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
$1.65 Million 0.6% of portfolio
2,750
Q3 2025 Added 0.04%
$0
$1.63 Million 0.59% of portfolio
55,331
Q3 2025 Reduced 1.33%
$204B
$1.6 Million 0.58% of portfolio
11,405
Q3 2025 Reduced 1.43%
$0
$1.52 Million 0.55% of portfolio
22,332
Q3 2025 Added 0.13%
$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%
$0
$1.04 Million 0.38% of portfolio
1,565
Q3 2025 Added 22.17%
$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%
$0
$928,000 0.34% of portfolio
10,946
Q2 2025 Added 0.27%
$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%
$0
$909,000 0.33% of portfolio
16,892
Q3 2025 Added 0.4%
$0
$915,000 0.33% of portfolio
24,071
Q3 2025 Added 0.1%
$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%
$0
$854,000 0.31% of portfolio
3,532
Q3 2025 Added 3.09%
$0
$856,000 0.31% of portfolio
8,018
Q3 2025 Added 17.86%
$0
$865,000 0.31% of portfolio
5,610
Q4 2023 Reduced 1.32%
$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%
$0
$809,000 0.29% of portfolio
6,614
Q3 2025 Added 0.23%
$172B
$771,000 0.28% of portfolio
17,553
Q3 2025 Reduced 8.02%
$0
$783,000 0.28% of portfolio
5,497
Q3 2025 Reduced 3.31%
$0
$761,000 0.28% of portfolio
14,970
Q3 2025 Added 13.3%
$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%
$0
$712,000 0.26% of portfolio
7,977
Q3 2025 Reduced 11.95%
$96.7B
$719,000 0.26% of portfolio
14,261
Q3 2025 Added 0.76%
$0
$692,000 0.25% of portfolio
7,725
Q4 2023 Reduced 1.15%
$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%
$0
$568,000 0.21% of portfolio
6,358
Q3 2025 Added 0.38%
$156B
$591,000 0.21% of portfolio
5,325
Q3 2025 Added 0.6%
$0
$574,000 0.21% of portfolio
3,030
Q4 2024 Added 0.03%
$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%
$0
$493,000 0.18% of portfolio
3,472
Q3 2025 Added 0.14%
$0
$493,000 0.18% of portfolio
10,379
Q3 2025 Added 8.66%

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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