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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 $648,032,872
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 570,397 $40,275,634 6.22%
2.
Ishares Trust
 IEF 259,242 $32,472,782 5.01%
3.
Ishares Trust
 IEF 104,438 $25,893,453 4%
4.
Nvidia Corp
 NVDA 90,510 $20,670,667 3.19%
5.
Vanguard Intl Equity Index Funds
 VWO 327,580 $19,428,692 3%
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.