Investment Partners
Latest statistics and disclosures from Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, VEA, IWD, MSFT, AAPL, and represent 22.78% of Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: XLU, BSV, VEA, IGSB, QQQ, SHYG, XLE, XLB, IAGG, DNP.
- Started 3 new stock positions in AMGN, SPGI, PSX.
- Reduced shares in these 10 stocks: MUB, EFA, LLY, DGRO, AEP, SPDW, MSFT, SNPS, LMT, WELL.
- Sold out of its positions in EU, LOW, MCK, NFLX, SIF, SMCI, SNPS, WELL.
- Investment Partners was a net seller of stock by $-824k.
- Investment Partners has $286M in assets under management (AUM), dropping by 0.60%.
- Central Index Key (CIK): 0001050068
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Portfolio Holdings for Investment Partners
Investment Partners holds 149 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.9 | $17M | 36k | 473.30 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.8 | $17M | +3% | 267k | 62.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.2 | $12M | 57k | 210.34 |
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| Microsoft Corporation (MSFT) | 3.4 | $9.9M | -2% | 20k | 483.62 |
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| Apple (AAPL) | 3.4 | $9.6M | -2% | 35k | 271.86 |
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| NVIDIA Corporation (NVDA) | 3.1 | $8.8M | 47k | 186.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $8.5M | 158k | 53.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $6.7M | 31k | 219.78 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.3 | $6.7M | +9% | 85k | 78.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.3 | $6.6M | 54k | 123.26 |
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| Eli Lilly & Co. (LLY) | 2.2 | $6.2M | -6% | 5.7k | 1074.72 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.1 | $6.0M | +9% | 113k | 52.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.1 | $5.9M | +4% | 43k | 136.94 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $5.6M | -3% | 17k | 322.22 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $5.5M | 62k | 89.46 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.9 | $5.4M | 39k | 141.05 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.9 | $5.4M | +8% | 125k | 42.87 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $5.0M | 24k | 212.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $4.0M | -12% | 42k | 96.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $3.5M | +4% | 5.1k | 684.92 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.2 | $3.4M | 36k | 94.16 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.2 | $3.3M | +100% | 78k | 42.69 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.1 | $3.2M | 18k | 181.21 |
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| Ishares Tr Core Intl Aggr (IAGG) | 1.1 | $3.0M | +11% | 60k | 50.01 |
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| Oracle Corporation (ORCL) | 1.0 | $2.9M | 15k | 194.91 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $2.8M | 8.7k | 323.01 |
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| Ishares Silver Tr Ishares (SLV) | 1.0 | $2.8M | 43k | 64.42 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $2.7M | 9.4k | 290.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.7M | -3% | 5.4k | 502.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.5M | -2% | 8.0k | 313.79 |
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| Ishares Tr National Mun Etf (MUB) | 0.8 | $2.4M | -21% | 23k | 107.11 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.2M | 20k | 111.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.2M | +28% | 3.5k | 614.39 |
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| Spdr Series Trust State Street Spd (SDY) | 0.8 | $2.2M | 16k | 139.16 |
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| American Electric Power Company (AEP) | 0.7 | $2.1M | -13% | 18k | 115.31 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $2.1M | -12% | 47k | 44.41 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $2.1M | 42k | 49.65 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $2.1M | 5.2k | 396.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.1M | -6% | 6.6k | 313.02 |
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| Caterpillar (CAT) | 0.7 | $2.0M | -5% | 3.4k | 572.93 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $1.9M | 21k | 91.45 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.7 | $1.9M | 100k | 19.07 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.9M | 16k | 120.34 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $1.8M | -4% | 28k | 66.00 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.8M | 2.1k | 862.26 |
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| Automatic Data Processing (ADP) | 0.6 | $1.8M | 7.0k | 257.21 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.8M | 21k | 88.49 |
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| Amazon (AMZN) | 0.6 | $1.8M | 7.8k | 230.82 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.7M | 6.7k | 257.96 |
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| Vaneck Etf Trust Cef Muni Income (XMPT) | 0.6 | $1.7M | 77k | 21.88 |
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| McDonald's Corporation (MCD) | 0.6 | $1.7M | -9% | 5.5k | 305.63 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.6 | $1.6M | -5% | 52k | 30.99 |
