Institutional Fund
Investment Partners, Ltd.
New Philadelphia, OHCIK 10500685 filings on record
Portfolio Value
$281.10M
Q1 2026
Holdings
152
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-1.6%
from $285.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds6.3%
- Ishares Tr5.3%
- Ishares Tr4.3%
- Apple Inc3.2%
- Vanguard Intl Equity Index F3.0%
- Nvidia Corporation2.9%
- Other75.1%
Portfolio Holdings
152 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 277.6K | $17.79M | 6.3% | +10.3K | Added |
| 2 | Ishares Tr | 34.7K | $14.80M | 5.3% | −1.2K | Reduced |
| 3 | Ishares Tr | 56.8K | $12.13M | 4.3% | −38 | Reduced |
| 4 | Apple Inc | 35.3K | $8.96M | 3.2% | −26 | Reduced |
| 5 | Vanguard Intl Equity Index F | 155.0K | $8.38M | 3.0% | −2.8K | Reduced |
| 6 | Nvidia Corporation | 46.3K | $8.07M | 2.9% | −838 | Reduced |
| 7 | Microsoft Corp | 20.2K | $7.49M | 2.7% | −157 | Reduced |
| 8 | Vanguard Bd Index Fds | 92.3K | $7.24M | 2.6% | +7.5K | Added |
| 9 | Vanguard Specialized Funds | 30.4K | $6.54M | 2.3% | −109 | Reduced |
| 10 | Ishares Tr | 119.7K | $6.29M | 2.2% | +6.8K | Added |
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