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CIK: 0001050068
Total reported value
$319.9M
$319.9M
149 檔
20.3%
In Q4 2025, Investment Partners, LTD.'s U.S. equity holdings reached a combined market value of $319.9M, distributed across 149 disclosed stock positions.
In Q4 2025, Investment Partners, LTD. adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.94% | +0.11% | -0.35% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.84% | +0.16% | +3.50% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.18% | -0.01% | -1.56% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.35% | -2.97% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.02% | -2.02% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.07% | +0.03% | +0.01% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.97% | +0.01% | +1.81% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.35% | -0.22% | +0.86% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.34% | -0.07% | +9.93% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.32% | +0.16% | +0.00% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.16% | +0.25% | -6.61% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.09% | -0.02% | +9.40% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.07% | +0.07% | +4.45% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.02% | -3.38% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.93% | -0.13% | -0.40% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 1.90% | +0.04% | +0.64% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.88% | -0.04% | +8.68% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.09% | +0.01% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | -0.09% | -12.72% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.01% | +4.65% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.20% | -0.09% | +0.16% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.17% | -0.18% | +100.56% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.12% | +0.06% | +0.36% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.05% | +0.02% | +11.12% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.01% | -0.10% | +0.13% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.99% | +0.12% | -1.07% | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 0.97% | -0.33% | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.95% | -0.05% | +0.77% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.07% | -3.56% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.08% | -2.39% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | +0.06% | -21.59% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.22% | -0.79% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.10% | +28.95% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.76% | -0.07% | — | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.74% | -0.08% | -13.37% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.74% | -0.01% | -12.99% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.73% | -0.14% | +0.60% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.20% | -0.49% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.07% | -6.25% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.26% | -5.80% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.68% | -0.05% | — | |
| 42 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.66% | -0.08% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.28% | -1.34% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | -0.01% | -4.78% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.13% | +0.29% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | -0.01% | -0.97% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.03% | +0.00% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | — | -1.02% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.61% | — | +1.86% | |
| 50 | XMPT | Vaneck Cef Muni Income ETF | ETF-Other | 0.59% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.5% | -6.61% | Trim |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.50% | Add |
| 3 | SLV | Ishares Silver Trust | +0.3% | — | Unchanged |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.2% | +9.93% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +28.95% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | -2.39% | Trim |
| 7 | MU | Micron Technology Inc | +0.2% | +1.77% | Add |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +9.40% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -2.02% | Trim |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +8.68% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.25% | Trim |
| 12 | DNP | Dnp Select Income Fund Inc | +0.1% | +50.37% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -5.80% | Trim |
| 14 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +11.12% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.65% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | -0.49% | Trim |
| 17 | ISRG | Intuitive Surgical Inc | +0.1% | +4.72% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.86% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -0.79% | Trim |
| 20 | IWD | Ishares Russell 1000 Value E | 0% | -1.56% | Trim |
| 21 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.00% | Add |
| 22 | IVE | Ishares S&p 500 Value ETF | 0% | +0.01% | Add |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | +0.07% | Add |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -4.28% | Trim |
| 25 | SUB | Ishares Short-term National | -0.1% | -19.43% | Trim |
| 26 | ENB | Enbridge Inc | -0.1% | -18.84% | Trim |
| 27 | MCD | Mcdonald's CORP | -0.1% | -9.16% | Trim |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -12.99% | Trim |
| 29 | HDV | Ishares Core High Dividend E | -0.1% | -25.91% | Trim |
| 30 | LMT | Lockheed Martin CORP | -0.1% | -27.25% | Trim |
| 31 | ADP | Automatic Data Processing | -0.1% | -0.97% | Trim |
| 32 | AEP | American Electric Power | -0.1% | -13.37% | Trim |
| 33 | HD | Home Depot Inc | -0.1% | -4.16% | Trim |
| 34 | DGRO | Ishares Core Dividend Growth | -0.1% | -22.59% | Trim |
| 35 | ETHA | Ishares Ethereum Trust ETF | -0.2% | — | Unchanged |
| 36 | EFA | Ishares Msci Eafe ETF | -0.2% | -12.72% | Trim |
| 37 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | +0.60% | Add |
| 38 | MUB | Ishares National Muni Bond E | -0.2% | -21.59% | Trim |
| 39 | MSFT | Microsoft CORP | -0.4% | -2.97% | Trim |
| 40 | ORCL | Oracle CORP | -0.5% | +0.13% | Add |
| 41 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 42 | WELL | Welltower Inc | — | EXIT | Sold out |
| 43 | PSX | Phillips 66 | — | NEW | New buy |
| 44 | SMCI | Super Micro Computer Inc | — | EXIT | Sold out |
| 45 | MCK | Mckesson CORP | — | EXIT | Sold out |
| 46 | SPGI | S&p Global Inc | — | NEW | New buy |
| 47 | AMGN | Amgen Inc | — | NEW | New buy |
| 48 | LOW | Lowe's Cos Inc | — | EXIT | Sold out |
| 49 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 50 | SIF | Sifco Industries | — | EXIT | Sold out |
According to official SEC Form 13F filings, Investment Partners, LTD. reported a total U.S. public equity portfolio value of $319.9M across 149 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, VEA, IWD) accounted for 20.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
PSX
市值: $242.4K
Top Position Liquidated / Trimmed
SNPS
前期市值: $276.3K
During Q4 2025, Investment Partners, LTD.'s top holdings by market value included IWF (5.9%)、VEA (5.8%)、IWD (4.2%). The largest single position, IWF, represented 5.9% of total portfolio value.
In Q4 2025, Investment Partners, LTD. made 48 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 22 holdings, and fully liquidating 7 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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