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Investors Portfolio Services LLC Historic Quarter Change: USA Stocks, Sold Out

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Investors Portfolio Services LLC historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Investors Portfolio Services LLC opened 477 positions, added to 195, reduced 155 and sold out of 245.

  • Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 788.
  • Q2 2026: Stock ABT; Country of operation United States; Class COM; Shares before 138.
  • Q2 2026: Stock SILA; Country of operation United States; Class STOCK; Shares before 278.
  • Q2 2026: Stock IBCP; Country of operation United States; Class COM NEW; Shares before 113.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2073833), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026HONZZZZ
HONEYWELL INTL INC		COM7880-788$177,947$0-$177,9472026-08-14
Q2 2026ABT
ABBOTT LABORATORIES		United StatesCOM1380-138$14,019$0-$14,0192026-08-14
Q2 2026SILA
SILA REALTY TRUST INC COMMON		United StatesSTOCK2780-278$6,592$0-$6,5922026-08-14
Q2 2026IBCP
INDEPENDENT BK CORP MICH		United StatesCOM NEW1130-113$3,746$0-$3,7462026-08-14
Q2 2026JBGS
JBG SMITH PPTYS		United StatesCOM2260-226$3,298$0-$3,2982026-08-14
Q2 2026FN
FABRINET		SHS40-4$2,459$0-$2,4592026-08-14
Q2 2026SLAB
SILICON LABORATORIES INC		United StatesCOM110-11$2,383$0-$2,3832026-08-14
Q2 2026WU
WESTERN UN CO		United StatesCOM2400-240$2,020$0-$2,0202026-08-14
Q2 2026JHG
JANUS HENDERSON GROUP F		ORD SHS390-39$2,015$0-$2,0152026-08-14
Q2 2026ECL
ECOLAB INC		United StatesCOM80-8$1,992$0-$1,9922026-08-14
Q2 2026BFS
SAUL CTRS INC		United StatesCOM500-50$1,689$0-$1,6892026-08-14
Q2 2026TSN
TYSON FOODS INC		United StatesCL A250-25$1,662$0-$1,6622026-08-14
Q2 2026CSW
CSW INDUSTRIALS INC		United StatesCOM60-6$1,536$0-$1,5362026-08-14
Q2 2026OFG
OFG BANCORP		COM330-33$1,457$0-$1,4572026-08-14
Q2 2026CIGI
COLLIERS INTL GROUP INC		SUB VTG SHS140-14$1,370$0-$1,3702026-08-14
Q2 2026GPI
GROUP 1 AUTOMOTIVE INC		United StatesCOM40-4$1,325$0-$1,3252026-08-14
Q2 2026AEE
AMEREN CORP		United StatesCOM120-12$1,310$0-$1,3102026-08-14
Q2 2026FMNB
FARMERS NATIONAL BANC CORP		United StatesCOM900-90$1,238$0-$1,2382026-08-14
Q2 2026CRDO
CREDO TECHNOLOGY GROUP HOLDI		Cayman IslandsORDINARY SHARES130-13$1,221$0-$1,2212026-08-14
Q2 2026NXST
NEXSTAR MEDIA GROUP INC		United StatesCOMMON STOCK60-6$1,166$0-$1,1662026-08-14
Q2 2026LRN
STRIDE INC		United StatesCOM130-13$1,150$0-$1,1502026-08-14
Q2 2026CNH
CNH INDL N V		SHS1030-103$1,105$0-$1,1052026-08-14
Q2 2026ATRC
ATRICURE INC		United StatesCOM410-41$1,092$0-$1,0922026-08-14
Q2 2026AIG
AMERICAN INTL GROUP INC		United StatesCOM NEW140-14$1,056$0-$1,0562026-08-14
Q2 2026MTD
METTLER TOLEDO INTERNATIONAL		COM10-1$1,043$0-$1,0432026-08-14
Q2 2026NXRT
