Investment Research Partners LLC Top Holdings and 13F Report (2026) About Investment Research Partners LLCInvestment ActivityInvestment Research Partners LLC has $295.32 million in total holdings as of September 30, 2026.Investment Research Partners LLC owns shares of 280 different stocks, but just 116 companies or ETFs make up 80% of its holdings.Approximately 6.38% of the portfolio was purchased this quarter.About 6.38% of the portfolio was sold this quarter.This quarter, Investment Research Partners LLC has purchased 278 new stocks and bought additional shares in 143 stocks.Investment Research Partners LLC sold shares of 90 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $13,197,869Apple $9,863,378iShares Core S&P 500 ETF $9,810,136iShares Core U.S. Aggregate Bond ETF $9,663,770abrdn Bloomberg All Commodity Strategy K-1 Free ETF $8,926,062 Largest New Holdings this Quarter 46432F859 - iShares Core 1-5 Year USD Bond ETF $734,715 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $504,037 Holding03027X100 - American Tower $354,553 Holding674599105 - Occidental Petroleum $353,993 Holding922475108 - Veeva Systems $290,017 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 11,909 shares (about $1.20M)iShares 3-7 Year Treasury Bond ETF 8,347 shares (about $946.88K)iShares 5-10 Year Investment Grade Corporate Bond ETF 15,449 shares (about $777.85K)iShares Core 1-5 Year USD Bond ETF 15,550 shares (about $734.72K)EXXONMOBIL HOLDINGS CORP 3,097 shares (about $504.04K) Largest Sales this Quarter Ciena 20,068 shares (about $7.06M)iShares 1-3 Year Treasury Bond ETF 19,814 shares (about $1.61M)Meta Platforms 788 shares (about $571.41K)iShares iBonds Dec 2027 Term Muni Bond ETF 9,990 shares (about $252.15K)WALMART INC 2,282 shares (about $237.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestment Research Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,197,869$60,064 ▲0.5%57,7894.5%TechnologyAAPLApple$9,863,378$72,931 ▲0.7%29,6183.3%TechnologyIVViShares Core S&P 500 ETF$9,810,136$70,461 ▼-0.7%12,8093.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,663,770$181,895 ▼-1.8%102,2193.3%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$8,926,062$179,848 ▲2.1%345,0353.0%ETFNORTHERN LTS FD TR IV$8,385,234$210,910 ▲2.6%30,8122.8%INSPIRE 500 ETFSUBiShares Short-Term National Muni Bond ETF$8,043,008$474,612 ▲6.3%76,9372.7%ETFMSFTMicrosoft$7,438,474$217,979 ▲3.0%14,5032.5%TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6,912,833$777,855 ▲12.7%137,2962.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$6,267,355$188,369 ▲3.1%82,8802.1%ETFGOOGLAlphabet$5,536,816$78,104 ▼-1.4%16,0921.9%Communication ServicesMUBiShares National Muni Bond ETF$5,162,949$1,203,994 ▲30.4%51,0681.7%ETFRSPInvesco S&P 500 Equal Weight ETF$4,169,715$173,071 ▲4.3%20,0451.4%ETFAVGOBroadcom$3,601,026$17,910 ▲0.5%10,2541.2%TechnologySCHOSchwab Short-Term U.S. Treasury ETF$3,584,178$218,772 ▲6.5%150,2171.2%ETFOAIMOneAscent International Equity ETF$3,538,577$47,121 ▲1.3%74,0441.2%ETFMETAMeta Platforms$3,524,931$571,414 ▼-13.9%4,8611.2%Communication ServicesHDViShares Core High Dividend ETF$3,395,517$29,078 ▼-0.8%121,4421.1%ETFAMZNAmazon.com$2,582,191$282,785 ▲12.3%10,3640.9%Consumer DiscretionaryTBILUS Treasury 3 Month Bill ETF$2,497,435$171,135 ▲7.4%50,0990.8%ETFCSCOCisco Systems$2,475,884$18,297 ▼-0.7%23,0040.8%TechnologyTPSCTimothy Plan US Small Cap Core ETF$2,364,306$65,806 ▲2.9%52,8870.8%ETFJNJJohnson & Johnson$2,267,658$89,478 ▼-3.8%8,5660.8%HealthcareJPMJPMorgan Chase & Co.$2,265,977$8,933 ▲0.4%6,8490.8%FinanceXBISPDR S&P Biotech ETF$2,218,916$39,894 ▼-1.8%14,0720.8%ETFLAM RESEARCH CORP$2,189,120$103,806 ▼-4.5%6,6640.7%COM NEWLLYEli Lilly and Company$2,143,039$5,786 ▲0.3%1,8520.7%HealthcareDESWisdomTree U.S. SmallCap Dividend Fund$1,861,800$44,570 ▲2.5%49,1240.6%ETFUPSUnited Parcel Service$1,826,783$33,919 ▲1.9%19,5500.6%IndustrialsSHYiShares 1-3 Year Treasury Bond ETF$1,701,140$1,608,897 ▼-48.6%20,9500.6%ETFIBMInternational Business Machines$1,685,404$29,912 ▲1.8%7,6630.6%TechnologyAMGNAmgen$1,655,740$16,018 ▲1.0%3,9280.6%HealthcareTSMTaiwan Semiconductor Manufacturing$1,630,879$32,389 ▼-1.9%3,5750.6%TechnologyVRTVertiv$1,621,144$68,292 ▼-4.0%6,7180.5%IndustrialsCOSTCostco Wholesale$1,596,816$84,666 ▼-5.0%1,7540.5%Consumer StaplesTOTALENERGIES SE$1,540,539$21,375 ▲1.4%18,0180.5%ACTSPYSPDR S&P 500 ETF Trust$1,529,6340.0%2,0060.5%ETFASMLASML$1,510,933$19,928 ▲1.3%8340.5%TechnologyAXPAmerican Express$1,489,068$36,185 ▲2.5%4,8970.5%FinanceIEIiShares 3-7 Year Treasury Bond ETF$1,483,909$946,884 ▲176.3%13,0810.5%ETFMCKMcKesson$1,482,606$22,205 ▲1.5%1,7360.5%HealthcareAMEAMETEK$1,444,825$104,794 ▲7.8%5,8320.5%TechnologyIDViShares International Select Dividend ETF$1,443,573$31,642 ▼-2.1%34,2160.5%ETFHPEHewlett Packard Enterprise$1,414,038$101,204 ▼-6.7%22,1320.5%TechnologyABBVAbbVie$1,390,028$60,948 ▲4.6%5,3140.5%HealthcareBRK.BBerkshire Hathaway$1,362,435$56,768 ▲4.3%2,7360.5%FinanceQCOMQualcomm$1,333,902$25,213 ▲1.9%7,2480.5%TechnologyMAMastercard$1,327,426$17,096 ▲1.3%2,4070.4%FinanceCVXChevron$1,321,303$2,655 ▼-0.2%6,4700.4%EnergyMUMicron Technology$1,273,872$106,511 ▼-7.7%1,1960.4%TechnologyVVisa$1,244,673$1,437 ▲0.1%3,4640.4%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,225,644$102,964 ▲9.2%55,4590.4%ETFDEDeere & Company$1,216,420$14,777 ▼-1.2%1,8110.4%IndustrialsDFUSDimensional U.S. Equity ETF$1,193,058$3,404 ▲0.3%14,3690.4%ETFORCLOracle$1,188,551$170,381 ▲16.7%8,6570.4%TechnologyBMYBristol Myers Squibb$1,175,257$133,288 ▲12.8%18,8340.4%HealthcareINTCIntel$1,167,554$31,140 ▼-2.6%9,7110.4%TechnologySHGShinhan Financial Group$1,163,497$5,437 ▲0.5%14,9800.4%FinanceKHCKraft Heinz$1,129,372$131,686 ▲13.2%49,7080.4%Consumer StaplesHSTHost Hotels & Resorts$1,115,044$16,994 ▲1.5%49,8010.4%Real EstateAWFAllianceBernstein Global High Income Fund$1,105,922$126,500 ▲12.9%113,6610.4%FinanceSJMJ. M. Smucker$1,089,986$257,335 ▲30.9%9,1660.4%Consumer StaplesRFRegions Financial$1,079,452$91,607 ▲9.3%40,1580.4%FinanceGOOGAlphabet$1,073,390$157,431 ▼-12.8%3,1500.4%Communication ServicesNUENucor$1,064,546$115,945 ▼-9.8%4,5540.4%MaterialsIXOrix Corp Ads$1,058,633$29,037 ▲2.8%28,0730.4%FinanceVZVerizon Communications$1,047,910$1,147 ▼-0.1%22,8450.4%Communication ServicesAREAlexandria Real Estate Equities$1,019,820$148,977 ▲17.1%21,4880.3%Real EstateHPQHP$995,857$336,071 ▲50.9%31,8370.3%TechnologyIQLTiShares MSCI Intl Quality Factor ETF$991,4710.0%20,0420.3%ETFPGProcter & Gamble$987,390$28,186 ▲2.9%6,7960.3%Consumer StaplesMRKMerck & Co., Inc.$982,706$80,790 ▲9.0%6,7630.3%HealthcareTSLATesla$981,759$88,702 ▲9.9%2,7670.3%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$978,952$161,752 ▼-14.2%12,0620.3%ETFLOWLowe's Companies$975,170$58,610 ▼-5.7%5,2910.3%Consumer DiscretionarySHELShell$951,130$54,557 ▲6.1%10,0070.3%EnergyWALMART INC$948,636$237,133 ▼-20.0%9,1290.3%COMIEFAiShares Core MSCI EAFE ETF$919,731$5,328 ▼-0.6%9,4940.3%ETFQQQInvesco QQQ$918,7940.0%1,2420.3%ETFMTDMettler-Toledo International$918,658$16,620 ▼-1.8%6080.3%HealthcareNVSNovartis$912,305$78,556 ▼-7.9%6,3990.3%HealthcarePSXPhillips 66$908,414$133,786 ▼-12.8%3,5580.3%EnergyTMToyota Motor$897,190$19,226 ▲2.2%4,9000.3%Consumer DiscretionaryACNAccenture$895,579$60,879 ▲7.3%4,8840.3%TechnologyROPER TECHNOLOGIES INC$882,691$15,375 ▲1.8%2,5260.3%COMEXCExelon$880,933$125,242 ▲16.6%21,8050.3%UtilitiesPFEPfizer$870,073$221,319 ▲34.1%30,5070.3%HealthcarePRUPrudential Financial$859,982$69,507 ▲8.8%7,5720.3%FinanceCBOECboe Global Markets$857,334$25,329 ▲3.0%3,1140.3%FinanceHMCHonda Motor$839,233$7,047 ▲0.8%26,5580.3%Consumer DiscretionarySLFSun Life Financial$823,441$13,333 ▲1.6%10,5610.3%FinanceBROOKFIELD RENEWABLE CORP$816,969$63,269 ▼-7.2%28,9500.3%CL A EX SUB VTGCATCaterpillar$813,628$147,490 ▲22.1%1,0040.3%IndustrialsORLYO'Reilly Automotive$801,146$25,111 ▲3.2%9,3800.3%Consumer DiscretionaryGILDGilead Sciences$797,777$17,142 ▼-2.1%5,3520.3%HealthcareMDTMedtronic$795,680$122,791 ▲18.2%9,2210.3%HealthcareTYGTortoise Energy Infrastructure$792,231$48,361 ▲6.5%20,6900.3%FinanceBACBank of America$778,529$10,614 ▼-1.3%14,3030.3%FinanceNEENextEra Energy$775,615$6,590 ▲0.9%10,2400.3%UtilitiesDOLEDole$757,986$29,945 ▲4.1%59,6370.3%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
