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Investors Portfolio Services LLC

All holdings · as of Dec 31, 2025

431 positions

CompanyClassValueShares% of portfolio
ISHARES TR$119.9K1750.1%
Phibro Animal Health Corp$118.3K3,1670.1%
Philip Morris International Inc.$116.6K7270.1%
American Tower Corp$110.5K6290.1%
CADENCE DESIGN SYSTEMS INC$105.0K3360.1%
VANGUARD INDEX FDS$96.9K1990.1%
Alphabet Inc.$95.7K3060.1%
Warren E. Buffett$93.0K1850.1%
DIMENSIONAL ETF TRUST$89.0K1,2030.1%
ISHARES TR$87.2K6370.1%
ISHARES TR$87.0K3,7220.1%
NUVEEN SELECT TAX FREE INCOME PORTFOLIONXPClosed-End Fund$81.2K5,7580.1%
EMCOR Group Inc$76.7K1250.1%
AT&T INC.$76.3K3,0700.1%
VANGUARD BD INDEX FDS$71.5K9650.1%
Primoris Services Corp$70.6K5680.1%
ISHARES TR$68.5K4600.1%
VANGUARD INDEX FDS$63.4K1010.1%
DIMENSIONAL ETF TRUST$59.7K1,5690.1%
DANAHER CORP /DE$58.6K2550.1%
FedEx Corp$58.2K2020.1%
VANGUARD STAR FDS$54.2K7190.0%
KEYCORP /NEW$53.8K2,6060.0%
LOCKHEED MARTIN CORP$52.0K1080.0%
DoorDash, Inc.$51.1K2260.0%
ISHARES TR$50.3K4950.0%
CVS HEALTH Corp$50.1K6320.0%
Ally Financial Inc.$45.3K1,0000.0%
JPMORGAN CHASE & CO$43.8K1360.0%
Nuveen Municipal Credit Income FundNZFClosed-End Fund$43.6K3,4630.0%
BWX Technologies, Inc.$42.8K2480.0%
Constellation Energy Corp$42.7K1210.0%
ISHARES TR$40.6K3150.0%
UNITEDHEALTH GROUP INC$40.5K1230.0%
Nuveen AMT-Free Municipal Credit Income FundNVGClosed-End Fund$39.5K3,1170.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$37.8K1240.0%
CHEVRON CORP$34.8K2280.0%
CAPITAL GROUP INTL FOCUS EQT$34.5K1,1680.0%
AGNICO EAGLE MINES LTD$33.9K2000.0%
Solstice Advanced Materials Inc.$32.7K6730.0%
STARBUCKS CORP$31.1K3700.0%
WP Carey Inc$29.6K4530.0%
INNOVATOR ETFS TRUST$29.5K1,1000.0%
J P MORGAN EXCHANGE TRADED F$29.1K5050.0%
Valero Energy Corp$28.5K1750.0%
SELECT SECTOR SPDR TR$27.2K1760.0%
FIRST TR EXCH TRADED FD III$26.2K1,4380.0%
Intuitive Surgical Inc$22.7K400.0%
Meta Platforms Inc$22.1K330.0%
Rivian Automotive, Inc. / DE$21.7K1,1000.0%
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