INVESTMENT PARTNERS LTD /OH/ /ADV
13F Reported Value
ⓘ$319.9M
Holdings
167
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
INVESTMENT PARTNERS LTD /OH/ /ADV 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 /OH/ /ADV’s Form 13F-HR filing with the SEC under CIK 1050068.
AI Fund Analysis
Stable
$AAPL
$META
$DNPSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$20.8M291,283 shISHARES TR - RUS 1000 GRW ETF
—Quality
$17.2M138,513 shISHARES TR - RUS 1000 VAL ETF
—Quality
$13.8M56,939 sh- 76.4
Quality
$10.3M35,469 sh VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$9.6M160,300 sh- 85.9
Quality
$9.3M46,367 sh - 79.6
Quality
$8.0M103,194 sh ISHARES TR - S&P 500 GRWT ETF
—Quality
$7.6M55,092 sh- 79.8
Quality
$7.4M19,817 sh ISHARES TR - ISHS 1-5YR INVS
—Quality
$7.1M135,771 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $20.8M | 291,283 |
| ISHARES TR - RUS 1000 GRW ETF | — | $17.2M | 138,513 |
| ISHARES TR - RUS 1000 VAL ETF | — | $13.8M | 56,939 |
| Apple Inc.$AAPL | 76.4 | $10.3M | 35,469 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $9.6M | 160,300 |
 NVIDIA CORP$NVDA | 85.9 | $9.3M | 46,367 |
| Meta Platforms, Inc.$META | 79.6 | $8.0M | 103,194 |
| ISHARES TR - S&P 500 GRWT ETF | — | $7.6M | 55,092 |
 MICROSOFT CORP$MSFT | 79.8 | $7.4M | 19,817 |
| ISHARES TR - ISHS 1-5YR INVS | — | $7.1M | 135,771 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of INVESTMENT PARTNERS LTD /OH/ /ADV's 167 positions.
Showing top 10 of 167 holdings.
Sector Allocation
Other
$186.7M
Technology
$62.2M
Financials
$23.3M
Healthcare
$13.5M
Industrials
$10.5M
Consumer Discretionary
$9.3M
Energy
$4.5M
Consumer Staples
$4.4M
Full Holdings — INVESTMENT PARTNERS LTD /OH/ /ADV (Q2 2026)
All 167 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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% | — |
| 4 | $AAPL | Apple Inc. | $10.3M | 3.2% | +1% | 76.4 |
| 5 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $9.6M | 3.0% | +3% | — |
| 6 | $NVDA | NVIDIA CORP | $9.3M | 2.9% | +0% | 85.9 |
| 7 | $META | Meta Platforms, Inc. | $8.0M | 2.5% | +12% | 79.6 |
| 8 | — | ISHARES TR - S&P 500 GRWT ETF | $7.6M | 2.4% | +0% | — |
| 9 | $MSFT | MICROSOFT CORP | $7.4M | 2.3% | -2% | 79.8 |
| 10 | — | ISHARES TR - ISHS 1-5YR INVS | $7.1M | 2.2% | +13% | — |
| 11 |  $LLY | ELI LILLY & Co | $6.8M | 2.1% | -1% | 87.5 |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6.7M | 2.1% | -6% | — |
| 13 | — | ISHARES TR - RUS MD CP GR ETF | $6.5M | 2.0% | +3% | — |
| 14 | — | ISHARES TR - RUS MDCP VAL ETF | $6.4M | 2.0% | +3% | — |
| 15 | — | ISHARES TR - CORE MSCI EAFE | $5.9M | 1.8% | -0% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $5.7M | 1.8% | +1% | 70.7 |
| 17 | — | ISHARES TR - S&P 500 VAL ETF | $5.6M | 1.7% | +0% | — |
