Funds › Investment Partners, Ltd.
Investment Partners, Ltd.
13F for Q3 2026, filed Oct 29, 2026. 231 positions worth $648.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 29, 2026
Reported value
$648.0M
+$328.1M (102.5%) vs Q2 2026
Positions
231
167 in Q2 2026
Top 10 share
34.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 570,397 | $40.3M | 6.2% | +95.8% | 13F ↗ |
| 2 | iShares Tr Rus 1000 Grw Etf | 259,242 | $32.5M | 5.0% | +87.2% | 13F ↗ |
| 3 | iShares Tr Rus 1000 Val Etf | 104,438 | $25.9M | 4.0% | +83.4% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 90,510 | $20.7M | 3.2% | +95.2% | 13F ↗ |
| 5 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 327,580 | $19.4M | 3.0% | +104% | 13F ↗ |
| 6 | AAPL Apple Inc. | 57,332 | $19.1M | 2.9% | +61.6% | 13F ↗ |
| 7 | Vanguard Bd Index Fds Short Trm Bond | 216,052 | $16.5M | 2.5% | +109% | 13F ↗ |
| 8 | iShares Tr S&P 500 Grwt Etf | 115,767 | $16.5M | 2.5% | +110% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 30,056 | $15.4M | 2.4% | +51.7% | 13F ↗ |
| 10 | iShares Tr Ishs 1-5YR Invs | 279,420 | $14.3M | 2.2% | +106% | 13F ↗ |
| 11 | Vanguard Specialized Funds Div App Etf | 57,716 | $13.5M | 2.1% | +103% | 13F ↗ |
| 12 | iShares Tr Core Msci Eafe | 128,612 | $12.5M | 1.9% | +112% | 13F ↗ |
| 13 | iShares Tr Rus Mdcp Val Etf | 74,046 | $11.9M | 1.8% | +91.2% | 13F ↗ |
| 14 | iShares Tr Rus Md Cp Gr Etf | 86,143 | $11.9M | 1.8% | +94.5% | 13F ↗ |
| 15 | iShares Tr S&P 500 Val Etf | 47,298 | $10.8M | 1.7% | +93.2% | 13F ↗ |
| 16 | JPM JPMorgan Chase & Co. | 30,864 | $10.2M | 1.6% | +76.5% | 13F ↗ |
| 17 | iShares Tr 0-5YR Hi Yl Cp | 238,250 | $9.8M | 1.5% | +85.9% | 13F ↗ |
| 18 | BRK-B Berkshire Hathaway Inc. Class B | 18,967 | $9.4M | 1.5% | +266% | 13F ↗ |
| 19 | MU Micron Technology, Inc. | 8,793 | $9.4M | 1.4% | +97.7% | 13F ↗ |
| 20 | iShares Tr Msci Eafe Etf | 82,597 | $8.6M | 1.3% | +98.2% | 13F ↗ |
| 21 | iShares Tr Core S&P500 Etf | 11,174 | $8.6M | 1.3% | +124% | 13F ↗ |
| 22 | LLY Eli Lilly and Company | 7,314 | $8.5M | 1.3% | +28.6% | 13F ↗ |
| 23 | iShares Tr Core Intl Aggr | 153,497 | $7.6M | 1.2% | +101% | 13F ↗ |
| 24 | iShares Tr Rus 2000 Val Etf | 34,141 | $7.2M | 1.1% | +94.0% | 13F ↗ |
| 25 | iShares Tr Rus 2000 Grw Etf | 17,364 | $6.2M | 1.0% | +95.6% | 13F ↗ |
| 26 | Select Sector Spdr Tr St Str Util Etf | 154,792 | $6.1M | 0.9% | +100% | 13F ↗ |
| 27 | iShares Tr Us Treas Bd Etf | 260,724 | $5.7M | 0.9% | New | 13F ↗ |
| 28 | Vanguard Index Fds Mrngstr Mid Cap | 71,696 | $5.6M | 0.9% | +100% | 13F ↗ |
| 29 | iShares Tr National Mun Etf | 54,572 | $5.5M | 0.9% | +98.6% | 13F ↗ |
| 30 | Spdr Index Shs Fds St Str Po Ex Etf | 103,974 | $5.2M | 0.8% | +121% | 13F ↗ |
| 31 | iShares Tr Msci Usa Min Etf | 53,258 | $5.2M | 0.8% | +70.7% | 13F ↗ |
| 32 | Invesco Qqq Tr | 6,818 | $5.0M | 0.8% | +99.3% | 13F ↗ |
| 33 | Spdr Series Trust St Str Sp Div | 33,944 | $5.0M | 0.8% | +119% | 13F ↗ |
| 34 | XOM ExxonMobil Holdings Corporation | 30,034 | $4.9M | 0.8% | New | 13F ↗ |
| 35 | GOOG Alphabet Inc. Class C | 14,132 | $4.8M | 0.7% | +74.3% | 13F ↗ |
| 36 | SLV iShares Silver Trust · Ishares | 85,460 | $4.7M | 0.7% | +95.7% | 13F ↗ |
