INVESTMENT PARTNERS, LTD.
Registered adviserCIK
1050068
Location
NEW PHILADELPHIA, OH
Portfolio Value
Small
$318,644,425
Diversification
Diversified
Filing Date
Global Rank
#5,034
/ 8,814
▼ 55
Top Industry
Semiconductors
14.7%
Period ended 4 months ago
Filed Aug 4, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$892,284,139
Main clients
Individuals and high net worth
(93% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Feb 2026 to Oct 2026 | $892,284,139 | Individuals and high net worth (93%) |
| Feb 2025 to Jan 2026 | $807,463,088 | Individuals and high net worth (93%) |
| Feb 2024 to Jan 2025 | $646,132,340 | Individuals and high net worth (91%) |
| May 2023 to Jan 2024 | $580,186,252 | Individuals and high net worth (90%) |
| Feb 2023 to Apr 2023 | $580,186,252 | Individuals and high net worth (90%) |
| Mar 2022 to Jan 2023 | $695,788,674 | Individuals and high net worth (89%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 45.1%, 34.5 effective positions, active share 59.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
8.6% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 22.1 quarters (12+), a floor since 65.5% of the book was already held when coverage starts
Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.6%; sector active share 36.1% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
167 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
31.1%
+0.0 pts
Top 5
47.5%
+0.5 pts
Top 10
60.1%
+0.0 pts
HHI
1,102
Diversified+4
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.4% | $198,920,479 |
| Technology | 15.0% | $47,951,493 |
| Financial Services | 5.6% | $17,761,391 |
| Healthcare | 4.5% | $14,414,351 |
| Industrials | 3.0% | $9,673,443 |
| Consumer Defensive | 2.5% | $8,076,621 |
| Communication Services | 2.2% | $7,047,177 |
| Consumer Cyclical | 1.9% | $6,130,280 |
| Energy | 1.5% | $4,906,072 |
| Utilities | 1.0% | $3,180,497 |
| Real Estate | 0.1% | $358,980 |
| Basic Materials | 0.1% | $223,641 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +103,799 | 138,513 | $17,199,159 | |
| VO | VANGUARD MID-CAP INDEX FUND | +26,567 | 35,846 | $2,888,112 | |
| — | +19,614 | 24,516 | $671,983 | ||
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +16,038 | 135,771 | $7,115,758 | |
| VEA | Vanguard FTSE Developed Markets ETF | +13,661 | 291,283 | $20,753,913 | |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | +12,751 | 128,135 | $5,434,205 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | +10,873 | 103,194 | $8,039,844 | |
| IAGG | iShares Core International Aggregate Bond ETF | +9,344 | 76,384 | $3,865,030 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +5,255 | 160,300 | $9,568,307 | |
| VUG | VANGUARD GROWTH INDEX FUND | +5,178 | 6,065 | $522,439 | |
| MUB | iShares National Muni Bond ETF | +4,770 | 27,477 | $2,957,074 | |
| VONV | VANGUARD RUSSELL 1000 VALUE INDEX FUND | +2,363 | 11,872 | $1,262,112 | |
| KLAC | Kla Corp | +2,250 | 2,500 | $754,275 | |
| PAVE | Global X U.S. Infrastructure Development ETF | +1,970 | 8,402 | $0 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | +1,870 | 5,654 | $722,637 | |
| ARTY | iShares Future AI & Tech ETF | +1,309 | 7,233 | $550,865 | |
| SUB | iShares Short-Term National Muni Bond ETF | +1,289 | 8,097 | $862,087 | |
| — | +1,192 | 44,284 | $6,483,620 | ||
| AMLP | Alerian MLP ETF | +1,183 | 6,502 | $0 | |
| — | +1,089 | 13,299 | $675,988 | ||
| IWS | iShares Russell Mid-Cap Value ETF | +1,085 | 38,732 | $6,375,287 | |
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +1,080 | 46,998 | $2,368,229 | |
| CAVA | Cava Group, Inc. | +796 | 7,592 | $595,820 | |
| DNP | Dnp Select Income Fund Inc | +571 | 83,420 | $900,101 | |
| BAC | Bank Of America Corp | +483 | 7,476 | $425,982 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc | −5,531 | 54,559 | $967,331 | |
| VIG | Vanguard Specialized Funds | −1,955 | 28,464 | $6,735,151 | |
| HYD | VanEck High Yield Muni ETF | −1,850 | 11,798 | $607,714 | |
| WMT | Walmart Inc. | −1,705 | 16,924 | $1,916,812 | |
| INTC | Intel Corp | −1,615 | 8,795 | $1,228,045 | |
| HON | Honeywell International Inc | −1,065 | 1,142 | $255,693 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −897 | 77,396 | $3,509,134 | |
| NEE | Nextera Energy Inc | −803 | 4,374 | $383,905 | |
| GILD | Gilead Sciences, Inc. | −795 | 3,873 | $489,314 | |
| IJH | iShares Core S&P Mid-Cap ETF | −659 | 26,853 | $2,070,634 | |
| PREF | Principal Spectrum Preferred Securities Active ETF | −478 | 99,063 | $1,888,140 | |
| VST | Vistra Corp. | −405 | 2,285 | $362,469 | |
| MSFT | Microsoft Corp | −404 | 19,817 | $7,392,137 | |
| WFC | Wells Fargo & Company | −391 | 2,490 | $205,773 | |
| AFL | Aflac Inc | −305 | 1,730 | $202,842 | |
| AEP | American Electric Power Co Inc | −252 | 17,792 | $2,434,123 | |
| XMPT | VanEck CEF Muni Income ETF | −250 | 77,125 | $1,722,972 | |
| IEFA | iShares Core MSCI EAFE ETF | −217 | 60,686 | $5,861,053 | |
| NOC | Northrop Grumman Corp | −163 | 1,098 | $559,222 | |
| XOM | ExxonMobil Holdings Corp | −152 | 15,459 | $2,113,554 | |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | −151 | 5,293 | $816,656 | |
| GD | General Dynamics Corp | −146 | 1,842 | $652,510 | |
| AMZN | Amazon Com Inc | −131 | 6,267 | $1,493,676 | |
