Investment Partners, LTD.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Investment Partners, LTD. reported 152 stock positions worth $281.1 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 6.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.3%) and iShares Russell 1000 Value E (IWD, 4.3%). Compared with Q4 2025, it opened 8 new positions, sold out of 5, added to 59 and reduced 66. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $281.1M (Q1 2026)
- SEC Filing
- 0001050068-26-000002 ↗ filed May 5, 2026
Holdings Value
Holdings 152 stocks · $281.1M
| VEA Vanguard Ftse Developed ETF | 6.33% | 277,622 | $17.8M | Add +3.9% |
| IWF iShares Russell 1000 Growth | 5.27% | 34,714 | $14.8M | Reduce -3.2% |
| IWD iShares Russell 1000 Value E | 4.32% | 56,778 | $12.1M | Reduce -0.1% |
| AAPL Apple Inc. | 3.19% | 35,289 | $9.0M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 2.98% | 155,045 | $8.4M | Reduce -1.8% |
| NVDA Nvidia Corp. | 2.87% | 46,256 | $8.1M | Reduce -1.8% |
| MSFT Microsoft Corp. | 2.66% | 20,221 | $7.5M | Reduce -0.8% |
| BSV Vanguard Short-Term Bond ETF | 2.58% | 92,321 | $7.2M | Add +8.8% |
| VIG Vanguard Dividend Apprec ETF | 2.33% | 30,419 | $6.5M | Reduce -0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.24% | 119,733 | $6.3M | Add +6.0% |
| IVW iShares S&P 500 Growth ETF | 2.21% | 55,002 | $6.2M | Add +2.3% |
| IWP iShares Russell Mid-Cap Grow | 1.96% | 43,092 | $5.5M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.96% | 60,903 | $5.5M | Reduce -1.4% |
| IWS iShares Russell Mid-Cap Valu | 1.95% | 37,647 | $5.5M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 1.88% | 5,760 | $5.3M | Add +0.4% |
| IVE iShares S&P 500 Value ETF | 1.83% | 24,392 | $5.2M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.81% | 17,286 | $5.1M | Reduce -0.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.74% | 115,384 | $4.9M | Reduce -7.9% |
| EFA iShares MSCI Eafe ETF | 1.44% | 41,681 | $4.0M | Reduce -0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.28% | 78,293 | $3.6M | Reduce -0.1% |
| IAGG iShares Intl Aggregate Bond | 1.19% | 67,040 | $3.4M | Add +11.2% |
| IVV iShares Core S&P 500 ETF | 1.17% | 5,013 | $3.3M | Reduce -2.3% |
| IWN iShares Russell 2000 Value E | 1.16% | 17,194 | $3.3M | Reduce -2.5% |
| SLV iShares Silver Trust | 1.06% | 43,635 | $3.0M | Add +1.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.03% | 31,162 | $2.9M | Reduce -14.5% |
| IWO iShares Russell 2000 Growth | 0.97% | 8,658 | $2.7M | Reduce -1.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.95% | 9,279 | $2.7M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.94% | 15,611 | $2.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.88% | 5,144 | $2.5M | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.87% | 3,436 | $2.4M | Add +0.2% |
| MUB iShares National Muni Bond E | 0.86% | 22,707 | $2.4M | Add +0.8% |
| AEP American Electric Power | 0.84% | 18,044 | $2.4M | Reduce -1.9% |
| WMT Walmart Inc. | 0.82% | 18,629 | $2.3M | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 0.82% | 8,014 | $2.3M | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.81% | 15,509 | $2.3M | No change |
| ORCL Oracle Corp. | 0.80% | 15,313 | $2.3M | Add +3.3% |
| GLD SPDR Gold Shares | 0.80% | 5,222 | $2.2M | Reduce -0.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.75% | 45,918 | $2.1M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.74% | 2,090 | $2.1M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 3,367 | $1.9M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 0.68% | 6,604 | $1.9M | Add +0.1% |