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| Pepsi (PEP) | 0.6 | $1.6M | -3% | 11k | 143.52 |
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| Home Depot (HD) | 0.5 | $1.5M | -4% | 4.4k | 344.12 |
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| Visa Com Cl A (V) | 0.5 | $1.5M | -5% | 4.2k | 350.73 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $1.4M | -3% | 7.9k | 177.75 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.2M | -22% | 17k | 69.42 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.4 | $1.2M | 52k | 22.43 |
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| Micron Technology (MU) | 0.4 | $1.1M | 4.0k | 285.42 |
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| Procter & Gamble Company (PG) | 0.4 | $1.1M | -4% | 7.6k | 143.30 |
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| Chevron Corporation (CVX) | 0.4 | $1.1M | -8% | 7.1k | 152.42 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.1M | 995.00 | 1070.03 |
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| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.1M | 61k | 17.35 |
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| International Business Machines (IBM) | 0.3 | $977k | 3.3k | 296.20 |
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| Cisco Systems (CSCO) | 0.3 | $975k | -2% | 13k | 77.03 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $966k | -9% | 1.4k | 681.91 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $946k | 11k | 86.25 |
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| Johnson & Johnson (JNJ) | 0.3 | $935k | -15% | 4.5k | 206.94 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $934k | 17k | 54.77 |
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| Abbvie (ABBV) | 0.3 | $931k | 4.1k | 228.48 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $924k | 24k | 38.32 |
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| Coca-Cola Company (KO) | 0.3 | $915k | -4% | 13k | 69.91 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $891k | 2.9k | 303.93 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $870k | 5.6k | 155.12 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $870k | 3.5k | 246.13 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $851k | 1.8k | 468.76 |
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| Tesla Motors (TSLA) | 0.3 | $847k | 1.9k | 449.72 |
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| DNP Select Income Fund (DNP) | 0.3 | $822k | +50% | 82k | 9.99 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $805k | 1.4k | 579.26 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $790k | 5.5k | 143.34 |
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| Goldman Sachs (GS) | 0.3 | $753k | 856.00 | 879.43 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $719k | +101% | 16k | 44.71 |
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| General Dynamics Corporation (GD) | 0.2 | $710k | -2% | 2.1k | 336.58 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $708k | -27% | 1.5k | 483.70 |
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| Verizon Communications (VZ) | 0.2 | $704k | 17k | 40.73 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $701k | +100% | 16k | 45.35 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $689k | -19% | 6.5k | 106.70 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $679k | +4% | 1.2k | 566.36 |
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| Bristol Myers Squibb (BMY) | 0.2 | $673k | -3% | 13k | 53.94 |
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| Abbott Laboratories (ABT) | 0.2 | $664k | -6% | 5.3k | 125.30 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $660k | -13% | 13k | 51.12 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $597k | 1.0k | 570.24 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $596k | -25% | 4.9k | 121.61 |
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| Walt Disney Company (DIS) | 0.2 | $590k | 5.2k | 113.77 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $589k | 6.4k | 92.30 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $581k | 3.0k | 191.53 |
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| Gilead Sciences (GILD) | 0.2 | $570k | -12% | 4.6k | 122.74 |
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| Enbridge (ENB) | 0.2 | $554k | -18% | 12k | 47.83 |
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| Merck & Co (MRK) | 0.2 | $529k | +2% | 5.0k | 105.26 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $511k | 9.0k | 56.81 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.2 | $503k | 11k | 47.73 |
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| Ge Aerospace Com New (GE) | 0.2 | $493k | 1.6k | 307.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $491k | 3.5k | 141.16 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $489k | 6.3k | 77.68 |
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| Blackrock (BLK) | 0.2 | $472k | +4% | 441.00 | 1071.12 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $467k | -4% | 2.9k | 163.31 |
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| Vistra Energy (VST) | 0.2 | $433k | +5% | 2.7k | 161.34 |
