Investment Partners, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Investment Partners, Ltd. disclosed 165 stock positions valued at approximately $319.94M as of quarter-end June 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 165
- Portfolio Value
- $319.94M
Holdings by Sector
Investment Partners, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.49% | 291,283 | +13,661 | +4.92% | $20,753,894 |
| ISHARES TR | IWF | Other | 5.38% | 138,513 | +103,799 | +299.01% | $17,199,163 |
| ISHARES TR | IWD | Other | 4.31% | 56,939 | +161 | +0.28% | $13,803,813 |
| APPLE INC | AAPL | Technology | 3.21% | 35,469 | +180 | +0.51% | $10,263,198 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.99% | 160,300 | +5,255 | +3.39% | $9,568,284 |
| NVIDIA CORPORATION | NVDA | Technology | 2.90% | 46,367 | +111 | +0.24% | $9,277,603 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.51% | 103,194 | +10,873 | +11.78% | $8,039,848 |
| ISHARES TR | IVW | Other | 2.37% | 55,092 | +90 | +0.16% | $7,576,797 |
| MICROSOFT CORP | MSFT | Technology | 2.31% | 19,817 | -404 | -2.00% | $7,392,092 |
| ISHARES TR | IGSB | Other | 2.22% | 135,771 | +16,038 | +13.39% | $7,115,778 |
| ELI LILLY & CO | LLY | Healthcare | 2.13% | 5,687 | -73 | -1.27% | $6,821,202 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.11% | 28,464 | -1,955 | -6.43% | $6,735,148 |
| ISHARES TR | IWP | Other | 2.03% | 44,284 | +1,192 | +2.77% | $6,483,571 |
| ISHARES TR | IWS | Other | 1.99% | 38,732 | +1,085 | +2.88% | $6,375,280 |
| ISHARES TR | IEFA | Other | 1.83% | 60,686 | -217 | -0.36% | $5,861,022 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.79% | 17,484 | +198 | +1.15% | $5,723,197 |
| ISHARES TR | IVE | Other | 1.74% | 24,487 | +95 | +0.39% | $5,560,005 |
| ISHARES TR | SHYG | Other | 1.70% | 128,135 | +12,751 | +11.05% | $5,434,195 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.60% | 4,447 | +17 | +0.38% | $5,132,699 |
| ISHARES TR | EFA | Other | 1.35% | 41,681 | - | - | $4,329,822 |
| ISHARES TR | IWN | Other | 1.22% | 17,594 | +400 | +2.33% | $3,891,862 |
| ISHARES TR | IAGG | Other | 1.21% | 76,384 | +9,344 | +13.94% | $3,865,013 |
| ISHARES TR | IVV | Other | 1.17% | 4,984 | -29 | -0.58% | $3,732,330 |
| CATERPILLAR INC | CAT | Industrials | 1.13% | 3,406 | -30 | -0.87% | $3,627,480 |
| SELECT SECTOR SPDR TR | XLU | Other | 1.10% | 77,396 | -897 | -1.15% | $3,509,124 |
| ISHARES TR | IWO | Other | 1.09% | 8,878 | +220 | +2.54% | $3,497,714 |
| ISHARES TR | USMV | Other | 0.94% | 31,191 | +29 | +0.09% | $3,008,680 |
| ISHARES TR | MUB | Other | 0.92% | 27,477 | +4,770 | +21.01% | $2,957,097 |
| VANGUARD INDEX FDS | VO | Other | 0.90% | 35,846 | +26,567 | +286.31% | $2,888,123 |
| ALPHABET INC | GOOG | Communication Services | 0.90% | 8,109 | +95 | +1.19% | $2,865,020 |
Showing 30 of 165 holdings in the latest reporting period.