| VIGI Vanguard Int Div App Indx FD | 0.67% | 21,263 | $1.9M | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.67% | 99,541 | $1.9M | No change |
| IJH iShares Core S&P Midcap ETF | 0.66% | 27,512 | $1.9M | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 0.65% | 20,468 | $1.8M | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.62% | 6,611 | $1.7M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.61% | 11,074 | $1.7M | Add +0.2% |
| MCD McDonald's Corp. | 0.61% | 5,499 | $1.7M | Reduce -0.6% |
| HDEF Xtrackers MSCI Eafe High Div | 0.60% | 52,050 | $1.7M | Reduce -0.2% |
| XMPT Vaneck Cef Muni Income ETF | 0.59% | 77,375 | $1.7M | No change |
| IBIT iShares Bitcoin Trust ETF | 0.58% | 42,162 | $1.6M | No change |
| MU Micron Technology Inc. | 0.53% | 4,430 | $1.5M | Add +10.3% |
| CVX Chevron Corp. | 0.52% | 7,072 | $1.5M | Reduce -0.8% |
| ADP Automatic Data Processing | 0.50% | 6,967 | $1.4M | Reduce -1.1% |
| HD Home Depot Inc. | 0.49% | 4,197 | $1.4M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 0.47% | 6,398 | $1.3M | Reduce -17.5% |
| ABBV Abbvie Inc. | 0.46% | 5,973 | $1.3M | Add +46.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.46% | 971 | $1.3M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.41% | 8,002 | $1.2M | Add +5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 7,857 | $1.1M | Add +0.0% |
| JNJ Johnson & Johnson | 0.40% | 4,654 | $1.1M | Add +3.0% |
| DGRO iShares Core Dividend Growth | 0.39% | 15,682 | $1.1M | Reduce -9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 1,611 | $1.0M | Add +13.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 3,019 | $1.0M | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.36% | 12,941 | $1.0M | Add +2.3% |
| KO The Coca-Cola Co. | 0.35% | 13,089 | $995K | No change |
| XLE SS Energy Select Sector | 0.35% | 16,222 | $994K | Add +0.9% |
| SDVY First Trust Smid Cap Rising | 0.34% | 24,129 | $951K | Add +0.1% |
| HBAN Huntington Bancshares Inc. | 0.33% | 60,090 | $940K | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 0.33% | 3,723 | $923K | Add +5.4% |
| VONV Vanguard Russell 1000 Value | 0.32% | 9,509 | $891K | Add +48.9% |
| V Visa Inc. Class A | 0.32% | 2,947 | $891K | Reduce -29.5% |
| LMT Lockheed Martin Corp. | 0.32% | 1,467 | $887K | Add +0.3% |
| XLI SS Industrial Select Sector | 0.31% | 5,440 | $880K | Reduce -3.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.31% | 9,611 | $878K | Reduce -12.4% |
| ETHA iShares Ethereum Trust ETF | 0.31% | 54,425 | $862K | Add +3.8% |
| NOC Northrop Grumman Corp. | 0.31% | 1,261 | $860K | Add +20.4% |
| DNP DNP Select Income Fund Inc. | 0.30% | 82,849 | $853K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 3,429 | $831K | Add +3.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.28% | 5,444 | $794K | Reduce -1.2% |
| VZ Verizon Communications Inc. | 0.28% | 15,760 | $791K | Reduce -8.8% |
| XLF SS Financial Select Sector | 0.27% | 15,571 | $769K | Reduce -8.7% |
| BMY Bristol-Myers Squibb Co. | 0.27% | 12,459 | $756K | Reduce -0.1% |
| SUB iShares Short-Term National | 0.26% | 6,808 | $725K | Add +5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 1,816 | $709K | No change |
| ABT Abbott Laboratories | 0.25% | 6,844 | $703K | Add +29.1% |
