account_balance
Investment manager · 13F filer · SEC CIK 1910364
Intrinsic Value Partners, LLC
Reported value$149Mas of Sep 30, 2026
Positions75 4 new, 2 sold out
Top 10 weight54.0%GOOG alone is 10%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
10.1%
BRK-BBerkshire Hathaway Inc
10.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.1%
GOOGLAlphabet Inc.
5.3%
METAMeta Platforms, Inc.
4.3%
VTVVanguard Value ETF
4.2%
JOEST JOE Co
4.0%
SCHWCharles Schwab Corp
3.4%
GEGeneral Electric Co
3.4%
PAYCPaycom Software, Inc.
3.1%
MSFTMicrosoft Corp
2.9%
VBVanguard Small Cap Index Fd
2.2%+6%
GOOGAlphabet Inc.
10.1%
BRK-BBerkshire Hathaway Inc
10.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.1%
GOOGLAlphabet Inc.
5.3%
METAMeta Platforms, Inc.
4.3%
VTVVanguard Value ETF
4.2%
JOEST JOE Co
4.0%
SCHWCharles Schwab Corp
3.4%
GE3.4%PAYCMSFTMicrosoft Corp
2.9%
VB2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 10.1% HeldBRK-B Berkshire Hathaway Inc 10.1% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 6.1% HeldGOOGL Alphabet Inc. 5.3% HeldMETA Meta Platforms, Inc. 4.3% Held
VTV Vanguard Value ETF 4.2% Held
JOE ST JOE Co 4.0% HeldSCHW Charles Schwab Corp 3.4% HeldGE General Electric Co 3.4% HeldPAYC Paycom Software, Inc. 3.1% HeldMSFT Microsoft Corp 2.9% HeldVB Vanguard Small Cap Index Fd 2.2% Added +6%
What changed
Biggest moves since Jun 30, 2026
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