INVESTMENT PARTNERS, LTD.
Sector Allocation
- Other58.4%$186.7M
- Technology19.7%$63.1M
- Financials7.3%$23.3M
- Healthcare4.4%$14.2M
- Consumer Staples2.6%$8.3M
- Industrials2.5%$8.2M
- Consumer Discretionary1.9%$6.1M
- Energy1.4%$4.5M
- Utilities1.0%$3.2M
- Communication Services0.5%$1.5M
AUM History
13fpro.ai/research/fund/investment-partners-ltd-1050068
Conviction and streaks
Stable · top 10 = 34.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$20.8M
- ISHARES$17.2M
- ISHARES$13.8M
AAPL
$10.3M- VANGUARD$9.6M
NVDA
$9.3MMETA
$8.0M- ISHARES$7.6M
MSFT
$7.4M- ISHARES$7.1M
LLY
$6.8M- VANGUARD$6.7M
- ISHARES$6.5M
- ISHARES$6.4M
- ISHARES$5.9M
JPM
$5.7M- ISHARES$5.6M
- ISHARES$5.4M
MU
$5.1M- ISHARES$4.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/investment-partners-ltd-1050068
INVESTMENT PARTNERS, LTD. 13F holdings — Q2 2026
$319.9M portfolio (+13.8% QoQ) · 167 holdings · Q2 2026 13F · top 10 are 35% of the stock portfolio
- 1
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$20.8M
6.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS 1000 GRW ETF
$17.2M
5.4% of stocks
+299%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS 1000 VAL ETF
$13.8M
4.3% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— $10.3M
3.2% of stocks
+0.5%This quarter+11.2%Since filed10+ qtrsHeld- 5
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$9.6M
3.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $9.3M
2.9% of stocks
+0.2%This quarter+1.9%Since filed10+ qtrsHeld$8.0M
2.5% of stocks
+12%This quarter+7.3%Since filed10+ qtrsHeld- 8
ISHARES TR - S&P 500 GRWT ETF
$7.6M
2.4% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $7.4M
2.3% of stocks
-2%This quarter+8.1%Since filed10+ qtrsHeld- 10
ISHARES TR - ISHS 1-5YR INVS
$7.1M
2.2% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $20.8M | 6.5% | +5% | — | — | — | — | |
| 2 | ISHARES TR - RUS 1000 GRW ETF | $17.2M | 5.4% | +299% | — | — | — | — | |
| 3 | ISHARES TR - RUS 1000 VAL ETF | $13.8M | 4.3% | +0.3% | — | — | — | — | |
| 4 | $10.3M | 3.2% | +0.5% | +11.2% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.6M | 3.0% | +3% | — | — | — | — | |
| 6 | $9.3M | 2.9% | +0.2% | +1.9% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $8.0M | 2.5% | +12% | +7.3% | 10+ qtrsAdded 9 qtrs in a row | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | ISHARES TR - S&P 500 GRWT ETF | $7.6M | 2.4% | +0.2% | — | — | — | — | |
| 9 | $7.4M | 2.3% | -2% | +8.1% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - ISHS 1-5YR INVS | $7.1M | 2.2% | +13% | — | — | — | — |
All holdings — INVESTMENT PARTNERS, LTD. (Q2 2026)
167 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $6.8M | 2.1% | 5,687 | -1% | 10+ qtrs | 85.7 | 13F | |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $6.7M | 2.1% | 28K | -6% | — | — | 13F |
| 13 | — | ISHARES TR - RUS MD CP GR ETFetf/fund | — | $6.5M | 2.0% | 44K | +3% | — | — | 13F |
| 14 | — | ISHARES TR - RUS MDCP VAL ETFetf/fund | — | $6.4M | 2.0% | 39K | +3% | — | — | 13F |
| 15 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $5.9M | 1.8% | 61K | -0.4% | — | — | 13F |
| 16 | JPMORGAN CHASE & CO | Financials | $5.7M | 1.8% | 17K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $5.6M | 1.7% | 24K | +0.4% | — | — | 13F |
| 18 | — | ISHARES TR - 0-5YR HI YL CPetf/fund | — | $5.4M | 1.7% | 128K | +11% | — | — | 13F |
| 19 | MICRON TECHNOLOGY INC | Technology | $5.1M | 1.6% | 4,447 | +0.4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $4.3M | 1.4% | 42K | — | — | — | 13F |
| 21 | — | ISHARES TR - RUS 2000 VAL ETFetf/fund | — | $3.9M | 1.2% | 18K | +2% | — | — | 13F |
| 22 | — | ISHARES TR - CORE INTL AGGRetf/fund | — | $3.9M | 1.2% | 76K | +14% | — | — | 13F |
| 23 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $3.7M | 1.2% | 4,984 | -0.6% | — | — | 13F |
| 24 | CATERPILLAR INC | Industrials | $3.6M | 1.1% | 3,406 | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETFetf/fund | — | $3.5M | 1.1% | 77K | -1% | — | — | 13F |
| 26 | — | ISHARES TR - RUS 2000 GRW ETF | — | $3.5M | 1.1% | 8,878 | +3% | |||
| 27 | — | ISHARES TR - MSCI USA MIN ETF | — | $3.0M | 0.9% | 31K | +0.1% | |||
| 28 | — | ISHARES TR - NATIONAL MUN ETF | — | $3.0M | 0.9% | 27K | +21% | |||
