Investment Partners
Latest statistics and disclosures from Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, IWF, IWD, AAPL, VWO, and represent 22.08% of Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VEA, BSV, VTI, VONG, ABBV, IGSB, IAGG, VONV, LHX, AMLP.
- Started 8 new stock positions in AMLP, BIDD, FMNB, MPC, VTI, LHX, CAH, VONG.
- Reduced shares in these 10 stocks: , IWF, USMV, SHYG, V, , SBUX, AMZN, GIS, SPGI.
- Sold out of its positions in GIS, SPGI, SPYG, SPYV, SBUX.
- Investment Partners was a net buyer of stock by $658k.
- Investment Partners has $281M in assets under management (AUM), dropping by -1.62%.
- Central Index Key (CIK): 0001050068
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Portfolio Holdings for Investment Partners
Investment Partners holds 152 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.3 | $18M | +3% | 278k | 64.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.3 | $15M | -3% | 35k | 426.40 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 4.3 | $12M | 57k | 213.67 |
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| Apple (AAPL) | 3.2 | $9.0M | 35k | 253.79 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.0 | $8.4M | 155k | 54.05 |
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| NVIDIA Corporation (NVDA) | 2.9 | $8.1M | 46k | 174.40 |
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| Microsoft Corporation (MSFT) | 2.7 | $7.5M | 20k | 370.16 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.6 | $7.2M | +8% | 92k | 78.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $6.5M | 30k | 215.06 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.2 | $6.3M | +5% | 120k | 52.56 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.2 | $6.2M | +2% | 55k | 113.11 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 2.0 | $5.5M | 43k | 128.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $5.5M | 61k | 90.53 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 2.0 | $5.5M | -2% | 38k | 145.74 |
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| Eli Lilly & Co. (LLY) | 1.9 | $5.3M | 5.8k | 919.82 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $5.2M | +2% | 24k | 211.15 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $5.1M | 17k | 294.16 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.7 | $4.9M | -7% | 115k | 42.31 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $4.0M | 42k | 97.13 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.3 | $3.6M | 78k | 45.89 |
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| Ishares Tr Core Intl Aggr (IAGG) | 1.2 | $3.4M | +11% | 67k | 50.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $3.3M | -2% | 5.0k | 653.27 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.2 | $3.3M | -2% | 17k | 189.59 |
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| Ishares Silver Tr Ishares (SLV) | 1.1 | $3.0M | 44k | 68.14 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 1.0 | $2.9M | -14% | 31k | 92.74 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.0 | $2.7M | 8.7k | 313.83 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.9 | $2.7M | 9.3k | 287.19 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $2.6M | 16k | 169.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | -5% | 5.1k | 479.24 |
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| Caterpillar (CAT) | 0.9 | $2.4M | 3.4k | 708.55 |
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| Ishares Tr National Mun Etf (MUB) | 0.9 | $2.4M | 23k | 106.15 |
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| American Electric Power Company (AEP) | 0.8 | $2.4M | 18k | 131.08 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.3M | -5% | 19k | 124.28 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.3M | 8.0k | 286.87 |
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| Spdr Series Trust State Street Spd (SDY) | 0.8 | $2.3M | 16k | 145.94 |
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| Oracle Corporation (ORCL) | 0.8 | $2.3M | +3% | 15k | 147.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $2.2M | 5.2k | 430.29 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.7 | $2.1M | -2% | 46k | 45.65 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.1M | 2.1k | 996.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.9M | -5% | 3.4k | 577.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.9M | 6.6k | 287.55 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.7 | $1.9M | 21k | 88.46 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.7 | $1.9M | 100k | 18.82 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $1.9M | 28k | 67.53 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $1.8M | 21k | 88.70 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $1.7M | 6.6k | 261.91 |
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| Pepsi (PEP) | 0.6 | $1.7M | 11k | 155.28 |
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| McDonald's Corporation (MCD) | 0.6 | $1.7M | 5.5k | 310.77 |
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| Dbx Etf Tr Xtrack Msci Eafe (HDEF) | 0.6 | $1.7M | 52k | 32.41 |
