§ 13F · FUND PROFILE
INVESTMENT PARTNERS, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $284M (13F)Positions · 154Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 278K | $18M | 6.3% | +4% |
| 2 | IWF | ISHARES TR | 35K | $15M | 5.3% | −3% |
| 3 | IWD | ISHARES TR | 57K | $12M | 4.3% | ±0% |
| 4 | AAPL | APPLE INC | 35K | $9M | 3.2% | ±0% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 155K | $8M | 3.0% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 46K | $8M | 2.9% | −2% |
| 7 | MSFT | MICROSOFT CORP | 20K | $7M | 2.7% | −1% |
| 8 | BSV | VANGUARD BD INDEX FDS | 92K | $7M | 2.6% | +9% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 30K | $7M | 2.3% | ±0% |
| 10 | IGSB | ISHARES TR | 120K | $6M | 2.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
INVESTMENT PARTNERS, LTD. is a Other fund managing $284 million in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed