Investment Partners

Investment Partners as of June 30, 2026

Portfolio Holdings for Investment Partners

Investment Partners holds 167 positions in its portfolio as reported in the June 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) 6.5 $21M 291k 71.25
Ishares Tr Rus 1000 Grw Etf (IWF) 5.4 $17M 139k 124.17
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $14M 57k 242.43
Apple (AAPL) 3.2 $10M 36k 289.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.0 $9.6M 160k 59.69
NVIDIA Corporation (NVDA) 2.9 $9.3M 46k 200.09
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $8.0M 103k 77.91
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $7.6M 55k 137.53
Microsoft Corporation (MSFT) 2.3 $7.4M 20k 373.02
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.2 $7.1M 136k 52.41
Eli Lilly & Co. (LLY) 2.1 $6.8M 5.7k 1199.44
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $6.7M 29k 236.62
Ishares Tr Rus Md Cp Gr Etf (IWP) 2.0 $6.5M 44k 146.41
Ishares Tr Rus Mdcp Val Etf (IWS) 2.0 $6.4M 39k 164.60
Ishares Tr Core Msci Eafe (IEFA) 1.8 $5.9M 61k 96.58
JPMorgan Chase & Co. (JPM) 1.8 $5.7M 18k 327.34
Ishares Tr S&p 500 Val Etf (IVE) 1.7 $5.6M 25k 227.06
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.7 $5.4M 128k 42.41
Micron Technology (MU) 1.6 $5.1M 4.4k 1154.19
Ishares Tr Msci Eafe Etf (EFA) 1.4 $4.3M 42k 103.88
Ishares Tr Rus 2000 Val Etf (IWN) 1.2 $3.9M 18k 221.20
Ishares Tr Core Intl Aggr (IAGG) 1.2 $3.9M 76k 50.60
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.7M 5.0k 748.86
Caterpillar (CAT) 1.1 $3.6M 3.4k 1065.03
Select Sector Spdr Tr St Str Util Etf (XLU) 1.1 $3.5M 77k 45.34
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $3.5M 8.9k 393.98
Ishares Tr Msci Usa Min Etf (USMV) 0.9 $3.0M 31k 96.46
Ishares Tr National Mun Etf (MUB) 0.9 $3.0M 28k 107.62
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.9M 36k 80.57
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.9M 8.1k 353.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.6M 5.2k 500.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $2.5M 3.4k 736.48
American Electric Power Company (AEP) 0.8 $2.4M 18k 136.81
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.4M 6.7k 357.36
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.7 $2.4M 47k 50.39
Spdr Series Trust St Str Sp Div (SDY) 0.7 $2.4M 16k 152.18
Ishares Silver Tr Ishares (SLV) 0.7 $2.3M 44k 53.47
Oracle Corporation (ORCL) 0.7 $2.3M 15k 146.55
Exxon Mobil Corporation (XOM) 0.7 $2.1M 16k 136.72
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.1M 27k 77.11
Asml Hldg Nv N Y Registry Shs (ASML) 0.6 $2.0M 1.0k 1988.81
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.0M 6.6k 303.12
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $2.0M 21k 93.38
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.0M 21k 96.43
Costco Wholesale Corporation (COST) 0.6 $2.0M 2.1k 935.50
Spdr Gold Tr Gold Shs (GLD) 0.6 $1.9M 5.2k 368.38
Wal-Mart Stores (WMT) 0.6 $1.9M 17k 113.26
Principal Exchange Traded Spectrum Pfd (PREF) 0.6 $1.9M 99k 19.06
Vaneck Etf Trust Cef Muni Income (XMPT) 0.5 $1.7M 77k 22.34
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.5 $1.7M 52k 32.14
