INVESTMENT PARTNERS, LTD.

CIK 0001050068 • 6 13F filings • Apr 30, 2025 – Aug 4, 2026

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Filer information

Filed by: INVESTMENT PARTNERS, LTD., CCO
Address: 419 W High Ave, Po Box 309, NEW PHILADELPHIA, OH, 44663
Phone: 330-308-9707
AUM: $285.7M

AUM over time

$319.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $285.7M147 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$664K	0.2%Prev: 0.3%	5,300 SH	Decreased-395 SH
ABBVIE INC	COM	$931K	0.3%Prev: 0.3%	4,074 SH	Decreased+17 SH
AFFILIATED MANAGERS GROUP IN	COM	$398K	0.1%Prev: 0.1%	1,380 SH	Increased
AFLAC INC	COM	$346K	0.1%Prev: 0.1%	3,142 SH	Decreased-371 SH
ALLSTATE CORP	COM	$430K	0.2%Prev: 0.2%	2,066 SH	Decreased-154 SH
ALPHABET INC	CAP STK CL A	$2.1M	0.7%Prev: 0.6%	6,595 SH	Increased-440 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.9%Prev: 0.7%	7,976 SH	Increased-195 SH
AMAZON COM INC	COM	$1.8M	0.6%Prev: 0.6%	7,759 SH	Increased-80 SH
AMERICAN ELEC PWR CO INC	COM	$2.1M	0.7%Prev: 0.8%	18,385 SH	Decreased-2,837 SH
AMGEN INC	COM	$207K	0.1%	632 SH	New
ANALOG DEVICES INC	COM	$432K	0.2%Prev: 0.1%	1,593 SH	Increased+132 SH
APPLE INC	COM	$9.6M	3.4%Prev: 3.2%	35,315 SH	Increased-729 SH
ASML HOLDING N V	N Y REGISTRY SHS	$1.1M	0.4%Prev: 0.3%	995 SH	Increased
AT&T INC	COM	$261K	0.1%Prev: 0.1%	10,521 SH	Decreased+30 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.8M	0.6%Prev: 0.7%	7,042 SH	Decreased-69 SH
BANK AMERICA CORP	COM	$412K	0.1%Prev: 0.1%	7,486 SH	Increased-144 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	1.0%Prev: 1.0%	5,415 SH	Decreased-200 SH
BLACKROCK INC	COM	$472K	0.2%Prev: 0.2%	441 SH	Decreased+20 SH
BOEING CO	COM	$360K	0.1%Prev: 0.1%	1,659 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$673K	0.2%Prev: 0.2%	12,472 SH	Increased-513 SH
CATERPILLAR INC	COM	$2.0M	0.7%Prev: 0.6%	3,428 SH	Increased-211 SH
CAVA GROUP INC	COM	$318K	0.1%Prev: 0.1%	5,413 SH	Decreased-905 SH
CHEVRON CORP NEW	COM	$1.1M	0.4%Prev: 0.4%	7,127 SH	Decreased-627 SH
CINCINNATI FINL CORP	COM	$467K	0.2%Prev: 0.2%	2,862 SH	Decreased-141 SH
CISCO SYS INC	COM	$975K	0.3%Prev: 0.3%	12,653 SH	Increased-321 SH
COCA COLA CO	COM	$915K	0.3%Prev: 0.3%	13,089 SH	Increased-595 SH
COLGATE PALMOLIVE CO	COM	$308K	0.1%Prev: 0.1%	3,899 SH	Decreased+13 SH
COSTCO WHSL CORP NEW	COM	$1.8M	0.6%Prev: 0.7%	2,102 SH	Decreased+6 SH
CROWDSTRIKE HLDGS INC	CL A	$851K	0.3%Prev: 0.3%	1,816 SH	Decreased
DBX ETF TR	XTRACK MSCI EAFE	$1.6M	0.6%Prev: 0.6%	52,144 SH	Decreased-3,187 SH
DIGITAL RLTY TR INC	COM	$269K	0.1%Prev: 0.1%	1,740 SH	Decreased
DISNEY WALT CO	COM	$590K	0.2%Prev: 0.2%	5,185 SH	Decreased
DNP SELECT INCOME FD INC	COM	$822K	0.3%Prev: 0.2%	82,262 SH	Increased+27,555 SH
EATON CORP PLC	SHS	$419K	0.1%Prev: 0.2%	1,315 SH	Decreased-128 SH
ELI LILLY & CO	COM	$6.2M	2.2%Prev: 1.7%	5,737 SH	Increased-406 SH
ENBRIDGE INC	COM	$554K	0.2%Prev: 0.3%	11,574 SH	Decreased-2,687 SH
