Grufity logo
Grufity logo

Latest INVESTMENT PARTNERS, LTD. Stock Portfolio

$281Million | No. of Holdings #151

INVESTMENT PARTNERS, LTD. Performance

2026 Q1-1.79%
YTD-1.79%
2025+16.27%

About INVESTMENT PARTNERS, LTD. and 13F Hedge Fund Stock Holdings

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, INVESTMENT PARTNERS, LTD. reported an equity portfolio of $281.1 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of INVESTMENT PARTNERS, LTD. are VEA, IJR, IJR. The fund has invested 6.3% of it's portfolio in VANGUARD TAX-MANAGED FDS and 5.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), STARBUCKS CORP (SBUX) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in AFLAC INC (AFL), VISA INC (V) and SELECT SECTOR SPDR TR (XLB). INVESTMENT PARTNERS, LTD. opened new stock positions in VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and L3HARRIS TECHNOLOGIES INC (LHX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), ABBVIE INC (ABBV) and NEXTERA ENERGY INC (NEE).
INVESTMENT PARTNERS, LTD. Equity Portfolio Value
Last Reported on: 05 May, 2026
$281Million
  as of May 05, 2026

INVESTMENT PARTNERS, LTD. Annual Return Estimates Vs S&P 500

Our best estimate is that INVESTMENT PARTNERS, LTD. made a return of -1.79% in the last quarter. In trailing 12 months, it's portfolio return was 15.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard index fds551,406
vanguard scottsdale fds415,067
l3harris technologies inc284,934
alps etf tr280,013
marathon pete corp245,136
blackrock etf trust212,884
cardinal health inc202,891
farmers national banc corp138,874
New stocks bought by INVESTMENT PARTNERS, LTD.

Additions

Ticker% Inc.
vanguard scottsdale fds48.9
abbvie inc46.61
nextera energy inc34.36
abbott laboratories29.13
at&t inc28.61
meta platforms inc27.49
cava group inc25.55
northrop grumman corp20.44
Additions to existing portfolio by INVESTMENT PARTNERS, LTD.

Reductions

Ticker% Reduced
aflac inc-35.23
visa inc-29.53
select sector spdr tr-20.97
palo alto networks inc-18.5
amazon com inc-17.54
phillips 66-17.46
ishares tr-14.47
ishares tr-12.38
INVESTMENT PARTNERS, LTD. reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-511,404
general mls inc-237,029
starbucks corp-302,079
spdr series trust-317,966
s&p global inc-210,672
INVESTMENT PARTNERS, LTD. got rid off the above stocks

Sector Distribution

INVESTMENT PARTNERS, LTD. has about 64.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Utilities
  • Communication Services
  • Energy
  • Consumer Cyclical
Sector%
Others64.3
Technology12
Healthcare4.5
Financial Services3.9
Industrials3.3
Consumer Defensive3.1
Utilities2.8
Communication Services2.2
Energy1.9
Consumer Cyclical1.9

Market Cap. Distribution

INVESTMENT PARTNERS, LTD. has about 33.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED64.3
MEGA-CAP26.4
LARGE-CAP7.3
MID-CAP2

Stocks belong to which Index?

About 34.4% of the stocks held by INVESTMENT PARTNERS, LTD. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others65.6
S&P 50032.5
RUSSELL 20001.9
Top 5 Winners (%)%
VRT
vertiv holdings co
54.7 %
XOM
exxon mobil corp
40.9 %
PSX
phillips 66
37.6 %
XLB
select sector spdr tr
36.8 %
CVX
chevron corporation
35.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
0.8 M
CAT
caterpillar inc
0.5 M
VEA
vanguard tax-managed fds
0.4 M
CVX
chevron corporation
0.4 M
AEP
american elec pwr co inc
0.3 M
Top 5 Losers (%)%
ishares ethereum tr
-29.0 %
ORCL
oracle corp
-24.2 %
MSFT
microsoft corp
-23.4 %
ishares bitcoin trust etf
-22.6 %
ADP
automatic data processing in
-20.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.3 M
IJR
ishares tr
-1.7 M
LLY
eli lilly & co
-0.9 M
ORCL
oracle corp
-0.7 M
AAPL
apple inc
-0.6 M

INVESTMENT PARTNERS, LTD. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of INVESTMENT PARTNERS, LTD.

INVESTMENT PARTNERS, LTD. has 151 stocks in it's portfolio. About 34.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for INVESTMENT PARTNERS, LTD. last quarter.

$281.10MTotal Value
157Positions
05 May, 2026Last Reported
Current holdings of Current Stock Holdings of INVESTMENT PARTNERS, LTD., last reported on 05 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
2.24%119,733
$6.29M
2.24%
increased 5.99 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
0.86%22,707
$2.41M
0.86%
increased 0.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
0.26%6,808
$725.1K
0.26%
increased 5.39 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
0.14%3,627
$400.4K
0.14%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
INVESTMENT PARTNERS, LTD.'s holding in Alps Etf Tr over time
0.1%5,319
$280.0K
0.1%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
INVESTMENT PARTNERS, LTD.'s holding in Dbx Etf Tr over time
0.6%52,050
$1.69M
0.6%
decreased 0.18 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
1.74%115,384
$4.88M
1.74%
decreased 7.86 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
0.39%15,682
$1.10M
0.39%
decreased 9.29 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
INVESTMENT PARTNERS, LTD.'s holding in Vaneck Etf Trust over time
0.59%77,375
$1.66M
0.59%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
INVESTMENT PARTNERS, LTD.'s holding in Global X Fds over time
0.12%6,432
$326.8K
0.12%
increased 6.47 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
INVESTMENT PARTNERS, LTD.'s holding in Ishares Tr over time
1.19%67,040
$3.35M
1.19%
increased 11.23 percentadded