Holders — by stockHoldings — by fund
INVESTMENT PARTNERS, LTD.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001050068
$319.9M
disclosed book value
167
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 100 of 167 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VEAVANGUARD TAX-MANAGED FDS | 291,283 | $20.8M | 6.5% |
| 2 | IWFISHARES TR | 138,513 | $17.2M | 5.4% |
| 3 | IWDISHARES TR | 56,939 | $13.8M | 4.3% |
| 4 | AAPLAPPLE INC | 35,469 | $10.3M | 3.2% |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 160,300 | $9.6M | 3% |
| 6 | NVDANVIDIA CORPORATION | 46,367 | $9.3M | 2.9% |
| 7 | BSVVANGUARD BD INDEX FDS | 103,194 | $8.0M | 2.5% |
| 8 | IVWISHARES TR | 55,092 | $7.6M | 2.4% |
| 9 | MSFTMICROSOFT CORP | 19,817 | $7.4M | 2.3% |
| 10 | IGSBISHARES TR | 135,771 | $7.1M | 2.2% |
| 11 | LLYELI LILLY & CO | 5,687 | $6.8M | 2.1% |
| 12 | VIGVANGUARD SPECIALIZED FUNDS | 28,464 | $6.7M | 2.1% |
| 13 | IWPISHARES TR | 44,284 | $6.5M | 2% |
| 14 | IWSISHARES TR | 38,732 | $6.4M | 2% |
| 15 | IEFAISHARES TR | 60,686 | $5.9M | 1.8% |
| 16 | JPMJPMORGAN CHASE & CO | 17,484 | $5.7M | 1.8% |
| 17 | IVEISHARES TR | 24,487 | $5.6M | 1.7% |
| 18 | SHYGISHARES TR | 128,135 | $5.4M | 1.7% |
| 19 | MUMICRON TECHNOLOGY INC | 4,447 | $5.1M | 1.6% |
| 20 | EFAISHARES TR | 41,681 | $4.3M | 1.4% |
| 21 | IWNISHARES TR | 17,594 | $3.9M | 1.2% |
| 22 | IAGGISHARES TR | 76,384 | $3.9M | 1.2% |
| 23 | IVVISHARES TR | 4,984 | $3.7M | 1.2% |
| 24 | CATCATERPILLAR INC | 3,406 | $3.6M | 1.1% |
| 25 | XLUSELECT SECTOR SPDR TR | 77,396 | $3.5M | 1.1% |
| 26 | IWOISHARES TR | 8,878 | $3.5M | 1.1% |
| 27 | USMVISHARES TR | 31,191 | $3.0M | 0.9% |
| 28 | MUBISHARES TR | 27,477 | $3.0M | 0.9% |
| 29 | VOVANGUARD INDEX FDS | 35,846 | $2.9M | 0.9% |
| 30 | GOOGALPHABET INC | 8,109 | $2.9M | 0.9% |
| 31 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,180 | $2.6M | 0.8% |
| 32 | QQQINVESCO QQQ TR | 3,421 | $2.5M | 0.8% |
| 33 | AEPAMERICAN ELEC PWR CO INC | 17,792 | $2.4M | 0.8% |
| 34 | GOOGLALPHABET INC | 6,678 | $2.4M | 0.7% |
| 35 | SPDWSPDR INDEX SHS FDS | 46,998 | $2.4M | 0.7% |
| 36 | SDYSPDR SERIES TRUST | 15,509 | $2.4M | 0.7% |
| 37 | SLVISHARES SILVER TR | 43,665 | $2.3M | 0.7% |
| 38 | ORCLORACLE CORP | 15,372 | $2.3M | 0.7% |
| 39 | XOMEXXON MOBIL CORP | 15,459 | $2.1M | 0.7% |
| 40 | IJHISHARES TR | 26,853 | $2.1M | 0.6% |
| 41 | ASMLASML HLDG NV | 1,013 | $2.0M | 0.6% |
| 42 | VBVANGUARD INDEX FDS | 6,586 | $2.0M | 0.6% |
| 43 | VIGIVANGUARD WHITEHALL FDS | 21,263 | $2.0M | 0.6% |
| 44 | VNQVANGUARD INDEX FDS | 20,471 | $2.0M | 0.6% |
| 45 | COSTCOSTCO WHOLESALE CORPORATION | 2,098 | $2.0M | 0.6% |
| 46 | GLDSPDR GOLD TR | 5,222 | $1.9M | 0.6% |
| 47 | WMTWALMART INC | 16,924 | $1.9M | 0.6% |
| 48 | PREFPRINCIPAL EXCHANGE TRADED FD | 99,063 | $1.9M | 0.6% |
| 49 | XMPTVANECK ETF TRUST | 77,125 | $1.7M | 0.5% |
| 50 | HDEFDBX ETF TR | 51,942 | $1.7M | 0.5% |
