Investment Partners, Ltd.

13F filer · CIK 0001050068

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$320MU.S. long equity reported on 13F

Positions1038 new · 0 closed

Net flow last quarter+$2.95MBuys minus sells

Top 10 positions weight20.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026103 positions
AAPLApple Inc.	$10.3M	3.21%	0.00%	+0.5%	Q4 2014
NVDANvidia Corp	$9.28M	2.90%	0.00%	+0.2%	Q2 2021
BSVNBank7 Corp.	$8.04M	2.51%	1.08%	+11.8%	Q1 2016
MSFTMicrosoft Corp	$7.39M	2.31%	0.00%	-2.0%	Q4 2014
LLYELI LILLY & Co	$6.82M	2.13%	0.00%	-1.3%	Q4 2014
IWSImageware Systems Inc	$6.38M	1.99%	Not reported	+2.9%	Q4 2014
JPMJPMorgan Chase & Co	$5.72M	1.79%	0.00%	+1.2%	Q4 2014
MUMicron Technology Inc	$5.13M	1.60%	0.00%	+0.4%	Q3 2022
CATCaterpillar Inc	$3.63M	1.13%	0.00%	-0.9%	Q4 2014
GOOGAlphabet Inc.	$2.87M	0.90%	Not reported	+1.2%	Q3 2016
BRK.BBerkshire Hathaway Inc	$2.59M	0.81%	Not reported	+0.7%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$2.52M	0.79%	Not reported	+1.6%	Q3 2021
AEPAmerican Electric Power Co Inc	$2.43M	0.76%	0.00%	-1.4%	Q4 2014
GOOGLAlphabet Inc.	$2.39M	0.75%	0.00%	+1.1%	Q1 2021
SLViShares Silver Trust	$2.33M	0.73%	0.01%	+0.1%	Q4 2015
ORCLOracle Corp	$2.25M	0.70%	0.00%	+0.4%	Q4 2014
XOMExxonMobil Holdings Corp	$2.11M	0.66%	0.00%	-1.0%	Q4 2014
ASMLAsml Holding NV	$2.01M	0.63%	0.00%	+4.3%	Q1 2021
COSTCostco Wholesale Corp	$1.96M	0.61%	0.00%	+0.4%	Q4 2017
GLDSPDR Gold Trust	$1.92M	0.60%	0.00%	Not reported	Q1 2016
WMTWalmart Inc.	$1.92M	0.60%	0.00%	-9.2%	Q4 2014
ADPAutomatic Data Processing Inc	$1.56M	0.49%	0.00%	+0.2%	Q4 2014
