Investment Partners, Ltd. Portfolio Holdings

Investment Partners, Ltd.

  • $259 Million
  • Q2 2025

Investment Partners, Ltd. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $15.4M, Vanguard Ftse Developed Market with a value of $14.3M, Ishares Russell 1000 Val ETF with a value of $11.2M, Microsoft Corp with a value of $10.4M, and Vanguard Ftse Emerging Mkts Et with a value of $7.58M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $239M to 259M.

Below you can find more details about Investment Partners, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $259 Million
ETFs: $159 Million
Technology: $35.8 Million
Financial Services: $15.9 Million
Healthcare: $13.6 Million
Consumer Defensive: $8.75 Million
Industrials: $7.54 Million
Consumer Cyclical: $6.71 Million
Communication Services: $4.96 Million
Other: $6.83 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$10.4 Million 4.01% of portfolio
20,924
Q2 2025 Reduced 7.83%
$456B
$7.48 Million 2.88% of portfolio
47,332
Q2 2025 Added 0.88%
$3.69T
$7.1 Million 2.73% of portfolio
34,586
Q2 2025 Added 0.12%
$859B
$5.25 Million 2.02% of portfolio
18,093
Q2 2025 Reduced 9.48%
$608B
$4.91 Million 1.89% of portfolio
6,300
Q2 2025 Reduced 3.79%
$684B
$3.26 Million 1.25% of portfolio
14,892
Q2 2025 Reduced 10.46%
$351B
$3.21 Million 1.24% of portfolio
17,304
Q2 2025 Added 0.65%
$621B
$2.75 Million 1.06% of portfolio
5,655
Q2 2025 Reduced 2.26%
$57.5B
$2.19 Million 0.84% of portfolio
21,130
Q2 2025 Reduced 0.92%
$124B
$2.19 Million 0.84% of portfolio
7,094
Q2 2025 Reduced 4.2%
$439B
$2.1 Million 0.81% of portfolio
2,122
Q2 2025 Added 1.14%
$281B
$1.93 Million 0.74% of portfolio
19,706
Q2 2025 Reduced 14.25%
$222B
$1.77 Million 0.68% of portfolio
6,054
Q2 2025 Reduced 0.8%
$2.26T
$1.71 Million 0.66% of portfolio
7,783
Q2 2025 Added 1.09%
$442B
$1.68 Million 0.65% of portfolio
15,585
Q2 2025 Reduced 4.18%
$405B
$1.62 Million 0.63% of portfolio
4,431
Q2 2025 Reduced 3.57%
$202B
$1.53 Million 0.59% of portfolio
11,571
Q2 2025 Added 2.01%
$218B
$1.42 Million 0.55% of portfolio
3,669
Q2 2025 Reduced 0.43%
$1.24T
$1.31 Million 0.5% of portfolio
7,370
Q2 2025 Reduced 3.26%
$368B
$1.28 Million 0.49% of portfolio
8,023
Q2 2025 Reduced 10.31%
$23.8B
$1.1 Million 0.42% of portfolio
65,604
Q2 2025 Added 1.49%
$1.21T
$1.09 Million 0.42% of portfolio
6,203
Q2 2025 Added 5.6%
$302B
$1.1 Million 0.42% of portfolio
7,655
Q2 2025 Reduced 9.13%
$367B
$1.06 Million 0.41% of portfolio
7,774
Q2 2025 Added 5.81%
$210B
$974,000 0.38% of portfolio
3,306
Q2 2025 Reduced 11.41%
$306B
$960,000 0.37% of portfolio
13,572
Q2 2025 Reduced 7.97%
$113B
$945,000 0.36% of portfolio
2,042
Q2 2025 Reduced 2.39%
$293B
$892,000 0.34% of portfolio
12,869
Q2 2025 Reduced 12.08%
$93.6B
$850,000 0.33% of portfolio
1,670
Q1 2025 Added 2.71%
$452B
$822,000 0.32% of portfolio
5,385
Q2 2025 Reduced 14.18%
$182B
$825,000 0.32% of portfolio
19,083
Q2 2025 Added 1.77%
$229B
$815,000 0.31% of portfolio
5,996
Q2 2025 Added 6.26%
$295B
$794,000 0.31% of portfolio
991
Q2 2025 Added 0.3%
$1.27T
$702,000 0.27% of portfolio
3,102
Q2 2025 Added 12.88%
$207B
$653,000 0.25% of portfolio
5,268
Q2 2025 Reduced 34.0%
$95.8B
$641,000 0.25% of portfolio
14,153
Q2 2025 Added 0.78%
$169B
$589,000 0.23% of portfolio
1,084
Q2 2025 Reduced 0.91%
$1.08T
$598,000 0.23% of portfolio
1,883
Q2 2025 Added 7.11%
$254B
$602,000 0.23% of portfolio
851
Q2 2025 Added 0.24%
$150B
$586,000 0.23% of portfolio
5,293
Q2 2025 Added 0.61%
$86.2B
$608,000 0.23% of portfolio
2,085
Q2 2025 Added 0.43%
$99B
$582,000 0.22% of portfolio
12,591
Q2 2025 Reduced 12.79%
$187B
$562,000 0.22% of portfolio
1,388
Q1 2025 Added 7.02%
$89.4B
$523,000 0.2% of portfolio
1,047
Q4 2024 Reduced 5.42%
$0
$531,000 0.2% of portfolio
54,318
Q2 2025 Added 1.1%
$87.2B
$494,000 0.19% of portfolio
2,552
Q2 2025 Added 0.08%
$146B
$500,000 0.19% of portfolio
2,151
Q2 2025 Added 0.33%
$157B
$456,000 0.18% of portfolio
1,181
Q2 2025 Reduced 13.03%
$245B
$463,000 0.18% of portfolio
1,486
Q2 2025 Reduced 16.33%

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $259 Million
  • Prior Value $239 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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