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CIK: 0001050068
Total reported value
$319.9M
$319.9M
142 檔
15.2%
At the close of Q2 2024, Investment Partners, LTD. disclosed equity holdings valued at approximately $319.9M, spread across 142 reported holdings.
During Q2 2024, Investment Partners, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.10% | +0.11% | -1.58% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.48% | -0.01% | -2.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -0.35% | +0.28% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.69% | +0.16% | -1.55% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.21% | +0.02% | -5.34% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.65% | +0.25% | -0.47% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.62% | +0.01% | -1.59% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.48% | -0.22% | +1.59% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.27% | +0.16% | -0.03% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.23% | -0.13% | -1.08% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.01% | +0.07% | -2.93% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.96% | -0.09% | -0.11% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.94% | +0.04% | -1.51% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.73% | -0.09% | +0.01% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.02% | -0.06% | |
| 16 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.67% | -0.04% | +13.19% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.62% | -0.09% | +0.12% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.60% | +0.06% | +5.29% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.01% | -0.75% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.41% | +0.06% | -2.54% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.03% | +961.11% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.31% | +0.01% | +0.88% | |
| 23 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.26% | +0.12% | -2.00% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.25% | -0.07% | +14.72% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.20% | -0.18% | — | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.18% | -0.02% | -1.11% | |
| 27 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 1.14% | -0.08% | +5.88% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.12% | -0.05% | -1.23% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.10% | +0.08% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.07% | +1.05% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.99% | -0.07% | -24.05% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.99% | -0.02% | +10.66% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.84% | -0.01% | +0.10% | |
| 34 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.83% | +0.02% | +12.35% | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.81% | -0.08% | +1.66% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.28% | -0.66% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.14% | +2.13% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | — | -1.14% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.78% | -0.05% | -25.24% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.77% | -0.03% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.13% | -0.69% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.73% | -0.01% | +0.21% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.22% | +0.07% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.02% | +0.17% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.01% | +0.02% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.14% | +5.92% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.07% | NEW | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.03% | +2.67% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.08% | -0.19% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.14% | +2.81% |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 142 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, MSFT) accounted for 15.2% of total reported equity market value during Q2 2024.
During Q2 2024, Investment Partners, LTD.'s top holdings by market value included IWF (6.1%)、IWD (4.5%)、MSFT (4.3%). The largest single position, IWF, represented 6.1% of total portfolio value.
In Q2 2024, Investment Partners, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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