CSCOCisco Systems, Inc.	$1.52M	0.48%	0.00%	+0.3%	Q4 2014
PEPPepsico Inc	$1.52M	0.47%	0.00%	+1.2%	Q4 2014
ABBVAbbVie Inc.	$1.51M	0.47%	0.00%	+0.4%	Q1 2016
HDHome Depot, Inc.	$1.51M	0.47%	0.00%	+1.8%	Q4 2014
AMZNAmazon Com Inc	$1.49M	0.47%	0.00%	-2.1%	Q3 2016
MCDMcdonalds Corp	$1.49M	0.47%	0.00%	+0.2%	Q1 2016
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.45M	0.45%	0.00%	+0.8%	Q4 2021
IBITiShares Bitcoin Trust ETF	$1.4M	0.44%	0.00%	Not reported	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.32M	0.41%	0.00%	-4.7%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$1.26M	0.39%	Not reported	+4.4%	Q4 2014
JNJJohnson & Johnson	$1.24M	0.39%	0.00%	+4.6%	Q4 2014
INTCIntel Corp	$1.23M	0.38%	0.00%	-15.5%	Q4 2014
PGPROCTER & GAMBLE Co	$1.22M	0.38%	0.00%	+4.0%	Q4 2014
CVXChevron Corp	$1.2M	0.38%	0.00%	+2.5%	Q4 2014
KOCoca Cola Co	$1.1M	0.34%	0.00%	+3.4%	Q4 2014
VVisa Inc.	$1.07M	0.33%	0.00%	+5.4%	Q4 2014
HBANHuntington Bancshares Inc	$967K	0.30%	0.00%	-9.2%	Q4 2014
PLTRPalantir Technologies Inc.	$967K	0.30%	0.00%	+5.5%	Q4 2024
IBMInternational Business Machines Corp	$958K	0.30%	0.00%	-0.6%	Q4 2014
DNPDNP Select Income Fund Inc	$900K	0.28%	Not reported	+0.7%	Q4 2014
GSGoldman Sachs Group Inc	$792K	0.25%	0.00%	+3.7%	Q1 2021
KLACKla Corp	$754K	0.24%	0.00%	Not reported	Q3 2022
TSLATesla, Inc.	$754K	0.24%	0.00%	+0.8%	Q1 2020
LMTLockheed Martin Corp	$751K	0.23%	0.00%	+0.5%	Q4 2014
BMYBristol Myers Squibb Co	$720K	0.23%	0.00%	+0.3%	Q4 2014
TMOThermo Fisher Scientific Inc.	$711K	0.22%	0.00%	+2.2%	Q4 2014
ETNEaton Corp plc	$675K	0.21%	0.00%	+9.8%	Q3 2016
VRTVertiv Holdings Co	$672K	0.21%	0.00%	+0.1%	Q4 2024