| 18 | — | ISHARES TR - 0-5YR HI YL CP | $5.4M | 1.7% | +11% | — |
| 19 |  $MU | MICRON TECHNOLOGY INC | $5.1M | 1.6% | +0% | 86.2 |
| 20 | — | ISHARES TR - MSCI EAFE ETF | $4.3M | 1.4% | +0% | — |
| 21 | — | ISHARES TR - RUS 2000 VAL ETF | $3.9M | 1.2% | +2% | — |
| 22 | — | ISHARES TR - CORE INTL AGGR | $3.9M | 1.2% | +14% | — |
| 23 | — | ISHARES TR - CORE S&P500 ETF | $3.7M | 1.2% | -1% | — |
| 24 |  $CAT | CATERPILLAR INC | $3.6M | 1.1% | -1% | 66.5 |
| 25 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $3.5M | 1.1% | -1% | — |
| 26 | — | ISHARES TR - RUS 2000 GRW ETF | $3.5M | 1.1% | +3% | — |
| 27 | — | ISHARES TR - MSCI USA MIN ETF | $3.0M | 0.9% | +0% | — |
| 28 | — | ISHARES TR - NATIONAL MUN ETF | $3.0M | 0.9% | +21% | — |
| 29 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.9M | 0.9% | +286% | — |
| 30 |  $GOOGL | Alphabet Inc. | $2.9M | 0.9% | +1% | 78.2 |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.6M | 0.8% | +1% | 73.8 |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.5M | 0.8% | +2% | — |
| 33 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.4M | 0.8% | -1% | 66.8 |
| 34 |  $GOOG | Alphabet Inc. | $2.4M | 0.8% | +1% | 78.2 |
| 35 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.4M | 0.7% | +2% | — |
| 36 | — | SPDR SERIES TRUST - ST STR SP DIV | $2.4M | 0.7% | +0% | — |
| 37 |  $SLV | iShares Silver Trust | $2.3M | 0.7% | +0% | — |
| 38 |  $ORCL | ORACLE CORP | $2.3M | 0.7% | +0% | 66.2 |
| 39 |  $XOM.R34088 | EXXON MOBIL CORP | $2.1M | 0.7% | -1% | 57.9 |
| 40 | — | ISHARES TR - CORE S&P MCP ETF | $2.1M | 0.7% | -2% | — |
| 41 |  $ASML | ASML HOLDING NV | $2.0M | 0.6% | +4% | — |
| 42 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.0M | 0.6% | -0% | — |
| 43 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $2.0M | 0.6% | +0% | — |
| 44 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $2.0M | 0.6% | +0% | — |
| 45 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.6% | +0% | 66.2 |
| 46 |  $GLD | SPDR GOLD TRUST | $1.9M | 0.6% | +0% | — |
| 47 |  $WMT | Walmart Inc. | $1.9M | 0.6% | -9% | 60.2 |
| 48 | — | PRINCIPAL EXCHANGE TRADED FD - SPECTRUM PFD | $1.9M | 0.6% | -0% | — |
| 49 | — | VANECK ETF TRUST - CEF MUNI INCOME | $1.7M | 0.5% | -0% | — |
| 50 | — | DBX ETF TR - XTRACK MSCI EAFE | $1.7M | 0.5% | -0% | — |
| 51 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.6M | 0.5% | +0% | 69.8 |
| 52 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.5% | +0% | 70.3 |
| 53 |  $PEP | PEPSICO INC | $1.5M | 0.5% | +1% | 63.4 |
| 54 |  $ABBV | AbbVie Inc. | $1.5M | 0.5% | +0% | 72.6 |
| 55 |  $HD | HOME DEPOT, INC. | $1.5M | 0.5% | +2% | 60.3 |
| 56 |  $AMZN | AMAZON COM INC | $1.5M | 0.5% | -2% | 68.7 |
| 57 |  $MCD | MCDONALDS CORP | $1.5M | 0.5% | +0% | 69 |
