INVESTMENT PARTNERS, LTD.

CIK

1050068

Location

NEW PHILADELPHIA, OH

Portfolio Value

Micro $8,601,906

Diversification

Diversified

Filing Date

Global Rank

#5,487 / 8,586 ▲ 105

Top Industry

Software - Infrastructure 11.9%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed May 5, 2026 · 42d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+64.1%

SPY

+78.1%

Annualised alpha

-3.3%

Max drawdown

−16.0%

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

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

Top Position

8.1%

−0.5 pts

Top 5

31.5%

−3.4 pts

Top 10

43.2%

−2.8 pts

HHI

296

Diversified−40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.6%	$37,221,154	16
Financial Services	13.2%	$14,595,134	18
Healthcare	11.3%	$12,556,279	12
Unclassified	9.9%	$10,954,241	7
Consumer Defensive	7.8%	$8,601,906	6
Industrials	7.3%	$8,028,243	12
Consumer Cyclical	5.3%	$5,914,859	6
Energy	4.8%	$5,270,151	5
Communication Services	3.5%	$3,908,852	5
Utilities	2.9%	$3,250,433	3
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
XOM	Exxon Mobil Corp	+55	15,611	$2,648,562
AMGN	Amgen Inc	+27	659	$231,869
GILD	Gilead Sciences, Inc.	+23	4,668	$650,579
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	$210,603
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $8,601,906 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	18,629	-1,189	$2,315,212	+4.9%	26.92%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,090	-12	$2,082,538	+14.9%	24.21%
PEP	Pepsico Inc Consumer Defensive	Added	11,074	+19	$1,719,681	+8.4%	19.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,002	+403	$1,155,808	+6.1%	13.44%
KO	Coca Cola Co Consumer Defensive	Held	13,089	0	$995,418	+8.8%	11.57%
CL	Colgate Palmolive Co Consumer Defensive	Added	3,910	+11	$333,249	+8.2%	3.87%