Investment Partners, LTD. reported 132 positions worth $239.00M for the quarter ended Sep 30, 2026, up 93.0% on the prior quarter. It opened 36 new positions, added to 93, trimmed 3 and exited 0. Its largest holding is Nvidia Corp at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +44.1K | +95.2% | $10.08M | 8.65% |
| AAPL Apple Inc. | +21.9K | +61.6% | $7.28M | 7.99% |
| BRK-B Berkshire Hathaway Inc | +13.8K | +266.2% | $6.87M | 3.95% |
| MSFT Microsoft Corp | +10.2K | +51.7% | $5.25M | 6.45% |
| MU Micron Technology Inc | +4,346 | +97.7% | $4.63M | 3.92% |
| JPM Jpmorgan Chase & Co | +13.4K | +76.5% | $4.43M | 4.27% |
| XOM ExxonMobil Holdings Corp | +14.6K | +94.3% | $2.37M | 2.05% |
| SLV iShares Silver Trust | +41.8K | +95.7% | $2.28M | 1.95% |
| GOOG Alphabet Inc. | +6,023 | +74.3% | $2.05M | 2.01% |
| IBIT iShares Bitcoin Trust ETF | +42.1K | +99.8% | $1.99M | 1.67% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | +2 | $1.49M | 0.625% |
| ALG Alamo Group Inc | +7,457 | $1.15M | 0.483% |
| NSC Norfolk Southern Corp | +3,240 | $1.00M | 0.419% |
| DE Deere & Co | +1,279 | $859.11K | 0.359% |
| AVGO Broadcom Inc. | +1,831 | $642.87K | 0.269% |
| MCK Mckesson Corp | +684 | $584.72K | 0.245% |
| SPGI S&P Global Inc. | +1,478 | $583.20K | 0.244% |
| RTX RTX Corp | +2,942 | $546.15K | 0.229% |
| CSX Csx Corp | +11.4K | $529.02K | 0.221% |
| ANET Arista Networks, Inc. | +2,404 | $489.43K | 0.205% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 90.5K | $20.67M | 8.65% | +44.1K | +95.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 57.3K | $19.09M | 7.99% | +21.9K | +61.6% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 30.1K | $15.42M | 6.45% | +10.2K | +51.7% | Added | 0% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 30.9K | $10.21M | 4.27% | +13.4K | +76.5% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 19.0K | $9.45M | 3.95% | +13.8K | +266.2% | Added | 0% |
| 6 | MU Micron Technology Inc | Technology | 8,793 | $9.37M | 3.92% | +4,346 | +97.7% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 7,314 | $8.46M | 3.54% | +1,627 | +28.6% | Added | 0% |
| 8 | XOM ExxonMobil Holdings Corp | Energy | 30.0K | $4.89M | 2.05% | +14.6K | +94.3% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 14.1K | $4.82M | 2.01% | +6,023 | +74.3% | Added | 0% |
| 10 | SLV iShares Silver Trust | Others | 85.5K | $4.66M | 1.95% | +41.8K | +95.7% | Added | 0.02% |
| 11 | CAT Caterpillar Inc | Industrials | 4,972 | $4.03M | 1.69% | +1,566 | +46.0% | Added | 0% |
| 12 | IBIT iShares Bitcoin Trust ETF | Others | 84.2K | $3.99M | 1.67% | +42.1K | +99.8% | Added | 0.01% |
| 13 | GLD Spdr Gold Trust | Financial Services | 10.2K | $3.88M | 1.62% | +4,966 | +95.1% | Added | 0% |
| 14 | CRWD CrowdStrike Holdings, Inc. | Technology | 13.8K | $3.67M | 1.53% | +6,924 | +100.0% | Added | 0% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 4,018 | $3.66M | 1.53% | +1,920 | +91.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Investment Partners.
As of its Q3 2026 13F filing, Investment Partners, LTD.’s five largest positions were Nvidia Corp (NVDA) at 8.6%, Apple Inc. (AAPL) at 8.0%, Microsoft Corp (MSFT) at 6.5%, Jpmorgan Chase & Co (JPM) at 4.3%, Berkshire Hathaway Inc (BRK-B) at 4.0% of the reported portfolio.
Investment Partners, LTD. reported a 13F portfolio worth $239.00M across 132 positions for Q3 2026. That is up 93.0% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($10.08M), Apple Inc. ($7.28M), Berkshire Hathaway Inc ($6.87M). It opened 36 new positions.
Its largest sales by value were Vistra Corp. ($69.44K), Cava Group, Inc. ($23.70K), L3Harris Technologies, Inc. ($11.84K). It exited 0 positions entirely.
From the Form 13F-HR reports Investment Partners, LTD. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.