Long-term investor
Investors Portfolio Services LLC @investorsportfolioservic
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002073833).
Record
- Tracked since 2025-12-31 (257 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.5%
- Max drawdown n/a · win rate 2% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 24.0% · long · since 2025-12-31
- FHDG · 15.5% · long · since 2026-06-30
- GPIX · 8.1% · long · since 2025-12-31
- AIRR · 7.6% · long · since 2025-12-31
- XMHQ · 6.9% · long · since 2025-12-31
- JIRE · 5.8% · long · since 2025-12-31
- XLU · 4.5% · long · since 2025-12-31
- COST · 3.9% · long · since 2025-12-31
- MCD · 2.4% · long · since 2025-12-31
- TLT · 2.1% · long · since 2025-12-31
- GPIQ · 1.7% · long · since 2025-12-31
- VTV · 1.5% · long · since 2025-12-31