| HYD Vaneck High Yield Muni ETF | 0.24% | 13,648 | $684K | Add +5.7% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,389 | $683K | No change |
| GD General Dynamics Corp. | 0.24% | 1,988 | $682K | Reduce -5.8% |
| HDV iShares Core High Dividend E | 0.24% | 4,902 | $665K | Add +0.0% |
| TSLA Tesla Inc. | 0.24% | 1,778 | $661K | Reduce -5.6% |
| GILD Gilead Sciences Inc. | 0.23% | 4,668 | $651K | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.23% | 755 | $639K | Reduce -11.8% |
| ENB Enbridge Inc. | 0.22% | 11,649 | $631K | Add +0.7% |
| XLB SS Materials Select Sector | 0.22% | 12,210 | $610K | Reduce -21.0% |
| MRK Merck & Co. Inc. | 0.21% | 4,977 | $599K | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 3,031 | $582K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,719 | $551K | New |
| CAVA Cava Group Inc. | 0.20% | 6,796 | $550K | Add +25.6% |
| ISRG Intuitive Surgical Inc. | 0.19% | 1,183 | $545K | Reduce -1.3% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.8% | 2.66% | −0.79 |
| IWF iShares Russell 1000 Growth | Reduce -3.2% | 5.27% | −0.68 |
| NVDA Nvidia Corp. | Reduce -1.8% | 2.87% | −0.20 |
| V Visa Inc. Class A | Reduce -29.5% | 0.32% | −0.20 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.18 |
| AAPL Apple Inc. | Reduce -0.1% | 3.19% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -14.5% | 1.03% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -17.5% | 0.47% | −0.15 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.81% | −0.14 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -7.9% | 1.74% | −0.14 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.50% | −0.13 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.3% | 1.96% | −0.11 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.11 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.0% | 0.88% | −0.08 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.0% | 0.69% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 1.17% | −0.06 |
| TSLA Tesla Inc. | Reduce -5.6% | 0.24% | −0.06 |
| XLF SS Financial Select Sector | Reduce -8.7% | 0.27% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -1.3% | 0.19% | −0.04 |
| AFL Aflac Inc. | Reduce -35.2% | 0.08% | −0.04 |
| HD Home Depot Inc. | Reduce -4.6% | 0.49% | −0.04 |
| GS Goldman Sachs Group Inc. | Reduce -11.8% | 0.23% | −0.04 |
| PANW Palo Alto Networks Inc. | Reduce -18.5% | 0.09% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -0.9% | 0.33% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.18% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -9.3% | 0.39% | −0.03 |
| XLB SS Materials Select Sector | Reduce -21.0% | 0.22% | −0.03 |
| BAC Bank of America Corp. | Reduce -6.6% | 0.12% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -1.0% | 0.97% | −0.02 |
| BLK BlackRock Inc. | Reduce -5.0% | 0.14% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 2.33% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -12.4% | 0.31% | −0.02 |
| INDA iShares MSCI India ETF | Reduce -3.6% | 0.08% | −0.01 |
| CINF Cincinnati Financial Corp. | Reduce -5.0% | 0.15% | −0.01 |
| AMG Affiliated Managers Group | Reduce -4.2% | 0.13% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.3% | 0.95% | −0.01 |
| GD General Dynamics Corp. | Reduce -5.8% | 0.24% | −0.01 |
| ARTY iShares Future AI & Tech ETF | Reduce -1.0% | 0.10% | −0.00 |
| J Jacobs Solutions Inc. | Reduce -0.8% | 0.08% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.5% | 0.08% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.2% | 0.28% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.8% | 0.62% | +0.01 |
