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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$115B
$890,000 0.32% of portfolio
1,816
Q3 2025 Added 8.74%
$172B
$771,000 0.28% of portfolio
17,553
Q3 2025 Reduced 8.02%
$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%
$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%
$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%
$57.9B
$476,000 0.17% of portfolio
2,220
Q3 2025 Added 0.09%
$132B
$456,000 0.16% of portfolio
2,171
Q3 2025 Added 0.93%
$61.4B
$381,000 0.14% of portfolio
1,872
Q3 2025 Added 5.76%
$143B
$374,000 0.14% of portfolio
11,149
Q2 2025 Reduced 19.86%
$72.3B
$392,000 0.14% of portfolio
3,513
Q3 2025 Added 0.43%
$118B
$358,000 0.13% of portfolio
1,461
Q3 2025 Reduced 2.79%
$114B
$358,000 0.13% of portfolio
1,659
Q4 2024 Reduced 7.01%
$89.7B
$343,000 0.12% of portfolio
1,704
Q3 2025 Added 0.47%
$45.5B
$300,000 0.11% of portfolio
1,740
Q3 2025 Added 26.55%
$97.3B
$302,000 0.11% of portfolio
3,579
Q3 2025 Reduced 13.61%
$181B
$296,000 0.11% of portfolio
10,491
Q3 2025 Added 0.26%
$65.7B
$310,000 0.11% of portfolio
3,886
Q3 2025 Added 0.34%
$168B
$267,000 0.1% of portfolio
3,545
Q3 2025 Added 1.43%
$161B
$269,000 0.1% of portfolio
250
Q2 2025 New
$42.4B
$274,000 0.1% of portfolio
1,806
Q3 2025 Reduced 9.75%
$59.7B
$276,000 0.1% of portfolio
560
Q3 2025 Added 26.7%
$28.1B
$240,000 0.09% of portfolio
4,763
Q3 2025 Added 0.68%
$89.8B
$256,000 0.09% of portfolio
1,441
Q3 2025 Reduced 10.66%
$121B
$231,000 0.08% of portfolio
300
Q1 2025 New
$49.1B
$205,000 0.07% of portfolio
171
Q2 2025 New
$140B
$205,000 0.07% of portfolio
817
Q3 2025 Reduced 46.95%
$32.7B
$173,000 0.06% of portfolio
2,004
Q3 2025 Added 0.05%

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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