INVESTMENT PARTNERS, LTD.
CIK: 0001050068SEC EDGAR →
Portfolio Value
$285.7M
Holdings
149
As of
Q4 2025
New Positions
4
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 35,869 | $17.0M | 5.94% |
| 2 | VANGUARD TAX-MANAGED FDS | 267,283 | $16.7M | 5.84% |
| 3 | ISHARES TR | 56,816 | $11.9M | 4.18% |
| 4 | MICROSOFT CORP | 20,378 | $9.9M | 3.45% |
| 5 | APPLE INC | 35,315 | $9.6M | 3.36% |
| 6 | NVIDIA CORPORATION | 47,094 | $8.8M | 3.07% |
| 7 | VANGUARD INTL EQUITY INDEX F | 157,809 | $8.5M | 2.97% |
| 8 | VANGUARD SPECIALIZED FUNDS | 30,528 | $6.7M | 2.35% |
| 9 | VANGUARD BD INDEX FDS | 84,871 | $6.7M | 2.34% |
| 10 | ISHARES TR | 53,750 | $6.6M | 2.32% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $180.1M | 63.0% |
| Technology | 16 | $42.7M | 14.9% |
| Unknown | 10 | $14.8M | 5.2% |
| Healthcare | 11 | $12.6M | 4.4% |
| Consumer Defensive | 7 | $8.2M | 2.9% |
| Industrials | 11 | $8.1M | 2.8% |
| Consumer Cyclical | 7 | $6.7M | 2.4% |
| Communication Services | 5 | $5.7M | 2.0% |
| Energy | 4 | $3.8M | 1.3% |
| Utilities | 4 | $3.1M | 1.1% |