INVESTMENT PARTNERS, LTD.
Top Portfolio Positions
90 positions ·
$108,175,763 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
35,289 | $8,955,995 | 8.28% |
| NVDA |
Nvidia Corp
Technology
|
46,256 | $8,067,046 | 7.46% |
| MSFT |
Microsoft Corp
Technology
|
20,221 | $7,485,207 | 6.92% |
| LLY |
ELI LILLY & Co
Healthcare
|
5,760 | $5,297,875 | 4.90% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
17,286 | $5,084,849 | 4.70% |
| SLV |
iShares Silver Trust
|
43,635 | $2,973,288 | 2.75% |
| XOM |
Exxon Mobil Corp
Energy
|
15,611 | $2,648,562 | 2.45% |
| CAT |
Caterpillar Inc
Industrials
|
3,436 | $2,434,268 | 2.25% |
| AEP |
American Electric Power Co Inc
Utilities
|
18,044 | $2,365,207 | 2.19% |
| WMT |
Walmart Inc.
Consumer Defensive
|
18,629 | $2,315,212 | 2.14% |
Portfolio Trend
Holdings in DNP
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $853,344 | 82,849 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $821,797 | 82,262 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $547,617 | 54,707 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $531,773 | 54,318 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $531,340 | 53,725 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $468,615 | 53,131 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $489,510 | 48,756 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $387,655 | 47,160 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $426,426 | 47,015 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $394,930 | 46,572 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $438,167 | 46,026 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $469,147 | 44,766 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,042,767 | 94,625 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,059,885 | 94,212 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $4,221,700 | 407,500 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $969,063 | 89,397 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,052,027 | 89,004 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $958,331 | 88,163 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $935,585 | 87,766 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $913,058 | 87,374 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $879,063 | 88,974 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $724,520 | 70,616 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $693,332 | 69,057 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $750,382 | 68,969 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $674,364 | 68,883 | Shares | Sole | 2020-04-29 | |
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