$110 Million is the total value of INVESTMENT PARTNERS, LTD.'s 119 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CINF | New | CINCINNATI FINL CORP | $355,000 | – | 4,896 | +100.0% | 0.32% | – |
| AGG | New | ISHARES TRcore us aggbd et | $267,000 | – | 2,439 | +100.0% | 0.24% | – |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $245,000 | – | 2,649 | +100.0% | 0.22% | – |
| DHR | New | DANAHER CORP DEL | $225,000 | – | 2,663 | +100.0% | 0.20% | – |
| MCD | New | MCDONALDS CORP | $225,000 | – | 1,466 | +100.0% | 0.20% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $220,000 | – | 2,174 | +100.0% | 0.20% | – |
| YUM | New | YUM BRANDS INC | $217,000 | – | 2,946 | +100.0% | 0.20% | – |
| TIP | New | ISHARES TRtips bd etf | $212,000 | – | 1,870 | +100.0% | 0.19% | – |
| ADBE | New | ADOBE SYS INC | $212,000 | – | 1,500 | +100.0% | 0.19% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $210,000 | – | 1,680 | +100.0% | 0.19% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $206,000 | – | 4,748 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 6.4% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 4.3% |
| ISHARES TR | 36 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.9% |
| ISHARES TR | 36 | Q3 2023 | 4.4% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| APPLE INC | 36 | Q3 2023 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 4.2% |
| ISHARES TR | 36 | Q3 2023 | 3.5% |
View INVESTMENT PARTNERS, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-04 |
View INVESTMENT PARTNERS, LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.