Q1 2026Reported May 5, 202694 positions
AAPLApple Inc.	$8.96M	3.19%	0.00%	-0.1%	Q4 2014
NVDANvidia Corp	$8.07M	2.87%	0.00%	-1.8%	Q2 2021
MSFTMicrosoft Corp	$7.49M	2.66%	0.00%	-0.8%	Q4 2014
BSVNBank7 Corp.	$7.24M	2.58%	0.97%	+8.8%	Q1 2016
IWSImageware Systems Inc	$5.49M	1.95%	Not reported	-2.4%	Q4 2014
LLYELI LILLY & Co	$5.3M	1.88%	0.00%	+0.4%	Q4 2014
JPMJPMorgan Chase & Co	$5.08M	1.81%	0.00%	-0.1%	Q4 2014
SLViShares Silver Trust	$2.97M	1.06%	0.01%	+1.7%	Q4 2015
XOMExxonMobil Holdings Corp	$2.65M	0.94%	0.00%	+0.4%	Q4 2014
BRK.BBerkshire Hathaway Inc	$2.47M	0.88%	Not reported	-5.0%	Q4 2014
CATCaterpillar Inc	$2.43M	0.87%	0.00%	+0.2%	Q4 2014
AEPAmerican Electric Power Co Inc	$2.37M	0.84%	0.00%	-1.9%	Q4 2014
WMTWalmart Inc.	$2.32M	0.82%	0.00%	-6.0%	Q4 2014
GOOGAlphabet Inc.	$2.3M	0.82%	Not reported	+0.5%	Q3 2016
ORCLOracle Corp	$2.25M	0.80%	0.00%	+3.3%	Q4 2014
GLDSPDR Gold Trust	$2.25M	0.80%	0.00%	-0.2%	Q1 2016
COSTCostco Wholesale Corp	$2.08M	0.74%	0.00%	-0.6%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$1.94M	0.69%	Not reported	-5.1%	Q3 2021
GOOGLAlphabet Inc.	$1.9M	0.68%	0.00%	+0.1%	Q1 2021
PEPPepsico Inc	$1.72M	0.61%	0.00%	+0.2%	Q4 2014
MCDMcdonalds Corp	$1.71M	0.61%	0.00%	-0.6%	Q1 2016
IBITiShares Bitcoin Trust ETF	$1.62M	0.58%	0.00%	Not reported	Q4 2024
MUMicron Technology Inc	$1.5M	0.53%	0.00%	+10.3%	Q3 2022
CVXChevron Corp	$1.46M	0.52%	0.00%	-0.8%	Q4 2014
ADPAutomatic Data Processing Inc	$1.42M	0.50%	0.00%	-1.1%	Q4 2014
HDHome Depot, Inc.	$1.38M	0.49%	0.00%	-4.6%	Q4 2014
AMZNAmazon Com Inc	$1.33M	0.47%	0.00%	-17.5%	Q3 2016
ABBVAbbVie Inc.	$1.3M	0.46%	0.00%	+46.6%	Q1 2016
ASMLAsml Holding NV	$1.28M	0.46%	0.00%	-2.4%	Q1 2021
PGPROCTER & GAMBLE Co	$1.16M	0.41%	0.00%	+5.3%	Q4 2014
PLTRPalantir Technologies Inc.	$1.15M	0.41%	0.00%	0.0%	Q4 2024
JNJJohnson & Johnson	$1.14M	0.40%	0.00%	+3.0%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$1.05M	0.37%	Not reported	+13.7%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.02M	0.36%	0.00%	+2.9%	Q4 2021
CSCOCisco Systems, Inc.	$1M	0.36%	0.00%	+2.3%	Q4 2014
KOCoca Cola Co	$995K	0.35%	0.00%	Not reported	Q4 2014
HBANHuntington Bancshares Inc	$940K	0.33%	0.00%	-0.9%	Q4 2014
VVisa Inc.	$891K	0.32%	0.00%	-29.5%	Q4 2014
LMTLockheed Martin Corp	$887K	0.32%	0.00%	+0.3%	Q4 2014
ETHAiShares Ethereum Trust ETF	$862K	0.31%	0.01%	+3.8%	Q3 2025
NOCNorthrop Grumman Corp	$860K	0.31%	0.00%	+20.4%	Q4 2020
DNPDNP Select Income Fund Inc	$853K	0.30%	Not reported	+0.7%	Q4 2014
IBMInternational Business Machines Corp	$831K	0.30%	0.00%	+3.9%	Q4 2014
VZVerizon Communications Inc	$791K	0.28%	0.00%	-8.8%	Q4 2014
BMYBristol Myers Squibb Co	$756K	0.27%	0.00%	-0.1%	Q4 2014
CRWDCrowdStrike Holdings, Inc.	$709K	0.25%	0.00%	Not reported	Q1 2024
ABTAbbott Laboratories	$703K	0.25%	0.00%	+29.1%	Q1 2016
TMOThermo Fisher Scientific Inc.	$683K	0.24%	0.00%	Not reported	Q4 2014
GDGeneral Dynamics Corp	$682K	0.24%	0.00%	-5.8%	Q3 2016
TSLATesla, Inc.	$661K	0.24%	0.00%	-5.6%	Q1 2020

