Institutions / Investment Partners, Ltd.
Investment Partners, Ltd.
CIK 1050068 · Institution · as of Mar 31, 2026
Portfolio value
$281.10M
Positions
152
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$281.10M-1.6%Positions
152+2.0%Top holdings
Mar 31, 2026View all 152 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $17.79M | 6.3% |
| iShares Tr | $14.80M | 5.3% |
| iShares Tr | $12.13M | 4.3% |
| Apple Inc. | $8.96M | 3.2% |
| Vanguard Intl Equity Index F | $8.38M | 3.0% |
| NVIDIA Corp | $8.07M | 2.9% |
| Microsoft Corp | $7.49M | 2.7% |
| Vanguard Bd Index Fds | $7.24M | 2.6% |
| Vanguard Specialized Funds | $6.54M | 2.3% |
| iShares Tr | $6.29M | 2.2% |
| iShares Tr | $6.22M | 2.2% |
| iShares Tr | $5.52M | 2.0% |
| iShares Tr | $5.51M | 2.0% |
| iShares Tr | $5.49M | 2.0% |
| ELI LILLY & Co | $5.30M | 1.9% |
| iShares Tr | $5.15M | 1.8% |
| JPMorgan Chase & Co | $5.08M | 1.8% |
| iShares Tr | $4.88M | 1.7% |
| iShares Tr | $4.05M | 1.4% |
| Select Sector SPDR Tr | $3.59M | 1.3% |
| iShares Tr | $3.35M | 1.2% |
| iShares Tr | $3.27M | 1.2% |
| iShares Tr | $3.26M | 1.2% |
| iShares Silver Tr | $2.97M | 1.1% |
| iShares MSCI UAE ETF | $2.89M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921943858 Common stock | $662.5K | +10K +3.87% | 277,622 6.33% of portfolio | low |
| Q1 2026 as of | Add | 921937827 Common stock | $584.2K | +7K +8.78% | 92,321 2.58% of portfolio | low |
| Q1 2026 as of | New | 922908769 Common stock | $551.4K | +2K | 1,719 0.20% of portfolio | low |
| Q1 2026 as of | Exit | 78464A508 Common stock | $-511.4K | -9K -100.00% | 0 | low |
| Q1 2026 as of | Trim | 464287614 Common stock | $-492.5K | -1K -3.22% | 34,714 5.27% of portfolio | low |
| Q1 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-488.7K | -5K -14.47% | 31,162 1.03% of portfolio | low |
| Q1 2026 as of | Trim | 46434V407 Common stock | $-416.2K | -10K -7.86% | 115,384 1.74% of portfolio | low |
| Q1 2026 as of | New | 92206C680 Common stock | $415.1K | +4K | 3,784 0.15% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $413.0K | +2K +46.61% | 5,973 0.46% of portfolio | low |
| Q1 2026 as of | Trim | Visa Inc Common stock | $-373.3K | -1K -29.53% | 2,947 0.32% of portfolio | low |