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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$881B
$5.65 Million 2.04% of portfolio
17,916
Q3 2025 Reduced 0.98%
$971B
$4.69 Million 1.69% of portfolio
6,143
Q3 2025 Reduced 2.49%
$593B
$4.17 Million 1.51% of portfolio
14,811
Q3 2025 Reduced 0.54%
$662B
$2.82 Million 1.02% of portfolio
5,615
Q3 2025 Reduced 0.71%
$62.3B
$2.39 Million 0.86% of portfolio
21,222
Q3 2025 Added 0.44%
$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%
$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%
$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%
$2.39T
$1.72 Million 0.62% of portfolio
7,839
Q3 2025 Added 0.72%
$204B
$1.6 Million 0.58% of portfolio
11,405
Q3 2025 Reduced 1.43%
$533B
$1.51 Million 0.54% of portfolio
4,414
Q3 2025 Reduced 4.02%
$342B
$1.48 Million 0.53% of portfolio
8,101
Q3 2025 Added 4.21%
$346B
$1.22 Million 0.44% of portfolio
7,939
Q3 2025 Reduced 1.05%
$303B
$1.2 Million 0.44% of portfolio
7,754
Q3 2025 Added 1.29%
$22.7B
$1.05 Million 0.38% of portfolio
60,633
Q3 2025 Reduced 7.58%
$123B
$1 Million 0.36% of portfolio
2,011
Q3 2025 Reduced 1.52%
$522B
$990,000 0.36% of portfolio
5,343
Q3 2025 Reduced 0.78%
$405B
$963,000 0.35% of portfolio
995
Q3 2025 Added 0.4%
$414B
$939,000 0.34% of portfolio
4,057
Q3 2025 Reduced 76.55%
$306B
$907,000 0.33% of portfolio
13,684
Q3 2025 Added 0.83%
$266B
$922,000 0.33% of portfolio
3,270
Q3 2025 Reduced 1.09%
$115B
$890,000 0.32% of portfolio
1,816
Q3 2025 Added 8.74%
$319B
$887,000 0.32% of portfolio
12,974
Q3 2025 Added 0.82%
$1.46T
$818,000 0.3% of portfolio
2,932
Q3 2025 Reduced 5.48%
$1.29T
$837,000 0.3% of portfolio
1,883
Q2 2025 Added 7.11%
$172B
$771,000 0.28% of portfolio
17,553
Q3 2025 Reduced 8.02%
$228B
$762,000 0.28% of portfolio
5,695
Q3 2025 Reduced 5.02%
$94.5B
$736,000 0.27% of portfolio
2,159
Q3 2025 Added 3.55%
$96.7B
$719,000 0.26% of portfolio
14,261
Q3 2025 Added 0.76%
$222B
$673,000 0.24% of portfolio
1,388
Q1 2025 Added 7.02%
$268B
$660,000 0.24% of portfolio
3,947
Q3 2025 Added 28.44%
$265B
$674,000 0.24% of portfolio
847
Q3 2025 Reduced 0.47%
$86.7B
$637,000 0.23% of portfolio
1,047
Q4 2024 Reduced 5.42%
$156B
$591,000 0.21% of portfolio
5,325
Q3 2025 Added 0.6%
$193B
$593,000 0.21% of portfolio
5,185
Q3 2025 Reduced 1.58%
$99.5B
$585,000 0.21% of portfolio
12,985
Q3 2025 Added 3.13%
$140B
$540,000 0.2% of portfolio
1,443
Q3 2025 Added 144.58%
$0
$547,000 0.2% of portfolio
54,707
Q3 2025 Added 0.72%
$72.7B
$500,000 0.18% of portfolio
2,555
Q3 2025 Added 0.12%
$193B
$511,000 0.18% of portfolio
1,144
Q3 2025 Added 5.54%
$26.1B
$474,000 0.17% of portfolio
3,003
Q3 2025 Added 0.3%

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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