Investment Partners, Ltd. Portfolio Stock Holdings
Investment Partners, Ltd. disclosed 152 stock positions valued at approximately $281.1 million in its latest SEC 13F filing. The largest holdings include VANGUARD TAX-MANAGED FDS, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 152
- Portfolio Value
- $281.1M
Holdings by Sector
Investment Partners, Ltd. Portfolio Holdings in Q1 2026
151 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.33% | 277,622 | +10,339 | +3.87% | $17,790,014 |
| ISHARES TR | IWF | Other | 5.27% | 34,714 | -1,155 | -3.22% | $14,802,034 |
| ISHARES TR | IWD | Other | 4.32% | 56,778 | -38 | -0.07% | $12,131,782 |
| APPLE INC | AAPL | Technology | 3.19% | 35,289 | -26 | -0.07% | $8,955,992 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.98% | 155,045 | -2,764 | -1.75% | $8,380,182 |
| NVIDIA CORPORATION | NVDA | Technology | 2.87% | 46,256 | -838 | -1.78% | $8,067,040 |
| MICROSOFT CORP | MSFT | Technology | 2.66% | 20,221 | -157 | -0.77% | $7,485,063 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.58% | 92,321 | +7,450 | +8.78% | $7,238,877 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.33% | 30,419 | -109 | -0.36% | $6,541,963 |
| ISHARES TR | IGSB | Other | 2.24% | 119,733 | +6,765 | +5.99% | $6,293,174 |
| ISHARES TR | IVW | Other | 2.21% | 55,002 | +1,252 | +2.33% | $6,221,278 |
| ISHARES TR | IWP | Other | 1.96% | 43,092 | -148 | -0.34% | $5,520,987 |
| ISHARES TR | IEFA | Other | 1.96% | 60,903 | -840 | -1.36% | $5,513,540 |
| ISHARES TR | IWS | Other | 1.95% | 37,647 | -915 | -2.37% | $5,486,642 |
| ELI LILLY & CO | LLY | Healthcare | 1.88% | 5,760 | +23 | +0.40% | $5,298,185 |
| ISHARES TR | IVE | Other | 1.83% | 24,392 | +683 | +2.88% | $5,150,397 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.81% | 17,286 | -25 | -0.14% | $5,084,820 |
| ISHARES TR | SHYG | Other | 1.74% | 115,384 | -9,838 | -7.86% | $4,881,900 |
| ISHARES TR | EFA | Other | 1.44% | 41,681 | -51 | -0.12% | $4,048,476 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.28% | 78,293 | -67 | -0.09% | $3,592,888 |
| ISHARES TR | IAGG | Other | 1.19% | 67,040 | +6,770 | +11.23% | $3,354,700 |
| ISHARES TR | IVV | Other | 1.17% | 5,013 | -118 | -2.30% | $3,274,823 |
| ISHARES TR | IWN | Other | 1.16% | 17,194 | -439 | -2.49% | $3,259,785 |
| ISHARES SILVER TR | SLV | Other | 1.06% | 43,635 | +735 | +1.71% | $2,973,289 |
| ISHARES TR | USMV | Other | 1.03% | 31,162 | -5,270 | -14.47% | $2,889,993 |
| ISHARES TR | IWO | Other | 0.97% | 8,658 | -88 | -1.01% | $2,717,120 |
| VANGUARD INDEX FDS | VO | Other | 0.95% | 9,279 | -117 | -1.25% | $2,664,797 |
| EXXON MOBIL CORP | XOM | Energy | 0.94% | 15,611 | +55 | +0.35% | $2,648,493 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.88% | 5,144 | -271 | -5.00% | $2,465,206 |
| CATERPILLAR INC | CAT | Industrials | 0.87% | 3,436 | +8 | +0.23% | $2,434,586 |
| ISHARES TR | MUB | Other | 0.86% | 22,707 | +183 | +0.81% | $2,410,348 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.84% | 18,044 | -341 | -1.85% | $2,365,151 |
| WALMART INC | WMT | Consumer Defensive | 0.82% | 18,629 | -1,189 | -6.00% | $2,315,193 |
| ALPHABET INC | GOOG | Communication Services | 0.82% | 8,014 | +38 | +0.48% | $2,299,004 |
| SPDR SERIES TRUST | SDY | Other | 0.81% | 15,509 | - | - | $2,263,383 |
| ORACLE CORP | ORCL | Technology | 0.80% | 15,313 | +483 | +3.26% | $2,252,623 |
| SPDR GOLD TR | GLD | Other | 0.80% | 5,222 | -10 | -0.19% | $2,246,974 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.75% | 45,918 | -1,411 | -2.98% | $2,096,177 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.74% | 2,090 | -12 | -0.57% | $2,082,759 |
| INVESCO QQQ TR | QQQ | Other | 0.69% | 3,367 | -179 | -5.05% | $1,943,580 |
| ALPHABET INC | GOOGL | Communication Services | 0.68% | 6,604 | +9 | +0.14% | $1,898,990 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.67% | 21,263 | - | - | $1,880,925 |
| PRINCIPAL EXCHANGE TRADED FD | PREF | Other | 0.67% | 99,541 | - | - | $1,873,362 |
| ISHARES TR | IJH | Other | 0.66% | 27,512 | -69 | -0.25% | $1,857,905 |
| VANGUARD INDEX FDS | VNQ | Other | 0.65% | 20,468 | +1 | +0.00% | $1,815,541 |
| VANGUARD INDEX FDS | VB | Other | 0.62% | 6,611 | -121 | -1.80% | $1,731,464 |
| PEPSICO INC | PEP | Consumer Defensive | 0.61% | 11,074 | +19 | +0.17% | $1,719,612 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.61% | 5,499 | -35 | -0.63% | $1,708,925 |
| DBX ETF TR | HDEF | Other | 0.60% | 52,050 | -94 | -0.18% | $1,686,941 |
