INVESTMENT PARTNERS, LTD.
•CIK: 1050068•Filing: Q4 2025
**INVESTMENT PARTNERS, LTD.** manages $286M across a diversified portfolio of 149 positions. The fund maintains significant exposure to broad market indices and technology leaders, evidenced by top holdings including IWF ($17.0M) and VEA ($16.7M). Notable allocations also feature substantial positions in MSFT ($9.9M), AAPL ($9.6M), and NVDA ($8.8M). This structure suggests a core strategy emphasizing established market leaders alongside global equity diversification.
Total AUM
$285.7M
QoQ Performance
+0.6%
Positions
108
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
VEA
IWF5.9%
VEA5.8%
IWD4.2%
MSFT3.4%
AAPL3.4%
NVDA3.1%
VWO3.0%
VIG2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.6%
Technology13.4%
Financial4.3%
Healthcare4.2%
Consumer3.6%
ETF1.6%
Industrial1.4%
Consumer Staples0.9%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW3 new positions
↑65 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023