Investment Partners, Ltd.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$281.1M
Q ending 2026-03-31
Prior quarter
$285.7M
Q ending 2025-12-31
Change
-1.6% QoQ · +16.5% YoY
Positions
152
reported holdings
Largest positions
Top 100 of 152 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Tax-Managed Fds | VEA | Shares | $17.8M | 278K |
| Ishares Tr | IWF | Shares | $14.8M | 35K |
| Ishares Tr | IWD | Shares | $12.1M | 57K |
| Apple Inc | AAPL | Shares | $9.0M | 35K |
| Vanguard Intl Equity Index F | VWO | Shares | $8.4M | 155K |
| Nvidia Corporation | NVDA | Shares | $8.1M | 46K |
| Microsoft Corp | MSFT | Shares | $7.5M | 20K |
| Vanguard Bd Index Fds | BSV | Shares | $7.2M | 92K |
| Vanguard Specialized Funds | VIG | Shares | $6.5M | 30K |
| Ishares Tr | IGSB | Shares | $6.3M | 120K |
| Ishares Tr | IVW | Shares | $6.2M | 55K |
| Ishares Tr | IWP | Shares | $5.5M | 43K |
| Ishares Tr | IEFA | Shares | $5.5M | 61K |
| Ishares Tr | IWS | Shares | $5.5M | 38K |
| Eli Lilly & Co | LLY | Shares | $5.3M | 6K |
| Ishares Tr | IVE | Shares | $5.2M | 24K |
| Jpmorgan Chase & Co | JPM | Shares | $5.1M | 17K |
| Ishares Tr | SHYG | Shares | $4.9M | 115K |
| Ishares Tr | EFA | Shares | $4.0M | 42K |
| Select Sector Spdr Tr | XLU | Shares | $3.6M | 78K |
| Ishares Tr | IAGG | Shares | $3.4M | 67K |
| Ishares Tr | IVV | Shares | $3.3M | 5K |
| Ishares Tr | IWN | Shares | $3.3M | 17K |
| Ishares Silver Tr | SLV | Shares | $3.0M | 44K |
| Ishares Tr | USMV | Shares | $2.9M | 31K |
| Ishares Tr | IWO | Shares | $2.7M | 9K |
| Vanguard Index Fds | VO | Shares | $2.7M | 9K |
| Exxon Mobil Corp | XOM | Shares | $2.6M | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.5M | 5K |
| Caterpillar Inc | CAT | Shares | $2.4M | 3K |
| Ishares Tr | MUB | Shares | $2.4M | 23K |
| American Elec Pwr Co Inc | AEP | Shares | $2.4M | 18K |
| Walmart Inc | WMT | Shares | $2.3M | 19K |
| Alphabet Inc | GOOG | Shares | $2.3M | 8K |
| Spdr Series Trust | SDY | Shares | $2.3M | 16K |
| Oracle Corp | ORCL | Shares | $2.3M | 15K |
| Spdr Gold Tr | GLD | Shares | $2.2M | 5K |
| Spdr Index Shs Fds | SPDW | Shares | $2.1M | 46K |
| Costco Wholesale Corporation | COST | Shares | $2.1M | 2K |
| Invesco Qqq Tr | QQQ | Shares | $1.9M | 3K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 7K |
| Vanguard Whitehall Fds | VIGI | Shares | $1.9M | 21K |
| Principal Exchange Traded Fd | PREF | Shares | $1.9M | 100K |
| Ishares Tr | IJH | Shares | $1.9M | 28K |
| Vanguard Index Fds | VNQ | Shares | $1.8M | 20K |
| Vanguard Index Fds | VB | Shares | $1.7M | 7K |
| Pepsico Inc | PEP | Shares | $1.7M | 11K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 5K |
| Dbx Etf Tr | HDEF | Shares | $1.7M | 52K |
| Vaneck Etf Trust | XMPT | Shares | $1.7M | 77K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.6M | 42K |
| Micron Technology Inc | MU | Shares | $1.5M | 4K |
| Chevron Corporation | CVX | Shares | $1.5M | 7K |
| Automatic Data Processing In | ADP | Shares | $1.4M | 7K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Asml Hldg Nv | Shares | $1.3M | 971 | |
| Procter & Gamble Co | PG | Shares | $1.2M | 8K |
| Palantir Technologies Inc | PLTR | Shares | $1.1M | 8K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Ishares Tr | DGRO | Shares | $1.1M | 16K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.0M | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.0M | 3K |
| Cisco Sys Inc | CSCO | Shares | $1.0M | 13K |
| Coca Cola Co | KO | Shares | $995K | 13K |
| Select Sector Spdr Tr | XLE | Shares | $994K | 16K |
| First Tr Exchange Traded Fd | SDVY | Shares | $951K | 24K |
| Huntington Bancshares Inc | HBAN | Shares | $940K | 60K |
| Ishares Tr | IWM | Shares | $923K | 4K |
| Vanguard Scottsdale Fds | VONV | Shares | $891K | 10K |
| Visa Inc | V | Shares | $891K | 3K |
| Lockheed Martin Corp | LMT | Shares | $887K | 1K |
| Select Sector Spdr Tr | XLI | Shares | $880K | 5K |
| Ishares Tr | EFAV | Shares | $878K | 10K |
| Ishares Ethereum Tr | ETHA | Shares | $862K | 54K |
| Northrop Grumman Corp | NOC | Shares | $860K | 1K |
| Dnp Select Income Fd Inc | DNP | Shares | $853K | 83K |
| International Business Machs | IBM | Shares | $831K | 3K |
| Vanguard Intl Equity Index F | VSS | Shares | $794K | 5K |
| Verizon Communications Inc | VZ | Shares | $791K | 16K |
| Select Sector Spdr Tr | XLF | Shares | $769K | 16K |
| Bristol-Myers Squibb Co | BMY | Shares | $756K | 12K |
| Ishares Tr | SUB | Shares | $725K | 7K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $709K | 2K |
| Abbott Laboratories | ABT | Shares | $703K | 7K |
| Vaneck Etf Trust | HYD | Shares | $684K | 14K |
| Thermo Fisher Scientific Inc | TMO | Shares | $683K | 1K |
| General Dynamics Corp | GD | Shares | $682K | 2K |
| Ishares Tr | HDV | Shares | $665K | 5K |
| Tesla Inc | TSLA | Shares | $661K | 2K |
| Gilead Sciences Inc | GILD | Shares | $651K | 5K |
| Goldman Sachs Group Inc | GS | Shares | $639K | 755 |
| Enbridge Inc | ENB | Shares | $631K | 12K |
| Select Sector Spdr Tr | XLB | Shares | $610K | 12K |
| Merck & Co Inc | MRK | Shares | $599K | 5K |
| Invesco Exchange Traded Fd T | RSP | Shares | $582K | 3K |
| Vanguard Index Fds | VTI | Shares | $551K | 2K |
| Cava Group Inc | CAVA | Shares | $550K | 7K |
| Intuitive Surgical Inc | ISRG | Shares | $545K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.