StockDriftsStockDriftsTop 50 Investment Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.49% | 291.3K | $20.8M | +4.92%(+13.66K) | $48.47(+52.68%) | 2026-06-30 | |
| IWF | ISHARES TR | 5.38% | 138.5K | $17.2M | -0.25%(-343) | $35.95(+243.22%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.31% | 56.9K | $13.8M | +0.28%(+161) | $102.32(+151.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.21% | 35.5K | $10.3M | +0.51%(+180) | $114.39(+166.96%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.99% | 160.3K | $9.6M | +3.39%(+5.25K) | $47.83(+26.24%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.9% | 46.4K | $9.3M | +0.24%(+111) | $71.16(+217.70%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.51% | 103.2K | $8.0M | +11.78%(+10.87K) | $78.45(-1.06%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.37% | 55.1K | $7.6M | +0.16%(+90) | $44.02(+221.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 19.8K | $7.4M | -2.00%(-404) | $165.53(+193.64%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.22% | 135.8K | $7.1M | +13.39%(+16.04K) | $52.34(-0.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.47% | +53.95% | +8.09% | +47.53% |
| Top 20 Holdings Unweighted | +15.00% | +52.09% | +7.67% | +44.73% |
Investment Partners LTD reports $319.94M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are VEA (6.5%), IWF (5.4%) and IWD (4.3%). The top 20 holdings account for 52.96% of reported assets. Its disclosed equity book has returned +53.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1050068). View Investment Partners LTD’s 13F filings on SEC