EXXON MOBIL CORP	COM	$1.9M	0.7%Prev: 0.6%	15,556 SH	Increased-212 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$924K	0.3%Prev: 0.3%	24,104 SH	Increased+33 SH
GE AEROSPACE	COM NEW	$493K	0.2%Prev: 0.2%	1,601 SH	Increased+1 SH
GE VERNOVA INC	COM	$234K	0.1%Prev: 0.1%	358 SH	Increased
GENERAL DYNAMICS CORP	COM	$710K	0.2%Prev: 0.3%	2,110 SH	Decreased-49 SH
GENERAL MLS INC	COM	$237K	0.1%Prev: 0.1%	5,097 SH	Decreased+334 SH
GILEAD SCIENCES INC	COM	$570K	0.2%Prev: 0.2%	4,645 SH	Decreased-680 SH
GLOBAL X FDS	US INFR DEV ETF	$289K	0.1%Prev: 0.1%	6,041 SH	Increased+942 SH
GOLDMAN SACHS GROUP INC	COM	$753K	0.3%Prev: 0.2%	856 SH	Increased+9 SH
HOME DEPOT INC	COM	$1.5M	0.5%Prev: 0.7%	4,399 SH	Decreased-191 SH
HONEYWELL INTL INC	COM	$431K	0.2%Prev: 0.2%	2,208 SH	Decreased+37 SH
HUNTINGTON BANCSHARES INC	COM	$1.1M	0.4%Prev: 0.4%	60,661 SH	Increased+28 SH
INTEL CORP	COM	$395K	0.1%Prev: 0.1%	10,717 SH	Increased-432 SH
INTERNATIONAL BUSINESS MACHS	COM	$977K	0.3%Prev: 0.3%	3,299 SH	Increased+29 SH
INTUITIVE SURGICAL INC	COM NEW	$678K	0.2%Prev: 0.2%	1,198 SH	Increased+54 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$359K	0.1%Prev: 0.1%	5,025 SH	Decreased+18 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$388K	0.1%Prev: 0.1%	18,480 SH	Increased+1,495 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$581K	0.2%Prev: 0.2%	3,031 SH	Increased+1 SH
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.8%Prev: 0.6%	3,546 SH	Increased+796 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.1M	0.7%Prev: 1.0%	42,162 SH	Decreased+250 SH
ISHARES ETHEREUM TR	SHS	$1.2M	0.4%Prev: 0.6%	52,425 SH	Decreased
ISHARES SILVER TR	ISHARES	$2.8M	1.0%Prev: 0.6%	42,900 SH	Increased
ISHARES TR	0-5YR HI YL CP	$5.4M	1.9%Prev: 1.8%	125,222 SH	Increased+10,001 SH
ISHARES TR	CORE 40/60 MODER	$503K	0.2%Prev: 0.2%	10,541 SH	Increased+162 SH
ISHARES TR	CORE DIV GRWTH	$1.2M	0.4%Prev: 0.5%	17,288 SH	Decreased-5,044 SH
ISHARES TR	CORE HIGH DV ETF	$596K	0.2%Prev: 0.3%	4,900 SH	Decreased-1,714 SH
ISHARES TR	CORE INTL AGGR	$3.0M	1.1%Prev: 1.0%	60,270 SH	Increased+6,033 SH
ISHARES TR	CORE MSCI EAFE	$5.5M	1.9%Prev: 1.9%	61,743 SH	Increased-249 SH
ISHARES TR	CORE S&P MCP ETF	$1.8M	0.6%Prev: 0.7%	27,581 SH	Decreased-1,384 SH
ISHARES TR	CORE S&P SCP ETF	$230K	0.1%Prev: 0.1%	1,913 SH	Increased+74 SH
ISHARES TR	CORE S&P500 ETF	$3.5M	1.2%Prev: 1.2%	5,131 SH	Increased+228 SH
ISHARES TR	FUTURE AI & TECH	$288K	0.1%Prev: 0.1%	5,985 SH	Increased+913 SH
ISHARES TR	ISHS 1-5YR INVS	$6.0M	2.1%Prev: 1.9%	112,968 SH	Increased+9,702 SH
ISHARES TR	MSCI EAFE ETF	$4.0M	1.4%Prev: 1.6%	41,732 SH	Decreased-6,080 SH
ISHARES TR	MSCI EAFE MIN VL	$946K	0.3%Prev: 0.3%	10,969 SH	Increased+23 SH
ISHARES TR	MSCI INDIA ETF	$277K	0.1%Prev: 0.1%	5,125 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$3.4M	1.2%Prev: 1.2%	36,432 SH	Decreased+59 SH
ISHARES TR	NATIONAL MUN ETF	$2.4M	0.8%Prev: 1.1%	22,524 SH	Decreased-6,201 SH
ISHARES TR	RUS 1000 GRW ETF	$17.0M	5.9%Prev: 5.9%	35,869 SH	Increased-126 SH
ISHARES TR	RUS 1000 VAL ETF	$12.0M	4.2%Prev: 4.1%	56,816 SH	Increased-898 SH
