Philadelphia Investment Partners, LLC - Portfolio overview

Philadelphia Investment Partners, LLC has 181 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Healthcare.

Largest reported holdings by portfolio allocation

1. JPIB - J P MORGAN EXCHANGE TRADED F GLOBAL BD, 14.68%
2. PGHY - INVESCO EXCHNG TRADED FD TR GBL SRT TRM, 7.32%
3. FTSD - FRANKLIN ETF TR SHORT DUR, 5.23%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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