Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "ALL",
  null,
  "GOOGL",
  "AMG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "LOW",
  null,
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  null,
  "EU",
  "ISRG",
  "MUB",
  "META",
  null,
  "IVW",
  "PRK",
  "IJH",
  "SIF",
  "IWS",
  "MMC",
  "MSFT",
  "MS",
  "GE",
  "IWD",
  "ORCL",
  "NOC",
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "DNP",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "IEFA",
  "SPGI",
  null,
  null,
  "GLD",
  null,
  "SPYG",
  "IBM",
  "SBUX",
  "TMO",
  "VNQ",
  "VO",
  "VWO",
  "VSS",
  null,
  "VIG",
  null,
  "MUA",
  "IWO",
  "XLB",
  "IWN",
  "TSM",
  null,
  null,
  "AFL",
  "SDY",
  "IWP",
  "AEP",
  "VIGI",
  "AMZN",
  "IVE",
  null,
  "HBAN",
  "VUG",
  "VEA",
  "BSV",
  "VB",
  "V",
  "VST",
  "WMT",
  "WELL",
  "YUM",
  "DVY",
  null,
  "PFLT",
  null,
  "DGRO",
  "MCK",
  "SPYV",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CAVA",
  "CVX",
  "CINF",
  "CSCO",
  "KOF",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "CRWD",
  "RSP",
  "EFA",
  "ADI",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 148
Total Value: 241195015
Accession Number: 0001085146-25-002455
Form Type: 13F-HR
CIK: investment-partners
Manager Name: Investment-Partners

Data Enrichment

84% identified

124 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $241.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 8

Sort by:

46429B697

USMV|46429B697

Shares:36.3K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$241.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.8K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$241.2M)

81369Y886

Shares:38.8K

Value:$3.1M

% of Portfolio:1.3% ($3.1M/$241.2M)

464287200

IVV|464287200

Shares:5.2K

Value:$2.9M

% of Portfolio:1.2% ($2.9M/$241.2M)

464288414

MUB|464288414

Shares:24.4K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$241.2M)

922042718

VSS|922042718

Shares:21.9K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$241.2M)

464287630

IWN|464287630

Shares:16.3K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$241.2M)

922908629

VO|922908629

Shares:9.4K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$241.2M)

74255Y888

Shares:126.9K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$241.2M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:21.3K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$241.2M)

ORACLE CORP

ORCL|68389X105

Shares:16.6K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$241.2M)

46435G672

Shares:46.4K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$241.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:7.4K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$241.2M)

464287648

IWO|464287648

Shares:8.4K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$241.2M)

78464A763

SDY|78464A763

Shares:15.5K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$241.2M)

Walmart Inc.

WMT|931142103

Shares:23.0K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$241.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$241.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:16.3K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$241.2M)

MCDONALDS CORP

MCD|580135101

Shares:6.1K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$241.2M)

464287507

IJH|464287507

Shares:32.1K

Value:$1.9M

% of Portfolio:0.8% ($1.9M/$241.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(USMVcusip46429B697)	36.3K	QoQ -15.55% (-6.7K) YoY -15.68% (-6.7K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$241.2M)	QoQ -10.91% (-$416.4K) YoY -5.52% (-$198.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.8K	QoQ -0.61% (-36) YoY -0.17% (-10)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$241.2M)	QoQ +16.77% (-$442.7K) YoY +26.43% (-$644.4K)
(cusip81369Y886)✕	38.8K	QoQ +0.08% (+32) YoY -0.73% (-289)	All Managers (Combined)	$3.1M	1.3% ($3.1M/$241.2M)	QoQ +4.26% (+$125.1K) YoY +19.21% (-$493.6K)
(IVVcusip464287200)	5.2K	QoQ -6.39% (-357) YoY -12.55% (-750)	All Managers (Combined)	$2.9M	1.2% ($2.9M/$241.2M)	QoQ -10.65% (-$350.2K) YoY -6.53% (-$205.2K)
(MUBcusip464288414)	24.4K	QoQ -5.52% (-1.4K) YoY -23.40% (-7.5K)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$241.2M)	QoQ -6.50% (-$178.9K) YoY -24.94% (-$854.6K)
(VSScusip922042718)	21.9K	QoQ +2.50% (+535) YoY -3.58% (-813)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$241.2M)	QoQ +3.50% (+$85.7K) YoY -4.60% (-$122.2K)
(IWNcusip464287630)	16.3K	QoQ -2.69% (-452) YoY -22.66% (-4.8K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$241.2M)	QoQ -10.51% (-$289.5K) YoY -26.47% (-$887.3K)
(VOcusip922908629)	9.4K	QoQ -3.47% (-340) YoY -9.32% (-972)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$241.2M)	QoQ -5.48% (-$141.9K) YoY -6.14% (-$160.1K)
(cusip74255Y888)✕	126.9K	QoQ -7.45% (-10.2K) YoY -3.31% (-4.4K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$241.2M)	QoQ -7.00% (-$178.8K) YoY -0.38% (-$9.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	21.3K	QoQ -0.34% (-74) YoY +4.96% (+1.0K)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$241.2M)	QoQ +18.06% (-$356.5K) YoY +33.20% (+$581.0K)
ORACLE CORP(ORCLcusip68389X105)	16.6K	QoQ +0.03% (-6) YoY -4.61% (-804)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$241.2M)	QoQ -16.06% (-$445.1K) YoY +6.17% (-$135.2K)
(cusip46435G672)✕	46.4K	QoQ +5.57% (+2.5K) YoY +40.45% (+13.4K)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$241.2M)	QoQ +5.72% (+$125.6K) YoY +40.56% (+$669.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	7.4K	QoQ +0.23% (+17) YoY +9.16% (+622)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$241.2M)	QoQ +4.61% (+$99.8K) YoY +33.56% (+$568.6K)
(IWOcusip464287648)	8.4K	QoQ -3.16% (-275) YoY -23.15% (-2.5K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$241.2M)	QoQ -14.03% (-$350.5K) YoY -27.48% (-$813.6K)
(SDYcusip78464A763)	15.5K	QoQ 0.00% (+0) YoY -32.28% (-7.4K)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$241.2M)	QoQ +2.71% (+$55.5K) YoY -29.99% (-$901.5K)
Walmart Inc.(WMTcusip931142103)	23.0K	QoQ +0.04% (-11) YoY +1.40% (+319)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$241.2M)	QoQ -2.78% (-$57.8K) YoY +47.96% (+$654.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.1K	QoQ +3.80% (+77) YoY +3.70% (+75)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$241.2M)	QoQ +7.18% (+$133.1K) YoY +33.87% (+$502.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	16.3K	QoQ +4.19% (+655) YoY +3.97% (+622)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$241.2M)	QoQ +15.19% (+$255.2K) YoY +6.38% (+$116.0K)
MCDONALDS CORP(MCDcusip580135101)	6.1K	QoQ +0.41% (+25) YoY +17.72% (+919)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$241.2M)	QoQ +8.20% (+$144.6K) YoY +30.42% (+$444.7K)
(IJHcusip464287507)	32.1K	QoQ +8.37% (+2.5K) YoY +0.64% (-207)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$241.2M)	QoQ +1.48% (+$27.4K) YoY -3.31% (-$64.1K)