ISHARES TR	RUS 2000 GRW ETF	$2.8M	1.0%Prev: 1.0%	8,746 SH	Decreased-95 SH
ISHARES TR	RUS 2000 VAL ETF	$3.2M	1.1%Prev: 1.1%	17,633 SH	Increased+63 SH
ISHARES TR	RUS MD CP GR ETF	$5.9M	2.1%Prev: 2.1%	43,240 SH	Increased+1,844 SH
ISHARES TR	RUS MDCP VAL ETF	$5.4M	1.9%Prev: 1.9%	38,562 SH	Increased+244 SH
ISHARES TR	RUSSELL 2000 ETF	$870K	0.3%Prev: 0.3%	3,533 SH	Increased+1 SH
ISHARES TR	S&P 500 GRWT ETF	$6.6M	2.3%Prev: 2.3%	53,750 SH	Increased+2 SH
ISHARES TR	S&P 500 VAL ETF	$5.0M	1.8%Prev: 1.7%	23,709 SH	Increased+3 SH
ISHARES TR	SELECT DIVID ETF	$491K	0.2%Prev: 0.2%	3,478 SH	Decreased+6 SH
ISHARES TR	SHRT NAT MUN ETF	$689K	0.2%Prev: 0.3%	6,460 SH	Decreased-1,558 SH
ISHARES TR	TRUST ISHARE 0-1	$400K	0.1%	3,627 SH	New
JACOBS SOLUTIONS INC	COM	$249K	0.1%Prev: 0.1%	1,879 SH	Decreased+60 SH
JOHNSON & JOHNSON	COM	$935K	0.3%Prev: 0.3%	4,517 SH	Decreased-826 SH
JPMORGAN CHASE & CO.	COM	$5.6M	2.0%Prev: 2.0%	17,311 SH	Decreased-605 SH
KLA CORP	COM NEW	$304K	0.1%Prev: 0.1%	250 SH	Increased
LOCKHEED MARTIN CORP	COM	$708K	0.2%Prev: 0.4%	1,463 SH	Decreased-548 SH
MARSH & MCLENNAN COS INC	COM	$308K	0.1%Prev: 0.1%	1,658 SH	Decreased-46 SH
MCDONALDS CORP	COM	$1.7M	0.6%Prev: 0.7%	5,534 SH	Decreased-558 SH
MERCK & CO INC	COM	$529K	0.2%Prev: 0.1%	5,021 SH	Increased+103 SH
META PLATFORMS INC	CL A	$298K	0.1%Prev: 0.1%	451 SH	Decreased
MICRON TECHNOLOGY INC	COM	$1.1M	0.4%Prev: 0.2%	4,017 SH	Increased+70 SH
MICROSOFT CORP	COM	$9.9M	3.4%Prev: 3.8%	20,378 SH	Decreased-624 SH
MORGAN STANLEY	COM NEW	$368K	0.1%Prev: 0.1%	2,075 SH	Increased+3 SH
NEXTERA ENERGY INC	COM	$309K	0.1%Prev: 0.1%	3,853 SH	Increased+308 SH
NORTHROP GRUMMAN CORP	COM	$597K	0.2%Prev: 0.2%	1,047 SH	Decreased
NVIDIA CORPORATION	COM	$8.8M	3.1%Prev: 3.1%	47,094 SH	Decreased+3 SH
ORACLE CORP	COM	$2.9M	1.0%Prev: 1.5%	14,830 SH	Decreased+19 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.4M	0.5%Prev: 0.5%	7,856 SH	Decreased-245 SH
PALO ALTO NETWORKS INC	COM	$363K	0.1%Prev: 0.1%	1,968 SH	Decreased+96 SH
PARK NATL CORP	COM	$423K	0.1%Prev: 0.2%	2,780 SH	Decreased
PENNANTPARK FLOATING RATE CA	COM	$93K	0.0%Prev: 0.0%	10,000 SH	Increased
PEPSICO INC	COM	$1.6M	0.6%Prev: 0.6%	11,055 SH	Decreased-350 SH
PFIZER INC	COM	$432K	0.2%Prev: 0.2%	17,349 SH	Decreased-771 SH
PHILLIPS 66	COM	$242K	0.1%	1,879 SH	New
PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$1.9M	0.7%Prev: 0.7%	99,541 SH	Decreased
PROCTER AND GAMBLE CO	COM	$1.1M	0.4%Prev: 0.4%	7,599 SH	Decreased-340 SH
S&P GLOBAL INC	COM	$211K	0.1%	403 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$489K	0.2%	6,300 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$719K	0.3%	16,071 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$934K	0.3%	17,059 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$870K	0.3%	5,610 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$701K	0.2%	15,450 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$3.3M	1.2%	78,360 SH	New
