950	—	0.69%
JNJ	Johnson & Johnson Healthcare	First	1,882	—	$460,036	—	0.68%
MPC	Marathon Petroleum Corp Energy	First	1,838	—	$448,802	—	0.66%
LNG	Cheniere Energy, Inc. Energy	First	1,544	—	$438,125	—	0.65%
MO	Altria Group, Inc. Consumer Defensive	First	6,631	—	$437,579	—	0.65%
AXSM	Axsome Therapeutics, Inc. Healthcare	First	2,561	—	$432,860	—	0.64%
COR	Cencora, Inc. Healthcare	First	1,359	—	$426,916	—	0.63%
AMGN	Amgen Inc Healthcare	First	1,208	—	$425,034	—	0.63%
PSX	Phillips 66 Energy	First	2,299	—	$418,831	—	0.62%
LMT	Lockheed Martin Corp Industrials	First	656	—	$396,479	—	0.59%
EOG	Eog Resources Inc Energy	First	2,699	—	$390,194	—	0.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	2,700	—	$389,980	—	0.58%
KO	Coca Cola Co Consumer Defensive	First	4,870	—	$370,363	—	0.55%
SFL	SFL Corp Ltd. Industrials	First	33,174	—	$357,947	—	0.53%
LOW	Lowes Companies Inc Consumer Cyclical	First	1,502	—	$354,892	—	0.52%
AZO	Autozone Inc Consumer Cyclical	First	101	—	$341,155	—	0.50%
QCOM	Qualcomm Inc/De Technology	First	2,568	—	$330,707	—	0.49%
HD	Home Depot, Inc. Consumer Cyclical	First	1,005	—	$330,534	—	0.49%
CI	Cigna Group Healthcare	First	1,187	—	$316,632	—	0.47%
MRK	Merck & Co., Inc. Healthcare	First	2,616	—	$314,678	—	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.