Filed: 2/10/2026ACC: 0001050068-26-000001
📋 What this filing means
INVESTMENT PARTNERS, LTD. filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $285.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$285.73M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
COM$89.76M31.4%
RUS 1000 GRW ETF$16.98M5.9%
VAN FTSE DEV MKT$16.70M5.8%
RUS 1000 VAL ETF$11.95M4.2%
FTSE EMR MKT ETF$8.48M3.0%
DIV APP ETF$6.71M2.3%
SHORT TRM BOND$6.69M2.3%
Portfolio Concentration
Top 3$45.62M16.0%
4–10$56.75M19.9%
11–25$68.40M23.9%
Rest$114.96M40.2%
Top 3 weight
16.0%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 2.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
ISHARES TR
SOLEShares35.87K
TypeSH
Market value$16.98M
5.94%
Sole
0.00
Shared
0.00
None
35.87K
VANGUARD TAX-MANAGED FDS
SOLEShares267.28K
TypeSH
Market value$16.70M
5.84%
Sole
0.00
Shared
0.00
None
267.28K
ISHARES TR
SOLEShares56.82K
TypeSH
Market value$11.95M
4.18%
Sole
0.00
Shared
0.00
None
56.82K
MICROSOFT CORP
SOLEShares20.38K
TypeSH
Market value$9.86M
3.45%
Sole
0.00
Shared
0.00
None
20.38K
APPLE INC
SOLEShares35.31K
TypeSH
Market value$9.60M
3.36%
Sole
0.00
Shared
0.00
None
35.31K
NVIDIA CORPORATION
SOLEShares47.09K
TypeSH
Market value$8.78M
3.07%
Sole
0.00
Shared
0.00
None
47.09K
VANGUARD INTL EQUITY INDEX F
SOLEShares157.81K
TypeSH
Market value$8.48M
2.97%
Sole
0.00
Shared
0.00
None
157.81K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.53K
TypeSH
Market value$6.71M
2.35%
Sole
0.00
Shared
0.00
None
30.53K
VANGUARD BD INDEX FDS
SOLEShares84.87K
TypeSH
Market value$6.69M
2.34%
Sole
0.00
Shared
0.00
None
84.87K
ISHARES TR
SOLEShares53.75K
TypeSH
Market value$6.63M
2.32%
Sole
0.00
Shared
0.00
None
53.75K
ELI LILLY & CO
SOLEShares5.74K
TypeSH
Market value$6.17M
2.16%
Sole
0.00
Shared
0.00
None
5.74K
ISHARES TR
SOLEShares112.97K
TypeSH
Market value$5.97M
2.09%
Sole
0.00
Shared
0.00
None
112.97K
ISHARES TR
SOLEShares43.24K
TypeSH
Market value$5.92M
2.07%
Sole
0.00
Shared
0.00
None
43.24K
JPMORGAN CHASE & CO.
