Portfolio (Quarterly) Guide ↗

INVESTMENT PARTNERS, LTD.

· CIK 0001050068

13F Portfolio $286M AUM 149 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 37 Added 51 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SNPS	SYNOPSYS INC	Technology	560	$276K	0.10%	SOLD
2	WELL	WELLTOWER INC	Real Estate	1,441	$257K	0.09%	SOLD
3	SMCI	SUPER MICRO COMPUTER INC	Technology	5,000	$240K	0.08%	SOLD
4	MCK	MCKESSON CORP	Healthcare	300	$232K	0.08%	SOLD
5	LOW	LOWES COS INC	Consumer Cyclical	817	$205K	0.07%	SOLD
6	NFLX	NETFLIX INC	Communication Services	171	$205K	0.07%	SOLD
7	SIF	SIFCO INDS INC	Industrials	19,605	$138K	0.05%	SOLD
8	—	ENCORE ENERGY CORP	—	20,711	$66K	0.02%	SOLD

Sector Allocation

Technology 34.9%

Financial Services 22.2%

Healthcare 11.0%

Industrials 7.1%

Consumer Defensive 7.1%

Consumer Cyclical 5.9%

Communication Services 5.6%

Energy 3.3%

Utilities 2.7%

Real Estate 0.2%