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
$498,000 0.18% of portfolio
9,002
Q4 2022 Reduced 3.04%
$26.1B
$474,000 0.17% of portfolio
3,003
Q3 2025 Added 0.3%
$141B
$461,000 0.17% of portfolio
18,120
Q3 2025 Added 1.13%
$57.9B
$476,000 0.17% of portfolio
2,220
Q3 2025 Added 0.09%
$0
$479,000 0.17% of portfolio
6,300
Q3 2025 Reduced 5.13%
$328B
$481,000 0.17% of portfolio
1,600
Q3 2025 Added 1.78%
$132B
$456,000 0.16% of portfolio
2,171
Q3 2025 Added 0.93%
$2.54B
$451,000 0.16% of portfolio
2,780
Q1 2024 New
$235B
$412,000 0.15% of portfolio
4,918
Q3 2025 Reduced 2.25%
$0
$400,000 0.14% of portfolio
3,627
Q1 2024 Reduced 69.42%
$61.4B
$381,000 0.14% of portfolio
1,872
Q3 2025 Added 5.76%
$413B
$393,000 0.14% of portfolio
7,630
Q3 2025 Added 1.64%
$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%
$0
$367,000 0.13% of portfolio
5,007
Q3 2025 Added 0.34%
$0
$362,000 0.13% of portfolio
756
Q3 2025 Added 0.67%
$114B
$358,000 0.13% of portfolio
1,659
Q4 2024 Reduced 7.01%
$9.87B
$329,000 0.12% of portfolio
1,380
Q3 2025 Reduced 6.76%
$89.7B
$343,000 0.12% of portfolio
1,704
Q3 2025 Added 0.47%
$1.37T
$331,000 0.12% of portfolio
451
Q3 2025 Added 12.47%
$270B
$329,000 0.12% of portfolio
2,072
Q3 2025 Added 0.1%
$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%
$0
$311,000 0.11% of portfolio
2,980
Q1 2024 New
$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
$0
$266,000 0.1% of portfolio
5,125
Q3 2025 Reduced 11.1%
$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%
$0
$252,000 0.09% of portfolio
424
Q3 2025 Added 10.7%
$0
$242,000 0.09% of portfolio
5,099
Q3 2025 New
$89.8B
$256,000 0.09% of portfolio
1,441
Q3 2025 Reduced 10.66%
$317B
$240,000 0.09% of portfolio
2,866
Q3 2025 Added 2.72%
$0
$218,000 0.08% of portfolio
1,839
Q3 2025 Added 0.22%
$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%
$0
$162,000 0.06% of portfolio
5,072
Q3 2025 New
$38.7M
$138,000 0.05% of portfolio
19,605
Q3 2025 Reduced 65.93%
$0
$88,000 0.03% of portfolio
10,000
Q4 2024 New
Encore Energy Corp
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 39.63%
Cava Group Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 49.61%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.88%
Ishares Ethereum Tr
-
$0 0.0% of portfolio
-
Q3 2025 New

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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