Investors Portfolio Services LLC
Top Portfolio Positions
630 positions ·
$43,812,730 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
34,013 | $22,120,014 | 50.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,430 | $5,410,614 | 12.35% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
11,760 | $3,654,890 | 8.34% | |
| TSBK |
Timberland Bancorp Inc
Financial Services
|
35,453 | $1,397,911 | 3.19% | |
| AAPL |
Apple Inc.
Technology
|
3,090 | $784,210 | 1.79% | |
| MSFT |
Microsoft Corp
Technology
|
1,975 | $731,085 | 1.67% | |
| NVDA |
Nvidia Corp
Technology
|
3,898 | $679,811 | 1.55% | |
| QCOM |
Qualcomm Inc/De
Technology
|
4,901 | $631,150 | 1.44% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
10,796 | $526,304 | 1.20% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
5,100 | $470,781 | 1.07% |
Portfolio Trend
2 quarters · across all stocks
Holdings in POOL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $686 | 3 | Shares | Sole | 2026-02-09 | |
| 2026-03-31 | $809 | 4 | Shares | Sole | 2026-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||