§ 13F · FUND PROFILE
INVESTMENT PARTNERS, LTD..
AUM · $320M (13F)Positions · 167Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | 291K | $21M | 6.5% | +5% |
| 2 | IWF | ISHARES TR | 139K | $17M | 5.4% | +299% |
| 3 | IWD | ISHARES TR | 57K | $14M | 4.3% | ±0% |
| 4 | AAPL | APPLE INC | 35K | $10M | 3.2% | +1% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 160K | $10M | 3.0% | +3% |
| 6 | NVDA | NVIDIA CORPORATION | 46K | $9M | 2.9% | ±0% |
| 7 | BSV | VANGUARD BD INDEX FDS | 103K | $8M | 2.5% | +12% |
| 8 | IVW | ISHARES TR | 55K | $8M | 2.4% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 20K | $7M | 2.3% | −2% |
| 10 | IGSB | ISHARES TR | 136K | $7M | 2.2% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
INVESTMENT PARTNERS, LTD. is a Other fund managing $320 million in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →