Investment Research Partners LLC Top Holdings and 13F Report (2026)

About Investment Research Partners LLC

Investment Activity

Investment Research Partners LLC has $295.48 million in total holdings as of June 30, 2026.
Investment Research Partners LLC owns shares of 278 different stocks, but just 113 companies or ETFs make up 80% of its holdings.
Approximately 15.76% of the portfolio was purchased this quarter.
About 5.84% of the portfolio was sold this quarter.
This quarter, Investment Research Partners LLC has purchased 245 new stocks and bought additional shares in 169 stocks.
Investment Research Partners LLC sold shares of 45 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

NVIDIA: $11,510,392
iShares Core U.S. Aggregate Bond ETF: $10,308,047
Ciena: $10,218,855
iShares Core S&P 500 ETF: $9,661,637
NORTHERN LTS FD TR IV: $8,593,412

Largest New Holdings this Quarter

464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF: $6,478,583 Holding
958102105 - Western Digital: $606,784 Holding
464288661 - iShares 3-7 Year Treasury Bond ETF: $556,008 Holding
92532F100 - Vertex Pharmaceuticals: $474,874 Holding
243537107 - Deckers Outdoor: $416,720 Holding

Largest Purchases this Quarter

iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares (about $6.48M)
iShares Core High Dividend ETF: 96,834 shares (about $2.65M)
iShares 1-3 Year Treasury Bond ETF: 22,257 shares (about $1.83M)
US Treasury 3 Month Bill ETF: 23,036 shares (about $1.15M)
Apple: 3,097 shares (about $896.14K)

Largest Sales this Quarter

iShares Short-Term National Muni Bond ETF: 18,097 shares (about $1.93M)
iShares iBonds Dec 2027 Term Muni Bond ETF: 34,821 shares (about $885.15K)
iShares iBonds Dec 2028 Term Muni Bond ETF: 30,809 shares (about $788.09K)
SANDISK CORP: 218 shares (about $495.67K)
Intel: 3,139 shares (about $438.30K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$11,510,392	$792,958 â–²	7.4%	57,526	3.9%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$10,308,047	$723,542 â–²	7.5%	104,143	3.5%	ETF
CIEN Ciena	$10,218,855	$28,452 â–²	0.3%	20,831	3.5%	Technology
IVV iShares Core S&P 500 ETF	$9,661,637	$62,159 â–¼	-0.6%	12,901	3.3%	ETF
NORTHERN LTS FD TR IV	$8,593,412	$25,176 â–²	0.3%	30,037	2.9%	INSPIRE 500 ETF
AAPL Apple	$8,506,855	$896,144 â–²	11.8%	29,399	2.9%	Technology
SUB iShares Short-Term National Muni Bond ETF	$7,708,066	$1,926,777 â–¼	-20.0%	72,397	2.6%	ETF
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$7,552,780	$130,756 â–²	1.8%	338,083	2.6%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$6,478,583	$6,478,583 â–²	New Holding	121,847	2.2%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$6,118,376	$268,971 â–²	4.6%	80,389	2.1%	ETF
GOOGL Alphabet	$5,831,774	$175,464 â–²	3.1%	16,319	2.0%	Communication Services
MSFT Microsoft	$5,251,247	$857,552 â–²	19.5%	14,078	1.8%	Technology
MUB iShares National Muni Bond ETF	$4,214,341	$407,562 â–²	10.7%	39,159	1.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$4,087,891	$160,852 â–²	4.1%	19,213	1.4%	ETF
AVGO Broadcom	$3,854,072	$33,997 â–²	0.9%	10,203	1.3%	Technology
OAIM OneAscent International Equity ETF	$3,494,379	$35,586 â–¼	-1.0%	73,058	1.2%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$3,404,899	$323,259 â–²	10.5%	141,048	1.2%	ETF
HDV iShares Core High Dividend ETF	$3,357,235	$2,654,223 â–²	377.5%	122,482	1.1%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$3,347,132	$1,827,522 â–²	120.3%	40,764	1.1%	ETF
META Meta Platforms	$3,181,891	$284,449 â–²	9.8%	5,649	1.1%	Communication Services
LAM RESEARCH CORP	$3,024,532	$71,930 â–²	2.4%	6,980	1.0%	COM NEW
CSCO Cisco Systems	$2,722,072	$95,497 â–¼	-3.4%	23,174	0.9%	Technology
TPSC Timothy Plan US Small Cap Core ETF	$2,466,996	$51,629 â–²	2.1%	51,415	0.8%	ETF
VRT Vertiv	$2,344,101	$86,719 â–²	3.8%	7,001	0.8%	Industrials
TBIL US Treasury 3 Month Bill ETF	$2,326,767	$1,148,575 â–²	97.5%	46,666	0.8%	ETF
XBI SPDR S&P Biotech ETF	$2,266,975	$100,965 â–¼	-4.3%	14,325	0.8%	ETF
JNJ Johnson & Johnson	$2,261,425	$146,038 â–²	6.9%	8,904	0.8%	Healthcare
JPM JPMorgan Chase & Co.	$2,233,141	$289,045 â–²	14.9%	6,822	0.8%	Finance
LLY Eli Lilly and Company	$2,215,456	$232,701 â–²	11.7%	1,847	0.7%	Healthcare
AMZN Amazon.com	$2,199,640	$516,483 â–²	30.7%	9,229	0.7%	Consumer Discretionary
IBM International Business Machines	$2,116,726	$303,153 â–²	16.7%	7,527	0.7%	Technology
UPS United Parcel Service	$2,062,603	$62,135 â–²	3.1%	19,187	0.7%	Industrials
DES WisdomTree U.S. SmallCap Dividend Fund	$1,950,525	$120,738 â–¼	-5.8%	47,948	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,741,220	$2,388 â–²	0.1%	3,646	0.6%	Technology
COST Costco Wholesale	$1,727,880	$130,971 â–²	8.2%	1,847	0.6%	Consumer Staples
ASML ASML	$1,637,309	$266,585 â–²	19.4%	823	0.6%	Technology
AXP American Express	$1,616,013	$88,614 â–²	5.8%	4,778	0.5%	Finance
SPY SPDR S&P 500 ETF Trust	$1,497,822	$58,240 â–²	4.0%	2,006	0.5%	ETF
MU Micron Technology	$1,495,960	$186,995 â–²	14.3%	1,296	0.5%	Technology
IDV iShares International Select Dividend ETF	$1,448,641	$21,709 â–¼	-1.5%	34,966	0.5%	ETF
AMGN Amgen	$1,408,655	$81,115 â–²	6.1%	3,890	0.5%	Healthcare
INTC Intel	$1,392,111	$438,299 â–¼	-23.9%	9,970	0.5%	Technology
TOTALENERGIES SE	$1,381,640	$61,275 â–²	4.6%	17,768	0.5%	ACT
QCOM Qualcomm	$1,313,988	$40,837 â–²	3.2%	7,111	0.4%	Technology
BRK.B Berkshire Hathaway	$1,312,067	$221,180 â–²	20.3%	2,622	0.4%	Finance
AME AMETEK	$1,308,705	$160,171 â–²	13.9%	5,409	0.4%	Technology
MCK McKesson	$1,292,417	$78,603 â–²	6.5%	1,710	0.4%	Healthcare
WALMART INC	$1,292,355	$80,864 â–¼	-5.9%	11,411	0.4%	COM
ABBV AbbVie	$1,278,503	$68,693 â–²	5.7%	5,081	0.4%	Healthcare
GOOG Alphabet	$1,276,289	$346,633 â–²	37.3%	3,612	0.4%	Communication Services
LOW Lowe's Companies	$1,236,790	$68,355 â–²	5.9%	5,609	0.4%	Consumer Discretionary
MA Mastercard	$1,220,342	$137,648 â–²	12.7%	2,376	0.4%	Finance
V Visa	$1,187,037	$131,741 â–²	12.5%	3,460	0.4%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$1,175,004	$265,671 â–²	29.2%	50,800	0.4%	ETF
DFUS Dimensional U.S. Equity ETF	$1,174,036		0.0%	14,328	0.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,164,316		0.0%	14,055	0.4%	ETF
DE Deere & Company	$1,162,937	$86,919 â–²	8.1%	1,833	0.4%	Industrials
HST Host Hotels & Resorts	$1,162,777	$108,828 â–²	10.3%	49,042	0.4%	Real Estate
BROOKFIELD RENEWABLE CORP	$1,157,847	$61,582 â–²	5.6%	31,192	0.4%	CL A EX SUB VTG
NUE Nucor	$1,124,788	$11,359 â–²	1.0%	5,050	0.4%	Materials
RF Regions Financial	$1,109,859	$107,120 â–²	10.7%	36,750	0.4%	Finance
NVS Novartis	$1,089,204	$129,607 â–²	13.5%	6,950	0.4%	Healthcare
ORCL Oracle	$1,086,746	$115,474 â–²	11.9%	7,416	0.4%	Technology
CVX Chevron	$1,074,662	$149,853 â–²	16.2%	6,483	0.4%	Energy
HPE Hewlett Packard Enterprise	$1,069,828	$55,530 â–²	5.5%	23,716	0.4%	Technology
TSLA Tesla	$1,058,650	$232,592 â–²	28.2%	2,517	0.4%	Consumer Discretionary
IX Orix Corp Ads	$1,038,606	$94,301 â–²	10.0%	27,303	0.4%	Finance
KHC Kraft Heinz	$1,037,213	$65,357 â–²	6.7%	43,912	0.4%	Consumer Staples
AWF AllianceBernstein Global High Income Fund	$1,036,798	$44,990 â–¼	-4.2%	100,660	0.4%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$993,074	$9,959 â–¼	-1.0%	20,042	0.3%	ETF
ARE Alexandria Real Estate Equities	$969,730	$213,511 â–²	28.2%	18,349	0.3%	Real Estate
VZ Verizon Communications	$968,326	$15,243 â–²	1.6%	22,870	0.3%	Communication Services
PG Procter & Gamble	$968,180	$43,848 â–²	4.7%	6,602	0.3%	Consumer Staples
BMY Bristol Myers Squibb	$962,127	$3,054 â–¼	-0.3%	16,698	0.3%	Healthcare
SHG Shinhan Financial Group	$943,058	$27,767 â–²	3.0%	14,910	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$922,195		0.0%	9,549	0.3%	ETF
QQQ Invesco QQQ	$914,609	$84,686 â–²	10.2%	1,242	0.3%	ETF
NEE NextEra Energy	$891,138	$178,877 â–²	25.1%	10,153	0.3%	Utilities
CAT Caterpillar	$874,815	$12,771 â–²	1.5%	822	0.3%	Industrials
EXC Exelon	$872,012	$69,789 â–²	8.7%	18,705	0.3%	Utilities
ROPER TECHNOLOGIES INC	$839,950	$93,403 â–²	12.5%	2,482	0.3%	COM
ORLY O'Reilly Automotive	$836,730	$99,549 â–²	13.5%	9,086	0.3%	Consumer Discretionary
TYG Tortoise Energy Infrastructure	$832,857	$56,804 â–¼	-6.4%	19,427	0.3%	Finance
BAC Bank of America	$826,094	$174,814 â–²	26.8%	14,498	0.3%	Finance
PWR Quanta Services	$825,886	$24,481 â–¼	-2.9%	1,147	0.3%	Industrials
SLF Sun Life Financial	$814,784	$70,813 â–²	9.5%	10,390	0.3%	Finance
TM Toyota Motor	$807,574	$154,778 â–²	23.7%	4,795	0.3%	Consumer Discretionary
MRK Merck & Co., Inc.	$797,577	$6,939 â–¼	-0.9%	6,207	0.3%	Healthcare
MTD Mettler-Toledo International	$790,779	$81,761 â–²	11.5%	619	0.3%	Healthcare
SJM J. M. Smucker	$787,717	$233,998 â–²	42.3%	7,002	0.3%	Consumer Staples
DOLE Dole	$785,895	$295,817 â–²	60.4%	57,281	0.3%	Consumer Staples
PRU Prudential Financial	$751,226	$13,816 â–²	1.9%	6,960	0.3%	Finance
EFA iShares MSCI EAFE ETF	$741,495		0.0%	7,138	0.3%	ETF
CBOE Cboe Global Markets	$733,404	$33,734 â–²	4.8%	3,022	0.2%	Finance
SHEL Shell	$731,446	$170,591 â–²	30.4%	9,433	0.2%	Energy
HMC Honda Motor	$713,942	$138,207 â–²	24.0%	26,335	0.2%	Consumer Discretionary
WFC Wells Fargo & Company	$710,043	$209,906 â–²	42.0%	8,592	0.2%	Finance
BHP BHP Group	$709,088	$150,549 â–²	27.0%	8,511	0.2%	Materials
GILD Gilead Sciences	$690,743	$83,137 â–¼	-10.7%	5,467	0.2%	Healthcare
PSX Phillips 66	$690,059	$156,371 â–²	29.3%	4,082	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Investment Research Partners LLC Top Holdings and 13F Report (2026)

About Investment Research Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Investment Research Partners LLC Top Holdings and 13F Report (2026)

About Investment Research Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestment Research Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools