Investment Partners, Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 148Value: $241.2MLatest: 2025Q1

INVESTMENT PARTNERS, LTD. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 148 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 8

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464287614

IWF|464287614

Shares:35.5K

Value:$12.8M

% of Portfolio:5.3% ($12.8M/$241.2M)

464287598

IWD|464287598

Shares:55.6K

Value:$10.5M

% of Portfolio:4.3% ($10.5M/$241.2M)

921943858

VEA|921943858

Shares:202.5K

Value:$10.3M

% of Portfolio:4.3% ($10.3M/$241.2M)

MICROSOFT CORP

MSFT|594918104

Shares:22.7K

Value:$8.5M

% of Portfolio:3.5% ($8.5M/$241.2M)

Apple Inc.

AAPL|037833100

Shares:34.5K

Value:$7.7M

% of Portfolio:3.2% ($7.7M/$241.2M)

922042858

VWO|922042858

Shares:143.0K

Value:$6.5M

% of Portfolio:2.7% ($6.5M/$241.2M)

921908844

VIG|921908844

Shares:30.3K

Value:$5.9M

% of Portfolio:2.4% ($5.9M/$241.2M)

ELI LILLY & Co

LLY|532457108

Shares:6.5K

Value:$5.4M

% of Portfolio:2.2% ($5.4M/$241.2M)

NVIDIA CORP

NVDA|67066G104

Shares:46.9K

Value:$5.1M

% of Portfolio:2.1% ($5.1M/$241.2M)

921937827

BSV|921937827

Shares:64.4K

Value:$5.0M

% of Portfolio:2.1% ($5.0M/$241.2M)

464287309

IVW|464287309

Shares:54.0K

Value:$5.0M

% of Portfolio:2.1% ($5.0M/$241.2M)

46432F842

IEFA|46432F842

Shares:65.3K

Value:$4.9M

% of Portfolio:2.0% ($4.9M/$241.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.0K

Value:$4.9M

% of Portfolio:2.0% ($4.9M/$241.2M)

464288646

Shares:88.3K

Value:$4.6M

% of Portfolio:1.9% ($4.6M/$241.2M)

464287408

IVE|464287408

Shares:23.7K

Value:$4.5M

% of Portfolio:1.9% ($4.5M/$241.2M)

464287481

IWP|464287481

Shares:38.0K

Value:$4.5M

% of Portfolio:1.9% ($4.5M/$241.2M)

464287473

IWS|464287473

Shares:34.2K

Value:$4.3M

% of Portfolio:1.8% ($4.3M/$241.2M)

46434V407

Shares:100.1K

Value:$4.3M

% of Portfolio:1.8% ($4.3M/$241.2M)

464287465

EFA|464287465

Shares:47.8K

Value:$3.9M

% of Portfolio:1.6% ($3.9M/$241.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:17.2K