SOLEShares17.31K
TypeSH
Market value$5.58M
1.95%
Sole
0.00
Shared
0.00
None
17.31K
ISHARES TR
SOLEShares61.74K
TypeSH
Market value$5.52M
1.93%
Sole
0.00
Shared
0.00
None
61.74K
ISHARES TR
SOLEShares38.56K
TypeSH
Market value$5.44M
1.90%
Sole
0.00
Shared
0.00
None
38.56K
ISHARES TR
SOLEShares125.22K
TypeSH
Market value$5.37M
1.88%
Sole
0.00
Shared
0.00
None
125.22K
ISHARES TR
SOLEShares23.71K
TypeSH
Market value$5.03M
1.76%
Sole
0.00
Shared
0.00
None
23.71K
ISHARES TR
SOLEShares41.73K
TypeSH
Market value$4.01M
1.40%
Sole
0.00
Shared
0.00
None
41.73K
ISHARES TR
SOLEShares5.13K
TypeSH
Market value$3.51M
1.23%
Sole
0.00
Shared
0.00
None
5.13K
ISHARES TR
SOLEShares36.43K
TypeSH
Market value$3.43M
1.20%
Sole
0.00
Shared
0.00
None
36.43K
SELECT SECTOR SPDR TR
SOLEShares78.36K
TypeSH
Market value$3.35M
1.17%
Sole
0.00
Shared
0.00
None
78.36K
ISHARES TR
SOLEShares17.63K
TypeSH
Market value$3.20M
1.12%
Sole
0.00
Shared
0.00
None
17.63K
ISHARES TR
SOLEShares60.27K
TypeSH
Market value$3.01M
1.05%
Sole
0.00
Shared
0.00
None
60.27K
ORACLE CORP
SOLEShares14.83K
TypeSH
Market value$2.89M
1.01%
Sole
0.00
Shared
0.00
None
14.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 35.87K | SH | $16.98M 5.94% | 0.00 | 0.00 | 35.87K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 267.28K | SH | $16.70M 5.84% | 0.00 | 0.00 | 267.28K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 56.82K | SH | $11.95M 4.18% | 0.00 | 0.00 | 56.82K |
MICROSOFT CORPSOLE | COM | 20.38K | SH | $9.86M 3.45% | 0.00 | 0.00 | 20.38K |
APPLE INCSOLE | COM | 35.31K | SH | $9.60M 3.36% | 0.00 | 0.00 | 35.31K |
NVIDIA CORPORATIONSOLE | COM | 47.09K | SH | $8.78M 3.07% | 0.00 | 0.00 | 47.09K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 157.81K | SH | $8.48M 2.97% | 0.00 | 0.00 | 157.81K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.53K | SH | $6.71M 2.35% | 0.00 | 0.00 | 30.53K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 84.87K | SH | $6.69M 2.34% | 0.00 | 0.00 | 84.87K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 53.75K | SH | $6.63M 2.32% | 0.00 | 0.00 | 53.75K |
ELI LILLY & COSOLE | COM | 5.74K | SH | $6.17M 2.16% | 0.00 | 0.00 | 5.74K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 112.97K | SH | $5.97M 2.09% | 0.00 | 0.00 | 112.97K |
ISHARES TRSOLE | RUS MD CP GR ETF | 43.24K | SH | $5.92M 2.07% | 0.00 | 0.00 | 43.24K |
JPMORGAN CHASE & CO.SOLE | COM | 17.31K | SH | $5.58M 1.95% | 0.00 | 0.00 | 17.31K |
ISHARES TRSOLE | CORE MSCI EAFE | 61.74K | SH | $5.52M 1.93% | 0.00 | 0.00 | 61.74K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 38.56K | SH | $5.44M 1.90% | 0.00 | 0.00 | 38.56K |
ISHARES TRSOLE | 0-5YR HI YL CP | 125.22K | SH | $5.37M 1.88% | 0.00 | 0.00 | 125.22K |
ISHARES TRSOLE | S&P 500 VAL ETF | 23.71K | SH | $5.03M 1.76% | 0.00 | 0.00 | 23.71K |
ISHARES TRSOLE | MSCI EAFE ETF | 41.73K | SH | $4.01M 1.40% | 0.00 | 0.00 | 41.73K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.13K | SH | $3.51M 1.23% | 0.00 | 0.00 | 5.13K |
ISHARES TRSOLE | MSCI USA MIN VOL | 36.43K | SH | $3.43M 1.20% | 0.00 | 0.00 | 36.43K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 78.36K | SH | $3.35M 1.17% | 0.00 | 0.00 | 78.36K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 17.63K | SH | $3.20M 1.12% | 0.00 | 0.00 | 17.63K |
ISHARES TRSOLE | CORE INTL AGGR | 60.27K | SH | $3.01M 1.05% | 0.00 | 0.00 | 60.27K |
ORACLE CORPSOLE | COM | 14.83K | SH | $2.89M 1.01% | 0.00 | 0.00 | 14.83K |
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