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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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