Portfolio (Quarterly)
Guide ↗
INVESTMENT PARTNERS, LTD.
· CIK 0001050068| # | 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
35.7%
Financial Services
22.7%
Healthcare
11.3%
Consumer Defensive
7.3%
Industrials
7.2%
Consumer Cyclical
6.0%
Communication Services
3.5%
Energy
3.4%
Utilities
2.8%
Real Estate
0.2%