INVESTMENT PARTNERS, LTD. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
419 W High Ave NEW PHILADELPHIA, OH 44663
As of the latest 13F report, the guru’s equity portfolio contained 141 stocks valued at a total of $189.00Mil. The top holdings were IWD(5.72%), IWF(5.43%), and VEA(3.71%).
According to GuruFocus data, these were INVESTMENT PARTNERS, LTD.’s top five trades of the quarter.
Apple Inc
During the quarter, INVESTMENT PARTNERS, LTD. bought 85,405 shares of NAS:AAPL for a total holding of 155,029. The trade had a 3.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.95.
On 01/18/2023, Apple Inc traded for a price of $137.25 per share and a market cap of $2,184.92Bil. The stock has returned -18.32% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 22.58, a price-book ratio of 43.39, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 16.75 and a price-sales ratio of 5.72.
The price-to-GF Value ratio is 0.79, earning the stock a GF Value rank of 9.
Trane Technologies PLC
The guru established a new position worth 61,065 shares in NYSE:TT, giving the stock a 2.63% weight in the equity portfolio. Shares traded for an average price of $149.42 during the quarter.
On 01/18/2023, Trane Technologies PLC traded for a price of $178.5675 per share and a market cap of $41.03Bil. The stock has returned 1.84% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Trane Technologies PLC has a price-earnings ratio of 25.74, a price-book ratio of 7.00, a price-earnings-to-growth (PEG) ratio of 19.49, a EV-to-Ebitda ratio of 17.44 and a price-sales ratio of 2.73.
The price-to-GF Value ratio is 1.02, earning the stock a GF Value rank of 5.
JPMorgan Chase & Co
During the quarter, INVESTMENT PARTNERS, LTD. bought 58,611 shares of NYSE:JPM for a total holding of 80,186. The trade had a 1.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $114.76.
On 01/18/2023, JPMorgan Chase & Co traded for a price of $139.3781 per share and a market cap of $410.57Bil. The stock has returned -4.47% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, JPMorgan Chase & Co has a price-earnings ratio of 16.44, a price-book ratio of 1.55, a price-earnings-to-growth (PEG) ratio of 2.45 and a price-sales ratio of 3.24.
The price-to-GF Value ratio is 0.95, earning the stock a GF Value rank of 6.
Microsoft Corp
During the quarter, INVESTMENT PARTNERS, LTD. bought 21,497 shares of NAS:MSFT for a total holding of 46,710. The trade had a 1.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $264.05.
On 01/18/2023, Microsoft Corp traded for a price of $239.01 per share and a market cap of $1,793.47Bil. The stock has returned -19.61% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 25.93, a price-book ratio of 10.33, a price-earnings-to-growth (PEG) ratio of 1.26, a EV-to-Ebitda ratio of 17.27 and a price-sales ratio of 8.90.
The price-to-GF Value ratio is 0.76, earning the stock a GF Value rank of 9.
S&P 500 ETF TRUST ETF
During the quarter, INVESTMENT PARTNERS, LTD. bought 11,502 shares of ARCA:SPY for a total holding of 18,303. The trade had a 1.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $395.76.
On 01/18/2023, S&P 500 ETF TRUST ETF traded for a price of $398.21 per share and a market cap of $372.75Bil. The stock has returned -11.10% over the past year.
GuruFocus gives the ETF a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 19.05, a price-book ratio of 3.60, a price-earnings-to-growth (PEG) ratio of 9.07, a EV-to-Ebitda ratio of 8.72 and a price-sales ratio of 2.11.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 10.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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