INVESTMENT PARTNERS, LTD.
CIK: 1050068SEC EDGAR →
Portfolio Value
$102.5B
Holdings
152
As of
Q1 2026
New Positions
152
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 277,622 | $17.8B | 17.36% |
| 2 | VANGUARD INTL EQUITY INDEX F | 155,045 | $8.4B | 8.18% |
| 3 | VANGUARD BD INDEX FDS | 92,321 | $7.2B | 7.07% |
| 4 | ISHARES TR | 119,733 | $6.3B | 6.14% |
| 5 | ISHARES TR | 60,903 | $5.5B | 5.38% |
| 6 | ISHARES TR | 115,384 | $4.9B | 4.76% |
| 7 | ISHARES TR | 41,681 | $4.0B | 3.95% |
| 8 | SELECT SECTOR SPDR TR | 78,293 | $3.6B | 3.51% |
| 9 | ISHARES TR | 67,040 | $3.4B | 3.27% |
| 10 | ISHARES SILVER TR | 43,635 | $3.0B | 2.90% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $86.5B | 84.4% |
| Unknown | 10 | $6.4B | 6.2% |
| Technology | 16 | $4.5B | 4.4% |
| Consumer Defensive | 6 | $1.3B | 1.3% |
| Healthcare | 12 | $1.2B | 1.2% |
| Communication Services | 5 | $894.2M | 0.9% |
| Energy | 5 | $635.3M | 0.6% |
| Consumer Cyclical | 6 | $555.2M | 0.5% |
| Utilities | 4 | $484.0M | 0.5% |
| Industrials | 12 | $9.1M | 0.0% |