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INVESTMENT PARTNERS, LTD.

hedge fundUpdated 7 days ago

Managed by Investment Partners, Ltd. • Latest filing Q3 2026

Portfolio value
$648M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
128.2%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$284M
Q4 2025$285.7M
Q1 2026$281.1M
Q2 2026$319.9M
Q3 2026$648M

Top holdings

231 positions as of Q3 2026

View filing
V

VANGUARD TAX-MANAGED FDS

+95.8%
Value
$40.3M
Shares
570.4K
% Port
6.22%
E

ISHARES TR

+87.2%
Value
$32.5M
Shares
259.2K
% Port
5.01%
E

ISHARES TR

+83.4%
Value
$25.9M
Shares
104.4K
% Port
4.00%
N

NVIDIA CORPORATION

+95.2%
Value
$20.7M
Shares
90.5K
% Port
3.19%
V

VANGUARD INTL EQUITY INDEX F

+104.3%
Value
$19.4M
Shares
327.6K
% Port
3.00%
A

APPLE INC

+61.6%
Value
$19.1M
Shares
57.3K
% Port
2.95%
V

VANGUARD BD INDEX FDS

+109.4%
Value
$16.5M
Shares
216.1K
% Port
2.55%
E

ISHARES TR

+110.1%
Value
$16.5M
Shares
115.8K
% Port
2.54%
M

MICROSOFT CORP

+51.7%
Value
$15.4M
Shares
30.1K
% Port
2.38%
E

ISHARES TR

+105.8%
Value
$14.3M
Shares
279.4K
% Port
2.21%
B

VANGUARD SPECIALIZED FUNDS

+102.8%
Value
$13.5M
Shares
57.7K
% Port
2.08%
E

ISHARES TR

+111.9%
Value
$12.5M
Shares
128.6K
% Port
1.92%
E

ISHARES TR

+91.2%
Value
$11.9M
Shares
74.0K
% Port
1.84%
E

ISHARES TR

+94.5%
Value
$11.9M
Shares
86.1K
% Port
1.83%
E

ISHARES TR

+93.2%
Value
$10.8M
Shares
47.3K
% Port
1.67%
J

JPMORGAN CHASE & CO

+76.5%
Value
$10.2M
Shares
30.9K
% Port
1.58%
E

ISHARES TR

+85.9%
Value
$9.8M
Shares
238.3K
% Port
1.52%
B

BERKSHIRE HATHAWAY INC DEL

+266.2%
Value
$9.4M
Shares
19.0K
% Port
1.46%
M

MICRON TECHNOLOGY INC

+97.7%
Value
$9.4M
Shares
8.8K
% Port
1.45%
E

ISHARES TR

+98.2%
Value
$8.6M
Shares
82.6K
% Port
1.32%

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