Investment Partners

Investment Partners as of Dec. 31, 2025

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