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

About Investment Research Partners LLC

Investment Activity

Investment Research Partners LLC has $245.77 million in total holdings as of March 31, 2026.
Investment Research Partners LLC owns shares of 245 different stocks, but just 99 companies or ETFs make up 80% of its holdings.
Approximately 7.68% of the portfolio was purchased this quarter.
About 9.59% of the portfolio was sold this quarter.
This quarter, Investment Research Partners LLC has purchased 230 new stocks and bought additional shares in 97 stocks.
Investment Research Partners LLC sold shares of 90 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

iShares Short-Term National Muni Bond ETF: $9,637,629
iShares Core U.S. Aggregate Bond ETF: $9,612,612
NVIDIA: $9,341,356
iShares Core S&P 500 ETF: $8,481,341
abrdn Bloomberg All Commodity Strategy K-1 Free ETF: $8,069,873

Largest New Holdings this Quarter

46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF: $1,537,161 Holding
46435U325 - iShares iBonds Dec 2028 Term Muni Bond ETF: $1,147,956 Holding
46435U259 - iShares iBonds Dec 2026 Term Muni Bond ETF: $775,487 Holding
78463V107 - SPDR Gold Shares: $457,398 Holding
009066101 - Airbnb: $314,563 Holding

Largest Purchases this Quarter

Meta Platforms: 3,252 shares (about $1.86M)
iShares iBonds Dec 2027 Term Muni Bond ETF: 60,423 shares (about $1.54M)
iShares iBonds Dec 2028 Term Muni Bond ETF: 44,965 shares (about $1.15M)
iShares Short-Term National Muni Bond ETF: 8,948 shares (about $952.96K)
iShares Core 1-5 Year USD Bond ETF: 16,909 shares (about $819.41K)

Largest Sales this Quarter

Ciena: 24,689 shares (about $9.59M)
SPDR S&P 500 ETF Trust: 5,172 shares (about $3.36M)
NVIDIA: 11,870 shares (about $2.07M)
Johnson & Johnson: 2,049 shares (about $500.87K)
SANDISK CORP: 671 shares (about $426.31K)

