Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

  • $277 Million
  • Q3 2025

Investment Partners, Ltd. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $277 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $16.9M, Vanguard Ftse Developed Market with a value of $15.5M, Ishares Russell 1000 Val ETF with a value of $11.7M, Microsoft Corp with a value of $10.9M, and Apple Inc. with a value of $9.18M.

Examining the 13F form we can see an increase of $17.2M in the current position value, from $259M to 277M.

Below you can find more details about Investment Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $277 Million
ETFs: $172 Million
Technology: $41.3 Million
Financial Services: $15.8 Million
Healthcare: $10.8 Million
Industrials: $8.35 Million
Consumer Defensive: $8.28 Million
Consumer Cyclical: $7.05 Million
Communication Services: $5.9 Million
Other: $7.41 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Million 6.09% of portfolio
35,995
Q3 2025 Reduced 0.52%
$0
$15.5 Million 5.59% of portfolio
258,233
Q3 2025 Added 2.83%
$0
$11.7 Million 4.25% of portfolio
57,714
Q3 2025 Reduced 0.25%
$3.78T
$10.9 Million 3.93% of portfolio
21,002
Q3 2025 Added 0.37%
$4.3T
$9.18 Million 3.32% of portfolio
36,044
Q3 2025 Added 4.22%
$465B
$8.79 Million 3.18% of portfolio
47,091
Q3 2025 Reduced 0.51%
$0
$8.4 Million 3.04% of portfolio
155,003
Q3 2025 Added 1.2%
$0
$6.49 Million 2.35% of portfolio
53,748
Q3 2025 Added 0.0%
$0
$6.09 Million 2.2% of portfolio
77,208
Q3 2025 Added 5.39%
$0
$5.9 Million 2.13% of portfolio
41,396
Q3 2025 Added 2.43%
$881B
$5.65 Million 2.04% of portfolio
17,916
Q3 2025 Reduced 0.98%
$0
$5.51 Million 1.99% of portfolio
30,267
Q3 2025 Added 0.04%
$0
$5.48 Million 1.98% of portfolio
103,266
Q3 2025 Added 5.76%
$0
$5.41 Million 1.96% of portfolio
61,992
Q3 2025 Reduced 0.42%
$0
$5.35 Million 1.93% of portfolio
38,318
Q3 2025 Added 1.8%
$0
$4.99 Million 1.8% of portfolio
115,221
Q3 2025 Added 7.58%
$971B
$4.69 Million 1.69% of portfolio
6,143
Q3 2025 Reduced 2.49%
$0
$4.46 Million 1.61% of portfolio
47,812
Q1 2025 Reduced 2.33%
$593B
$4.17 Million 1.51% of portfolio
14,811
Q3 2025 Reduced 0.54%
$0
$3.46 Million 1.25% of portfolio
36,373
Q3 2025 Added 0.15%
$0
$3.41 Million 1.23% of portfolio
39,071
Q3 2025 Reduced 0.05%
$0
$3.28 Million 1.19% of portfolio
4,903
Q3 2025 Reduced 0.95%
$0
$3.11 Million 1.12% of portfolio
17,570
Q3 2025 Added 1.64%
$0
$3.06 Million 1.11% of portfolio
28,725
Q3 2025 Added 15.66%
$662B
$2.82 Million 1.02% of portfolio
5,615
Q3 2025 Reduced 0.71%
$0
$2.83 Million 1.02% of portfolio
8,841
Q3 2025 Added 1.61%
$0
$2.78 Million 1.0% of portfolio
54,237
Q3 2025 Added 5.69%
$0
$2.74 Million 0.99% of portfolio
9,324
Q3 2025 Reduced 0.12%
$62.3B
$2.39 Million 0.86% of portfolio
21,222
Q3 2025 Added 0.44%
$0
$2.33 Million 0.84% of portfolio
54,398
Q3 2025 Added 8.86%
$0
$2.17 Million 0.79% of portfolio
15,509
Q3 2024 Reduced 10.84%
$104B
$2.09 Million 0.75% of portfolio
7,111
Q3 2025 Added 0.24%
$279B
$2.06 Million 0.74% of portfolio
19,975
Q3 2025 Added 1.37%
$1.74T
$1.99 Million 0.72% of portfolio
8,171
Q3 2025 Added 10.87%
$404B
$1.94 Million 0.7% of portfolio
2,096
Q3 2025 Reduced 1.23%
$0
$1.91 Million 0.69% of portfolio
99,541
Q2 2025 Reduced 21.56%
$0
$1.9 Million 0.69% of portfolio
21,263
Q2 2024 Reduced 25.24%
$0
$1.87 Million 0.68% of portfolio
20,466
Q3 2025 Added 0.0%
$0
$1.89 Million 0.68% of portfolio
28,965
Q3 2025 Added 0.13%
$130B
$1.87 Million 0.68% of portfolio
5,258
Q3 2025 Reduced 2.38%
$224B
$1.85 Million 0.67% of portfolio
6,092
Q3 2025 Added 0.63%
$367B
$1.86 Million 0.67% of portfolio
4,590
Q3 2025 Added 3.59%
$24.1B
$1.82 Million 0.66% of portfolio
42,900
Q2 2023 Added 1.66%
$490B
$1.78 Million 0.64% of portfolio
15,768
Q3 2025 Added 1.17%
$291B
$1.74 Million 0.63% of portfolio
3,639
Q3 2025 Reduced 0.82%
$1.65T
$1.71 Million 0.62% of portfolio
7,035
Q3 2025 Added 13.41%
$2.39T
$1.72 Million 0.62% of portfolio
7,839
Q3 2025 Added 0.72%
$0
$1.69 Million 0.61% of portfolio
77,375
Q3 2025 Added 45.32%
$0
$1.68 Million 0.61% of portfolio
6,609
Q3 2025 Reduced 0.71%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $277 Million
  • Prior Value $259 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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