Value:$3.6M

% of Portfolio:1.5% ($3.6M/$241.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	35.5K	QoQ -2.58% (-940) YoY -6.31% (-2.4K)	All Managers (Combined)	$12.8M	5.3% ($12.8M/$241.2M)	QoQ -12.40% (-$1.8M) YoY +0.37% (-$47.6K)
(IWDcusip464287598)	55.6K	QoQ -1.40% (-792) YoY -5.01% (-2.9K)	All Managers (Combined)	$10.5M	4.3% ($10.5M/$241.2M)	QoQ +0.21% (-$22.0K) YoY -0.21% (-$22.5K)
(VEAcusip921943858)	202.5K	QoQ +5.62% (+10.8K) YoY +20.06% (+33.9K)	All Managers (Combined)	$10.3M	4.3% ($10.3M/$241.2M)	QoQ +12.27% (+$1.1M) YoY +21.64% (+$1.8M)
MICROSOFT CORP(MSFTcusip594918104)	22.7K	QoQ -0.02% (-6) YoY +5.14% (-1.1K)	All Managers (Combined)	$8.5M	3.5% ($8.5M/$241.2M)	QoQ -10.96% (-$1.0M) YoY -6.18% (-$561.5K)
Apple Inc.(AAPLcusip037833100)	34.5K	QoQ +1.25% (-428) YoY -3.72% (-1.3K)	All Managers (Combined)	$7.7M	3.2% ($7.7M/$241.2M)	QoQ -10.18% (-$870.2K) YoY +24.71% (-$1.5M)
(VWOcusip922042858)	143.0K	QoQ +2.13% (+3.0K) YoY +5.37% (+7.3K)	All Managers (Combined)	$6.5M	2.7% ($6.5M/$241.2M)	QoQ +4.96% (+$305.8K) YoY +14.17% (+$803.3K)
(VIGcusip921908844)	30.3K	QoQ +0.05% (-16) YoY +1.44% (+431)	All Managers (Combined)	$5.9M	2.4% ($5.9M/$241.2M)	QoQ -0.88% (-$52.6K) YoY +7.76% (+$422.9K)
ELI LILLY & Co(LLYcusip532457108)	6.5K	QoQ +0.09% (+6) YoY -0.04% (-3)	All Managers (Combined)	$5.4M	2.2% ($5.4M/$241.2M)	QoQ +7.07% (+$357.3K) YoY +6.10% (-$310.9K)
NVIDIA CORP(NVDAcusip67066G104)	46.9K	QoQ +0.59% (-279) YoY +1896.55% (+44.6K)	All Managers (Combined)	$5.1M	2.1% ($5.1M/$241.2M)	QoQ -18.81% (-$1.2M) YoY +139.52% (+$3.0M)
(BSVcusip921937827)	64.4K	QoQ +26.41% (+13.5K) YoY +103.10% (+32.7K)	All Managers (Combined)	$5.0M	2.1% ($5.0M/$241.2M)	QoQ +28.06% (+$1.1M) YoY +107.36% (+$2.6M)
(IVWcusip464287309)	54.0K	QoQ -1.22% (-668) YoY -1.38% (-757)	All Managers (Combined)	$5.0M	2.1% ($5.0M/$241.2M)	QoQ -9.68% (-$537.5K) YoY +8.41% (-$389.1K)
(IEFAcusip46432F842)	65.3K	QoQ -4.14% (-2.8K) YoY -5.24% (-3.6K)	All Managers (Combined)	$4.9M	2.0% ($4.9M/$241.2M)	QoQ +3.18% (-$152.5K) YoY -3.41% (-$174.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.0K	QoQ +2.95% (+573) YoY +5.49% (+1.0K)	All Managers (Combined)	$4.9M	2.0% ($4.9M/$241.2M)	QoQ +5.35% (+$249.1K) YoY +29.19% (+$1.1M)
(cusip464288646)✕	88.3K	QoQ +12.86% (+10.1K) YoY +127.41% (+49.5K)	All Managers (Combined)	$4.6M	1.9% ($4.6M/$241.2M)	QoQ +14.32% (+$579.5K) YoY +132.25% (+$2.6M)
(IVEcusip464287408)	23.7K	QoQ -0.88% (-211) YoY -1.13% (-272)	All Managers (Combined)	$4.5M	1.9% ($4.5M/$241.2M)	QoQ -1.04% (-$47.4K) YoY +0.86% (-$38.5K)
(IWPcusip464287481)	38.0K	QoQ -2.53% (-990) YoY -8.81% (-3.7K)	All Managers (Combined)	$4.5M	1.9% ($4.5M/$241.2M)	QoQ -9.65% (-$477.7K) YoY -6.13% (-$292.2K)
(IWScusip464287473)	34.2K	QoQ -3.73% (-1.3K) YoY -6.12% (-2.2K)	All Managers (Combined)	$4.3M	1.8% ($4.3M/$241.2M)	QoQ -6.24% (-$286.6K) YoY -5.65% (-$257.6K)
(cusip46434V407)✕	100.1K	QoQ +3.18% (+3.1K) YoY +28.46% (+22.2K)	All Managers (Combined)	$4.3M	1.8% ($4.3M/$241.2M)	QoQ +2.96% (+$122.6K) YoY +28.37% (+$941.0K)
(EFAcusip464287465)	47.8K	QoQ -2.33% (-1.1K) YoY -2.72% (-1.3K)	All Managers (Combined)	$3.9M	1.6% ($3.9M/$241.2M)	QoQ +5.57% (-$206.2K) YoY -0.44% (-$17.4K)
AbbVie Inc.(ABBVcusip00287Y109)	17.2K	QoQ -0.03% (-6) YoY +1.96% (+332)	All Managers (Combined)	$3.6M	1.5% ($3.6M/$241.2M)	QoQ +17.86% (-$546.0K) YoY +17.32% (+$531.9K)