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| Vaneck Etf Trust Cef Muni Income (XMPT) | 0.6 | $1.7M | 77k | 21.50 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $1.6M | 42k | 38.42 |
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| Micron Technology (MU) | 0.5 | $1.5M | +10% | 4.4k | 337.87 |
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| Chevron Corporation (CVX) | 0.5 | $1.5M | 7.1k | 206.90 |
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| Automatic Data Processing (ADP) | 0.5 | $1.4M | 7.0k | 203.17 |
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| Home Depot (HD) | 0.5 | $1.4M | -4% | 4.2k | 328.89 |
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| Amazon (AMZN) | 0.5 | $1.3M | -17% | 6.4k | 208.26 |
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| Abbvie (ABBV) | 0.5 | $1.3M | +46% | 6.0k | 217.49 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $1.3M | -2% | 971.00 | 1320.21 |
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| Procter & Gamble Company (PG) | 0.4 | $1.2M | +5% | 8.0k | 144.43 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | 7.9k | 146.28 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.1M | +3% | 4.7k | 244.44 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.1M | -9% | 16k | 70.18 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.0M | +13% | 1.6k | 650.34 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.0M | +2% | 3.0k | 337.97 |
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| Cisco Systems (CSCO) | 0.4 | $1.0M | +2% | 13k | 77.59 |
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| Coca-Cola Company (KO) | 0.4 | $995k | 13k | 76.05 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $994k | 16k | 61.26 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.3 | $951k | 24k | 39.43 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $940k | 60k | 15.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $923k | +5% | 3.7k | 248.01 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $891k | +48% | 9.5k | 93.74 |
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| Visa Com Cl A (V) | 0.3 | $891k | -29% | 2.9k | 302.26 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $887k | 1.5k | 604.32 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.3 | $880k | -3% | 5.4k | 161.73 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $878k | -12% | 9.6k | 91.37 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.3 | $862k | +3% | 54k | 15.83 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $860k | +20% | 1.3k | 682.28 |
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| DNP Select Income Fund (DNP) | 0.3 | $853k | 83k | 10.30 |
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| International Business Machines (IBM) | 0.3 | $831k | +3% | 3.4k | 242.37 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.3 | $794k | 5.4k | 145.78 |
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| Verizon Communications (VZ) | 0.3 | $791k | -8% | 16k | 50.20 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.3 | $769k | -8% | 16k | 49.37 |
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| Bristol Myers Squibb (BMY) | 0.3 | $756k | 13k | 60.65 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $725k | +5% | 6.8k | 106.50 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $709k | 1.8k | 390.41 |
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| Abbott Laboratories (ABT) | 0.2 | $703k | +29% | 6.8k | 102.67 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $684k | +5% | 14k | 50.14 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $683k | 1.4k | 491.45 |
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| General Dynamics Corporation (GD) | 0.2 | $682k | -5% | 2.0k | 343.21 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $665k | 4.9k | 135.71 |
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| Tesla Motors (TSLA) | 0.2 | $661k | -5% | 1.8k | 371.75 |
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| Gilead Sciences (GILD) | 0.2 | $651k | 4.7k | 139.37 |
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| Goldman Sachs (GS) | 0.2 | $639k | -11% | 755.00 | 846.37 |
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| Enbridge (ENB) | 0.2 | $631k | 12k | 54.14 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.2 | $610k | -20% | 12k | 49.97 |
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| Merck & Co (MRK) | 0.2 | $599k | 5.0k | 120.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $582k | 3.0k | 191.91 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $551k | NEW | 1.7k | 320.77 |
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| Cava Group Ord (CAVA) | 0.2 | $550k | +25% | 6.8k | 80.90 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $545k | 1.2k | 460.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $527k | 3.5k | 151.39 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $517k | 6.3k | 81.98 |
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| Eaton Corp SHS (ETN) | 0.2 | $516k | +9% | 1.4k | 357.57 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $503k | 2.0k | 250.62 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.2 | $499k | 11k | 47.37 |