| VANECK ETF TRUST | XMPT | Other | 0.59% | 77,375 | - | - | $1,663,563 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.58% | 42,162 | - | - | $1,619,864 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.53% | 4,430 | +413 | +10.28% | $1,496,753 |
| CHEVRON CORPORATION | CVX | Energy | 0.52% | 7,072 | -55 | -0.77% | $1,463,197 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.50% | 6,967 | -75 | -1.07% | $1,415,479 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.49% | 4,197 | -202 | -4.59% | $1,380,349 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.47% | 6,398 | -1,361 | -17.54% | $1,332,443 |
| ABBVIE INC | ABBV | Healthcare | 0.46% | 5,973 | +1,899 | +46.61% | $1,299,093 |
| ASML HLDG NV | ASML | Other | 0.46% | 971 | -24 | -2.41% | $1,281,924 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.41% | 8,002 | +403 | +5.30% | $1,155,764 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.41% | 7,857 | +1 | +0.01% | $1,149,322 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.40% | 4,654 | +137 | +3.03% | $1,137,642 |
| ISHARES TR | DGRO | Other | 0.39% | 15,682 | -1,606 | -9.29% | $1,100,596 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.37% | 1,611 | +194 | +13.69% | $1,047,704 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.36% | 3,019 | +86 | +2.93% | $1,020,342 |
| CISCO SYS INC | CSCO | Technology | 0.36% | 12,941 | +288 | +2.28% | $1,004,107 |
| COCA COLA CO | KO | Consumer Defensive | 0.35% | 13,089 | - | - | $995,432 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.35% | 16,222 | +151 | +0.94% | $993,783 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.34% | 24,129 | +25 | +0.10% | $951,393 |
| HUNTINGTON BANCSHARES INC | HBAN | Financial Services | 0.33% | 60,090 | -571 | -0.94% | $940,403 |
| ISHARES TR | IWM | Other | 0.33% | 3,723 | +190 | +5.38% | $923,348 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.32% | 9,509 | +3,123 | +48.90% | $891,349 |
| VISA INC | V | Financial Services | 0.32% | 2,947 | -1,235 | -29.53% | $890,760 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.32% | 1,467 | +4 | +0.27% | $886,540 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.31% | 5,440 | -170 | -3.03% | $879,811 |
| ISHARES TR | EFAV | Other | 0.31% | 9,611 | -1,358 | -12.38% | $878,187 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.31% | 1,261 | +214 | +20.44% | $860,349 |
| DNP SELECT INCOME FD INC | DNP | Financial Services | 0.30% | 82,849 | +587 | +0.71% | $853,347 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.30% | 3,429 | +130 | +3.94% | $831,102 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.28% | 5,444 | -67 | -1.22% | $793,641 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.28% | 15,760 | -1,519 | -8.79% | $791,147 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.27% | 15,571 | -1,488 | -8.72% | $768,740 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.27% | 12,459 | -13 | -0.10% | $755,655 |
| ISHARES TR | SUB | Other | 0.26% | 6,808 | +348 | +5.39% | $725,052 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.25% | 1,816 | - | - | $708,985 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.25% | 6,844 | +1,544 | +29.13% | $702,662 |
| VANECK ETF TRUST | HYD | Other | 0.24% | 13,648 | +737 | +5.71% | $684,311 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.24% | 1,389 | - | - | $682,628 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.24% | 1,988 | -122 | -5.78% | $682,303 |
| ISHARES TR | HDV | Other | 0.24% | 4,902 | +2 | +0.04% | $665,252 |
| TESLA INC | TSLA | Consumer Cyclical | 0.24% | 1,778 | -105 | -5.58% | $660,972 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.23% | 4,668 | +23 | +0.50% | $650,559 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.23% | 755 | -101 | -11.80% | $639,009 |
| ENBRIDGE INC | ENB | Energy | 0.22% | 11,649 | +75 | +0.65% | $630,659 |
| SELECT SECTOR SPDR TR | XLB | Other | 0.22% | 12,210 | -3,240 | -20.97% | $610,134 |
| MERCK & CO INC | MRK | Healthcare | 0.21% | 4,977 | -44 | -0.88% | $598,690 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.21% | 3,031 | - | - | $581,677 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 1,719 | +1,719 | +100.00% | $551,406 |
| CAVA GROUP INC | CAVA | Consumer Cyclical | 0.20% | 6,796 | +1,383 | +25.55% | $549,796 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.19% | 1,183 | -15 | -1.25% | $545,351 |
| ISHARES TR | DVY | Other | 0.19% | 3,480 | +2 | +0.06% | $526,852 |