| 58 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 0.5% | +1% | — |
| 59 |  $IBIT | iShares Bitcoin Trust ETF | $1.4M | 0.4% | +0% | — |
| 60 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 0.4% | -5% | 67.7 |
| 61 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $1.3M | 0.4% | +25% | — |
| 62 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.4% | +4% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.4% | +5% | 69 |
| 64 |  $INTC | INTEL CORP | $1.2M | 0.4% | -16% | 45.6 |
| 65 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.4% | +4% | 64.6 |
| 66 |  $CVX | CHEVRON CORP | $1.2M | 0.4% | +2% | 62.8 |
| 67 | — | ISHARES TR - CORE DIV GRWTH | $1.2M | 0.4% | -1% | — |
| 68 | — | ISHARES TR - RUSSELL 2000 ETF | $1.1M | 0.3% | +0% | — |
| 69 |  $KO | COCA COLA CO | $1.1M | 0.3% | +3% | 69.5 |
| 70 |  $V | VISA INC. | $1.1M | 0.3% | +5% | 82.9 |
| 71 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $1.1M | 0.3% | +1% | — |
| 72 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1.0M | 0.3% | +1% | — |
| 73 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $967,338 | 0.3% | -9% | 65 |
| 74 |  $PLTR | Palantir Technologies Inc. | $966,844 | 0.3% | +5% | 84.6 |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $958,393 | 0.3% | -1% | 70 |
| 76 | $DNP | DNP SELECT INCOME FUND INC | $900,097 | 0.3% | +1% | — |
| 77 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $871,057 | 0.3% | +1% | — |
| 78 | — | ISHARES TR - SHRT NAT MUN ETF | $862,075 | 0.3% | +19% | — |
| 79 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $846,984 | 0.3% | +1% | — |
| 80 | — | ISHARES TR - MSCI EAFE MIN VL | $843,505 | 0.3% | +0% | — |
| 81 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $816,631 | 0.3% | -3% | — |
| 82 |  $GS | GOLDMAN SACHS GROUP INC | $792,186 | 0.3% | +4% | 73.5 |
| 83 |  $KLAC | KLA CORP | $754,275 | 0.2% | +900% | 78.6 |
| 84 |  $TSLA | Tesla, Inc. | $754,136 | 0.2% | +1% | 53.9 |
| 85 |  $LMT | LOCKHEED MARTIN CORP | $751,192 | 0.2% | +0% | 65.6 |
| 86 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $722,684 | 0.2% | +49% | — |
| 87 |  $BMY | BRISTOL MYERS SQUIBB CO | $720,078 | 0.2% | +0% | 70.4 |
| 88 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $711,474 | 0.2% | +2% | 65.1 |
| 89 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $675,988 | 0.2% | +9% | — |
| 90 |  $ETN | Eaton Corp plc | $675,154 | 0.2% | +10% | — |
| 91 | — | ISHARES TR - CORE HIGH DV ETF | $671,987 | 0.2% | +400% | — |
| 92 |  $VRT | Vertiv Holdings Co | $671,546 | 0.2% | +0% | 81 |
| 93 |  $VZ | VERIZON COMMUNICATIONS INC | $670,315 | 0.2% | +0% | 65.8 |
| 94 |  $MRK | Merck & Co., Inc. | $655,030 | 0.2% | +2% | 59.9 |
| 95 |  $GD | GENERAL DYNAMICS CORP | $652,523 | 0.2% | -7% | 68.7 |