NEXPOINT RESIDENTIAL TR INC		United StatesCOM320-32$930$0-$9302026-08-14
Q2 2026SHW
SHERWIN WILLIAMS CO		United StatesCOM30-3$915$0-$9152026-08-14
Q2 2026UTL
UNITIL CORP		United StatesCOM180-18$913$0-$9132026-08-14
Q2 2026R
RYDER SYS INC		United StatesCOM40-4$907$0-$9072026-08-14
Q2 2026STRL
STERLING INFRASTRUCTURE INC		United StatesCOM10-1$869$0-$8692026-08-14
Q2 2026PRGS
PROGRESS SOFTWARE CORP		United StatesCOM320-32$841$0-$8412026-08-14
Q2 2026MDLN
MEDLINE INC COM CL		United StatesA220-22$840$0-$8402026-08-14
Q2 2026MDT
MEDTRONIC PLC		IrelandSHS110-11$838$0-$8382026-08-14
Q2 2026MAN
MANPOWERGROUP INC WIS		United StatesCOM320-32$821$0-$8212026-08-14
Q2 2026KRNT
KORNIT DIGITAL LTD		SHS460-46$816$0-$8162026-08-14
Q2 2026ESLT
ELBIT SYS LTD		ORD10-1$773$0-$7732026-08-14
Q2 2026BRBR
BELLRING BRANDS INC		United StatesCOMMON STOCK830-83$761$0-$7612026-08-14
Q2 2026TPH
TRI POINTE HOMES INC		United StatesCOM160-16$752$0-$7522026-08-14
Q2 2026APOG
APOGEE ENTERPRISES INC		United StatesCOM210-21$730$0-$7302026-08-14
Q2 2026BCC
BOISE CASCADE CO DEL		United StatesCOM110-11$722$0-$7222026-08-14
Q2 2026NE
NOBLE CORP PLC		United StatesORD SHS A140-14$720$0-$7202026-08-14
Q2 2026VFC
V F CORP		United StatesCOM420-42$720$0-$7202026-08-14
Q2 2026SVM
SILVERCORP METALS INC		COM430-43$674$0-$6742026-08-14
Q2 2026DOW
DOW HLDGS INC		United StatesCOM170-17$665$0-$6652026-08-14
Q2 2026AQN
ALGONQUIN POWER & UTILITIES		CanadaCOM1110-111$656$0-$6562026-08-14
Q2 2026UFPI
UFP INDUSTRIES INC		United StatesCOM80-8$650$0-$6502026-08-14
Q2 2026BATRA
ATLANTA BRAVES HLDGS INC COM SER		United StatesA120-12$644$0-$6442026-08-14
Q2 2026TH
TARGET HOSPITALITY CORP		United StatesCOM50-5$601$0-$6012026-08-14
Q2 2026ATKR
ATKORE INC		United StatesCOM80-8$597$0-$5972026-08-14
Q2 2026BBUC
BROOKFIELD BUSINESS CORP		BermudaCL A SUB VTG SH170-17$561$0-$5612026-08-14
Q2 2026EQT
EQT CORP		United StatesCOM100-10$558$0-$5582026-08-14
Q2 2026CENTA
CENTRAL GARDEN & PET CO		United StatesCL A NON-VTG160-16$543$0-$5432026-08-14
Q2 2026POR
PORTLAND GEN ELEC CO		United StatesCOM NEW110-11$530$0-$5302026-08-14
Q2 2026MAX
MEDIAALPHA INC		United StatesCL A610-61$515$0-$5152026-08-14
Q2 2026EPC
EDGEWELL PERSONAL CARE CO		United StatesCOM280-28$512$0-$5122026-08-14
Q2 2026IMXI
INTERNATIONAL MONEY EXPRESS		United StatesCOM330-33$501$0-$5012026-08-14
Q2 2026YOU
CLEAR SECURE INC		United StatesCOM CL A90-9$501$0-$5012026-08-14
Q2 2026AVNS
AVANOS MED INC		United StatesCOM200-20$495$0-$4952026-08-14
Q2 2026TAPA
MOLSON COORS BEVERAGE CO		CL A120-12$494$0-$4942026-08-14
Q2 2026SPOT
SPOTIFY TECHNOLOGY S A		SHS10-1$485$0-$4852026-08-14
Q2 2026UTZ
UTZ BRANDS INC COM CL		United StatesA690-69$482$0-$4822026-08-14
Q2 2026ERII
ENERGY RECOVERY INC		United StatesCOM580-58$481$0-$4812026-08-14
Q2 2026MCW
