INVESTMENT PARTNERS, LTD.

CIK

1050068

Location

NEW PHILADELPHIA, OH

Portfolio Value

Small $107,153,502

Diversification

Diversified

Filing Date

Global Rank

#5,538 / 8,603 ▲ 89 · as of Mar 2026

Top Industry

Semiconductors 12.0%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.3%

SPY

+76.0%

Annualised alpha

-2.3%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.5 pts

Top 5

32.6%

−3.2 pts

Top 10

44.3%

−2.9 pts

HHI

309

Diversified−40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.9%	$36,358,124	16
Financial Services	13.6%	$14,595,134	18
Healthcare	11.7%	$12,556,279	12
Unclassified	10.2%	$10,954,241	7
Consumer Defensive	8.0%	$8,601,906	6
Industrials	7.5%	$8,052,570	12
Consumer Cyclical	5.5%	$5,914,859	6
Communication Services	3.6%	$3,908,852	5
Utilities	3.0%	$3,250,433	3
Energy	2.4%	$2,621,589	4
Real Estate	0.3%	$339,515	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+3,010	13,531	$392,263
ETHA	iShares Ethereum Trust ETF	+2,000	54,425	$861,547
ABBV	AbbVie Inc.	+1,899	5,973	$1,299,067
ABT	Abbott Laboratories	+1,544	6,844	$702,673
CAVA	Cava Group, Inc.	+1,383	6,796	$549,796
NEE	Nextera Energy Inc	+1,324	5,177	$480,839
SLV	iShares Silver Trust	+735	43,635	$2,973,288
DNP	Dnp Select Income Fund Inc	+587	82,849	$853,344
ORCL	Oracle Corp	+483	15,313	$2,252,695
MU	Micron Technology Inc	+413	4,430	$1,496,631
PG	PROCTER & GAMBLE Co	+403	8,002	$1,155,808
CSCO	Cisco Systems, Inc.	+288	12,941	$1,004,092
NOC	Northrop Grumman Corp /De/	+214	1,261	$860,304
SPY	Spdr S&P 500 ETF Trust	+194	1,611	$1,047,697
DLR	Digital Realty Trust, Inc.	+144	1,884	$339,515
JNJ	Johnson & Johnson	+137	4,654	$1,137,623
IBM	International Business Machines Corp	+130	3,429	$831,155
ETN	Eaton Corp plc	+128	1,443	$516,117
META	Meta Platforms, Inc.	+124	575	$328,974
GE	General Electric Co	+96	1,697	$481,557
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+86	3,019	$1,020,271
ENB	Enbridge Inc	+75	11,649	$630,676
AMGN	Amgen Inc	+27	659	$231,869
GILD	Gilead Sciences, Inc.	+23	4,668	$650,579
LLY	ELI LILLY & Co	+23	5,760	$5,297,875
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−1,519	15,760	$791,152
AMZN	Amazon Com Inc	−1,361	6,398	$1,332,511
PFE	Pfizer Inc	−1,276	16,073	$451,329
V	Visa Inc.	−1,235	2,947	$890,701
WMT	Walmart Inc.	−1,189	18,629	$2,315,212
AFL	Aflac Inc	−1,107	2,035	$223,259
NVDA	Nvidia Corp	−838	46,256	$8,067,046
HBAN	Huntington Bancshares Inc /Md/	−571	60,090	$940,408
BAC	Bank Of America Corp /De/	−493	6,993	$340,908
PANW	Palo Alto Networks Inc	−364	1,604	$257,153
AEP	American Electric Power Co Inc	−341	18,044	$2,365,207
PSX	Phillips 66	−328	1,551	$282,561
INTC	Intel Corp	−307	10,410	$459,393
BRK-B	Berkshire Hathaway Inc	−271	5,144	$2,465,004
HD	Home Depot, Inc.	−202	4,197	$1,380,351
QQQ	Invesco Qqq Trust, Series 1	−179	3,367	$1,943,365
MSFT	Microsoft Corp	−157	20,221	$7,485,207
CINF	Cincinnati Financial Corp	−142	2,720	$427,992
ADI	Analog Devices Inc	−125	1,468	$467,029
GD	General Dynamics Corp	−122	1,988	$682,321
TSLA	Tesla, Inc.	−105	1,778	$660,971
GS	Goldman Sachs Group Inc	−101	755	$638,722
ADP	Automatic Data Processing Inc	−75	6,967	$1,415,555
AMG	Affiliated Managers Group, Inc.	−58	1,322	$365,797
CVX	Chevron Corp	−55	7,072	$1,463,196
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LHX	L3harris Technologies, Inc. /De/	826	$285,093
MPC	Marathon Petroleum Corp	1,004	$245,156
CAH	Cardinal Health Inc	960	$202,857
FMNB	Farmers National Banc Corp /Oh/	10,553	$138,877
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
SBUX	Starbucks Corp	3,587	$302,061
GIS	General Mills Inc	5,097	$237,010
SPGI	S&P Global Inc.	403	$199,246
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 positions · $107,153,502 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	35,289	-26	$8,955,995	−6.7%	8.36%
