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Philadelphia Investment Partners, LLC Historic Quarter Change: USA Stocks, New

Philadelphia Investment Partners, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 1 quarter from 2026-03-31 to 2026-06-30, Philadelphia Investment Partners, LLC opened 13 positions, added to 24, reduced 27 and sold out of 16.

  • Q2 2026: Stock XOM; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HON; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HONA; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2131511), 1 quarter: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14). 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 2026-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XOM
EXXONMOBIL HOLDINGS CORP
United StatesCOM02,824+2,824$0$447,915+$447,9152026-08-14
Q2 2026HON
HONEYWELL INTERNATIONAL INC
United StatesCOM0761+761$0$178,066+$178,0662026-08-14
Q2 2026HONA
HONEYWELL AEROSPACE INC
United StatesCOM0761+761$0$129,225+$129,2252026-08-14
Q2 2026SNDK
SANDISK CORP
United StatesCOM025+25$0$56,843+$56,8432026-08-14
Q2 2026MU
MICRON TECHNOLOGY INC
United StatesCOM047+47$0$54,252+$54,2522026-08-14
Q2 2026CAVA
CAVA GROUP INC
United StatesCOM0415+415$0$32,569+$32,5692026-08-14
Q2 2026VKTX
VIKING THERAPEUTICS INC
United StatesCOM0250+250$0$9,753+$9,7532026-08-14
Q2 2026ASTS
AST SPACEMOBILE INC COM
United StatesCOM0100+100$0$8,886+$8,8862026-08-14
Q2 2026SIRI
SIRIUSXM HOLDINGS INC COMMON
United StatesCOM0200+200$0$5,908+$5,9082026-08-14
Q2 2026ET
ENERGY TRANSFER EQUITY L P
United StatesCOM0200+200$0$3,824+$3,8242026-08-14
Q2 2026IRDM
IRIDIUM COMMUNICATIONS INC
United StatesCOM050+50$0$2,743+$2,7432026-08-14
Q2 2026HHH
HOWARD HUGHES HOLDINGS INC
United StatesCOM020+20$0$1,430+$1,4302026-08-14
Q2 2026BATRA
ATLANTA BRAVES HLDGS INC
United StatesCOM018+18$0$1,014+$1,0142026-08-14

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