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| Honeywell International (HON) | 0.2 | $499k | 2.2k | 226.01 |
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| Walt Disney Company (DIS) | 0.2 | $497k | 5.2k | 96.37 |
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| Ge Aerospace Com New (GE) | 0.2 | $482k | +5% | 1.7k | 283.76 |
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| Nextera Energy (NEE) | 0.2 | $481k | +34% | 5.2k | 92.89 |
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| Analog Devices (ADI) | 0.2 | $467k | -7% | 1.5k | 318.21 |
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| Intel Corporation (INTC) | 0.2 | $459k | -2% | 10k | 44.13 |
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| Park National Corporation (PRK) | 0.2 | $454k | 2.8k | 163.45 |
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| Pfizer (PFE) | 0.2 | $451k | -7% | 16k | 28.08 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $451k | +19% | 22k | 20.41 |
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| Allstate Corporation (ALL) | 0.2 | $429k | 2.1k | 207.34 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $428k | -4% | 2.7k | 157.33 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $415k | NEW | 3.8k | 109.69 |
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| Vistra Energy (VST) | 0.1 | $404k | 2.7k | 150.30 |
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| Blackrock (BLK) | 0.1 | $403k | -4% | 419.00 | 961.85 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $400k | 3.6k | 110.39 |
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| At&t (T) | 0.1 | $392k | +28% | 14k | 28.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $388k | +17% | 887.00 | 437.02 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $369k | 5.0k | 73.14 |
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| Kla Corp Com New (KLAC) | 0.1 | $368k | 250.00 | 1472.41 |
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| Affiliated Managers (AMG) | 0.1 | $366k | -4% | 1.3k | 276.71 |
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| Morgan Stanley Com New (MS) | 0.1 | $342k | 2.1k | 164.59 |
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| Bank of America Corporation (BAC) | 0.1 | $341k | -6% | 7.0k | 48.75 |
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| Digital Realty Trust (DLR) | 0.1 | $340k | +8% | 1.9k | 180.21 |
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| Colgate-Palmolive Company (CL) | 0.1 | $333k | 3.9k | 85.24 |
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| Boeing Company (BA) | 0.1 | $330k | 1.7k | 199.08 |
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| Meta Platforms Cl A (META) | 0.1 | $329k | +27% | 575.00 | 571.79 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $327k | +6% | 6.4k | 50.81 |
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| Ge Vernova (GEV) | 0.1 | $314k | 359.00 | 873.58 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $288k | 1.7k | 173.45 |
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| L3harris Technologies (LHX) | 0.1 | $285k | NEW | 826.00 | 344.96 |
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| Phillips 66 (PSX) | 0.1 | $283k | -17% | 1.6k | 182.15 |
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| Yum! Brands (YUM) | 0.1 | $282k | 1.8k | 155.48 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $280k | NEW | 5.3k | 52.64 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.1 | $276k | 5.9k | 46.53 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $262k | 424.00 | 616.76 |
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| Palo Alto Networks (PANW) | 0.1 | $257k | -18% | 1.6k | 160.32 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $245k | NEW | 1.0k | 244.16 |
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| Jacobs Engineering Group (J) | 0.1 | $237k | 1.9k | 127.25 |
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| Amgen (AMGN) | 0.1 | $232k | +4% | 659.00 | 351.86 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $231k | -3% | 4.9k | 46.84 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $229k | -3% | 1.8k | 124.29 |
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| Wells Fargo & Company (WFC) | 0.1 | $229k | 2.9k | 79.62 |
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| AFLAC Incorporated (AFL) | 0.1 | $223k | -35% | 2.0k | 109.69 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.1 | $213k | NEW | 7.5k | 28.43 |
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| Cardinal Health (CAH) | 0.1 | $203k | NEW | 960.00 | 211.34 |
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| Farmers Natl Banc Corp (FMNB) | 0.0 | $139k | NEW | 11k | 13.16 |
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| Pennantpark Floating Rate Capi (PFLT) | 0.0 | $80k | 10k | 8.04 |
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Past Filings by Investment Partners
SEC 13F filings are viewable for Investment Partners going back to 2014
- Investment Partners 2026 Q1 filed May 5, 2026
- 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