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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 $284,014,718
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 35,995 $16,860,358 5.94%
2.
Vanguard Tax-Managed Fds
 258,233 $15,473,319 5.45%
3.
Ishares Trust
 IEF 57,714 $11,749,960 4.14%
4.
Microsoft Corp
 MSFT 21,002 $10,877,936 3.83%
5.
Apple Inc.
 AAPL 36,044 $9,177,950 3.23%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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