IPSHX Mutual Fund

IPSHX Mutual Fund

NAV$15.70
See how much of IPSHX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 10 holdings · as of Mar 31, 2026
Top 10 weight
91.32%
IPSHX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtSpdr Bloomberg 1-3 Month T-Bill EtfFinancials · Capital Markets
34.07%		34.1%108,525$9.95MFinancialsCapital Markets
2
FGXXX
First American Government Obligations FundFinancials · Capital Markets
24.46%		58.5%-$7.14MFinancialsCapital Markets
Sector and industry · Pro
3
FCUS
Pinnacle Focused Opportunities ETF
18.31%		76.8%148,685$5.35M
4
SPY
Spdr S&p 500 ETF Trust
8.32%		85.2%3,735$2.43M
5
FDL
First Trust Morningstar Dividend Leaders Index Fund
1.41%		86.6%8,120$412.5K
6
GYLD
Arrow Dj Global Yield
1.36%		87.9%28,925$397.7K
7
XOP
Spdr S&p Oil & Gas Exp & Pr
0.95%		88.9%1,520$276.4K
8
XLE
Energy Select Sector Spdr Fund
0.95%		89.8%4,510$276.3K
9
XLU
Utilities Select Sector Spdr F
0.94%		90.8%5,950$273.0K
10
SMH
Vaneck Semiconductor Etf
0.55%		91.3%420$161.0K
Themes in the top 10
Interest RatesETF ProvidersAsset ManagementInflation ProtectionInvestment TechnologyMarket InfrastructureEnergy SecurityEnergy TransitionIndustrial GasesClimate SolutionsInfrastructureClean EnergyEnvironmental Solutions

IPSHX Mutual Fund Top Holdings

IPSHX holdings top 10 positions. The top 10 holdings account for 91.3% of the fund, led by Spdr Bloomberg 1-3 Month T-Bill Etf at 34.1%, First American Government Obligations Fund at 24.5%, Pinnacle Focused Opportunities ETF at 18.3%.

IPSHX portfolio concentration is relatively high, with the top 10 representing 91.3% of total assets. The largest sector exposure is Financials at 68.3%.

IPSHX sectors provide a detailed breakdown. IPSHX overlap shows how holdings compare to other funds in your portfolio.