Philadelphia Investment Partners, LLC has filed its quarterly holdings report, detailing its investment positions as of September 30, 2026. This filing is crucial for understanding the firm's asset management strategies and the sectors in which it is actively investing.

As of the latest filing date on November 9, 2026, Philadelphia Investment Partners reported a total value of $163,127,243 across 2,382 different positions. This significant portfolio showcases the firm's diverse investment approach and provides insight into its market outlook.

Background

Philadelphia Investment Partners, LLC is based in Voorhees, New Jersey, and operates under the Central Index Key (CIK) number 0002131511. The firm specializes in investment management, focusing on various asset classes and sectors. The recent filings include three 13F-HR reports, with the most recent dated November 9, 2026, followed by filings in August and May of the same year.

What the Filing Says

The filing indicates that Philadelphia Investment Partners holds a diverse array of investments, with significant positions in companies such as Apple Inc., Amazon.com Inc., and NVIDIA Corporation. The firm has exercised sole investment discretion over its holdings, reflecting a strategic approach to asset management.

Impact

This report may impact various stakeholders, including investors, analysts, and competitors within the investment management industry. By disclosing its holdings, Philadelphia Investment Partners provides valuable information that can influence market perceptions and investment strategies among its peers.

What's Next

The filing does not specify what actions Philadelphia Investment Partners plans to take next regarding its investment strategy or portfolio adjustments.