MISTER CAR WASH INC		United StatesCOM630-63$446$0-$4462026-08-14
Q2 2026BOOT
BOOT BARN HLDGS INC		United StatesCOM30-3$432$0-$4322026-08-14
Q2 2026HCA
HCA HEALTHCARE INC		United StatesCOM10-1$429$0-$4292026-08-14
Q2 2026KBR
KBR INC		United StatesCOM140-14$428$0-$4282026-08-14
Q2 2026CE
CELANESE CORP DEL		United StatesCOM70-7$424$0-$4242026-08-14
Q2 2026EXPO
EXPONENT INC		United StatesCOM80-8$423$0-$4232026-08-14
Q2 2026ED
CONSOLIDATED EDISON INC		United StatesCOM40-4$423$0-$4232026-08-14
Q2 2026BLSH
BULLISH		ORD SHS100-10$420$0-$4202026-08-14
Q2 2026RMD
RESMED INC		United StatesCOM20-2$405$0-$4052026-08-14
Q2 2026COIN
COINBASE GLOBAL INC		United StatesCOM CL A20-2$405$0-$4052026-08-14
Q2 2026IPI
INTREPID POTASH INC		United StatesCOM90-9$404$0-$4042026-08-14
Q2 2026IBP
INSTALLED BLDG PRODS INC		United StatesCOM20-2$403$0-$4032026-08-14
Q2 2026WDFC
WD 40 CO		United StatesCOM20-2$398$0-$3982026-08-14
Q2 2026KTB
KONTOOR BRANDS INC		United StatesCOM60-6$389$0-$3892026-08-14
Q2 2026AM
ANTERO MIDSTREAM CORP		United StatesCOM180-18$387$0-$3872026-08-14
Q2 2026KMB
KIMBERLY-CLARK CORP		United StatesCOM40-4$387$0-$3872026-08-14
Q2 2026NLOP
NET LEASE OFFICE PROPERTIES		United StatesCOM260-26$386$0-$3862026-08-14
Q2 2026SBR
SABINE RTY TR		United StatesUNIT BEN INT50-5$385$0-$3852026-08-14
Q2 2026ARHS
ARHAUS INC		United StatesCOM CL A670-67$384$0-$3842026-08-14
Q2 2026BXC
BLUELINX HLDGS INC		United StatesCOM NEW80-8$382$0-$3822026-08-14
Q2 2026WLK
WESTLAKE CORPORATION		United StatesCOM40-4$376$0-$3762026-08-14
Q2 2026BSX
BOSTON SCIENTIFIC CORP		United StatesCOM70-7$375$0-$3752026-08-14
Q2 2026INTR
INTER & CO INC FCLASS CLASS A		CLASS A COM600-60$371$0-$3712026-08-14
Q2 2026EPAM
EPAM SYS INC		United StatesCOM40-4$362$0-$3622026-08-14
Q2 2026PPL
PPL CORP		United StatesCOM100-10$359$0-$3592026-08-14
Q2 2026COO
COOPER COS INC		United StatesCOM60-6$356$0-$3562026-08-14
Q2 2026PPTA
PERPETUA RESOURCES CORP		COM110-11$349$0-$3492026-08-14
Q2 2026UPBD
UPBOUND GROUP INC		United StatesCOM200-20$346$0-$3462026-08-14
Q2 2026CG
CARLYLE GROUP INC		United StatesCOM70-7$343$0-$3432026-08-14
Q2 2026USFD
US FOODS HLDG CORP		United StatesCOM40-4$341$0-$3412026-08-14
Q2 2026BEPC
BROOKFIELD RENEWABLE CORP		United StatesCL A EX SUB VTG90-9$337$0-$3372026-08-14
Q2 2026CPNG
COUPANG INC		United StatesCL A210-21$337$0-$3372026-08-14
Q2 2026PTLO
PORTILLOS INC		United StatesCOM CL A790-79$330$0-$3302026-08-14
Q2 2026CNM
CORE & MAIN INC		United StatesCL A70-7$330$0-$3302026-08-14
Q2 2026RXST
RXSIGHT INC		United StatesCOM580-58$327$0-$3272026-08-14
Q2 2026ACI
ALBERTSONS COS INC		United StatesCOMMON STOCK200-20$327$0-$3272026-08-14
Q2 2026G
GENPACT LIMITED		SHS110-11$325$0-$3252026-08-14
Q2 2026CHWY
CHEWY INC		United StatesCL A150-15$325$0-$3252026-08-14

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