| 29 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $2.9M | 0.9% | 36K | +286% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $2.9M | 0.9% | 8,109 | +1% | |||
| 31 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.6M | 0.8% | 5,180 | +0.7% | |||
| 32 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.5M | 0.8% | 3,421 | +2% | |||
| 33 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $2.4M | 0.8% | 18K | -1% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $2.4M | 0.8% | 6,678 | +1% | |||
| 35 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $2.4M | 0.7% | 47K | +2% | |||
| 36 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $2.4M | 0.7% | 16K | — | |||
| 37 | $SLV | iShares Silver Trust | Financials | $2.3M | 0.7% | 44K | +0.1% | |||
| 38 | $ORCL | ORACLE CORP | Technology | $2.3M | 0.7% | 15K | +0.4% | |||
| 39 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.1M | 0.7% | 15K | -1.0% | |||
| 40 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.1M | 0.7% | 27K | -2% | |||
| 41 | $ASML | ASML HOLDING NV | Technology | $2.0M | 0.6% | 1,013 | +4% | |||
| 42 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.0M | 0.6% | 6,586 | -0.4% | |||
| 43 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $2.0M | 0.6% | 21K | — | |||
| 44 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $2.0M | 0.6% | 20K | +0.0% | |||
| 45 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.0M | 0.6% | 2,098 | +0.4% | |||
| 46 | $GLD | SPDR GOLD TRUST | Financials | $1.9M | 0.6% | 5,222 | — | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $1.9M | 0.6% | 17K | -9% | |||
| 48 | — | PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD | — | $1.9M | 0.6% | 99K | -0.5% | |||
| 49 | — | VANECK ETF TRUST - CEF MUNI INCOME | — | $1.7M | 0.5% | 77K | -0.3% | |||
| 50 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $1.7M | 0.5% | 52K | -0.2% | |||
| 51 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.6M | 0.5% | 6,980 | +0.2% | |||
| 52 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.5M | 0.5% | 13K | +0.3% | |||
| 53 | $PEP | PEPSICO INC | Consumer Staples | $1.5M | 0.5% | 11K | +1% | |||
| 54 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.5% | 5,997 | +0.4% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.5% | 4,271 | +2% | |||
| 56 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.5% | 6,267 | -2% | |||
| 57 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.5M | 0.5% | 5,510 | +0.2% | |||
| 58 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.5M | 0.5% | 3,044 | +0.8% | |||
| 59 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.4M | 0.4% | 42K | — | |||
| 60 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.3M | 0.4% | 1,731 | -5% | |||
| 61 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.3M | 0.4% | 12K | +25% | |||
| 62 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.3M | 0.4% | 1,682 | +4% | |||
| 63 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.4% | 4,867 | +5% | |||
| 64 | $INTC | INTEL CORP | Technology | $1.2M | 0.4% | 8,795 | -16% | |||
| 65 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.4% | 8,324 | +4% | |||
| 66 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.4% | 7,245 | +2% | |||
| 67 | — | ISHARES TR - CORE DIV GRWTH | — | $1.2M | 0.4% | 16K | -0.7% | |||
| 68 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.3% | 3,724 | +0.0% | |||
| 69 | $KO | COCA COLA CO | Consumer Staples | $1.1M | 0.3% | 14K | +3% | |||
| 70 | $V | VISA INC. | Financials | $1.1M | 0.3% | 3,105 | +5% | |||
| 71 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $1.1M | 0.3% | 24K | +1.0% | |||
| 72 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $1.0M | 0.3% | 5,513 | +1% | |||
| 73 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $967K | 0.3% | 55K | -9% | |||
| 74 | $PLTR | Palantir Technologies Inc. | Technology | $967K | 0.3% | 8,287 | +5% | |||
| 75 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $958K | 0.3% | 3,408 | -0.6% | |||
| 76 | $DNP | DNP SELECT INCOME FUND INC | Other | $900K | 0.3% | 83K | +0.7% | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $871K | 0.3% | 16K | +1% | |||
