Investment Partners, LTD.

Name: INVESTMENT PARTNERS, LTD. 13F holdings, Q4 2025
Creator: INVESTMENT PARTNERS, LTD.
Published: 2026-02-10

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Investment Partners, LTD. reported 149 stock positions worth $285.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.8%) and iShares Russell 1000 Value E (IWD, 4.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 8, added to 64 and reduced 55. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Microsoft (MSFT, shares −3%).

Most Recent 13F: Q2 2026
Location: NEW PHILADELPHIA, OH
CIK: 0001050068
Portfolio Value: $285.7M (Q4 2025)
SEC Filing: 0001050068-26-000001 ↗ filed Feb 10, 2026

Holdings Value

Holdings 149 stocks · $285.7M


IWF iShares Russell 1000 Growth	5.94%	35,869	$17.0M	Reduce -0.3%
VEA Vanguard Ftse Developed ETF	5.84%	267,283	$16.7M	Add +3.5%
IWD iShares Russell 1000 Value E	4.18%	56,816	$12.0M	Reduce -1.6%
MSFT Microsoft Corp.	3.45%	20,378	$9.9M	Reduce -3.0%
AAPL Apple Inc.	3.36%	35,315	$9.6M	Reduce -2.0%
NVDA Nvidia Corp.	3.07%	47,094	$8.8M	Add +0.0%
VWO Vanguard Ftse Emerging Marke	2.97%	157,809	$8.5M	Add +1.8%
VIG Vanguard Dividend Apprec ETF	2.35%	30,528	$6.7M	Add +0.9%
BSV Vanguard Short-Term Bond ETF	2.34%	84,871	$6.7M	Add +9.9%
IVW iShares S&P 500 Growth ETF	2.32%	53,750	$6.6M	Add +0.0%
LLY Eli Lilly & Co.	2.16%	5,737	$6.2M	Reduce -6.6%
IGSB iShares 1-5Y Inv Grade Corp.	2.09%	112,968	$6.0M	Add +9.4%
IWP iShares Russell Mid-Cap Grow	2.07%	43,240	$5.9M	Add +4.5%
JPM JPMorgan Chase & Co.	1.95%	17,311	$5.6M	Reduce -3.4%
IEFA iShares Core MSCI Eafe ETF	1.93%	61,743	$5.5M	Reduce -0.4%
IWS iShares Russell Mid-Cap Valu	1.90%	38,562	$5.4M	Add +0.6%
SHYG iShares 0-5 YR HY Corp. Bond	1.88%	125,222	$5.4M	Add +8.7%
IVE iShares S&P 500 Value ETF	1.76%	23,709	$5.0M	Add +0.0%
EFA iShares MSCI Eafe ETF	1.40%	41,732	$4.0M	Reduce -12.7%
IVV iShares Core S&P 500 ETF	1.23%	5,131	$3.5M	Add +4.7%
USMV iShares MSCI USA Min Vol Fac	1.20%	36,432	$3.4M	Add +0.2%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.17%	78,360	$3.3M	Add +0.3%
IWN iShares Russell 2000 Value E	1.12%	17,633	$3.2M	Add +0.4%
IAGG iShares Intl Aggregate Bond	1.05%	60,270	$3.0M	Add +11.1%
ORCL Oracle Corp.	1.01%	14,830	$2.9M	Add +0.1%
IWO iShares Russell 2000 Growth	0.99%	8,746	$2.8M	Reduce -1.1%
SLV iShares Silver Trust	0.97%	42,900	$2.8M	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.95%	9,396	$2.7M	Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B	0.95%	5,415	$2.7M	Reduce -3.6%
GOOG Alphabet Inc. Class C	0.88%	7,976	$2.5M	Reduce -2.4%
MUB iShares National Muni Bond E	0.84%	22,524	$2.4M	Reduce -21.6%
WMT Walmart Inc.	0.77%	19,818	$2.2M	Reduce -0.8%
QQQ Invesco QQQ Trust Series 1	0.76%	3,546	$2.2M	Add +28.9%
SDY SS SPDR S&P Dividend ETF	0.76%	15,509	$2.2M	No change
AEP American Electric Power	0.74%	18,385	$2.1M	Reduce -13.4%
SPDW Ste STR SPDR PT DW Eu ETF	0.74%	47,329	$2.1M	Reduce -13.0%
IBIT iShares Bitcoin Trust ETF	0.73%	42,162	$2.1M	Add +0.6%
GLD SPDR Gold Shares	0.73%	5,232	$2.1M	Reduce -0.5%
GOOGL Alphabet Inc. Class A	0.72%	6,595	$2.1M	Reduce -6.3%
CAT Caterpillar Inc.	0.69%	3,428	$2.0M	Reduce -5.8%
VIGI Vanguard Int Div App Indx FD	0.68%	21,263	$1.9M	No change
PREF Pri Spe Pre Sec Acti-Usd Inc.	0.66%	99,541	$1.9M	No change
XOM Exxon Mobil Corp.	0.66%	15,556	$1.9M	Reduce -1.3%
IJH iShares Core S&P Midcap ETF	0.64%	27,581	$1.8M	Reduce -4.8%
COST Costco Wholesale Corp.	0.63%	2,102	$1.8M	Add +0.3%
ADP Automatic Data Processing	0.63%	7,042	$1.8M	Reduce -1.0%
VNQ Vanguard Real Estate ETF	0.63%	20,467	$1.8M	Add +0.0%
AMZN Amazon.com Inc.	0.63%	7,759	$1.8M	Reduce -1.0%
VB Vanguard Most SM-Cap ETF-Usd	0.61%	6,732	$1.7M	Add +1.9%
XMPT Vaneck Cef Muni Income ETF	0.59%	77,375	$1.7M	No change
MCD McDonald's Corp.	0.59%	5,534	$1.7M	Reduce -9.2%
HDEF Xtrackers MSCI Eafe High Div	0.57%	52,144	$1.6M	Reduce -5.8%
PEP Pepsico Inc.	0.56%	11,055	$1.6M	Reduce -3.1%
HD Home Depot Inc.	0.53%	4,399	$1.5M	Reduce -4.2%
V Visa Inc. Class A	0.51%	4,182	$1.5M	Reduce -5.3%
PLTR Palantir Technologies Inc. Class A	0.49%	7,856	$1.4M	Reduce -3.0%
DGRO iShares Core Dividend Growth	0.42%	17,288	$1.2M	Reduce -22.6%
ETHA iShares Ethereum Trust ETF	0.41%	52,425	$1.2M	No change
MU Micron Technology Inc.	0.40%	4,017	$1.1M	Add +1.8%
PG The Procter & Gamble Co.	0.38%	7,599	$1.1M	Reduce -4.3%
CVX Chevron Corp.	0.38%	7,127	$1.1M	Reduce -8.1%
ASML ASML Holding NV-NY Reg SHS	0.37%	995	$1.1M	No change
HBAN Huntington Bancshares Inc.	0.37%	60,661	$1.1M	Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.34%	3,299	$977K	Add +0.9%
CSCO Cisco Systems Inc.	0.34%	12,653	$975K	Reduce -2.5%
SPY SS SPDR S&P 500 ETF Trust-US	0.34%	1,417	$966K	Reduce -9.5%
EFAV iShares MSCI Eafe Min Vol Fa	0.33%	10,969	$946K	Add +0.2%
JNJ Johnson & Johnson	0.33%	4,517	$935K	Reduce -15.5%
XLF SS Financial Select Sector	0.33%	17,059	$934K	Add +1.0%
ABBV Abbvie Inc.	0.33%	4,074	$931K	Add +0.4%
SDVY First Trust Smid Cap Rising	0.32%	24,104	$924K	Add +0.1%
KO The Coca-Cola Co.	0.32%	13,089	$915K	Reduce -4.3%
TSM Taiwan Semiconductor-SP ADR	0.31%	2,933	$891K	Add +0.0%
XLI SS Industrial Select Sector	0.30%	5,610	$870K	No change
IWM iShares Russell 2000 ETF	0.30%	3,533	$870K	Add +0.0%
CRWD CrowdStrike Holdings Inc. Class A	0.30%	1,816	$851K	No change
TSLA Tesla Inc.	0.30%	1,883	$847K	No change
DNP DNP Select Income Fund Inc.	0.29%	82,262	$822K	Add +50.4%
TMO Thermo Fisher Scientific Inc.	0.28%	1,389	$805K	Add +0.1%
VSS Vanguard Ftse All Wo X-US SC	0.28%	5,511	$790K	Add +0.3%
GS Goldman Sachs Group Inc.	0.26%	856	$753K	Add +1.1%
XLE SS Energy Select Sector	0.25%	16,071	$719K	Add +0.7%
GD General Dynamics Corp.	0.25%	2,110	$710K	Reduce -2.3%
LMT Lockheed Martin Corp.	0.25%	1,463	$708K	Reduce -27.3%
VZ Verizon Communications Inc.	0.25%	17,279	$704K	Reduce -1.6%
XLB SS Materials Select Sector	0.25%	15,450	$701K	No change
SUB iShares Short-Term National	0.24%	6,460	$689K	Reduce -19.4%
ISRG Intuitive Surgical Inc.	0.24%	1,198	$678K	Add +4.7%
BMY Bristol-Myers Squibb Co.	0.24%	12,472	$673K	Reduce -4.0%
ABT Abbott Laboratories	0.23%	5,300	$664K	Reduce -6.9%
HYD Vaneck High Yield Muni ETF	0.23%	12,911	$660K	Reduce -13.8%
NOC Northrop Grumman Corp.	0.21%	1,047	$597K	No change
HDV iShares Core High Dividend E	0.21%	4,900	$596K	Reduce -25.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.21%	5,185	$590K	No change
VONV Vanguard Russell 1000 Value	0.21%	6,386	$589K	Add +0.4%
RSP Invesco S&P 500 Equal Weight	0.20%	3,031	$581K	Add +0.0%
GILD Gilead Sciences Inc.	0.20%	4,645	$570K	Reduce -12.8%
ENB Enbridge Inc.	0.19%	11,574	$554K	Reduce -18.8%
MRK Merck & Co. Inc.	0.18%	5,021	$529K	Add +2.1%
SPYV SS SPDR P S&P 500 Value ETF	0.18%	9,002	$511K	No change
AOM iShares Core 40/60 Moderate	0.18%	10,541	$503K	Add +1.6%
GE General Electric filed as GE AEROSPACE	0.17%	1,601	$493K	Add +0.1%
DVY iShares Select Dividend ETF	0.17%	3,478	$491K	Add +0.2%
XLP SS Consumer Staples Sel Sect	0.17%	6,300	$489K	No change
BLK BlackRock Inc.	0.17%	441	$472K	Add +4.8%
CINF Cincinnati Financial Corp.	0.16%	2,862	$467K	Reduce -4.7%
VST Vistra Corp.	0.15%	2,686	$433K	Add +5.1%
ADI Analog Devices Inc.	0.15%	1,593	$432K	Add +9.0%
PFE Pfizer Inc.	0.15%	17,349	$432K	Reduce -4.3%
HON Honeywell International Inc.	0.15%	2,208	$431K	Add +1.7%
ALL Allstate Corp.	0.15%	2,066	$430K	Reduce -6.9%
PRK Park National Corp.	0.15%	2,780	$423K	No change
ETN Eaton Corp. PLC	0.15%	1,315	$419K	Reduce -8.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.14%	7,486	$412K	Reduce -1.9%
SHV iShares 0-1 Year Treasury Bo	0.14%	3,627	$400K	No change
AMG Affiliated Managers Group	0.14%	1,380	$398K	No change
INTC Intel Corp.	0.14%	10,717	$395K	Reduce -3.9%
BKLN Invesco Senior Loan ETF	0.14%	18,480	$388K	Add +8.8%
MS Morgan Stanley	0.13%	2,075	$368K	Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui	0.13%	753	$368K	Reduce -0.4%
PANW Palo Alto Networks Inc.	0.13%	1,968	$363K	Add +5.1%
BA The Boeing Co.	0.13%	1,659	$360K	No change
SPLV Invesco S&P 500 Low Volatili	0.13%	5,025	$359K	Add +0.4%
AFL Aflac Inc.	0.12%	3,142	$346K	Reduce -10.6%
VRT Vertiv Holdings Co. Class A	0.11%	2,005	$325K	Add +0.1%
SPYG SS SPDR P S&P 500 Growth ETF	0.11%	2,980	$318K	No change
CAVA Cava Group Inc.	0.11%	5,413	$318K	Reduce -14.3%
NEE Nextera Energy Inc.	0.11%	3,853	$309K	Add +8.7%
CL Colgate-Palmolive Co.	0.11%	3,899	$308K	Add +0.3%
MRSH Marsh & McLennan Cos	0.11%	1,658	$308K	Reduce -2.7%
KLAC KLA Corp.	0.11%	250	$304K	No change
SBUX Starbucks Corp.	0.11%	3,587	$302K	Add +0.2%
META Meta Platforms Inc. Class A	0.10%	451	$298K	No change
PAVE Global X US Infrastructure	0.10%	6,041	$289K	Add +18.5%
ARTY iShares Future AI & Tech ETF	0.10%	5,985	$288K	Add +18.0%
INDA iShares MSCI India ETF	0.10%	5,125	$277K	No change
YUM Yum! Brands Inc.	0.10%	1,810	$274K	Add +0.2%
DLR Digital Realty Trust Inc.	0.09%	1,740	$269K	No change
WFC Wells Fargo & Co.	0.09%	2,873	$268K	Add +0.2%
T AT&T Inc.	0.09%	10,521	$261K	Add +0.3%
MDY State Street SPDR S&P Midcap	0.09%	424	$256K	No change
J Jacobs Solutions Inc.	0.09%	1,879	$249K	Add +3.3%
PSX Phillips 66	0.08%	1,879	$242K	New
GIS General Mills Inc.	0.08%	5,097	$237K	Add +7.0%
GEV GE Vernova Inc.	0.08%	358	$234K	No change
IJR iShares Core S&P Small-Cap E	0.08%	1,913	$230K	Add +4.0%
SPGI S&P Global Inc.	0.07%	403	$211K	New
AMGN Amgen Inc.	0.07%	632	$207K	New
PFLT Pennantpark Floating Rate Ca	0.03%	10,000	$93K	No change

Portfolio Sells Q3 2025 → Q4 2025


MSFT Microsoft Corp.	Reduce -3.0%	3.45%	−0.38
MUB iShares National Muni Bond E	Reduce -21.6%	0.84%	−0.23
EFA iShares MSCI Eafe ETF	Reduce -12.7%	1.40%	−0.17
HD Home Depot Inc.	Reduce -4.2%	0.53%	−0.13
DGRO iShares Core Dividend Growth	Reduce -22.6%	0.42%	−0.12
LMT Lockheed Martin Corp.	Reduce -27.3%	0.25%	−0.11
ADP Automatic Data Processing	Reduce -1.0%	0.63%	−0.10
AEP American Electric Power	Reduce -13.4%	0.74%	−0.10
SNPS Synopsys Inc.	Sold out	0.00%	−0.10
WELL Welltower Inc.	Sold out	0.00%	−0.09
SMCI Super Micro Computer Inc.	Sold out	0.00%	−0.08
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -13.0%	0.74%	−0.08