| XLI SS Industrial Select Sector | Reduce -3.0% | 0.31% | +0.01 |
| PFE Pfizer Inc. | Reduce -7.3% | 0.16% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.0% | 0.75% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.8% | 2.98% | +0.01 |
| ADI Analog Devices Inc. | Reduce -7.8% | 0.17% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 6.33% | +0.49 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.94% | +0.29 |
| BSV Vanguard Short-Term Bond ETF | Add +8.8% | 2.58% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.20% | +0.20 |
| CAT Caterpillar Inc. | Add +0.2% | 0.87% | +0.18 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +6.0% | 2.24% | +0.15 |
| VONG Vanguard Russell 1000 Growth | New | 0.15% | +0.15 |
| IAGG iShares Intl Aggregate Bond | Add +11.2% | 1.19% | +0.14 |
| ABBV Abbvie Inc. | Add +46.6% | 0.46% | +0.14 |
| MU Micron Technology Inc. | Add +10.3% | 0.53% | +0.13 |
| VONV Vanguard Russell 1000 Value | Add +48.9% | 0.32% | +0.11 |
| XLE SS Energy Select Sector | Add +0.9% | 0.35% | +0.10 |
| LHX L3HARRIS Technologies Inc. | New | 0.10% | +0.10 |
| AMLP Alerian MLP ETF | New | 0.10% | +0.10 |
| NOC Northrop Grumman Corp. | Add +20.4% | 0.31% | +0.10 |
| SLV iShares Silver Trust | Add +1.7% | 1.06% | +0.09 |
| MPC Marathon Petroleum Corp. | New | 0.09% | +0.09 |
| CAVA Cava Group Inc. | Add +25.6% | 0.20% | +0.08 |
| JNJ Johnson & Johnson | Add +3.0% | 0.40% | +0.08 |
| BIDD iShares International Divide | New | 0.08% | +0.08 |
| IVE iShares S&P 500 Value ETF | Add +2.9% | 1.83% | +0.07 |
| CAH Cardinal Health Inc. | New | 0.07% | +0.07 |
| LMT Lockheed Martin Corp. | Add +0.3% | 0.32% | +0.07 |
| NEE Nextera Energy Inc. | Add +34.4% | 0.17% | +0.06 |
| PEP Pepsico Inc. | Add +0.2% | 0.61% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.9% | 0.36% | +0.05 |
| FMNB Farmers Natl Banc Corp. | New | 0.05% | +0.05 |
| T AT&T Inc. | Add +28.6% | 0.14% | +0.05 |
| ETN Eaton Corp. PLC | Add +9.7% | 0.18% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.7% | 0.37% | +0.03 |
| GILD Gilead Sciences Inc. | Add +0.5% | 0.23% | +0.03 |
| ENB Enbridge Inc. | Add +0.7% | 0.22% | +0.03 |
| PG The Procter & Gamble Co. | Add +5.3% | 0.41% | +0.03 |
| GEV GE Vernova Inc. | Add +0.3% | 0.11% | +0.03 |
| HDV iShares Core High Dividend E | Add +0.0% | 0.24% | +0.03 |
| DLR Digital Realty Trust Inc. | Add +8.3% | 0.12% | +0.03 |
| BKLN Invesco Senior Loan ETF | Add +19.6% | 0.16% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +5.4% | 0.33% | +0.02 |
| ABT Abbott Laboratories | Add +29.1% | 0.25% | +0.02 |
| SUB iShares Short-Term National | Add +5.4% | 0.26% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.3% | 0.36% | +0.02 |
| DNP DNP Select Income Fund Inc. | Add +0.7% | 0.30% | +0.02 |
| DVY iShares Select Dividend ETF | Add +0.1% | 0.19% | +0.02 |
| SDVY First Trust Smid Cap Rising | Add +0.1% | 0.34% | +0.02 |
| PAVE Global X US Infrastructure | Add +6.5% | 0.12% | +0.02 |
| MUB iShares National Muni Bond E | Add +0.8% | 0.86% | +0.01 |
| META Meta Platforms Inc. Class A | Add +27.5% | 0.12% | +0.01 |
| HYD Vaneck High Yield Muni ETF | Add +5.7% | 0.24% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +0.0% | 0.65% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.3% | 0.12% | +0.01 |
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 |