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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 $264,218,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 36,184 $15,362,927 5.81%
2.
Vanguard Tax-Managed Fds
 251,120 $14,316,328 5.42%
3.
Ishares Trust
 IEF 57,861 $11,238,364 4.25%
4.
Microsoft Corp
 MSFT 20,924 $10,407,807 3.94%
5.
Vanguard Intl Equity Index Funds
 VWO 153,169 $7,575,729 2.87%
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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