| 37 | iShares Tr Rus 1000 Etf | 11,174 | $4.6M | 0.7% | New | 13F ↗ |
| 38 | iShares Tr Mbs Etf | 47,764 | $4.3M | 0.7% | New | 13F ↗ |
| 39 | CAT Caterpillar, Inc. | 4,972 | $4.0M | 0.6% | +46.0% | 13F ↗ |
| 40 | Vanguard Whitehall Fds Etf | 42,526 | $4.0M | 0.6% | +100% | 13F ↗ |
| 41 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 84,235 | $4.0M | 0.6% | +99.8% | 13F ↗ |
| 42 | GLD SPDR Gold Shares · Gold Shs | 10,188 | $3.9M | 0.6% | +95.1% | 13F ↗ |
| 43 | Principal Exchange Traded Fd Spectrum Pfd | 211,070 | $3.9M | 0.6% | +113% | 13F ↗ |
| 44 | iShares Tr Core S&P Mcp Etf | 53,793 | $3.9M | 0.6% | +100% | 13F ↗ |
| 45 | Vanguard Index Fds Real Estate Etf | 40,944 | $3.7M | 0.6% | +100% | 13F ↗ |
| 46 | CRWD CrowdStrike Holdings, Inc. | 13,848 | $3.7M | 0.6% | +100% | 13F ↗ |
| 47 | COST Costco Wholesale Corporation | 4,018 | $3.7M | 0.6% | +91.5% | 13F ↗ |
| 48 | Vanguard Index Fds Mrngstr Sml Cap | 12,797 | $3.6M | 0.6% | +94.3% | 13F ↗ |
| 49 | ASML ASML Holding N.V. · Equities | 1,999 | $3.6M | 0.6% | +97.3% | 13F ↗ |
| 50 | GOOGL Alphabet Inc. Class A | 10,529 | $3.6M | 0.6% | +57.7% | 13F ↗ |
Showing the top 50 of 231 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
65 new, 163 added to, 3 trimmed, 1 exited, 0 unchanged. By estimated dollars.
New positions (65)
| iShares Tr Us Treas Bd Etf | 260,724 | New | $5.7M |
| XOM ExxonMobil Holdings Corporation | 30,034 | New | $4.9M |
| iShares Tr Rus 1000 Etf | 11,174 | New | $4.6M |
| iShares Tr Mbs Etf | 47,764 | New | $4.3M |
| Spdr Series Trust St Inter Bd Etf | 67,918 | New | $2.2M |
| Vanguard Scottsdale Fds INT-TERM Corp | 26,962 | New | $2.1M |
| BRK-A Berkshire Hathaway Inc. Class A | 2 | New | $1.5M |
| Vanguard Malvern Fds Strm Infproidx | 27,436 | New | $1.4M |
| ALG Alamo Group, Inc. | 7,457 | New | $1.2M |
| Invesco Actvely Mngd Etc Fd Etf | 51,902 | New | $1.0M |
Added to (163)
| Vanguard Tax-Managed Fds | 570,397 | +95.8% | $19.7M |
| iShares Tr Rus 1000 Grw Etf | 259,242 | +87.2% | $15.1M |
| iShares Tr Rus 1000 Val Etf | 104,438 | +83.4% | $11.8M |
| NVDA NVIDIA Corporation | 90,510 | +95.2% | $10.1M |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 327,580 | +104% | $9.9M |
| iShares Tr S&P 500 Grwt Etf | 115,767 | +110% | $8.6M |
| Vanguard Bd Index Fds Short Trm Bond | 216,052 | +109% | $8.6M |
| iShares Tr Ishs 1-5YR Invs | 279,420 | +106% | $7.4M |
| AAPL Apple Inc. | 57,332 | +61.6% | $7.3M |
| BRK-B Berkshire Hathaway Inc. Class B | 18,967 | +266% | $6.9M |
Trimmed (3)
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| Exxon Mobil Corp | 15,459 | Exited | -$2.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 29, 2026 | 13F-HR | 231 | $648.0M | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 167 | $319.9M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 152 | $281.1M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 149 | $285.7M | Current | SEC ↗ |
| Q3 2025 | Nov 7, 2025 | 13F-HR | 154 | $284.0M | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 158 | $264.2M | Current | SEC ↗ |
| Q1 2025 | Apr 30, 2025 | 13F-HR | 148 | $241.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer