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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$23.8B
$1.1 Million 0.42% of portfolio
65,604
Q2 2025 Added 1.49%
$113B
$945,000 0.36% of portfolio
2,042
Q2 2025 Reduced 2.39%
$93.6B
$850,000 0.33% of portfolio
1,670
Q1 2025 Added 2.71%
$182B
$825,000 0.32% of portfolio
19,083
Q2 2025 Added 1.77%
$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%
$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%
$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%
$24.1B
$445,000 0.17% of portfolio
2,994
Q2 2025 Added 0.37%
$138B
$434,000 0.17% of portfolio
17,917
Q2 2025 Reduced 8.73%
$108B
$379,000 0.15% of portfolio
4,143
Q2 2025 Added 2.17%
$139B
$378,000 0.15% of portfolio
3,073
Q2 2025 Added 0.03%
$52.5B
$362,000 0.14% of portfolio
1,770
Q2 2025 Added 7.73%
$17.9B
$358,000 0.14% of portfolio
3,702
Q2 2025 Added 0.76%
$119B
$357,000 0.14% of portfolio
1,503
Q2 2025 Added 0.33%
$65.4B
$368,000 0.14% of portfolio
3,498
Q2 2025 Added 0.46%
$70.9B
$352,000 0.14% of portfolio
3,873
Q2 2025 Added 0.31%
$101B
$370,000 0.14% of portfolio
1,696
Q2 2025 Added 0.36%
$152B
$341,000 0.13% of portfolio
1,540
Q2 2025 Reduced 1.22%
$139B
$347,000 0.13% of portfolio
1,659
Q4 2024 Reduced 7.01%
$40.4B
$296,000 0.11% of portfolio
2,001
Q2 2025 Reduced 38.09%
$39.1B
$292,000 0.11% of portfolio
2,727
Q2 2025 Added 0.85%
$141B
$254,000 0.1% of portfolio
7,123
Q2 2025 Reduced 11.85%
$89.6B
$249,000 0.1% of portfolio
11,149
Q2 2025 Reduced 19.86%
$76.4B
$247,000 0.1% of portfolio
1,613
Q2 2025 Added 0.37%
$133B
$223,000 0.09% of portfolio
250
Q2 2025 New
$141B
$242,000 0.09% of portfolio
3,495
Q2 2025 Reduced 9.41%
$48.7B
$239,000 0.09% of portfolio
1,375
Q2 2025 New
$95.7B
$226,000 0.09% of portfolio
442
Q2 2025 New
$29.2B
$245,000 0.09% of portfolio
4,731
Q2 2025 Added 0.57%
$145B
$210,000 0.08% of portfolio
590
Q2 2025 New
$182B
$209,000 0.08% of portfolio
397
Q2 2025 Added 0.25%
$94.7B
$219,000 0.08% of portfolio
300
Q1 2025 New
$32.7B
$173,000 0.07% of portfolio
2,003
Q2 2025 New

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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