Investment Partners, LTD. holds a diversified book of 167 stocks worth $319.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Centrus Energy Corp-Class A and trimmed Microsoft Corp. Their largest long position is Vanguard Ftse Developed ETF at 6% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Investment Partners, LTD.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Investment Partners, LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $609.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $449.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $190.4B |
| UBS Group AG | 80 / 80 | $170.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $170.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $108.6B |
| LPL Financial LLC | 80 / 80 | $101.4B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $96.1B |
Ranked by how many of Investment Partners, LTD.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $20.8M | 291.3K | 6.5% | ▲+4.9% Added · +14K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $17.2M | 138.5K | 5.4% | ▲+299% Added · +104K sh | |
| 3 | Ishares TR RUS 1000 VAL ETF | $13.8M | 56.9K | 4.3% | ▲+0.3% Added · +161 sh | |
| 4 | Apple Inc COM | $10.3M | 35.5K | 3.2% | ▲+0.5% Added · +180 sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $9.6M | 160.3K | 3.0% | ▲+3.4% Added · +5K sh | |
| 6 | Nvidia Corporation COM | $9.3M | 46.4K | 2.9% | ▲+0.2% Added · +111 sh | |
| 7 | Vanguard BD Index FDS SHORT TRM BOND | $8.0M | 103.2K | 2.5% | ▲+12% Added · +11K sh | |
| 8 | Ishares TR S&P 500 GRWT ETF | $7.6M | 55.1K | 2.4% | ▲+0.2% Added · +90 sh | |
| 9 | Microsoft Corp COM | $7.4M | 19.8K | 2.3% | ▼−2.0% Reduced · −404 sh | |
| 10 | Ishares TR ISHS 1-5YR INVS | $7.1M | 135.8K | 2.2% | ▲+13% Added · +16K sh | |
| 11 | Eli Lilly & Co COM | $6.8M | 5.7K | 2.1% | ▼−1.3% Reduced · −73 sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $6.7M | 28.5K | 2.1% | ▼−6.4% Reduced · −2K sh | |
| 13 | Ishares TR RUS MD CP GR ETF | $6.5M | 44.3K | 2.0% | ▲+2.8% Added · +1K sh | |
| 14 | Ishares TR RUS MDCP VAL ETF | $6.4M | 38.7K | 2.0% | ▲+2.9% Added · +1K sh | |
| 15 | Ishares TR CORE MSCI EAFE | $5.9M | 60.7K | 1.8% | ▼−0.3% Reduced · −217 sh | |
| 16 | JPMorgan Chase & Co COM | $5.7M | 17.5K | 1.8% | ▲+1.1% Added · +198 sh | |
| 17 | Ishares TR S&P 500 VAL ETF | $5.6M | 24.5K | 1.7% | ▲+0.4% Added · +95 sh | |
| 18 | Ishares TR 0-5YR HI YL CP | $5.4M | 128.1K | 1.7% | ▲+11% Added · +13K sh | |
| 19 | Micron Technology Inc COM | $5.1M | 4.4K | 1.6% | ▲+0.4% Added · +17 sh | |
| 20 | Ishares TR MSCI EAFE ETF | $4.3M | 41.7K | 1.4% | —Held | |
| 21 | Ishares TR RUS 2000 VAL ETF | $3.9M | 17.6K | 1.2% | ▲+2.3% Added · +400 sh | |
| 22 | Ishares TR CORE INTL AGGR | $3.9M | 76.4K | 1.2% | ▲+14% Added · +9K sh | |
| 23 | Ishares TR CORE S&P500 ETF | $3.7M | 5.0K | 1.2% | ▼−0.6% Reduced · −29 sh | |
| 24 | Caterpillar Inc COM | $3.6M | 3.4K | 1.1% | ▼−0.9% Reduced · −30 sh | |
| 25 | Select Sector SPDR TR ST STR UTIL ETF | $3.5M | 77.4K | 1.1% | ▼−1.1% Reduced · −897 sh | |
| 26 | Ishares TR RUS 2000 GRW ETF | $3.5M | 8.9K | 1.1% | ▲+2.5% Added · +220 sh | |
| 27 | Ishares TR MSCI USA MIN ETF | $3.0M | 31.2K | 0.9% | ▲+0.1% Added · +29 sh | |
| 28 | Ishares TR NATIONAL MUN ETF | $3.0M | 27.5K | 0.9% | ▲+21% Added · +5K sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $2.9M | 35.8K | 0.9% | ▲+286% Added · +27K sh | |
| 30 | Alphabet Inc CAP STK CL C | $2.9M | 8.1K | 0.9% | ▲+1.2% Added · +95 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.2K | 0.8% | ▲+0.7% Added · +36 sh | |
| 32 | Invesco QQQ TR UNIT SER 1 | $2.5M | 3.4K | 0.8% | ▲+1.6% Added · +54 sh | |
| 33 | American Elec PWR Co Inc COM | $2.4M | 17.8K | 0.8% | ▼−1.4% Reduced · −252 sh | |
| 34 | Alphabet Inc CAP STK CL A | $2.4M | 6.7K | 0.7% | ▲+1.1% Added · +74 sh | |
| 35 | SPDR Index SHS FDS ST STR PO EX ETF | $2.4M | 47.0K | 0.7% | ▲+2.4% Added · +1K sh | |
| 36 | SPDR Series Trust ST STR SP DIV | $2.4M | 15.5K | 0.7% | —Held | |
| 37 | Ishares Silver TR ISHARES | $2.3M | 43.7K | 0.7% | ▲+0.1% Added · +30 sh | |
| 38 | Oracle Corp COM | $2.3M | 15.4K | 0.7% | ▲+0.4% Added · +59 sh | |
| 39 | Exxon Mobil Corp COM | $2.1M | 15.5K | 0.7% | ▼−1.0% Reduced · −152 sh | |
| 40 | Ishares TR CORE S&P MCP ETF | $2.1M | 26.9K | 0.6% | ▼−2.4% Reduced · −659 sh | |
| 41 | ASML Hldg NV N Y REGISTRY SHS | $2.0M | 1.0K | 0.6% | ▲+4.3% Added · +42 sh | |
| 42 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.6K | 0.6% | ▼−0.4% Reduced · −25 sh | |
| 43 | Vanguard Whitehall FDS INTL DVD ETF | $2.0M | 21.3K | 0.6% | —Held | |
| 44 | Vanguard Index FDS REAL ESTATE ETF | $2.0M | 20.5K | 0.6% | ▲~0% Added · +3 sh | |
| 45 | Costco Wholesale Corporation COM | $2.0M | 2.1K | 0.6% | ▲+0.4% Added · +8 sh | |
| 46 | SPDR Gold TR GOLD SHS | $1.9M | 5.2K | 0.6% | —Held | |
| 47 | Walmart Inc COM | $1.9M | 16.9K | 0.6% | ▼−9.2% Reduced · −2K sh | |
| 48 | Principal Exchange Traded FD SPECTRUM PFD | $1.9M | 99.1K | 0.6% | ▼−0.5% Reduced · −478 sh | |
| 49 | Vaneck ETF Trust CEF MUNI INCOME | $1.7M | 77.1K | 0.5% | ▼−0.3% Reduced · −250 sh | |
| 50 | DBX ETF TR XTRACK MSCI EAFE | $1.7M | 51.9K | 0.5% | ▼−0.2% Reduced · −108 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1050068/holdings"
Use Arkolith to show INVESTMENT PARTNERS, LTD.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.