| 96 |  $ETHA | iShares Ethereum Trust ETF | $647,113 | 0.2% | +0% | — |
| 97 |  $IVZ | Invesco Ltd. | $644,915 | 0.2% | +0% | — |
| 98 |  $GE | GENERAL ELECTRIC CO | $644,351 | 0.2% | +2% | 73.8 |
| 99 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $637,953 | 0.2% | +0% | — |
| 100 |  $ENB | ENBRIDGE INC | $635,373 | 0.2% | +1% | 66.7 |
| 101 |  $ABT | ABBOTT LABORATORIES | $628,145 | 0.2% | +1% | 65.5 |
| 102 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $607,739 | 0.2% | -14% | — |
| 103 |  $CAVA | CAVA GROUP, INC. | $595,820 | 0.2% | +12% | 57.1 |
| 104 |  $ADI | ANALOG DEVICES INC | $564,252 | 0.2% | -3% | 79.2 |
| 105 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $558,998 | 0.2% | -13% | 62.9 |
| 106 |  $PANW | Palo Alto Networks Inc | $551,770 | 0.2% | +1% | 65.5 |
| 107 |  $ISRG | INTUITIVE SURGICAL INC | $551,184 | 0.2% | +17% | 79.9 |
| 108 | — | ISHARES TR - FUTU AI TECH ETF | $550,847 | 0.2% | +22% | — |
| 109 | — | ISHARES TR - SELECT DIVID ETF | $548,595 | 0.2% | +1% | — |
| 110 | — | ISHARES TR - CORE 40 MODE ETF | $529,109 | 0.2% | +1% | — |
| 111 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $523,341 | 0.2% | +0% | — |
| 112 | — | VANGUARD INDEX FDS - GROWTH ETF | $522,472 | 0.2% | +584% | — |
| 113 |  $DIS | Walt Disney Co | $511,819 | 0.2% | +3% | 60.1 |
| 114 |  $PRK | PARK NATIONAL CORP /OH/ | $508,712 | 0.2% | +0% | 63.7 |
| 115 |  $CINF | CINCINNATI FINANCIAL CORP | $505,247 | 0.2% | +0% | 84.3 |
| 116 | — | GLOBAL X FDS - US INFR DEV ETF | $495,046 | 0.1% | +31% | — |
| 117 |  $ALL | ALLSTATE CORP | $492,703 | 0.1% | +0% | 78.5 |
| 118 |  $GILD | GILEAD SCIENCES, INC. | $489,289 | 0.1% | -17% | 57.4 |
| 119 |  $MS | MORGAN STANLEY | $461,869 | 0.1% | +6% | 75.8 |
| 120 | $IVZ | Invesco Ltd. | $454,184 | 0.1% | +1% | — |
| 121 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $451,108 | 0.1% | +1% | 56.1 |
| 122 |  $LEU | CENTRUS ENERGY CORP | $436,798 | 0.1% | NEW | 41.3 |
| 123 |  $AMAT | APPLIED MATERIALS INC /DE | $426,117 | 0.1% | NEW | 72.3 |
| 124 |  $BAC | BANK OF AMERICA CORP /DE/ | $426,007 | 0.1% | +7% | 67.6 |
| 125 |  $BLK | BlackRock, Inc. | $423,471 | 0.1% | +5% | 70 |
| 126 |  $GEV | GE Vernova Inc. | $420,936 | 0.1% | -0% | 81.1 |
| 127 | — | ISHARES TR - TRUST ISHARE 0-1 | $400,239 | 0.1% | +0% | — |
| 128 |  $PFE | PFIZER INC | $389,684 | 0.1% | +1% | 62 |
| 129 |  $NEE | NEXTERA ENERGY INC | $383,871 | 0.1% | -16% | 64.6 |
| 130 | $IVZ | Invesco Ltd. | $368,797 | 0.1% | -2% | — |
| 131 |  $VST | Vistra Corp. | $362,427 | 0.1% | -15% | 71.9 |
| 132 |  $CL | COLGATE PALMOLIVE CO | $359,664 | 0.1% | +0% | 61.3 |
| 133 |  $BA | BOEING CO | $359,222 | 0.1% | +0% | 61.6 |
| 134 |  $DLR | DIGITAL REALTY TRUST, INC. | $358,911 | 0.1% | +6% | 72.8 |