MCK McKesson Corp.	Sold out	0.00%	−0.08
HDV iShares Core High Dividend E	Reduce -25.9%	0.21%	−0.08
LOW Lowe's Cos Inc.	Sold out	0.00%	−0.07
NFLX Netflix Inc.	Sold out	0.00%	−0.07
SUB iShares Short-Term National	Reduce -19.4%	0.24%	−0.06
MCD McDonald's Corp.	Reduce -9.2%	0.59%	−0.06
ENB Enbridge Inc.	Reduce -18.8%	0.19%	−0.06
SIF Sifco Industries	Sold out	0.00%	−0.05
PG The Procter & Gamble Co.	Reduce -4.3%	0.38%	−0.05
CVX Chevron Corp.	Reduce -8.1%	0.38%	−0.04
ETN Eaton Corp. PLC	Reduce -8.9%	0.15%	−0.04
BRK.B Berkshire Hathaway Inc. Class B	Reduce -3.6%	0.95%	−0.04
JPM JPMorgan Chase & Co.	Reduce -3.4%	1.95%	−0.04
HYD Vaneck High Yield Muni ETF	Reduce -13.8%	0.23%	−0.04
ABT Abbott Laboratories	Reduce -6.9%	0.23%	−0.04
PLTR Palantir Technologies Inc. Class A	Reduce -3.0%	0.49%	−0.03
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -9.5%	0.34%	−0.03
IJH iShares Core S&P Midcap ETF	Reduce -4.8%	0.64%	−0.03
VZ Verizon Communications Inc.	Reduce -1.6%	0.25%	−0.03
EU Encore Energy Corp.	Sold out	0.00%	−0.02
CAVA Cava Group Inc.	Reduce -14.3%	0.11%	−0.02
JNJ Johnson & Johnson	Reduce -15.5%	0.33%	−0.02
ALL Allstate Corp.	Reduce -6.9%	0.15%	−0.02
V Visa Inc. Class A	Reduce -5.3%	0.51%	−0.02
AFL Aflac Inc.	Reduce -10.6%	0.12%	−0.02
MRSH Marsh & McLennan Cos	Reduce -2.7%	0.11%	−0.01
PFE Pfizer Inc.	Reduce -4.3%	0.15%	−0.01
GD General Dynamics Corp.	Reduce -2.3%	0.25%	−0.01
PEP Pepsico Inc.	Reduce -3.1%	0.56%	−0.01
GILD Gilead Sciences Inc.	Reduce -12.8%	0.20%	−0.01
HDEF Xtrackers MSCI Eafe High Div	Reduce -5.8%	0.57%	−0.01
IWO iShares Russell 2000 Growth	Reduce -1.1%	0.99%	−0.01
CINF Cincinnati Financial Corp.	Reduce -4.7%	0.16%	−0.00
KO The Coca-Cola Co.	Reduce -4.3%	0.32%	+0.00
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -0.4%	0.13%	+0.00
IWF iShares Russell 1000 Growth	Reduce -0.3%	5.94%	+0.01
BAC Bank of America Corp.	Reduce -1.9%	0.14%	+0.01
INTC Intel Corp.	Reduce -3.9%	0.14%	+0.01

Portfolio Buys Q3 2025 → Q4 2025


VEA Vanguard Ftse Developed ETF	Add +3.5%	5.84%	+0.40
BSV Vanguard Short-Term Bond ETF	Add +9.9%	2.34%	+0.20
QQQ Invesco QQQ Trust Series 1	Add +28.9%	0.76%	+0.18
MU Micron Technology Inc.	Add +1.8%	0.40%	+0.17
IGSB iShares 1-5Y Inv Grade Corp.	Add +9.4%	2.09%	+0.16
SHYG iShares 0-5 YR HY Corp. Bond	Add +8.7%	1.88%	+0.12
DNP DNP Select Income Fund Inc.	Add +50.4%	0.29%	+0.09
PSX Phillips 66	New	0.08%	+0.08
IAGG iShares Intl Aggregate Bond	Add +11.1%	1.05%	+0.08
IVV iShares Core S&P 500 ETF	Add +4.7%	1.23%	+0.07
