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Home > Institutional Investor > Investment Partners Ltd V > Profile

Instuitional Investor - Investment Partners Ltd V

Fund Profile
Filing Period:
Fund Name: Investment Partners Ltd V
Portfolio Value $319,940,800
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 291,283 $20,753,894 6.49%
2.
Ishares Trust
 IEF 138,513 $17,199,163 5.38%
3.
Ishares Trust
 IEF 56,939 $13,803,813 4.31%
4.
Apple Inc.
 AAPL 35,469 $10,263,198 3.21%
5.
Vanguard Intl Equity Index Funds
 VWO 160,300 $9,568,284 2.99%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.