Latest INVESTMENT PARTNERS, LTD. Stock Portfolio
INVESTMENT PARTNERS, LTD. Performance:
2025 Q3: 5.75%YTD: 10.2%2024: 11.66%
Performance for 2025 Q3 is 5.75%, and YTD is 10.2%, and 2024 is 11.66%.
About INVESTMENT PARTNERS, LTD. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, INVESTMENT PARTNERS, LTD. reported an equity portfolio of $284 Millions as of 30 Sep, 2025.
The top stock holdings of INVESTMENT PARTNERS, LTD. are IJR, VEA, IJR. The fund has invested 5.9% of it's portfolio in ISHARES TR and 5.4% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), ADOBE INC (ADBE) and COCA-COLA FEMSA SAB DE CV (KOF) stocks. They significantly reduced their stock positions in ABBVIE INC (ABBV), SIFCO INDS INC (SIF) and LOWES COS INC (LOW). INVESTMENT PARTNERS, LTD. opened new stock positions in ISHARES ETHEREUM TR, GLOBAL X FDS (AGNG) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to EATON CORP PLC (ETN), CAVA GROUP INC and VANECK ETF TRUST (AFK).
The top stock holdings of INVESTMENT PARTNERS, LTD. are IJR, VEA, IJR. The fund has invested 5.9% of it's portfolio in ISHARES TR and 5.4% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), ADOBE INC (ADBE) and COCA-COLA FEMSA SAB DE CV (KOF) stocks. They significantly reduced their stock positions in ABBVIE INC (ABBV), SIFCO INDS INC (SIF) and LOWES COS INC (LOW). INVESTMENT PARTNERS, LTD. opened new stock positions in ISHARES ETHEREUM TR, GLOBAL X FDS (AGNG) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to EATON CORP PLC (ETN), CAVA GROUP INC and VANECK ETF TRUST (AFK).
INVESTMENT PARTNERS, LTD. Annual Return Estimates Vs S&P 500
Our best estimate is that INVESTMENT PARTNERS, LTD. made a return of 5.75% in the last quarter. In trailing 12 months, it's portfolio return was 10.27%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares ethereum tr | 1,651,910 |
| global x fds | 242,865 |
| ishares tr | 232,196 |
| ge vernova inc | 220,269 |
New stocks bought by INVESTMENT PARTNERS, LTD.
Additions
| Ticker | % Inc. |
|---|---|
| eaton corp plc | 144 |
| cava group inc | 49.61 |
| vaneck etf trust | 45.32 |
| micron technology inc | 28.44 |
| synopsys inc | 26.7 |
| digital rlty tr inc | 26.55 |
| spdr s&p 500 etf tr | 22.17 |
| ishares tr | 17.86 |
Additions to existing portfolio by INVESTMENT PARTNERS, LTD.
Reductions
| Ticker | % Reduced |
|---|---|
| abbvie inc | -76.55 |
| sifco inds inc | -65.93 |
| lowes cos inc | -46.95 |
| starbucks corp | -13.61 |
| select sector spdr tr | -11.95 |
| ishares tr | -11.1 |
| welltower inc | -10.66 |
| yum brands inc | -9.75 |
INVESTMENT PARTNERS, LTD. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| blackrock muniassets fd inc | -153,733 |
| comcast corp new | -254,205 |
| coca-cola femsa sab de cv | -358,125 |
| prudential finl inc | -293,017 |
| unitedhealth group inc | -463,585 |
| atlassian corporation | -247,364 |
| adobe inc | -456,905 |
| s&p global inc | -209,149 |
INVESTMENT PARTNERS, LTD. got rid off the above stocks
Sector Distribution
INVESTMENT PARTNERS, LTD. has about 62.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 62.5 |
| Technology | 14.1 |
| Financial Services | 4.4 |
| Healthcare | 3.8 |
| Utilities | 3.1 |
| Industrials | 3.1 |
| Consumer Defensive | 2.9 |
| Consumer Cyclical | 2.5 |
| Communication Services | 2.1 |
| Energy | 1.3 |
Market Cap. Distribution
INVESTMENT PARTNERS, LTD. has about 35.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 62.5 |
| MEGA-CAP | 24 |
| LARGE-CAP | 11.3 |
| SMALL-CAP | 2 |
Stocks belong to which Index?
About 36% of the stocks held by INVESTMENT PARTNERS, LTD. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 64 |
| S&P 500 | 33.8 |
| RUSSELL 2000 | 2.2 |
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 153 stocks in it's portfolio. About 35.4% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for INVESTMENT PARTNERS, LTD. last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.23 | 36,044 | 9,177,950 | added | 4.22 | ||
| AAXJ | ishares tr | 1.93 | 103,266 | 5,476,180 | added | 5.76 | ||
| AAXJ | ishares tr | 1.08 | 28,725 | 3,058,920 | added | 15.66 | ||
| AAXJ | ishares tr | 0.30 | 8,018 | 856,162 | added | 17.86 | ||
| AAXJ | ishares tr | 0.14 | 3,627 | 400,747 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.33 | 4,057 | 939,256 | reduced | -76.55 | ||
| ABT | abbott labs | 0.27 | 5,695 | 762,830 | reduced | -5.02 | ||
| ACSG | dbx etf tr | 0.57 | 55,331 | 1,627,840 | reduced | -1.33 | ||
| ACWF | ishares tr | 1.76 | 115,221 | 4,989,070 | added | 7.58 | ||
| ACWF | ishares tr | 0.54 | 22,332 | 1,520,380 | added | 0.13 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADI | analog devices inc | 0.13 | 1,461 | 359,087 | reduced | -2.79 | ||
| ADP | automatic data processing in | 0.74 | 7,111 | 2,087,110 | added | 0.24 | ||
| AEP | american elec pwr co inc | 0.84 | 21,222 | 2,387,530 | added | 0.44 | ||
| AFK | vaneck etf trust | 0.60 | 77,375 | 1,693,740 | added | 45.32 | ||
| AFL | aflac inc | 0.14 | 3,513 | 392,415 | added | 0.43 | ||
| AGNG | global x fds | 0.09 | 5,099 | 242,865 | new | |||
| AGT | ishares tr | 0.98 | 54,237 | 2,778,540 | added | 5.69 | ||
| ALL | allstate corp | 0.17 | 2,220 | 476,588 | added | 0.09 | ||
| AMG | affiliated managers group in | 0.12 | 1,380 | 329,071 | reduced | -6.76 | ||