Q4 2025Reported Feb 10, 202693 positions
MSFTMicrosoft Corp	$9.86M	3.45%	0.00%	-3.0%	Q4 2014
AAPLApple Inc.	$9.6M	3.36%	0.00%	-2.0%	Q4 2014
NVDANvidia Corp	$8.78M	3.07%	0.00%	0.0%	Q2 2021
BSVNBank7 Corp.	$6.69M	2.34%	0.90%	+9.9%	Q1 2016
LLYELI LILLY & Co	$6.17M	2.16%	0.00%	-6.6%	Q4 2014
JPMJPMorgan Chase & Co	$5.58M	1.95%	0.00%	-3.4%	Q4 2014
IWSImageware Systems Inc	$5.44M	1.90%	Not reported	+0.6%	Q4 2014
ORCLOracle Corp	$2.89M	1.01%	0.00%	+0.1%	Q4 2014
SLViShares Silver Trust	$2.76M	0.97%	0.01%	Not reported	Q4 2015
BRK.BBerkshire Hathaway Inc	$2.72M	0.95%	Not reported	-3.6%	Q4 2014
GOOGAlphabet Inc.	$2.5M	0.88%	Not reported	-2.4%	Q3 2016
WMTWalmart Inc.	$2.21M	0.77%	0.00%	-0.8%	Q4 2014
QQQInvesco QQQ Trust, Series 1	$2.18M	0.76%	Not reported	+29.0%	Q3 2021
AEPAmerican Electric Power Co Inc	$2.12M	0.74%	0.00%	-13.4%	Q4 2014
IBITiShares Bitcoin Trust ETF	$2.09M	0.73%	0.00%	+0.6%	Q4 2024
GLDSPDR Gold Trust	$2.07M	0.73%	0.00%	-0.5%	Q1 2016
GOOGLAlphabet Inc.	$2.06M	0.72%	0.00%	-6.3%	Q1 2021
CATCaterpillar Inc	$1.96M	0.69%	0.00%	-5.8%	Q4 2014
XOMExxonMobil Holdings Corp	$1.87M	0.66%	0.00%	-1.3%	Q4 2014
COSTCostco Wholesale Corp	$1.81M	0.63%	0.00%	+0.3%	Q4 2017
ADPAutomatic Data Processing Inc	$1.81M	0.63%	0.00%	-1.0%	Q4 2014
AMZNAmazon Com Inc	$1.79M	0.63%	0.00%	-1.0%	Q3 2016
MCDMcdonalds Corp	$1.69M	0.59%	0.00%	-9.2%	Q1 2016
PEPPepsico Inc	$1.59M	0.56%	0.00%	-3.1%	Q4 2014
HDHome Depot, Inc.	$1.51M	0.53%	0.00%	-4.2%	Q4 2014
VVisa Inc.	$1.47M	0.51%	0.00%	-5.3%	Q4 2014
PLTRPalantir Technologies Inc.	$1.4M	0.49%	0.00%	-3.0%	Q4 2024
ETHAiShares Ethereum Trust ETF	$1.18M	0.41%	0.01%	Not reported	Q3 2025
MUMicron Technology Inc	$1.15M	0.40%	0.00%	+1.8%	Q3 2022
PGPROCTER & GAMBLE Co	$1.09M	0.38%	0.00%	-4.3%	Q4 2014
CVXChevron Corp	$1.09M	0.38%	0.00%	-8.1%	Q4 2014
ASMLAsml Holding NV	$1.06M	0.37%	0.00%	Not reported	Q1 2021
HBANHuntington Bancshares Inc	$1.05M	0.37%	0.00%	+0.1%	Q4 2014
IBMInternational Business Machines Corp	$977K	0.34%	0.00%	+0.9%	Q4 2014
CSCOCisco Systems, Inc.	$975K	0.34%	0.00%	-2.5%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$966K	0.34%	Not reported	-9.5%	Q4 2014
JNJJohnson & Johnson	$935K	0.33%	0.00%	-15.5%	Q4 2014
ABBVAbbVie Inc.	$931K	0.33%	0.00%	+0.4%	Q1 2016
KOCoca Cola Co	$915K	0.32%	0.00%	-4.4%	Q4 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$891K	0.31%	0.00%	0.0%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$851K	0.30%	0.00%	Not reported	Q1 2024
TSLATesla, Inc.	$847K	0.30%	0.00%	Not reported	Q1 2020
DNPDNP Select Income Fund Inc	$822K	0.29%	Not reported	+50.4%	Q4 2014
TMOThermo Fisher Scientific Inc.	$805K	0.28%	0.00%	+0.1%	Q4 2014
GSGoldman Sachs Group Inc	$753K	0.26%	0.00%	+1.1%	Q1 2021
GDGeneral Dynamics Corp	$710K	0.25%	0.00%	-2.3%	Q3 2016
LMTLockheed Martin Corp	$708K	0.25%	0.00%	-27.3%	Q4 2014
VZVerizon Communications Inc	$704K	0.25%	0.00%	-1.6%	Q4 2014
ISRGIntuitive Surgical Inc	$678K	0.24%	0.00%	+4.7%	Q4 2021
BMYBristol Myers Squibb Co	$673K	0.24%	0.00%	-4.0%	Q4 2014