SPGI S&P Global Inc.	New	0.07%	+0.07
AMGN Amgen Inc.	New	0.07%	+0.07
ISRG Intuitive Surgical Inc.	Add +4.7%	0.24%	+0.06
VIG Vanguard Dividend Apprec ETF	Add +0.9%	2.35%	+0.05
TMO Thermo Fisher Scientific Inc.	Add +0.1%	0.28%	+0.04
MRK Merck & Co. Inc.	Add +2.1%	0.18%	+0.04
IVE iShares S&P 500 Value ETF	Add +0.0%	1.76%	+0.04
IVW iShares S&P 500 Growth ETF	Add +0.0%	2.32%	+0.03
GS Goldman Sachs Group Inc.	Add +1.1%	0.26%	+0.03
ADI Analog Devices Inc.	Add +9.0%	0.15%	+0.02
IWN iShares Russell 2000 Value E	Add +0.4%	1.12%	+0.02
TSM Taiwan Semiconductor-SP ADR	Add +0.0%	0.31%	+0.02
IWS iShares Russell Mid-Cap Valu	Add +0.6%	1.90%	+0.02
ARTY iShares Future AI & Tech ETF	Add +18.0%	0.10%	+0.02
IBM Intl Business Machines Corp.	Add +0.9%	0.34%	+0.02
VB Vanguard Most SM-Cap ETF-Usd	Add +1.9%	0.61%	+0.02
PAVE Global X US Infrastructure	Add +18.5%	0.10%	+0.02
NEE Nextera Energy Inc.	Add +8.7%	0.11%	+0.01
MS Morgan Stanley	Add +0.1%	0.13%	+0.01
VWO Vanguard Ftse Emerging Marke	Add +1.8%	2.97%	+0.01
BKLN Invesco Senior Loan ETF	Add +8.8%	0.14%	+0.01
WFC Wells Fargo & Co.	Add +0.2%	0.09%	+0.01
VRT Vertiv Holdings Co. Class A	Add +0.1%	0.11%	+0.01
XLF SS Financial Select Sector	Add +1.0%	0.33%	+0.01
VONV Vanguard Russell 1000 Value	Add +0.4%	0.21%	+0.01
EFAV iShares MSCI Eafe Min Vol Fa	Add +0.2%	0.33%	+0.00
IWM iShares Russell 2000 ETF	Add +0.0%	0.30%	+0.00
IJR iShares Core S&P Small-Cap E	Add +4.0%	0.08%	+0.00
GE General Electric	Add +0.1%	0.17%	+0.00
AOM iShares Core 40/60 Moderate	Add +1.6%	0.18%	+0.00
SDVY First Trust Smid Cap Rising	Add +0.1%	0.32%	+0.00
RSP Invesco S&P 500 Equal Weight	Add +0.0%	0.20%	+0.00
VSS Vanguard Ftse All Wo X-US SC	Add +0.3%	0.28%	+0.00
XLE SS Energy Select Sector	Add +0.7%	0.25%	+0.00
HBAN Huntington Bancshares Inc.	Add +0.1%	0.37%	−0.00
YUM Yum! Brands Inc.	Add +0.2%	0.10%	−0.00
SBUX Starbucks Corp.	Add +0.2%	0.11%	−0.00
CL Colgate-Palmolive Co.	Add +0.3%	0.11%	−0.00
GIS General Mills Inc.	Add +7.0%	0.08%	−0.00
DVY iShares Select Dividend ETF	Add +0.2%	0.17%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	167	$319.9M	VEA, IWF, IWD, AAPL, VWO
Q1 2026	152	$281.1M	VEA, IWF, IWD, AAPL, VWO
Q4 2025	149	$285.7M	IWF, VEA, IWD, MSFT, AAPL
Q3 2025	154	$284.0M	IWF, VEA, IWD, MSFT, AAPL
Q2 2025	158	$264.2M	IWF, VEA, IWD, MSFT, VWO
Q1 2025	148	$241.2M	IWF, IWD, VEA, MSFT, AAPL
Q4 2024	146	$242.8M	IWF, IWD, MSFT, VEA, AAPL
Q3 2024	147	$240.1M	IWF, IWD, MSFT, VEA, AAPL
Q2 2024	142	$222.6M	IWF, IWD, MSFT, VEA, AAPL
Q1 2024	142	$220.5M	IWF, IWD, MSFT, VEA, AAPL