Philadelphia Investment Partners, LLC
Filing Date
Mar 31, 2026
Global Rank
#6,435
/ 8,608
· as of Mar 2026
Top Industry
Software - Infrastructure
20.0%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.8%
SPY
+2.0%
Annualised alpha
—
Max drawdown
−9.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
136 positions · as of Mar 31, 2026Top Position
15.5%
of portfolio value
Top 5
37.6%
of portfolio value
Top 10
54.9%
of portfolio value
HHI
482
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.3% | $24,155,613 |
| Financial Services | 13.2% | $8,762,525 |
| Energy | 10.0% | $6,668,319 |
| Industrials | 9.6% | $6,368,761 |
| Consumer Cyclical | 6.5% | $4,350,421 |
| Basic Materials | 6.4% | $4,225,268 |
| Healthcare | 5.7% | $3,814,967 |
| Consumer Defensive | 5.5% | $3,651,134 |
| Unclassified | 4.2% | $2,762,439 |
| Utilities | 2.5% | $1,638,345 |
| Real Estate | 0.1% | $62,734 |
| Communication Services | 0.1% | $59,110 |
136 positions ·
$66,519,636 total
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 70,333 | $10,288,282 | 15.47% | |
| NVDA |
Nvidia Corp
Technology
|
First | 25,059 | $4,370,266 | 6.57% | |
| AAPL |
Apple Inc.
Technology
|
First | 15,128 | $3,839,307 | 5.77% | |
| BX |
Blackstone Inc.
Financial Services
|
First | 30,188 | $3,471,278 | 5.22% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 10,268 | $3,020,407 | 4.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 12,254 | $2,552,112 | 3.84% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,611 | $2,447,167 | 3.68% | |
| LEU |
Centrus Energy Corp
Energy
|
First | 14,035 | $2,436,310 | 3.66% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
First | 12,234 | $2,084,120 | 3.13% | |
| URI |
United Rentals, Inc.
Industrials
|
First | 2,722 | $1,983,119 | 2.98% | |
| IAU |
Ishares Gold Trust
|
First | 22,404 | $1,975,135 | 2.97% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
First | 30,447 | $1,789,653 | 2.69% | |
| OKLO |
Oklo Inc.
Utilities
|
First | 33,038 | $1,638,345 | 2.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 11,622 | $1,444,361 | 2.17% | |
| NVTS |
Navitas Semiconductor Corp
Technology
|
First | 155,918 | $1,367,399 | 2.06% | |
| CCJ |
Cameco Corp
Energy
|
First | 10,089 | $1,095,766 | 1.65% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 1,459 | $1,033,642 | 1.55% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
First | 63,888 | $1,014,535 | 1.53% | |
| AMAT |
Applied Materials Inc /De
Technology
|
First | 2,548 | $870,880 | 1.31% | |
| QXO |
QXO, Inc.
Industrials
|
First | 39,965 | $776,099 | 1.17% | |
| MCK |
Mckesson Corp
Healthcare
|
First | 830 | $718,248 | 1.08% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,081 | $703,017 | 1.06% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
First | 10,208 | $684,649 | 1.03% | |
| JCI |
Johnson Controls International plc
Industrials
|
First | 5,150 | $674,392 | 1.01% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
First | 2,003 | $655,120 | 0.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 3,453 | $585,834 | 0.88% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
First | 2,193 | $541,846 | 0.81% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 2,924 | $483,453 | 0.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 2,147 | $466,950 | 0.70% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,882 | $460,036 | 0.69% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 1,838 | $448,802 | 0.67% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
First | 1,544 | $438,125 | 0.66% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 6,631 | $437,579 | 0.66% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
First | 2,561 | $432,860 | 0.65% | |
| COR |
Cencora, Inc.
Healthcare
|
First | 1,359 | $426,916 | 0.64% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 1,208 | $425,034 | 0.64% | |
| PSX |
Phillips 66
Energy
|
First | 2,299 | $418,831 | 0.63% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 656 | $396,479 | 0.60% | |
| EOG |
Eog Resources Inc
Energy
|
First | 2,699 | $390,194 | 0.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 2,700 | $389,980 | 0.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 4,870 | $370,363 | 0.56% | |
| HON |
Honeywell International Inc
Industrials
|
First | 1,522 | $360,794 | 0.54% | |
| SFL |
SFL Corp Ltd.
Industrials
|
First | 33,174 | $357,947 | 0.54% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 1,502 | $354,892 | 0.53% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
First | 101 | $341,155 | 0.51% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 2,568 | $330,707 | 0.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 1,005 | $330,534 | 0.50% | |
| CI |
Cigna Group
Healthcare
|
First | 1,187 | $316,632 | 0.48% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 2,616 | $314,678 | 0.47% | |
| HSY |
Hershey Co
Consumer Defensive
|
First | 1,410 | $293,124 | 0.44% |