2026 Q1 Portfolio Activity
In 2026 Q1, INVESTMENT PARTNERS, LTD. maintained a portfolio of 157 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 0.20% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 8.8%. The fund also reduced its exposure to VISA INC by 29.5%.
Position History
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Total Positions
157
Quarter
2026 Q1
Top Holding
VEA (6.3%)
Top 10 Concentration
34.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 157
INVESTMENT PARTNERS, LTD. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.33% | 5.84% |
#1
1
Prev: #2
|
5.0 |
—
|
10,339 | 3.9% |
P
S
|
277,622 | $17,790,014 |
$38.92
+84.6%
|
2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
IWF
ISHARES TR
|
ETF | 5.27% | 5.94% |
#2
1
Prev: #1
|
4.1 |
—
|
-1,155 | -3.2% |
P
S
|
34,714 | $14,802,034 |
$32.07
+295.5%
|
2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
IWD
ISHARES TR
|
ETF | 4.32% | 4.18% |
#3
Prev: #3
|
3.2 |
—
|
-38 | -0.1% |
P
S
|
56,778 | $12,131,782 |
$94.48
+153.8%
|
2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
AAPL
APPLE INC
|
Technology | 3.19% | 3.36% |
#4
1
Prev: #5
|
2.3 |
—
|
-26 | -0.1% |
P
S
|
35,289 | $8,955,992 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.98% | 2.97% |
#5
2
Prev: #7
|
2.2 |
—
|
-2,764 | -1.8% |
P
S
|
155,045 | $8,380,182 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.87% | 3.07% |
#6
Prev: #6
|
1.6 |
—
|
-838 | -1.8% |
P
S
|
46,256 | $8,067,040 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.66% | 3.45% |
#7
3
Prev: #4
|
1.6 |
—
|
-157 | -0.8% |
P
S
|
20,221 | $7,485,063 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.58% | 2.34% |
#8
1
Prev: #9
|
3.0 |
—
|
7,450 | 8.8% |
P
S
|
92,321 | $7,238,877 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.33% | 2.35% |
#9
1
Prev: #8
|
1.4 |
—
|
-109 | -0.4% |
P
S
|
30,419 | $6,541,963 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IGSB
ISHARES TR
|
ETF | 2.24% | 2.09% |
#10
2
Prev: #12
|
2.9 |
—
|
6,765 | 6.0% |
P
S
|
119,733 | $6,293,174 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVW
ISHARES TR
|
Warrant | 2.21% | 2.32% |
#11
1
Prev: #10
|
1.4 |
—
|
1,252 | 2.3% |
P
S
|
55,002 | $6,221,278 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWP
ISHARES TR
|
ETF | 1.96% | 2.07% |
#12
1
Prev: #13
|
1.3 |
—
|
-148 | -0.3% |
P
S
|
43,092 | $5,520,987 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IEFA
ISHARES TR
|
ETF | 1.96% | 1.93% |
#13
2
Prev: #15
|
1.3 |
—
|
-840 | -1.4% |
P
S
|
60,903 | $5,513,540 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWS
ISHARES TR
|
ETF | 1.95% | 1.90% |
#14
2
Prev: #16
|
1.3 |
—
|
-915 | -2.4% |
P
S
|
37,647 | $5,486,642 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.88% | 2.16% |
#15
4
Prev: #11
|
1.3 |
—
|
23 | 0.4% |
P
S
|
5,760 | $5,298,185 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVE
ISHARES TR
|
ETF | 1.83% | 1.76% |
#16
2
Prev: #18
|
1.2 |
—
|
683 | 2.9% |
P
S
|
24,392 | $5,150,397 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.81% | 1.95% |
#17
3
Prev: #14
|
1.2 |
—
|
-25 | -0.1% |
P
S
|
17,286 | $5,084,820 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SHYG
ISHARES TR
|
ETF | 1.74% | 1.88% |
#18
1
Prev: #17
|
1.2 |
—
|
-9,838 | -7.9% |
P
S
|
115,384 | $4,881,900 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
EFA
ISHARES TR
|
ETF | 1.44% | 1.40% |
#19
Prev: #19
|
1.1 |
—
|
-51 | -0.1% |
P
S
|
41,681 | $4,048,476 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.28% | 1.17% |
#20
2
Prev: #22
|
1.0 |
—
|
-67 | -0.1% |
P
S
|
78,293 | $3,592,888 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.19% | 1.05% |
#21
3
Prev: #24
|
2.5 |
—
|
6,770 | 11.2% |
P
S
|
67,040 | $3,354,700 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVV
ISHARES TR
|
ETF | 1.17% | 1.23% |
#22
2
Prev: #20
|
1.0 |
—
|
-118 | -2.3% |
P
S
|
5,013 | $3,274,823 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWN
ISHARES TR
|
ETF | 1.16% | 1.12% |
#23
Prev: #23
|
1.0 |
—
|
-439 | -2.5% |
P