| SPLV | Invesco S&P 500 Low Volatility ETF | −118 | 4,924 | $368,807 | |
| HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | −108 | 51,942 | $1,669,415 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LEU | Centrus Energy Corp | 2,602 | $436,797 | |
| AMAT | Applied Materials Inc | 589 | $425,847 | |
| DELL | Dell Technologies Inc. | 708 | $305,473 | |
| ROK | Rockwell Automation, Inc | 601 | $297,543 | |
| HONA | Honeywell Aerospace Inc. | 1,142 | $252,473 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | 1,591 | $251,775 | |
| USB | US Bancorp De | 3,919 | $236,707 | |
| VOO | VANGUARD 500 INDEX FUND | 343 | $235,575 | |
| NUE | Nucor Corp | 1,004 | $223,641 | |
| BCTK | Baron Technology ETF | 6,821 | $221,552 | |
| UNH | Unitedhealth Group Inc | 503 | $209,061 | |
| — | 1,090 | $207,307 | ||
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | 1,694 | $205,685 | |
| SOXX | iShares Semiconductor ETF | 389 | $0 | |
| SHLD | Global X Defense Tech ETF | 3,562 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
167 tracked positions ·
$318,644,425 total
· filing declares
167 positions · $319,940,800
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 167 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 291,283 | $20,753,913 | 6.51% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 138,513 | $17,199,159 | 5.40% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 56,939 | $13,803,721 | 4.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 35,469 | $10,263,309 | 3.22% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 160,300 | $9,568,307 | 3.00% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 46,367 | $9,277,573 | 2.91% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 103,194 | $8,039,844 | 2.52% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 55,092 | $7,576,802 | 2.38% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 19,817 | $7,392,137 | 2.32% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Added | 135,771 | $7,115,758 | 2.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 5,687 | $6,821,158 | 2.14% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 28,464 | $6,735,151 | 2.11% | |
|
|
Added | 44,284 | $6,483,620 | 2.03% | ||
| IWS |
iShares Russell Mid-Cap Value ETF
|
Added | 38,732 | $6,375,287 | 2.00% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 60,686 | $5,861,053 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 17,484 | $5,723,037 | 1.80% | |
| IVE |
iShares S&P 500 Value ETF
|
Added | 24,487 | $5,560,018 | 1.74% | |
| SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
|
Added | 128,135 | $5,434,205 | 1.71% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,447 | $5,133,127 | 1.61% | |
| EFA |
iShares MSCI EAFE ETF
|
Held | 41,681 | $4,329,822 | 1.36% | |
|
|
Added | 17,594 | $3,891,792 | 1.22% | ||
| IAGG |
iShares Core International Aggregate Bond ETF
|
Added | 76,384 | $3,865,030 | 1.21% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 4,984 | $3,732,467 | 1.17% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,406 | $3,627,049 | 1.14% | |
| XLU |
State Street(R) Utilities Select Sector SPDR(R) ETF
|
Reduced | 77,396 | $3,509,134 | 1.10% | |
| IWO |
iShares Russell 2000 Growth ETF
|
Added | 8,878 | $3,497,576 | 1.10% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Added | 31,191 | $3,008,683 | 0.94% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 27,477 | $2,957,074 | 0.93% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 35,846 | $2,888,112 | 0.91% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 8,109 | $2,865,152 | 0.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 5,180 | $2,592,020 | 0.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,421 | $2,519,224 | 0.79% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 17,792 | $2,434,123 | 0.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 6,678 | $2,386,516 | 0.75% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 46,998 | $2,368,229 | 0.74% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Held | 15,509 | $2,360,159 | 0.74% | |
| SLV |
iShares Silver Trust
|
Added | 43,665 | $2,334,767 | 0.73% | |
| ORCL |
Oracle Corp
Technology
|
Added | 15,372 | $2,252,766 | 0.71% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 15,459 | $2,113,554 | 0.66% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 26,853 | $2,070,634 | 0.65% | |
| ASML |
Asml Holding NV
Technology
|
Added | 1,013 | $2,015,302 | 0.63% | |
| VB |
Vanguard Index Funds
|
Reduced | 6,586 | $1,996,348 | 0.63% | |
| VIGI |
Vanguard Whitehall Funds
|
Held | 21,263 | $1,985,538 | 0.62% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 20,471 | $1,974,018 | 0.62% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 2,098 | $1,962,616 | 0.62% | |
| GLD |
Spdr Gold Trust
|
Held | 5,222 | $1,923,680 | 0.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 16,924 | $1,916,812 | 0.60% | |
| PREF |
Principal Spectrum Preferred Securities Active ETF
|
Reduced | 99,063 | $1,888,140 | 0.59% | |
| XMPT |
VanEck CEF Muni Income ETF
|
Reduced | 77,125 | $1,722,972 | 0.54% | |
| HDEF |
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
|
Reduced | 51,942 | $1,669,415 | 0.52% |
Showing the top 50 of 167 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.