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| Analog Devices (ADI) | 0.2 | $432k | +9% | 1.6k | 271.26 |
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| Pfizer (PFE) | 0.2 | $432k | -4% | 17k | 24.90 |
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| Honeywell International (HON) | 0.2 | $431k | 2.2k | 195.06 |
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| Allstate Corporation (ALL) | 0.2 | $430k | -6% | 2.1k | 208.11 |
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| Park National Corporation (PRK) | 0.1 | $423k | 2.8k | 152.18 |
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| Eaton Corp SHS (ETN) | 0.1 | $419k | -8% | 1.3k | 318.44 |
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| Bank of America Corporation (BAC) | 0.1 | $412k | 7.5k | 55.00 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $400k | 3.6k | 110.15 |
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| Affiliated Managers (AMG) | 0.1 | $398k | 1.4k | 288.31 |
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| Intel Corporation (INTC) | 0.1 | $396k | -3% | 11k | 36.90 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $388k | +8% | 19k | 21.00 |
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| Morgan Stanley Com New (MS) | 0.1 | $368k | 2.1k | 177.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $368k | 753.00 | 488.05 |
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| Palo Alto Networks (PANW) | 0.1 | $363k | +5% | 2.0k | 184.20 |
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| Boeing Company (BA) | 0.1 | $360k | 1.7k | 217.18 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $359k | 5.0k | 71.42 |
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| AFLAC Incorporated (AFL) | 0.1 | $347k | -10% | 3.1k | 110.28 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $325k | 2.0k | 162.00 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $318k | 3.0k | 106.70 |
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| Cava Group Ord (CAVA) | 0.1 | $318k | -14% | 5.4k | 58.69 |
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| Nextera Energy (NEE) | 0.1 | $309k | +8% | 3.9k | 80.28 |
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| Colgate-Palmolive Company (CL) | 0.1 | $308k | 3.9k | 79.02 |
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| Marsh & McLennan Companies | 0.1 | $308k | -2% | 1.7k | 185.52 |
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| Kla Corp Com New (KLAC) | 0.1 | $304k | 250.00 | 1215.08 |
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| Starbucks Corporation (SBUX) | 0.1 | $302k | 3.6k | 84.21 |
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| Meta Platforms Cl A (META) | 0.1 | $298k | 451.00 | 660.56 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $289k | +18% | 6.0k | 47.79 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $288k | +18% | 6.0k | 48.18 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $277k | 5.1k | 54.05 |
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| Yum! Brands (YUM) | 0.1 | $274k | 1.8k | 151.32 |
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| Digital Realty Trust (DLR) | 0.1 | $269k | 1.7k | 154.71 |
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| Wells Fargo & Company (WFC) | 0.1 | $268k | 2.9k | 93.21 |
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| At&t (T) | 0.1 | $261k | 11k | 24.84 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $256k | 424.00 | 603.28 |
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| Jacobs Engineering Group (J) | 0.1 | $249k | +3% | 1.9k | 132.43 |
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| Phillips 66 (PSX) | 0.1 | $242k | NEW | 1.9k | 129.02 |
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| General Mills (GIS) | 0.1 | $237k | +7% | 5.1k | 46.50 |
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| Ge Vernova (GEV) | 0.1 | $234k | 358.00 | 654.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $230k | +4% | 1.9k | 120.19 |
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| S&p Global (SPGI) | 0.1 | $211k | NEW | 403.00 | 522.76 |
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| Amgen (AMGN) | 0.1 | $207k | NEW | 632.00 | 327.43 |
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| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $93k | 10k | 9.27 |
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Past Filings by Investment Partners
SEC 13F filings are viewable for Investment Partners going back to 2014
- Investment Partners 2025 Q4 filed Feb. 10, 2026
- Investment Partners 2025 Q3 filed Nov. 7, 2025
- Investment Partners 2025 Q2 filed Aug. 8, 2025
- Investment Partners 2025 Q1 filed April 30, 2025
- Investment Partners 2024 Q4 filed Feb. 6, 2025
- Investment Partners 2024 Q3 filed Nov. 4, 2024
- Investment Partners 2024 Q1 filed April 16, 2024
- Investment Partners 2023 Q4 filed Feb. 2, 2024
- Investment Partners 2023 Q3 filed Oct. 31, 2023
- Investment Partners 2023 Q2 filed Aug. 8, 2023
- Investment Partners 2023 Q1 filed May 8, 2023
- Investment Partners 2022 Q4 filed Jan. 18, 2023
- Investment Partners 2022 Q3 filed Oct. 21, 2022
- Investment Partners 2022 Q2 filed Aug. 5, 2022
- Investment Partners 2022 Q1 filed April 22, 2022
- Investment Partners 2021 Q4 filed Feb. 4, 2022