INVESTMENT PARTNERS, LTD.
CIK: 0001050068Latest portfolio: $285.7M · Q4 2025
Holdings
149
Total Value
$285.7M
New Positions
3
Closed Positions
8
Top Holdings
View All 149 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 35,869 | $17.0M | 5.94% | -126 | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 267,283 | $16.7M | 5.84% | +9K | |
| 3 | IWDISHARES TR | 56,816 | $11.9M | 4.18% | -898 | |
| 4 | MSFTMICROSOFT CORP | 20,378 | $9.9M | 3.45% | -624 | |
| 5 | AAPLAPPLE INC | 35,315 | $9.6M | 3.36% | -729 | |
| 6 | NVDANVIDIA CORPORATION | 47,094 | $8.8M | 3.07% | +3 | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 157,809 | $8.5M | 2.97% | +3K | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 30,528 | $6.7M | 2.35% | +261 | |
| 9 | BSVVANGUARD BD INDEX FDS | 84,871 | $6.7M | 2.34% | +8K | |
| 10 | IVWISHARES TR | 53,750 | $6.6M | 2.32% | +2 | |
| 11 | LLYELI LILLY & CO | 5,737 | $6.2M | 2.16% | -406 | |
| 12 | IGSBISHARES TR | 112,968 | $6.0M | 2.09% | +10K | |
| 13 | IWPISHARES TR | 43,240 | $5.9M | 2.07% | +2K | |
| 14 | JPMJPMORGAN CHASE & CO. | 17,311 | $5.6M | 1.95% | -605 | |
| 15 | AQLTISHARES TR | 61,743 | $5.5M | 1.93% | -249 | |
| 16 | IWSISHARES TR | 38,562 | $5.4M | 1.90% | +244 | |
| 17 | SHYGISHARES TR | 125,222 | $5.4M | 1.88% | +10K | |
| 18 | IVEISHARES TR | 23,709 | $5.0M | 1.76% | +3 | |
| 19 | EFAISHARES TR | 41,732 | $4.0M | 1.40% | -6,080 | |
| 20 | IVVISHARES TR | 5,131 | $3.5M | 1.23% | +228 | |
| 21 | USMVISHARES TR | 36,432 | $3.4M | 1.20% | +59 | |
| 22 | XLUSELECT SECTOR SPDR TR | 78,360 | $3.3M | 1.17% | +39K | |
| 23 | IWNISHARES TR | 17,633 | $3.2M | 1.12% | +63 | |
| 24 | IAGGISHARES TR | 60,270 | $3.0M | 1.05% | +6K | |
| 25 | ORCLORACLE CORP | 14,830 | $2.9M | 1.01% | +19 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.6976166971195082e+250T)
Technology0.0% ($9.85596008783289e+49T)
Healthcare0.0% ($6.165934930804679e+24T)
Unknown0.0% ($5.523272221782074e+24T)
Industrials0.0% ($1.9641811710707598e+22T)
Consumer Defensive0.0% ($2207181215861089.0T)
Consumer Cyclical0.0% ($179016911513846.3T)
Communication Services0.0% ($25022064.6T)
Energy0.0% ($18721.1T)
Utilities0.0% ($2120.4T)
Filing History
Fund Information
INVESTMENT PARTNERS, LTD. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $285.7M across 149 holdings. The largest position is ISHARES TR (IWF), representing 5.9% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.