| 78 | — | ISHARES TR - SHRT NAT MUN ETF | — | $862K | 0.3% | 8,097 | +19% | |||
| 79 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $847K | 0.3% | 16K | +1% | |||
| 80 | — | ISHARES TR - MSCI EAFE MIN VL | — | $844K | 0.3% | 9,617 | +0.1% | |||
| 81 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $817K | 0.3% | 5,293 | -3% | |||
| 82 | $GS | GOLDMAN SACHS GROUP INC | Financials | $792K | 0.3% | 783 | +4% | |||
| 83 | $KLAC | KLA CORP | Technology | $754K | 0.2% | 2,500 | +900% | |||
| 84 | $TSLA | Tesla, Inc. | Consumer Discretionary | $754K | 0.2% | 1,793 | +0.8% | |||
| 85 | $LMT | LOCKHEED MARTIN CORP | Industrials | $751K | 0.2% | 1,474 | +0.5% | |||
| 86 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $723K | 0.2% | 5,654 | +49% | |||
| 87 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $720K | 0.2% | 12K | +0.3% | |||
| 88 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $711K | 0.2% | 1,419 | +2% | |||
| 89 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $676K | 0.2% | 13K | +9% | |||
| 90 | $ETN | Eaton Corp plc | Industrials | $675K | 0.2% | 1,584 | +10% | |||
| 91 | — | ISHARES TR - CORE HIGH DV ETF | — | $672K | 0.2% | 25K | +400% | |||
| 92 | $VRT | Vertiv Holdings Co | Technology | $672K | 0.2% | 2,006 | +0.0% | |||
| 93 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $670K | 0.2% | 16K | +0.5% | |||
| 94 | $MRK | Merck & Co., Inc. | Healthcare | $655K | 0.2% | 5,098 | +2% | |||
| 95 | $GD | GENERAL DYNAMICS CORP | Industrials | $653K | 0.2% | 1,842 | -7% | |||
| 96 | $ETHA | iShares Ethereum Trust ETF | Financials | $647K | 0.2% | 54K | — | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $645K | 0.2% | 3,031 | — | |||
| 98 | $GE | GENERAL ELECTRIC CO | Industrials | $644K | 0.2% | 1,724 | +2% | |||
| 99 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $638K | 0.2% | 1,724 | +0.3% | |||
| 100 | $ENB | ENBRIDGE INC | Energy | $635K | 0.2% | 12K | +0.6% | |||
| 101 | $ABT | ABBOTT LABORATORIES | Healthcare | $628K | 0.2% | 6,922 | +1% | |||
| 102 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | — | $608K | 0.2% | 12K | -14% | |||
| 103 | $CAVA | CAVA GROUP, INC. | Consumer Discretionary | $596K | 0.2% | 7,592 | +12% | |||
| 104 | $ADI | ANALOG DEVICES INC | Technology | $564K | 0.2% | 1,421 | -3% | |||
| 105 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $559K | 0.2% | 1,098 | -13% | |||
| 106 | $PANW | Palo Alto Networks Inc | Technology | $552K | 0.2% | 1,618 | +0.9% | |||
| 107 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $551K | 0.2% | 1,386 | +17% | |||
| 108 | — | ISHARES TR - FUTU AI TECH ETF | — | $551K | 0.2% | 7,233 | +22% | |||
| 109 | — | ISHARES TR - SELECT DIVID ETF | — | $549K | 0.2% | 3,510 | +0.9% | |||
| 110 | — | ISHARES TR - CORE 40 MODE ETF | — | $529K | 0.2% | 11K | +0.6% | |||
| 111 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $523K | 0.2% | 6,300 | — | |||
| 112 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $522K | 0.2% | 6,065 | +584% | |||
| 113 | $DIS | Walt Disney Co | Communication Services | $512K | 0.2% | 5,318 | +3% | |||
| 114 | $PRK | PARK NATIONAL CORP /OH/ | Financials | $509K | 0.2% | 2,780 | — | |||
| 115 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $505K | 0.2% | 2,729 | +0.3% | |||
| 116 | — | GLOBAL X FDS - US INFR DEV ETF | — | $495K | 0.1% | 8,402 | +31% | |||
| 117 | $ALL | ALLSTATE CORP | Financials | $493K | 0.1% | 2,071 | +0.1% | |||
| 118 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $489K | 0.1% | 3,873 | -17% | |||
| 119 | $MS | MORGAN STANLEY | Financials | $462K | 0.1% | 2,209 | +6% | |||
| 120 | $IVZ | Invesco Ltd. | Financials | $454K | 0.1% | 22K | +0.9% | |||
| 121 | $AMG | AFFILIATED MANAGERS GROUP, INC. | Financials | $451K | 0.1% | 1,333 | +0.8% | |||
| 122 | $LEU | CENTRUS ENERGY CORP | Materials | $437K | 0.1% | 2,602 | New | |||
| 123 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $426K | 0.1% | 589 | New | |||
| 124 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $426K | 0.1% | 7,476 | +7% | |||
| 125 | $BLK | BlackRock, Inc. | Financials | $423K | 0.1% | 440 | +5% | |||
| 126 | $GEV | GE Vernova Inc. | Industrials | $421K | 0.1% | 358 | -0.3% | |||
