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

148 positions • $241.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908553

Shares:20.5K

Value:$1.9M

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

921946810

Shares:21.3K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$241.2M)

PEPSICO INC

Shares:11.3K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$241.2M)

HOME DEPOT, INC.

Shares:4.6K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$241.2M)

VISA INC.

Shares:4.7K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$241.2M)

PROCTER & GAMBLE Co

Shares:8.9K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.2M)

233051630

Shares:56.1K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.2M)

SPDR GOLD TRUST

Shares:5.3K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.2M)

922908751

Shares:6.7K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.2M)

AMAZON COM INC

Shares:7.7K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$241.2M)

CHEVRON CORP

Shares:8.4K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$241.2M)

46434V621

Shares:22.3K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$241.2M)

46428Q109

Shares:42.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$241.2M)

INVESCO QQQ TRUST, SERIES 1

Shares:2.6K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$241.2M)

CATERPILLAR INC

Shares:3.7K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$241.2M)

Alphabet Inc.

Shares:7.6K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$241.2M)

92189F460

Shares:52.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$241.2M)

COCA COLA CO

Shares:14.7K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$241.2M)

JOHNSON & JOHNSON

Shares:6.3K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$241.2M)

HUNTINGTON BANCSHARES INC /MD/

Shares:64.6K

Value:$970.3K

% of Portfolio:0.4% ($970.3K/$241.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VNQcusip922908553)	20.5K	QoQ 0.00% (+1) YoY +0.02% (+5)	All Managers (Combined)	$1.9M	0.8% ($1.9M/$241.2M)	QoQ +1.64% (+$30.0K) YoY +4.71% (+$83.5K)
(VIGIcusip921946810)	21.3K	QoQ 0.00% (+0) YoY -25.24% (-7.2K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$241.2M)	QoQ +3.68% (+$62.7K) YoY -23.95% (-$555.4K)
PEPSICO INC(PEPcusip713448108)	11.3K	QoQ +2.92% (+322) YoY +6.97% (-740)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$241.2M)	QoQ +1.48% (+$24.9K) YoY -8.34% (-$154.9K)
HOME DEPOT, INC.(HDcusip437076102)	4.6K	QoQ +4.43% (-195) YoY +10.77% (+447)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$241.2M)	QoQ -1.62% (-$27.9K) YoY +5.83% (+$92.8K)
VISA INC.(Vcusip92826C839)	4.7K	QoQ -8.03% (-413) YoY -12.03% (-647)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$241.2M)	QoQ +1.99% (-$32.4K) YoY +10.46% (-$157.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	8.9K	QoQ -3.41% (-316) YoY +9.44% (+772)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.2M)	QoQ -1.81% (-$28.1K) YoY +14.96% (+$198.4K)
(cusip233051630)✕	56.1K	QoQ +2.85% (+1.6K) YoY NEW(+56.1K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.2M)	QoQ +14.92% (+$197.6K) YoY NEW(+$1.5M)
SPDR GOLD TRUST(GLDcusip78463V107)	5.3K	QoQ 0.00% (+0) YoY +0.28% (+15)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.2M)	QoQ +19.00% (+$241.9K) YoY +40.46% (+$436.4K)
(VBcusip922908751)	6.7K	QoQ -9.37% (-692) YoY -17.81% (-1.4K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.2M)	QoQ -16.36% (-$290.3K) YoY -20.27% (-$377.2K)
AMAZON COM INC(AMZNcusip023135106)	7.7K	QoQ +17.27% (+1.1K) YoY +32.60% (+1.9K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$241.2M)	QoQ +1.70% (+$24.5K) YoY +39.86% (+$417.5K)
CHEVRON CORP(CVXcusip166764100)	8.4K	QoQ +0.38% (+32) YoY +6.26% (+497)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$241.2M)	QoQ +15.93% (+$193.7K) YoY +12.69% (+$158.8K)
(DGROcusip46434V621)	22.3K	QoQ -11.34% (-2.8K) YoY +22.20% (+4.0K)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$241.2M)	QoQ -10.70% (-$164.9K) YoY +30.03% (+$317.6K)
(cusip46428Q109)✕	42.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$241.2M)	QoQ +17.69% (+$199.9K) YoY +36.21% (+$353.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.6K	QoQ +16.54% (+373) YoY +55.99% (+943)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$241.2M)	QoQ +6.90% (+$79.5K) YoY +64.76% (+$484.2K)
CATERPILLAR INC(CATcusip149123101)	3.7K	QoQ +7.59% (-260) YoY +1.01% (-37)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$241.2M)	QoQ -2.19% (-$27.3K) YoY -9.10% (-$121.7K)
Alphabet Inc.(GOOGcusip02079K107)	7.6K	QoQ +7.65% (-542) YoY +3.18% (+235)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$241.2M)	QoQ -11.67% (-$157.4K) YoY +5.87% (+$66.1K)
(cusip92189F460)✕	52.5K	QoQ +2.30% (+1.2K) YoY NEW(+52.5K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$241.2M)	QoQ +2.89% (+$31.9K) YoY NEW(+$1.1M)
COCA COLA CO(KOcusip191216100)	14.7K	QoQ 0.00% (+0) YoY -3.29% (-503)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$241.2M)	QoQ +15.03% (+$138.0K) YoY +13.20% (-$123.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	6.3K	QoQ +0.20% (+13) YoY +4.09% (+247)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$241.2M)	QoQ +14.92% (+$135.2K) YoY +9.12% (+$87.1K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	64.6K	QoQ -2.54% (-1.7K) YoY -9.19% (-6.5K)	All Managers (Combined)	$970.3K	0.4% ($970.3K/$241.2M)	QoQ -10.09% (-$108.9K) YoY -2.28% (-$22.7K)