Investment Partners

Investment Partners as of March 31, 2026

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