Philadelphia Investment Partners, LLC
All 13F Filings
- Location
- Voorhees, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 160,562
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 252 | 160,562 | 13F-HR | Philadelphia Investment Partners, LLC |
| Q1 2026 | 5/5/2026 | 252 | 147,012 | 13F-HR | Philadelphia Investment Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
23
(0.0% of total reported value)
· QoQ Δ:
+3
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.89 K | 49.8% | 7.396 K | 0 | 7.396 K |
| ETFs | 80.66 K | 50.2% | 6.153 K | 0 | 6.153 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
160,562
Holdings
252
QoQ value change ($000)
13,550
(9.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.