SPDR GOLD TR	GOLD SHS	$2.1M	0.7%Prev: 0.7%	5,232 SH	Increased-26 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$2.1M	0.7%Prev: 0.8%	47,329 SH	Decreased-7,069 SH
SPDR S&P 500 ETF TR	TR UNIT	$966K	0.3%Prev: 0.4%	1,417 SH	Decreased-148 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$256K	0.1%Prev: 0.1%	424 SH	Increased
SPDR SERIES TRUST	STATE STREET SPD	$3.0M	1.0%	27,491 SH	New
STARBUCKS CORP	COM	$302K	0.1%Prev: 0.1%	3,587 SH	Decreased+8 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$891K	0.3%Prev: 0.3%	2,933 SH	Increased+1 SH
TESLA INC	COM	$847K	0.3%Prev: 0.3%	1,883 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$805K	0.3%Prev: 0.2%	1,389 SH	Increased+1 SH
VANECK ETF TRUST	CEF MUNI INCOME	$1.7M	0.6%Prev: 0.6%	77,375 SH	Decreased
VANECK ETF TRUST	HIGH YLD MUNIETF	$660K	0.2%Prev: 0.3%	12,911 SH	Decreased-2,059 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.7M	2.3%Prev: 2.1%	84,871 SH	Increased+7,663 SH
VANGUARD INDEX FDS	GROWTH ETF	$368K	0.1%Prev: 0.1%	753 SH	Increased-3 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.7M	1.0%Prev: 1.0%	9,396 SH	Decreased+72 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.8M	0.6%Prev: 0.7%	20,467 SH	Decreased+1 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	0.6%Prev: 0.6%	6,732 SH	Increased+123 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.5M	3.0%Prev: 3.0%	157,809 SH	Increased+2,806 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$790K	0.3%Prev: 0.3%	5,511 SH	Increased+14 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$589K	0.2%Prev: 0.2%	6,386 SH	Increased+28 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	2.3%Prev: 2.3%	30,528 SH	Increased+261 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$16.7M	5.8%Prev: 5.4%	267,283 SH	Increased+9,050 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.9M	0.7%Prev: 0.7%	21,263 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$704K	0.2%Prev: 0.3%	17,279 SH	Decreased-274 SH
VERTIV HOLDINGS CO	COM CL A	$325K	0.1%Prev: 0.1%	2,005 SH	Increased+1 SH
VISA INC	COM CL A	$1.5M	0.5%Prev: 0.5%	4,182 SH	Decreased-232 SH
VISTRA CORP	COM	$433K	0.2%Prev: 0.2%	2,686 SH	Decreased+131 SH
WALMART INC	COM	$2.2M	0.8%Prev: 0.7%	19,818 SH	Increased-157 SH
WELLS FARGO CO NEW	COM	$268K	0.1%Prev: 0.1%	2,873 SH	Increased+7 SH
YUM BRANDS INC	COM	$274K	0.1%Prev: 0.1%	1,810 SH	Decreased+4 SH

Sold (vs prior filing)

ENCORE ENERGY CORP — $66K
ISHARES TR — $401K
LOWES COS INC — $205K
MCKESSON CORP — $232K
NETFLIX INC — $205K
SELECT SECTOR SPDR TR — $713K
SELECT SECTOR SPDR TR — $910K
SELECT SECTOR SPDR TR — $865K
SELECT SECTOR SPDR TR — $494K
SELECT SECTOR SPDR TR — $3.4M
SELECT SECTOR SPDR TR — $692K
SIFCO INDS INC — $138K
SPDR SERIES TRUST — $311K
SPDR SERIES TRUST — $498K
SPDR SERIES TRUST — $2.2M
SUPER MICRO COMPUTER INC — $240K
SYNOPSYS INC — $276K
WELLTOWER INC — $257K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001050068-26-000001	$285.7M	View
Nov 7, 2025	Q3 2025	13F-HR	0001050068-25-000002	$284.0M	View
Aug 4, 2026	Q2 2026