Q3 2025Reported Nov 7, 202598 positions
MSFTMicrosoft Corp	$10.9M	3.83%	0.00%	+0.4%	Q4 2014
AAPLApple Inc.	$9.18M	3.23%	0.00%	+4.2%	Q4 2014
NVDANvidia Corp	$8.79M	3.09%	0.00%	-0.5%	Q2 2021
BSVNBank7 Corp.	$6.09M	2.15%	0.82%	+5.4%	Q1 2016
JPMJPMorgan Chase & Co	$5.65M	1.99%	0.00%	-1.0%	Q4 2014
IWSImageware Systems Inc	$5.35M	1.88%	Not reported	+1.8%	Q4 2014
LLYELI LILLY & Co	$4.69M	1.65%	0.00%	-2.5%	Q4 2014
ORCLOracle Corp	$4.17M	1.47%	0.00%	-0.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$2.82M	0.99%	Not reported	-0.7%	Q4 2014
IBITiShares Bitcoin Trust ETF	$2.72M	0.96%	0.00%	+11.9%	Q4 2024
AEPAmerican Electric Power Co Inc	$2.39M	0.84%	0.00%	+0.4%	Q4 2014
ADPAutomatic Data Processing Inc	$2.09M	0.73%	0.00%	+0.2%	Q4 2014
WMTWalmart Inc.	$2.06M	0.72%	0.00%	+1.4%	Q4 2014
GOOGAlphabet Inc.	$1.99M	0.70%	Not reported	+10.9%	Q3 2016
COSTCostco Wholesale Corp	$1.94M	0.68%	0.00%	-1.2%	Q4 2017
GLDSPDR Gold Trust	$1.87M	0.66%	0.00%	-2.4%	Q1 2016
HDHome Depot, Inc.	$1.86M	0.65%	0.00%	+3.6%	Q4 2014
MCDMcdonalds Corp	$1.85M	0.65%	0.00%	+0.6%	Q1 2016
SLViShares Silver Trust	$1.82M	0.64%	0.01%	Not reported	Q4 2015
XOMExxonMobil Holdings Corp	$1.78M	0.63%	0.00%	+1.2%	Q4 2014
CATCaterpillar Inc	$1.74M	0.61%	0.00%	-0.8%	Q4 2014
AMZNAmazon Com Inc	$1.72M	0.61%	0.00%	+0.7%	Q3 2016
GOOGLAlphabet Inc.	$1.71M	0.60%	0.00%	+13.4%	Q1 2021
ETHAiShares Ethereum Trust ETF	$1.65M	0.58%	0.01%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$1.65M	0.58%	Not reported	0.0%	Q3 2021
PEPPepsico Inc	$1.6M	0.56%	0.00%	-1.4%	Q4 2014
VVisa Inc.	$1.51M	0.53%	0.00%	-4.0%	Q4 2014
PLTRPalantir Technologies Inc.	$1.48M	0.52%	0.00%	+4.2%	Q4 2024
PGPROCTER & GAMBLE Co	$1.22M	0.43%	0.00%	-1.1%	Q4 2014
CVXChevron Corp	$1.2M	0.42%	0.00%	+1.3%	Q4 2014
HBANHuntington Bancshares Inc	$1.05M	0.37%	0.00%	-7.6%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$1.04M	0.37%	Not reported	+22.2%	Q4 2014
LMTLockheed Martin Corp	$1M	0.35%	0.00%	-1.5%	Q4 2014
JNJJohnson & Johnson	$991K	0.35%	0.00%	-0.8%	Q4 2014
ASMLAsml Holding NV	$963K	0.34%	0.00%	+0.4%	Q1 2021
ABBVAbbVie Inc.	$939K	0.33%	0.00%	-76.6%	Q1 2016
IBMInternational Business Machines Corp	$923K	0.32%	0.00%	-1.1%	Q4 2014
KOCoca Cola Co	$907K	0.32%	0.00%	+0.8%	Q4 2014
CRWDCrowdStrike Holdings, Inc.	$891K	0.31%	0.00%	+8.7%	Q1 2024
CSCOCisco Systems, Inc.	$888K	0.31%	0.00%	+0.8%	Q4 2014
TSLATesla, Inc.	$837K	0.29%	0.00%	Not reported	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$819K	0.29%	0.00%	-5.5%	Q4 2021
VZVerizon Communications Inc	$771K	0.27%	0.00%	-8.0%	Q4 2014
ABTAbbott Laboratories	$763K	0.27%	0.00%	-5.0%	Q1 2016
GDGeneral Dynamics Corp	$736K	0.26%	0.00%	+3.6%	Q3 2016
ENBEnbridge Inc	$720K	0.25%	0.00%	+0.8%	Q4 2018
GSGoldman Sachs Group Inc	$675K	0.24%	0.00%	-0.5%	Q1 2021
TMOThermo Fisher Scientific Inc.	$673K	0.24%	0.00%	Not reported	Q4 2014
MUMicron Technology Inc	$660K	0.23%	0.00%	+28.4%	Q3 2022
NOCNorthrop Grumman Corp	$638K	0.22%	0.00%	Not reported	Q4 2020

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