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Douglas G Bambeck

Investment Partners, Ltd.

Assets Managed
$281.095M
Holdings
152
Last Quarter
2026 - Q1
Filed Date
2mo 21d ago
Growth Rate
-1.62%(2Q avg: -0.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Partners, Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Investment Partners, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 281.095M in assets, with a quarterly growth rate of -1.62% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Douglas G Bambeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.87%
6.33%
$17.79M
277,622 shares@ $64.08 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -3.22%
5.27%
$14.802M
34,714 shares@ $426.4 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -0.06%
4.32%
$12.132M
56,778 shares@ $213.68 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.07%
3.19%
$8.956M
35,289 shares@ $253.79 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.75%
2.99%
$8.38M
155,045 shares@ $54.05 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.77%
2.87%
$8.067M
46,256 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.77%
2.67%
$7.485M
20,221 shares@ $370.17 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 8.78%
2.58%
$7.239M
92,321 shares@ $78.41 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.35%
2.33%
$6.542M
30,419 shares@ $215.07 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 5.99%
2.24%
$6.293M
119,733 shares@ $52.57 avg price

1-10 of 152