| 127 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $400K | 0.1% | 3,627 | — | |||
| 128 | $PFE | PFIZER INC | Healthcare | $390K | 0.1% | 16K | +0.7% | |||
| 129 | $NEE | NEXTERA ENERGY INC | Utilities | $384K | 0.1% | 4,374 | -16% | |||
| 130 | $IVZ | Invesco Ltd. | Financials | $369K | 0.1% | 4,924 | -2% | |||
| 131 | $VST | Vistra Corp. | Utilities | $362K | 0.1% | 2,285 | -15% | |||
| 132 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $360K | 0.1% | 3,923 | +0.3% | |||
| 133 | $BA | BOEING CO | Industrials | $359K | 0.1% | 1,659 | — | |||
| 134 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $359K | 0.1% | 1,999 | +6% | |||
| 135 | — | ALPS ETF TR - ALERIAN MLP | — | $337K | 0.1% | 6,502 | +22% | |||
| 136 | $META | Meta Platforms, Inc. | Technology | $333K | 0.1% | 591 | +3% | |||
| 137 | $DELL | Dell Technologies Inc. | Technology | $306K | 0.1% | 708 | New | |||
| 138 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $298K | 0.1% | 424 | — | |||
| 139 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $298K | 0.1% | 601 | New | |||
| 140 | — | ISHARES TR - CORE S&P SCP ETF | — | $292K | 0.1% | 1,966 | +7% | |||
| 141 | $YUM | YUM BRANDS INC | Consumer Discretionary | $291K | 0.1% | 1,820 | +0.3% | |||
| 142 | $T | AT&T INC. | Communication Services | $280K | 0.1% | 14K | +0.1% | |||
| 143 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $280K | 0.1% | 962 | +16% | |||
| 144 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $276K | 0.1% | 1,658 | — | |||
| 145 | $AMGN | AMGEN INC | Healthcare | $266K | 0.1% | 734 | +11% | |||
| 146 | $PSX | Phillips 66 | Energy | $263K | 0.1% | 1,554 | +0.2% | |||
| 147 | $MPC | Marathon Petroleum Corp | Energy | $257K | 0.1% | 1,004 | — | |||
| 148 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $256K | 0.1% | 1,142 | -48% | |||
| 149 | $HONA | Honeywell Aerospace Inc. | Industrials | $252K | 0.1% | 1,142 | New | |||
| 150 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $252K | 0.1% | 1,591 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 101 added to, 35 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$LEUCENTRUS ENERGY CORP$437K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$426K
first bought this quarter
$DELLDell Technologies Inc.$306K
first bought this quarter
$ROKROCKWELL AUTOMATION, INC$298K
first bought this quarter
$HONAHoneywell Aerospace Inc.$252K
first bought this quarter
- SPDR SERIES TRUST - ST STR SP BIOT$252K
first bought this quarter
+9 more in the Excel export
Added to (101)
- ISHARES TR - RUS 1000 GRW ETF+299%
now $17.2M
- VANGUARD INDEX FDS - MID CAP ETF+286%
now $2.9M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+5%
now $20.8M
now $8.0M · held 10+ qtrs, 9 adds in a row
- ISHARES TR - ISHS 1-5YR INVS+13%
now $7.1M
$KLACKLA CORP+900%
now $754K · held 5 qtrs
+95 more in the Excel export
Trimmed (35)
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-6%
now $6.7M
$HONHONEYWELL INTERNATIONAL INC-48%
now $256K · held 7 qtrs
$INTCINTEL CORP-16%
now $1.2M · held 10+ qtrs, 3 trims in a row
$WMTWalmart Inc.-9%
now $1.9M · held 10+ qtrs, 2 trims in a row
now $7.4M · held 10+ qtrs
$GILDGILEAD SCIENCES, INC.-17%
now $489K · held 10+ qtrs
+29 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F INVESTMENT PARTNERS, LTD. has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of INVESTMENT PARTNERS, LTD.'s top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
35%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
INVESTMENT PARTNERS, LTD. disclosed 167 positions worth $319.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 0 — including a new stake in $LEU. The portfolio is most concentrated in Other (58.4% of disclosed assets). All figures are sourced directly from INVESTMENT PARTNERS, LTD.’s Form 13F-HR filing with the SEC under CIK 1050068.
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AI-Powered Hedge Fund Analysis: INVESTMENT PARTNERS, LTD.
13F Pro is an AI hedge fund tracker and stock research platform. For INVESTMENT PARTNERS, LTD. (SEC CIK: 1050068), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in INVESTMENT PARTNERS, LTD.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.