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
SUB iShares Short-Term National Muni Bond ETF	$9,637,629	$952,964 ▲	11.0%	90,494	3.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$9,612,612	$32,561 ▼	-0.3%	96,833	3.9%	Finance
NVDA NVIDIA	$9,341,356	$2,070,121 ▼	-18.1%	53,563	3.8%	Computer and Technology
IVV iShares Core S&P 500 ETF	$8,481,341	$59,443 ▼	-0.7%	12,984	3.5%	ETF
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$8,069,873	$639,945 ▲	8.6%	332,230	3.3%	ETF
CIEN Ciena	$8,064,702	$9,585,011 ▼	-54.3%	20,773	3.3%	Computer and Technology
NORTHERN LTS FD TR IV	$7,503,748	$410,903 ▲	5.8%	29,949	3.1%	INSPIRE 500 ETF
AAPL Apple	$6,675,122	$233,231 ▼	-3.4%	26,302	2.7%	Computer and Technology
ISTB iShares Core 1-5 Year USD Bond ETF	$6,010,158	$819,411 ▲	15.8%	124,023	2.4%	Manufacturing
ACWX iShares MSCI ACWI ex U.S. ETF	$5,262,263	$208,834 ▲	4.1%	76,855	2.1%	Manufacturing
GOOGL Alphabet	$4,551,364	$83,390 ▲	1.9%	15,828	1.9%	Computer and Technology
MSFT Microsoft	$4,360,050	$8,143 ▼	-0.2%	11,779	1.8%	Computer and Technology
MUB iShares National Muni Bond ETF	$3,754,757	$514,406 ▲	15.9%	35,372	1.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$3,542,299	$308,802 ▲	9.6%	18,457	1.4%	ETF
HDV iShares Core High Dividend ETF	$3,480,954	$23,344 ▼	-0.7%	25,648	1.4%	ETF
OAIM OneAscent International Equity ETF	$3,177,706	$100,840 ▲	3.3%	73,802	1.3%	ETF
AVGO Broadcom	$3,129,961	$288,143 ▼	-8.4%	10,113	1.3%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$3,098,235	$400,455 ▲	14.8%	127,657	1.3%	ETF
META Meta Platforms	$2,942,895	$1,860,477 ▲	171.9%	5,144	1.2%	Computer and Technology
TPSC Timothy Plan US Small Cap Core ETF	$2,136,636	$153,184 ▲	7.7%	50,339	0.9%	ETF
JNJ Johnson & Johnson	$2,036,007	$500,874 ▼	-19.7%	8,329	0.8%	Medical
XBI SPDR S&P Biotech ETF	$1,911,226	$49,687 ▼	-2.5%	14,963	0.8%	ETF
CSCO Cisco Systems	$1,861,168	$29,252 ▼	-1.5%	23,987	0.8%	Computer and Technology
UPS United Parcel Service	$1,830,723	$5,903 ▼	-0.3%	18,609	0.7%	Transportation
DES WisdomTree U.S. SmallCap Dividend Fund	$1,829,921	$11,357 ▲	0.6%	50,916	0.7%	Finance
JPM JPMorgan Chase & Co.	$1,747,076	$107,960 ▼	-5.8%	5,939	0.7%	Finance
COST Costco Wholesale	$1,700,963	$193,314 ▲	12.8%	1,707	0.7%	Retail/Wholesale
VRT Vertiv	$1,689,426	$50,618 ▲	3.1%	6,742	0.7%	Computer and Technology
IBM International Business Machines	$1,563,191	$73,687 ▼	-4.5%	6,449	0.6%	Computer and Technology
TOTALENERGIES SE	$1,544,840	$3,548 ▲	0.2%	16,980	0.6%	ACT
IBMP iShares iBonds Dec 2027 Term Muni Bond ETF	$1,537,161	$1,537,161 ▲	New Holding	60,423	0.6%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$1,528,123	$79,350 ▲	5.5%	18,507	0.6%	Manufacturing
LLY Eli Lilly and Company	$1,520,446	$2,759 ▲	0.2%	1,653	0.6%	Medical
IDV iShares International Select Dividend ETF	$1,510,454	$8,640 ▼	-0.6%	35,490	0.6%	ETF
WALMART INC	$1,506,835	$2,734 ▼	-0.2%	12,125	0.6%	COM
AMZN Amazon.com	$1,470,803	$265,961 ▼	-15.3%	7,062	0.6%	Retail/Wholesale
LAM RESEARCH CORP	$1,455,811	$196,772 ▼	-11.9%	6,814	0.6%	COM NEW
MCK McKesson	$1,390,152	$15,581 ▼	-1.1%	1,606	0.6%	Medical
AXP American Express	$1,365,849	$31,152 ▲	2.3%	4,516	0.6%	Finance
AMGN Amgen	$1,289,855	$14,777 ▼	-1.1%	3,666	0.5%	Medical
SPY SPDR S&P 500 ETF Trust	$1,253,681	$3,363,090 ▼	-72.8%	1,928	0.5%	Finance
LOW Lowe's Companies	$1,252,066	$45,603 ▼	-3.5%	5,299	0.5%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$1,230,476	$42,920 ▲	3.6%	3,641	0.5%	Computer and Technology
TBIL US Treasury 3 Month Bill ETF	$1,178,192		0.0%	23,630	0.5%	ETF
BROOKFIELD RENEWABLE CORP	$1,176,299	$227,190 ▼	-16.2%	29,533	0.5%	CL A EX SUB VTG
CVX Chevron	$1,154,329	$39,933 ▼	-3.3%	5,579	0.5%	Energy
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF	$1,147,956	$1,147,956 ▲	New Holding	44,965	0.5%	ETF
VZ Verizon Communications	$1,130,023	$28,966 ▼	-2.5%	22,510	0.5%	Computer and Technology
