INVESTMENT PARTNERS, LTD.

CIK 0001050068 · NEW PHILADELPHIA, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

INVESTMENT PARTNERS, LTD. reported 167 positions worth $319.9M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VEA (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$319.9M
2026 Q2
Positions
167
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.7%
Est. Net Flow (Q)
2026 Q2
10 / 167 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX-MANAGED FDSSH$20.8M6.49%291,283
2IWFISHARES TRSH$17.2M5.38%138,513
3IWDISHARES TRSH$13.8M4.31%56,939
4AAPLAPPLE INCSH$10.3M3.21%35,469
5VWOVANGUARD INTL EQUITY INDEX FSH$9.6M2.99%160,300
6NVDANVIDIA CORPORATIONSH$9.3M2.90%46,367
7BSVVANGUARD BD INDEX FDSSH$8.0M2.51%103,194
8IVWISHARES TRSH$7.6M2.37%55,092
9MSFTMICROSOFT CORPSH$7.4M2.31%19,817
10IGSBISHARES TRSH$7.1M2.22%135,771

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does INVESTMENT PARTNERS, LTD. hold as of Q2 2026?

INVESTMENT PARTNERS, LTD. reported 167 positions worth $319.9M in its Q2 2026 13F filing. Largest positions: VEA (6.5%), IWF (5.4%), IWD (4.3%), AAPL (3.2%) and VWO (3.0%).

What did INVESTMENT PARTNERS, LTD. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did INVESTMENT PARTNERS, LTD. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.