| 135 | — | ALPS ETF TR - ALERIAN MLP | $337,106 | 0.1% | +22% | — |
| 136 | $META | Meta Platforms, Inc. | $332,905 | 0.1% | +3% | 79.6 |
| 137 |  $DELL | Dell Technologies Inc. | $305,617 | 0.1% | NEW | 71.2 |
| 138 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $298,216 | 0.1% | +0% | — |
| 139 |  $ROK | ROCKWELL AUTOMATION, INC | $297,647 | 0.1% | NEW | 63.6 |
| 140 | — | ISHARES TR - CORE S&P SCP ETF | $291,631 | 0.1% | +7% | — |
| 141 |  $YUM | YUM BRANDS INC | $290,906 | 0.1% | +0% | 73.7 |
| 142 |  $T | AT&T INC. | $280,430 | 0.1% | +0% | 65.7 |
| 143 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $279,611 | 0.1% | +16% | 64.4 |
| 144 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $276,343 | 0.1% | +0% | 66.2 |
| 145 |  $AMGN | AMGEN INC | $265,839 | 0.1% | +11% | 79.2 |
| 146 |  $PSX | Phillips 66 | $262,770 | 0.1% | +0% | 57.8 |
| 147 |  $MPC | Marathon Petroleum Corp | $256,798 | 0.1% | +0% | 61 |
| 148 |  $HON | HONEYWELL INTERNATIONAL INC | $255,694 | 0.1% | -48% | 65 |
| 149 |  $HONA | Honeywell Aerospace Inc. | $252,473 | 0.1% | NEW | — |
| 150 | — | SPDR SERIES TRUST - ST STR SP BIOT | $251,780 | 0.1% | NEW | — |
| 151 | — | ISHARES TR - ISHARES SEMICDTR | $249,328 | 0.1% | NEW | — |
| 152 | — | ISHARES TR - MSCI INDIA ETF | $243,888 | 0.1% | +0% | — |
| 153 |  $USB | US BANCORP \DE\ | $236,683 | 0.1% | NEW | 65.3 |
| 154 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $235,528 | 0.1% | NEW | — |
| 155 |  $CAH | CARDINAL HEALTH INC | $228,270 | 0.1% | +0% | 62.4 |
| 156 |  $J | JACOBS SOLUTIONS INC. | $227,799 | 0.1% | -3% | 64.3 |
| 157 | — | BLACKROCK ETF TRUST - ISHARES INTL DIV | $226,915 | 0.1% | +1% | — |
| 158 |  $NUE | NUCOR CORP | $223,691 | 0.1% | NEW | 61.7 |
| 159 | — | BARON ETF TR - TECHNOLOGY ETF | $221,554 | 0.1% | NEW | — |
| 160 | — | GLOBAL X FDS - DEFENSE TECH ETF | $212,687 | 0.1% | NEW | — |
| 161 |  $UNH | UNITEDHEALTH GROUP INC | $209,030 | 0.1% | NEW | 62.7 |
| 162 | — | ISHARES TR - ISHARES BIOTECH | $207,307 | 0.1% | NEW | — |
| 163 |  $WFC | WELLS FARGO & COMPANY/MN | $205,773 | 0.1% | -14% | 61.8 |
| 164 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $205,698 | 0.1% | NEW | — |
| 165 |  $AFL | AFLAC INC | $202,823 | 0.1% | -15% | 61.3 |
| 166 |  $FMNB | FARMERS NATIONAL BANC CORP /OH/ | $155,423 | 0.1% | +1% | 58.7 |
| 167 |  $PFLA | PennantPark Floating Rate Capital Ltd. | $74,800 | 0.0% | +0% | — |
New Positions (15)
$LEU CENTRUS ENERGY CORP$436,798$AMAT APPLIED MATERIALS INC /DE$426,117$DELL Dell Technologies Inc.$305,617$ROK ROCKWELL AUTOMATION, INC$297,647$HONA Honeywell Aerospace Inc.$252,473$USB US BANCORP \DE\$236,683$NUE NUCOR CORP$223,691$UNH UNITEDHEALTH GROUP INC$209,030Browse Top Institutional Investors
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