Philadelphia Investment Partners, LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists the firm's principal executive officer, Peter Zeuli, as the portfolio manager responsible for the strategy.
The report provides a detailed inventory of the firm's equity portfolio, which includes a mix of individual common stocks and exchange-traded funds. The portfolio contains a total of 2,382 positions.
Among the individual common stock holdings, the largest positions include shares of Palantir Technologies Inc. Class A Common Stock, with 9,867,433 shares, and Blackstone Inc. Common Stock, with 2,294,497 shares. Other notable individual stock positions include shares of Amazon.com, Inc. (2,360,988 shares), NVIDIA Corporation (4,095,388 shares), and Microsoft Corporation (2,328,262 shares). The firm also holds significant positions in Freeport-McMoRan, Inc. (1,470,089 shares) and Centrus Energy Corp. Class A Common Stock (2,123,252 shares).
The filing also lists numerous exchange-traded funds (ETFs) within the portfolio. These include the VanEck Morningstar Wide Moat ETF (7,117,664 shares), the VanEck Fallen Angel High Yield Bond ETF (7,866,122 shares), and various iShares and SPDR ETFs tracking broad market indices, commodities, and bond markets.