S
|
17,194 | $3,259,785 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 1.06% | 0.97% |
#24
3
Prev: #27
|
0.9 |
—
|
735 | 1.7% |
P
S
|
43,635 | $2,973,289 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
USMV
ISHARES TR
|
ETF | 1.03% | 1.20% |
#25
4
Prev: #21
|
0.9 |
—
|
-5,270 | -14.5% |
P
S
|
31,162 | $2,889,993 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWO
ISHARES TR
|
ETF | 0.97% | 0.99% |
#26
Prev: #26
|
0.9 |
—
|
-88 | -1.0% |
P
S
|
8,658 | $2,717,120 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.95% | 0.95% |
#27
1
Prev: #28
|
0.9 |
—
|
-117 | -1.2% |
P
S
|
9,279 | $2,664,797 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.94% | 0.66% |
#28
15
Prev: #43
|
0.9 |
—
|
55 | 0.4% |
P
S
|
15,611 | $2,648,493 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.88% | 0.95% |
#29
Prev: #29
|
0.9 |
—
|
-271 | -5.0% |
P
S
|
5,144 | $2,465,206 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.87% | 0.69% |
#30
10
Prev: #40
|
0.8 |
—
|
8 | 0.2% |
P
S
|
3,436 | $2,434,586 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MUB
ISHARES TR
|
ETF | 0.86% | 0.84% |
#31
Prev: #31
|
0.8 |
—
|
183 | 0.8% |
P
S
|
22,707 | $2,410,348 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.84% | 0.74% |
#32
3
Prev: #35
|
0.8 |
—
|
-341 | -1.9% |
P
S
|
18,044 | $2,365,151 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.82% | 0.77% |
#33
1
Prev: #32
|
0.8 |
—
|
-1,189 | -6.0% |
P
S
|
18,629 | $2,315,193 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.82% | 0.88% |
#34
4
Prev: #30
|
0.8 |
—
|
38 | 0.5% |
P
S
|
8,014 | $2,299,004 | 2016 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.81% | 0.76% |
#35
1
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
15,509 | $2,263,383 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.80% | 1.01% |
#36
11
Prev: #25
|
0.8 |
—
|
483 | 3.3% |
P
S
|
15,313 | $2,252,623 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.80% | 0.73% |
#37
1
Prev: #38
|
0.8 |
—
|
-10 | -0.2% |
P
S
|
5,222 | $2,246,974 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.75% | 0.74% |
#38
2
Prev: #36
|
0.8 |
—
|
-1,411 | -3.0% |
P
S
|
45,918 | $2,096,177 | 2015 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.74% | 0.63% |
#39
6
Prev: #45
|
0.8 |
—
|
-12 | -0.6% |
P
S
|
2,090 | $2,082,759 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.69% | 0.76% |
#40
7
Prev: #33
|
0.8 |
—
|
-179 | -5.0% |
P
S
|
3,367 | $1,943,580 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.68% | 0.72% |
#41
2
Prev: #39
|
0.8 |
—
|
9 | 0.1% |
P
S
|
6,604 | $1,898,990 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.67% | 0.68% |
#42
1
Prev: #41
|
1.3 |
—
|
no change | no change |
P
S
|
21,263 | $1,880,925 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PREF
PRINCIPAL EXCHA...
|
Preferred | 0.67% | 0.66% |
#43
1
Prev: #42
|
1.3 |
—
|
no change | no change |
P
S
|
99,541 | $1,873,362 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJH
ISHARES TR
|
ETF | 0.66% | 0.64% |
#44
Prev: #44
|
0.8 |
—
|
-69 | -0.3% |
P
S
|
27,512 | $1,857,905 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.65% | 0.63% |
#45
2
Prev: #47
|
0.8 |
—
|
1 | 0.0% |
P
S
|
20,468 | $1,815,541 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.62% | 0.61% |
#46
3
Prev: #49
|
0.7 |
—
|
-121 | -1.8% |
P
S
|
6,611 | $1,731,464 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.61% | 0.56% |
#47
6
Prev: #53
|
0.7 |
—
|
19 | 0.2% |
P
S
|
11,074 | $1,719,612 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.61% | 0.59% |
#48
3
Prev: #51
|
0.7 |
—
|
-35 | -0.6% |
P
S
|
5,499 | $1,708,925 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
HDEF
DBX ETF TR
|
ETF | 0.60% | 0.57% |
#49
3
Prev: #52
|
0.7 |
—
|
-94 | -0.2% |
P
S
|
52,050 | $1,686,941 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XMPT
VANECK ETF TRUS...
|
ETF | 0.59% | 0.59% |
#50
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
77,375 | $1,663,563 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 157 holdings