Philadelphia Investment Partners, LLC historic quarter change: USA Stocks, Reduced
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 PLTR; Country of operation United States; Class COM; Shares before 70,333.
- Q2 2026: Stock URI; Country of operation United States; Class COM; Shares before 2,722.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 25,059.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 3,453.
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.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | PLTR
Palantir Technologies Inc. - Class A Common Stock | United States | COM | 70,333 | 62,426 | -7,907 | $10,288,482 | $7,283,135 | -$3,005,347 | 2026-08-14 |
|---|
| Q2 2026 | URI
United Rentals, Inc. Common Stock | United States | COM | 2,722 | 2,583 | -139 | $1,984,539 | $2,920,279 | +$935,740 | 2026-08-14 |
|---|
| Q2 2026 | NVDA
NVIDIA Corporation - Common Stock | United States | COM | 25,059 | 24,684 | -375 | $4,369,760 | $5,022,104 | +$652,344 | 2026-08-14 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 3,453 | 629 | -2,824 | $585,767 | $85,978 | -$499,789 | 2026-08-14 |
|---|
| Q2 2026 | AAPL
Apple Inc. - Common Stock | United States | COM | 15,128 | 14,645 | -483 | $3,839,321 | $4,266,757 | +$427,436 | 2026-08-14 |
|---|
| Q2 2026 | AMZN
Amazon.com, Inc. - Common Stock | United States | COM | 12,254 | 12,127 | -127 | $2,551,948 | $2,890,009 | +$338,061 | 2026-08-14 |
|---|
| Q2 2026 | AXSM
AXSOME THERAPEUTICS INC | United States | COM | 2,561 | 2,526 | -35 | $432,875 | $618,509 | +$185,634 | 2026-08-14 |
|---|
| Q2 2026 | IBKR
Interactive Brokers Group, Inc. - Class A Common Stock | United States | COM | 10,208 | 9,857 | -351 | $684,724 | $858,013 | +$173,289 | 2026-08-14 |
|---|
| Q2 2026 | SOFI
SoFi Technologies, Inc. - Common Stock | United States | COM | 63,888 | 63,397 | -491 | $1,014,566 | $1,136,664 | +$122,098 | 2026-08-14 |
|---|
| Q2 2026 | PG
Procter & Gamble Company (The) Common Stock | United States | COM | 2,700 | 2,188 | -512 | $390,124 | $320,972 | -$69,152 | 2026-08-14 |
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| Q2 2026 | OWL
BLUE OWL CAPITAL INC COM | United States | COM | 7,688 | 219 | -7,469 | $70,191 | $1,924 | -$68,267 | 2026-08-14 |
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| Q2 2026 | MSFT
Microsoft Corporation - Common Stock | United States | COM | 6,611 | 6,506 | -105 | $2,447,299 | $2,426,798 | -$20,501 | 2026-08-14 |
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| Q2 2026 | GILD
GILEAD SCIENCES INC | United States | COM | 91 | 15 | -76 | $12,683 | $1,895 | -$10,788 | 2026-08-14 |
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| Q2 2026 | KKR
KKR & CO INC | United States | COM | 148 | 48 | -100 | $13,772 | $4,405 | -$9,367 | 2026-08-14 |
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| Q2 2026 | PBYI
PUMA BIOTECHNOLOGY INC | United States | COM | 9,000 | 8,000 | -1,000 | $57,510 | $64,880 | +$7,370 | 2026-08-14 |
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| Q2 2026 | CME
CME Group Inc. - Class A Common Stock | United States | COM | 82 | 78 | -4 | $24,329 | $17,238 | -$7,091 | 2026-08-14 |
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| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 140 | 124 | -16 | $118,771 | $125,270 | +$6,499 | 2026-08-14 |
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| Q2 2026 | V
Visa Inc. | United States | COM | 173 | 171 | -2 | $52,393 | $58,727 | +$6,334 | 2026-08-14 |
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| Q2 2026 | NNE
NANO NUCLEAR ENERGY INC | United States | COM | 1,224 | 943 | -281 | $25,075 | $19,943 | -$5,132 | 2026-08-14 |
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| Q2 2026 | CVX
Chevron Corporation Common Stock | United States | COM | 107 | 104 | -3 | $22,181 | $17,236 | -$4,945 | 2026-08-14 |
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| Q2 2026 | MCD
McDonald's Corporation Common Stock | United States | COM | 25 | 11 | -14 | $7,814 | $2,993 | -$4,821 | 2026-08-14 |
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| Q2 2026 | AXP
American Express Company Common Stock | United States | COM | 74 | 54 | -20 | $22,484 | $18,340 | -$4,144 | 2026-08-14 |
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| Q2 2026 | COIN
COINBASE GLOBAL INC COM | United States | COM | 105 | 104 | -1 | $18,409 | $15,272 | -$3,137 | 2026-08-14 |
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| Q2 2026 | GOOGL
Alphabet Inc. - Class A Common Stock | United States | COM | 19 | 18 | -1 | $5,475 | $6,437 | +$962 | 2026-08-14 |
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| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 41 | 22 | -19 | $6,573 | $7,502 | +$929 | 2026-08-14 |
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| Q2 2026 | ISRG
Intuitive Surgical, Inc. - Common Stock | United States | COM | 6 | 5 | -1 | $2,766 | $1,988 | -$778 | 2026-08-14 |
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| Q2 2026 | CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 420 | 380 | -40 | $13,444 | $12,920 | -$524 | 2026-08-14 |
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