Institutional Manager · CIK 0001050068
INVESTMENT PARTNERS, LTD.
NEW PHILADELPHIA, OH · File #028-16440
Latest AUM
$285.7M
Positions
149
Top-10 Concentration
45.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025149 pos · $285.7M
- 13F HOLDINGS REPORTQ/E Sep 2025154 pos · $284.0M
- 13F HOLDINGS REPORTQ/E Jun 2025158 pos · $264.2M
- 13F HOLDINGS REPORTQ/E Mar 2025148 pos · $241.2M
- 13F HOLDINGS REPORTQ/E Dec 2024146 pos · $242.8M
- 13F HOLDINGS REPORTQ/E Sep 2024147 pos · $240.1M
- 13F HOLDINGS REPORTQ/E Jun 2024142 pos · $222.6M
- 13F HOLDINGS REPORTQ/E Mar 2024142 pos · $220.5M
- 13F HOLDINGS REPORTQ/E Dec 2023133 pos · $190.0M
- 13F HOLDINGS REPORTQ/E Sep 2023128 pos · $191.9M
- 13F HOLDINGS REPORTQ/E Jun 2023136 pos · $190.6M
- 13F HOLDINGS REPORTQ/E Mar 2023142 pos · $189.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 35,869 | $17.0M | 7.58% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 267,283 | $16.7M | 7.46% |
| 3 | ISHARES TR | 464287598 | 56,816 | $12.0M | 5.34% |
| 4 | MICROSOFT CORP | MSFT | 20,378 | $9.9M | 4.40% |
| 5 | APPLE INC | AAPL | 35,315 | $9.6M | 4.29% |
| 6 | NVIDIA CORPORATION | NVDA | 47,094 | $8.8M | 3.92% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 157,809 | $8.5M | 3.79% |
| 8 | VANGUARD SPECIALIZED FUNDS | 921908844 | 30,528 | $6.7M | 3.00% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 84,871 | $6.7M | 2.99% |
| 10 | ISHARES TR | 464287309 | 53,750 | $6.6M | 2.96% |
| 11 | ELI LILLY & CO | LLY | 5,737 | $6.2M | 2.75% |
| 12 | ISHARES TR | 464288646 | 112,968 | $6.0M | 2.67% |
| 13 | ISHARES TR | 464287481 | 43,240 | $5.9M | 2.64% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 17,311 | $5.6M | 2.49% |
| 15 | ISHARES TR | 46432F842 | 61,743 | $5.5M | 2.47% |
| 16 | ISHARES TR | 464287473 | 38,562 | $5.4M | 2.43% |
| 17 | ISHARES TR | 46434V407 | 125,222 | $5.4M | 2.40% |
| 18 | ISHARES TR | 464287408 | 23,709 | $5.0M | 2.25% |
| 19 | ISHARES TR | 464287465 | 41,732 | $4.0M | 1.79% |
| 20 | ISHARES TR | 464287200 | 5,131 | $3.5M | 1.57% |