AWF AllianceBernstein Global High Income Fund	$1,068,135	$11,604 ▲	1.1%	105,028	0.4%	Finance
MA Mastercard	$1,053,303	$149,401 ▲	16.5%	2,108	0.4%	Business Services
ABBV AbbVie	$1,045,602	$65,459 ▼	-5.9%	4,808	0.4%	Medical
BRK.B Berkshire Hathaway	$1,044,698	$43,130 ▼	-4.0%	2,180	0.4%	Finance
TYG Tortoise Energy Infrastructure	$1,034,512	$8,824 ▲	0.9%	20,752	0.4%	Finance
AME AMETEK	$1,017,602	$46,946 ▲	4.8%	4,747	0.4%	Computer and Technology
DFUS Dimensional U.S. Equity ETF	$1,015,998	$1,135 ▲	0.1%	14,328	0.4%	ETF
BMY Bristol Myers Squibb	$1,015,962	$219,374 ▲	27.5%	16,751	0.4%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$980,336	$22,669 ▼	-2.3%	14,055	0.4%	ETF
ORCL Oracle	$975,111	$56,788 ▲	6.2%	6,628	0.4%	Computer and Technology
DE Deere & Company	$955,525	$20,282 ▲	2.2%	1,696	0.4%	Industrials
IQLT iShares MSCI Intl Quality Factor ETF	$935,827		0.0%	20,243	0.4%	ETF
NVS Novartis	$935,288	$10,998 ▼	-1.2%	6,123	0.4%	Medical
V Visa	$929,632	$21,760 ▼	-2.3%	3,076	0.4%	Business Services
KHC Kraft Heinz	$925,345	$56,539 ▲	6.5%	41,145	0.4%	Consumer Staples
SCHZ Schwab U.S. Aggregate Bond ETF	$912,871	$63,019 ▲	7.4%	39,314	0.4%	ETF
PG Procter & Gamble	$910,461	$170,739 ▲	23.1%	6,303	0.4%	Consumer Staples
ASML ASML	$910,052	$36,983 ▲	4.2%	689	0.4%	Computer and Technology
SHG Shinhan Financial Group	$887,362	$14,594 ▲	1.7%	14,471	0.4%	Finance
QCOM Qualcomm	$887,235	$13,006 ▲	1.5%	6,890	0.4%	Computer and Technology
RF Regions Financial	$867,263	$36,046 ▲	4.3%	33,203	0.4%	Finance
IEFA iShares Core MSCI EAFE ETF	$864,427		0.0%	9,549	0.4%	ETF
GILD Gilead Sciences	$853,674	$203,349 ▼	-19.2%	6,125	0.3%	Medical
HST Host Hotels & Resorts	$851,699	$15,577 ▲	1.9%	44,452	0.3%	Finance
NUE Nucor	$845,394	$33,653 ▲	4.1%	4,999	0.3%	Basic Materials
EXC Exelon	$843,551	$7,304 ▼	-0.9%	17,208	0.3%	Utilities
QUAL iShares MSCI USA Quality Factor ETF	$822,098	$401,075 ▼	-32.8%	4,286	0.3%	ETF
CBOE Cboe Global Markets	$810,374	$38,509 ▲	5.0%	2,883	0.3%	Financial Services
TM Toyota Motor	$798,805	$17,518 ▲	2.2%	3,876	0.3%	Auto/Tires/Trucks
ROPER TECHNOLOGIES INC	$780,671	$53,083 ▲	7.3%	2,206	0.3%	COM
IBMO iShares iBonds Dec 2026 Term Muni Bond ETF	$775,487	$775,487 ▲	New Holding	30,257	0.3%	ETF
GOOG Alphabet	$754,778	$41,311 ▼	-5.2%	2,631	0.3%	Computer and Technology
NEE NextEra Energy	$753,705	$41,702 ▲	5.9%	8,115	0.3%	Utilities
MRK Merck & Co., Inc.	$753,084	$54,007 ▼	-6.7%	6,261	0.3%	Medical
IX Orix Corp Ads	$744,472	$36,468 ▲	5.2%	24,824	0.3%	Finance
ADBE Adobe	$740,908	$244,052 ▲	49.1%	3,048	0.3%	Computer and Technology
ORLY O'Reilly Automotive	$738,942	$41,816 ▲	6.0%	8,005	0.3%	Retail/Wholesale
TSLA Tesla	$730,117	$52,417 ▼	-6.7%	1,964	0.3%	Auto/Tires/Trucks
FISERV INC	$705,368	$136,877 ▲	24.1%	12,641	0.3%	COM
DGRO iShares Core Dividend Growth ETF	$702,498	$60,354 ▲	9.4%	10,010	0.3%	ETF
MTD Mettler-Toledo International	$699,966	$30,269 ▲	4.5%	555	0.3%	Medical
EFA iShares MSCI EAFE ETF	$693,314	$50,119 ▼	-6.7%	7,138	0.3%	Finance
SHEL Shell	$672,629	$54,123 ▼	-7.4%	7,233	0.3%	Energy
PRU Prudential Financial	$667,459	$32,142 ▲	5.1%	6,832	0.3%	Finance
ARE Alexandria Real Estate Equities	$664,242	$121,345 ▲	22.4%	14,309	0.3%	Finance
QQQ Invesco QQQ	$650,482	$57,718 ▲	9.7%	1,127	0.3%	Finance
PWR Quanta Services	$648,393	$38,980 ▼	-5.7%	1,181	0.3%	Construction
SDG iShares MSCI Global Sustainable Development Goals ETF	$616,127	$37,275 ▲	6.4%	7,339	0.3%	Manufacturing
HSY Hershey	$611,197		0.0%	2,940	0.2%	Consumer Staples
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	$609,190	$57,713 ▼	-8.7%	17,026	0.2%	ETF
SLF Sun Life Financial	$593,507	$42,541 ▲	7.7%	9,487	0.2%	Finance
INTC Intel	$578,500	$57,987 ▼	-9.1%	13,109	0.2%	Computer and Technology

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

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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