Automatic Data Processing (ADP) 0.5 $1.6M 7.0k 223.94
Cisco Systems (CSCO) 0.5 $1.5M 13k 117.46
Pepsi (PEP) 0.5 $1.5M 11k 135.40
Abbvie (ABBV) 0.5 $1.5M 6.0k 251.63
Home Depot (HD) 0.5 $1.5M 4.3k 352.71
Amazon (AMZN) 0.5 $1.5M 6.3k 238.33
McDonald's Corporation (MCD) 0.5 $1.5M 5.5k 270.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $1.5M 3.0k 477.58
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $1.4M 42k 33.29
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.3M 1.7k 763.14
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.4 $1.3M 12k 106.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.3M 1.7k 746.94
Johnson & Johnson (JNJ) 0.4 $1.2M 4.9k 253.98
Intel Corporation (INTC) 0.4 $1.2M 8.8k 139.63
Procter & Gamble Company (PG) 0.4 $1.2M 8.3k 146.64
Chevron Corporation (CVX) 0.4 $1.2M 7.2k 165.76
Ishares Tr Core Div Grwth (DGRO) 0.4 $1.2M 16k 75.79
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.1M 3.7k 300.45
Coca-Cola Company (KO) 0.3 $1.1M 14k 81.27
Visa Com Cl A (V) 0.3 $1.1M 3.1k 343.09
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.3 $1.1M 24k 43.14
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.3 $1.0M 5.5k 185.23
Huntington Bancshares Incorporated (HBAN) 0.3 $967k 55k 17.73
Palantir Technologies Cl A (PLTR) 0.3 $967k 8.3k 116.67
International Business Machines (IBM) 0.3 $958k 3.4k 281.22
DNP Select Income Fund (DNP) 0.3 $900k 83k 10.79
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.3 $871k 16k 53.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $862k 8.1k 106.47
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.3 $847k 16k 53.61
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $844k 9.6k 87.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $817k 5.3k 154.29
Goldman Sachs (GS) 0.2 $792k 783.00 1011.73
Kla Corp Com New (KLAC) 0.2 $754k 2.5k 301.71
Tesla Motors (TSLA) 0.2 $754k 1.8k 420.60
Lockheed Martin Corporation (LMT) 0.2 $751k 1.5k 509.63
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $723k 5.7k 127.82
Bristol Myers Squibb (BMY) 0.2 $720k 13k 57.62
Thermo Fisher Scientific (TMO) 0.2 $712k 1.4k 501.39
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.2 $676k 13k 50.83
Eaton Corp SHS (ETN) 0.2 $675k 1.6k 426.23
Ishares Tr Core High Dv Etf (HDV) 0.2 $672k 25k 27.41
Vertiv Holdings Com Cl A (VRT) 0.2 $672k 2.0k 334.77
Verizon Communications (VZ) 0.2 $670k 16k 42.34
Merck & Co (MRK) 0.2 $655k 5.1k 128.49
General Dynamics Corporation (GD) 0.2 $653k 1.8k 354.25
Ishares Ethereum Tr SHS (ETHA) 0.2 $647k 54k 11.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $645k 3.0k 212.77
Ge Aerospace Com New (GE) 0.2 $644k 1.7k 373.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $638k 1.7k 370.04
Enbridge (ENB) 0.2 $635k 12k 54.21
Abbott Laboratories (ABT) 0.2 $628k 6.9k 90.75
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $608k 12k 51.51
Cava Group Ord (CAVA) 0.2 $596k 7.6k 78.48
Analog Devices (ADI) 0.2 $564k 1.4k 397.08
Northrop Grumman Corporation (NOC) 0.2 $559k 1.1k 509.11
Palo Alto Networks (PANW) 0.2 $552k 1.6k 341.02
Intuitive Surgical Com New (ISRG) 0.2 $551k 1.4k 397.68
Ishares Tr Futu Ai Tech Etf (ARTY) 0.2 $551k 7.2k 76.16
