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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 $281,095,205
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 277,622 $17,790,014 6.33%
2.
Ishares Trust
 IEF 34,714 $14,802,034 5.27%
3.
Ishares Trust
 IEF 56,778 $12,131,782 4.32%
4.
Apple Inc.
 AAPL 35,289 $8,955,992 3.19%
5.
Vanguard Intl Equity Index Funds
 VWO 155,045 $8,380,182 2.98%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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