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Peter Zeuli

Philadelphia Investment Partners, Llc

Assets Managed
$147.012M
Holdings
185
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Philadelphia Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 185 positions.

Assets under management

The assets under management (AUM) of Philadelphia Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 147.012M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Peter Zeuli, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
New Position
8.48%
$12.457M
433,748 shares@ $28.73 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
New Position
7%
$10.288M
70,333 shares@ $146.29 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
New Position
6%
$8.811M
91,115 shares@ $96.71 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
New Position
5.01%
$7.362M
62,079 shares@ $118.6 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
New Position
4.94%
$7.261M
143,450 shares@ $50.63 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
New Position
4.87%
$7.15M
73,019 shares@ $97.93 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
New Position
4.12%
$6.054M
110,782 shares@ $54.66 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
New Position
3.25%
$4.773M
96,617 shares@ $49.41 avg price
NVDA
Nvidia Corp
Recent Activity
New Position
2.98%
$4.37M
25,059 shares@ $174.38 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
New Position
2.74%
$4.027M
84,209 shares@ $47.83 avg price

1-10 of 185