NVDA	Nvidia Corp Technology	Reduced	46,256	-838	$8,067,046	−8.2%	7.53%
MSFT	Microsoft Corp Technology	Reduced	20,221	-157	$7,485,207	−24.0%	6.99%
LLY	ELI LILLY & Co Healthcare	Added	5,760	+23	$5,297,875	−14.1%	4.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,286	-25	$5,084,849	−8.8%	4.75%
SLV	iShares Silver Trust	Added	43,635	+735	$2,973,288	+7.6%	2.77%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,144	-271	$2,465,004	−9.4%	2.30%
CAT	Caterpillar Inc Industrials	Added	3,436	+8	$2,434,268	+24.0%	2.27%
AEP	American Electric Power Co Inc Utilities	Reduced	18,044	-341	$2,365,207	+11.6%	2.21%
WMT	Walmart Inc. Consumer Defensive	Reduced	18,629	-1,189	$2,315,212	+4.9%	2.16%
ORCL	Oracle Corp Technology	Added	15,313	+483	$2,252,695	−22.1%	2.10%
GLD	Spdr Gold Trust	Reduced	5,222	-10	$2,246,974	+8.4%	2.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,090	-12	$2,082,538	+14.9%	1.94%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,367	-179	$1,943,365	−10.8%	1.81%
GOOGL	Alphabet Inc. Communication Services	Added	6,604	+9	$1,899,046	−8.0%	1.77%
PEP	Pepsico Inc Consumer Defensive	Added	11,074	+19	$1,719,681	+8.4%	1.60%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,499	-35	$1,709,034	+1.0%	1.59%
IBIT	iShares Bitcoin Trust ETF	Held	42,162	0	$1,619,864	−22.6%	1.51%
MU	Micron Technology Inc Technology	Added	4,430	+413	$1,496,631	+30.5%	1.40%
CVX	Chevron Corp Energy	Reduced	7,072	-55	$1,463,196	+34.7%	1.37%
ADP	Automatic Data Processing Inc Technology	Reduced	6,967	-75	$1,415,555	−21.9%	1.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,197	-202	$1,380,351	−8.8%	1.29%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,398	-1,361	$1,332,511	−25.6%	1.24%
ABBV	AbbVie Inc. Healthcare	Added	5,973	+1,899	$1,299,067	+39.6%	1.21%
ASML	Asml Holding NV Technology	Reduced	971	-24	$1,282,525	+20.5%	1.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,002	+403	$1,155,808	+6.1%	1.08%
PLTR	Palantir Technologies Inc. Technology	Added	7,857	+1	$1,149,321	−17.7%	1.07%
JNJ	Johnson & Johnson Healthcare	Added	4,654	+137	$1,137,623	+21.7%	1.06%
SPY	Spdr S&P 500 ETF Trust	Added	1,611	+194	$1,047,697	+8.4%	0.98%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,019	+86	$1,020,271	+14.5%	0.95%
CSCO	Cisco Systems, Inc. Technology	Added	12,941	+288	$1,004,092	+3.0%	0.94%
KO	Coca Cola Co Consumer Defensive	Held	13,089	0	$995,418	+8.8%	0.93%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	60,090	-571	$940,408	−10.6%	0.88%
V	Visa Inc. Financial Services	Reduced	2,947	-1,235	$890,701	−39.3%	0.83%
LMT	Lockheed Martin Corp Industrials	Added	1,467	+4	$886,640	+25.3%	0.83%
ETHA	iShares Ethereum Trust ETF	Added	54,425	+2,000	$861,547	−26.7%	0.80%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,261	+214	$860,304	+44.1%	0.80%
DNP	Dnp Select Income Fund Inc Financial Services	Added	82,849	+587	$853,344	+3.8%	0.80%
IBM	International Business Machines Corp Technology	Added	3,429	+130	$831,155	−14.9%	0.78%
VZ	Verizon Communications Inc Communication Services	Reduced	15,760	-1,519	$791,152	+12.4%	0.74%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	12,459	-13	$755,638	+12.3%	0.71%
ABT	Abbott Laboratories Healthcare	Added	6,844	+1,544	$702,673	+5.8%	0.66%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	1,389	0	$682,735	−15.2%	0.64%
GD	General Dynamics Corp Industrials	Reduced	1,988	-122	$682,321	−3.9%	0.64%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,778	-105	$660,971	−21.9%	0.62%
GILD	Gilead Sciences, Inc. Healthcare	Added	4,668	+23	$650,579	+14.1%	0.61%
GS	Goldman Sachs Group Inc Financial Services	Reduced	755	-101	$638,722	−15.1%	0.60%
ENB	Enbridge Inc Energy	Added	11,649	+75	$630,676	+13.9%	0.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,977	-44	$598,683	+13.3%	0.56%
CAVA	Cava Group, Inc. Consumer Cyclical	Added	6,796	+1,383	$549,796	+73.1%	0.51%