INVESTMENT PARTNERS, LTD.
SEC Form 13F institutional filer · CIK 0001050068
13F-HR · 92 reported holdings · 2026-03-31
Reported long-US-equity value
$0.19B
Top-10 concentration
60.8%
INVESTMENT PARTNERS, LTD. — $188M AUM allocation strategy
INVESTMENT PARTNERS, LTD. files SEC Form 13F and reports $188M of long US equity value across 92 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.3%, followed by Financials 11.6% and Health Care 2.8%.
The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
INVESTMENT PARTNERS, LTD. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$188M
total across 92 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VTWO +6.91K sh · +$717K+$IVV +4.07K sh · +$94.2K+$IVZ +3.64K sh · +$74K
Biggest trims (shares)
−$XLB −3.24K sh · −$90.5K−$IWM −2.59K sh · −$2.34M−$VZ −1.52K sh · +$87.4K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals4.8%—
- Semiconductors4.3%—
- Financial Exchanges & Data4.0%—
- Systems Software4.0%—
- Asset Management & Custody Banks3.5%—
- Pharmaceuticals2.8%—
- Diversified Banks2.7%—
- Consumer Staples Merchandise Retail2.3%—
- Other holdings71.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 35.3K | $8.96M | -26 | 4.8% |
| $NVDA | NVIDIA Corporation | 46.3K | $8.07M | -838 | 4.3% |
| $SPGI | S&P Global Inc | 70.7K | $7.51M | -1.13K | 4.0% |
| $MSFT | Microsoft Corporation | 20.2K | $7.49M | -157 | 4.0% |
| $BLK | BlackRock Inc | 55.4K | $6.62M | +1.23K | 3.5% |
| $LLY | Eli Lilly and Company | 5.76K | $5.3M | +23 | 2.8% |
| $JPM | JP Morgan Chase & Co | 17.3K | $5.08M | -25 | 2.7% |
…and 85 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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