| 51 | ADPAUTOMATIC DATA PROCESSING IN | 6,980 | $1.6M | 0.5% |
| 52 | CSCOCISCO SYS INC | 12,978 | $1.5M | 0.5% |
| 53 | PEPPEPSICO INC | 11,208 | $1.5M | 0.5% |
| 54 | ABBVABBVIE INC | 5,997 | $1.5M | 0.5% |
| 55 | HDHOME DEPOT INC | 4,271 | $1.5M | 0.5% |
| 56 | AMZNAMAZON COM INC | 6,267 | $1.5M | 0.5% |
| 57 | MCDMCDONALDS CORP | 5,510 | $1.5M | 0.5% |
| 58 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,044 | $1.5M | 0.5% |
| 59 | IBITISHARES BITCOIN TRUST ETF | 42,162 | $1.4M | 0.4% |
| 60 | CRWDCROWDSTRIKE HLDGS INC | 1,731 | $1.3M | 0.4% |
| 61 | VONVVANGUARD SCOTTSDALE FDS | 11,872 | $1.3M | 0.4% |
| 62 | SPYSTATE STR SPDR S&P 500 ETF T | 1,682 | $1.3M | 0.4% |
| 63 | JNJJOHNSON & JOHNSON | 4,867 | $1.2M | 0.4% |
| 64 | INTCINTEL CORP | 8,795 | $1.2M | 0.4% |
| 65 | PGPROCTER & GAMBLE CO | 8,324 | $1.2M | 0.4% |
| 66 | CVXCHEVRON CORPORATION | 7,245 | $1.2M | 0.4% |
| 67 | DGROISHARES TR | 15,574 | $1.2M | 0.4% |
| 68 | IWMISHARES TR | 3,724 | $1.1M | 0.3% |
| 69 | KOCOCA COLA CO | 13,527 | $1.1M | 0.3% |
| 70 | VVISA INC | 3,105 | $1.1M | 0.3% |
| 71 | SDVYFIRST TR EXCHANGE TRADED FD | 24,366 | $1.1M | 0.3% |
| 72 | XLISELECT SECTOR SPDR TR | 5,513 | $1.0M | 0.3% |
| 73 | HBANHUNTINGTON BANCSHARES INC | 54,559 | $967,338 | 0.3% |
| 74 | PLTRPALANTIR TECHNOLOGIES INC | 8,287 | $966,844 | 0.3% |
| 75 | IBMINTERNATIONAL BUSINESS MACHS | 3,408 | $958,393 | 0.3% |
| 76 | DNPDNP SELECT INCOME FD INC | 83,420 | $900,097 | 0.3% |
| 77 | XLESELECT SECTOR SPDR TR | 16,401 | $871,057 | 0.3% |
| 78 | SUBISHARES TR | 8,097 | $862,075 | 0.3% |
| 79 | XLFSELECT SECTOR SPDR TR | 15,799 | $846,984 | 0.3% |
| 80 | EFAVISHARES TR | 9,617 | $843,505 | 0.3% |
| 81 | VSSVANGUARD INTL EQUITY INDEX F | 5,293 | $816,631 | 0.3% |
| 82 | GSGOLDMAN SACHS GROUP INC | 783 | $792,186 | 0.2% |
| 83 | KLACKLA CORP | 2,500 | $754,275 | 0.2% |
| 84 | TSLATESLA INC | 1,793 | $754,136 | 0.2% |
| 85 | LMTLOCKHEED MARTIN CORP | 1,474 | $751,192 | 0.2% |
| 86 | VONGVANGUARD SCOTTSDALE FDS | 5,654 | $722,684 | 0.2% |
| 87 | BMYBRISTOL-MYERS SQUIBB CO | 12,497 | $720,078 | 0.2% |
| 88 | TMOTHERMO FISHER SCIENTIFIC INC | 1,419 | $711,474 | 0.2% |
| 89 | XLBSELECT SECTOR SPDR TR | 13,299 | $675,988 | 0.2% |
| 90 | ETNEATON CORP PLC | 1,584 | $675,154 | 0.2% |
| 91 | HDVISHARES TR | 24,516 | $671,987 | 0.2% |
| 92 | VRTVERTIV HOLDINGS CO | 2,006 | $671,546 | 0.2% |
| 93 | VZVERIZON COMMUNICATIONS INC | 15,832 | $670,315 | 0.2% |
| 94 | MRKMERCK & CO INC | 5,098 | $655,030 | 0.2% |
| 95 | GDGENERAL DYNAMICS CORP | 1,842 | $652,523 | 0.2% |
| 96 | ETHAISHARES ETHEREUM TR | 54,425 | $647,113 | 0.2% |
| 97 | RSPINVESCO EXCHANGE TRADED FD T | 3,031 | $644,915 | 0.2% |
| 98 | GEGE AEROSPACE | 1,724 | $644,351 | 0.2% |
| 99 | VTIVANGUARD INDEX FDS | 1,724 | $637,953 | 0.2% |
| 100 | ENBENBRIDGE INC | 11,721 | $635,373 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.