Ishares Tr Select Divid Etf (DVY) 0.2 $549k 3.5k 156.29
Ishares Tr Core 40 Mode Etf (AOM) 0.2 $529k 11k 49.89
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.2 $523k 6.3k 83.07
Vanguard Index Fds Growth Etf (VUG) 0.2 $523k 6.1k 86.15
Walt Disney Company (DIS) 0.2 $512k 5.3k 96.24
Park National Corporation (PRK) 0.2 $509k 2.8k 182.99
Cincinnati Financial Corporation (CINF) 0.2 $505k 2.7k 185.14
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $495k 8.4k 58.92
Allstate Corporation (ALL) 0.2 $493k 2.1k 237.91
Gilead Sciences (GILD) 0.2 $489k 3.9k 126.33
Morgan Stanley Com New (MS) 0.1 $462k 2.2k 209.09
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $454k 22k 20.37
Affiliated Managers (AMG) 0.1 $451k 1.3k 338.42
Centrus Energy Corp Cl A (LEU) 0.1 $437k 2.6k 167.87
Applied Materials (AMAT) 0.1 $426k 589.00 723.46
Bank of America Corporation (BAC) 0.1 $426k 7.5k 56.98
Blackrock (BLK) 0.1 $424k 440.00 962.43
Ge Vernova (GEV) 0.1 $421k 358.00 1175.80
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $400k 3.6k 110.35
Pfizer (PFE) 0.1 $390k 16k 24.08
Nextera Energy (NEE) 0.1 $384k 4.4k 87.76
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $369k 4.9k 74.90
Vistra Energy (VST) 0.1 $362k 2.3k 158.61
Colgate-Palmolive Company (CL) 0.1 $360k 3.9k 91.68
Boeing Company (BA) 0.1 $359k 1.7k 216.53
Digital Realty Trust (DLR) 0.1 $359k 2.0k 179.55
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $337k 6.5k 51.85
Meta Platforms Cl A (META) 0.1 $333k 591.00 563.29
Dell Technologies CL C (DELL) 0.1 $306k 708.00 431.66
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $298k 424.00 703.34
Rockwell Automation (ROK) 0.1 $298k 601.00 495.25
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $292k 2.0k 148.34
Yum! Brands (YUM) 0.1 $291k 1.8k 159.84
At&t (T) 0.1 $280k 14k 20.70
L3harris Technologies (LHX) 0.1 $280k 962.00 290.66
Marsh & McLennan Companies (MRSH) 0.1 $276k 1.7k 166.67
Amgen (AMGN) 0.1 $266k 734.00 362.18
Phillips 66 (PSX) 0.1 $263k 1.6k 169.09
Marathon Petroleum Corp (MPC) 0.1 $257k 1.0k 255.77
Honeywell International (HON) 0.1 $256k 1.1k 223.90
Honeywell Aerospace (HONA) 0.1 $253k 1.1k 221.08
Spdr Series Trust St Str Sp Biot (XBI) 0.1 $252k 1.6k 158.25
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $249k 389.00 640.95
Ishares Tr Msci India Etf (INDA) 0.1 $244k 4.9k 49.39
Us Bancorp Com New (USB) 0.1 $237k 3.9k 60.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $236k 343.00 686.67
Cardinal Health (CAH) 0.1 $228k 961.00 237.53
Jacobs Engineering Group (J) 0.1 $228k 1.8k 126.00
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.1 $227k 7.6k 30.02
Nucor Corporation (NUE) 0.1 $224k 1.0k 222.80
Baron Etf Tr Technology Etf (BCTK) 0.1 $222k 6.8k 32.48
Global X Fds Defense Tech Etf (SHLD) 0.1 $213k 3.6k 59.71
UnitedHealth (UNH) 0.1 $209k 503.00 415.57
Ishares Tr Ishares Biotech (IBB) 0.1 $207k 1.1k 190.19
Wells Fargo & Company (WFC) 0.1 $206k 2.5k 82.64
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $206k 1.7k 121.43
AFLAC Incorporated (AFL) 0.1 $203k 1.7k 117.24
Farmers Natl Banc Corp (FMNB) 0.0 $155k 11k 14.60
Pennantpark Floating Rate Capi (PFLT) 0.0 $75k 10k 7.48