Investment Research Partners LLC — 13F Holdings & Portfolio
CIK 2069274 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$245.8M
Long-equity book
Holdings
245
Distinct positions
Period
2026-03-31
Filed 2026-04-29
Q/Q Activity
+28 / −13 / ↑98 / ↓70
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CIENA CORP$2.6M +47.0%
- ABRDN ETFS$2.1M +35.1%
- META PLATFORMS INC$1.7M +135.7%
- ISHARES TR$936.6K +10.8%
- ISHARES TR$788.3K +15.1%
Top Trims
- MICROSOFT CORP-$1.3M -23.6%
- NVIDIA CORPORATION-$1.1M -10.8%
- APPLE INC-$725.1K -9.8%
- BROADCOM INC-$692.6K -18.1%
- ISHARES TR-$474.2K -5.3%
New Positions
- ISHARES TR$1.5M
- ISHARES TR$1.1M
- ISHARES TR$775.5K
- SPDR GOLD TR$457.4K
- AIRBNB INC$314.6K
Exited Positions
- ATLASSIAN CORPORATION$360.3K
- BEST BUY INC$280.7K
- PALANTIR TECHNOLOGIES INC$246.4K
- ARISTA NETWORKS INC$241.0K
- EXACT SCIENCES CORP$227.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | SUB | 464288158 | $9.6M | 3.92% | 90,494 | SH |
| 2 | ISHARES TR | AGG | 464287226 | $9.6M | 3.91% | 96,833 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $9.3M | 3.80% | 53,563 | SH |
| 4 | ISHARES TR | IVV | 464287200 | $8.5M | 3.45% | 12,984 | SH |
| 5 | ABRDN ETFS | BCI | 003261104 | $8.1M | 3.28% | 332,230 | SH |
| 6 | CIENA CORP | CIEN | 171779309 | $8.1M | 3.28% | 20,773 | SH |
| 7 | NORTHERN LTS FD TR IV | PTL | 66537J796 | $7.5M | 3.05% | 29,949 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $6.7M | 2.72% | 26,302 | SH |
| 9 | ISHARES TR | ISTB | 46432F859 | $6.0M | 2.45% | 124,023 | SH |
| 10 | ISHARES TR | ACWX | 464288240 | $5.3M | 2.14% | 76,855 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $4.6M | 1.85% | 15,828 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $4.4M | 1.77% | 11,779 | SH |
| 13 | ISHARES TR | MUB | 464288414 | $3.8M | 1.53% | 35,372 | SH |
| 14 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $3.5M | 1.44% | 18,457 | SH |
| 15 | ISHARES TR | HDV | 46429B663 | $3.5M | 1.42% | 25,648 | SH |
| 16 | UNIFIED SER TR | OAIM | 90470L444 | $3.2M | 1.29% | 73,802 | SH |
| 17 | BROADCOM INC | AVGO | 11135F101 | $3.1M | 1.27% | 10,113 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $3.1M | 1.26% | 127,657 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $2.9M | 1.20% | 5,144 | SH |
| 20 | TIMOTHY PLAN | TPSC | 887432342 | $2.1M | 0.87% | 50,339 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.0M | 0.83% | 8,329 | SH |
| 22 | SPDR SERIES TRUST | XBI | 78464A870 | $1.9M | 0.78% | 14,963 | SH |
| 23 | CISCO SYS INC | CSCO | 17275R102 | $1.9M | 0.76% | 23,987 | SH |
| 24 | UNITED PARCEL SVCS INC | UPS | 911312106 | $1.8M | 0.74% | 18,609 | SH |
| 25 | WISDOMTREE TR | DES | 97717W604 | $1.8M | 0.74% | 50,916 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.7M | 0.71% | 5,939 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.7M | 0.69% | 1,707 | SH |
| 28 | VERTIV HOLDINGS CO | VRT | 92537N108 | $1.7M | 0.69% | 6,742 | SH |
| 29 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.6M | 0.64% | 6,449 | SH |
| 30 | TOTALENERGIES SE | TTE | F92124100 | $1.5M | 0.63% | 16,980 | SH |
| 31 | ISHARES TR | IBMP | 46435U283 | $1.5M | 0.63% | 60,423 | SH |
| 32 | ISHARES TR | SHY | 464287457 | $1.5M | 0.62% | 18,507 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $1.5M | 0.62% | 1,653 | SH |
| 34 | ISHARES TR | IDV | 464288448 | $1.5M | 0.61% | 35,490 | SH |
| 35 | WALMART INC | WMT | 931142103 | $1.5M | 0.61% | 12,125 | SH |
| 36 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.60% | 7,062 | SH |
| 37 | LAM RESEARCH CORP | LRCX | 512807306 | $1.5M | 0.59% | 6,814 | SH |
| 38 | MCKESSON CORP | MCK | 58155Q103 | $1.4M | 0.57% | 1,606 | SH |
| 39 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.4M | 0.56% | 4,516 | SH |
| 40 | AMGEN INC | AMGN | 031162100 | $1.3M | 0.52% | 3,666 | SH |
| 41 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.3M | 0.51% | 1,928 | SH |
| 42 | LOWES COS INC | LOW | 548661107 | $1.3M | 0.51% | 5,299 | SH |
| 43 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.2M | 0.50% | 3,641 | SH |
| 44 | RBB FD INC | TBIL | 74933W452 | $1.2M | 0.48% | 23,630 | SH |
| 45 | BROOKFIELD RENEWABLE CORP | BEPC | 11285B108 | $1.2M | 0.48% | 29,533 | SH |
| 46 | CHEVRON CORPORATION | CVX | 166764100 | $1.2M | 0.47% | 5,579 | SH |
| 47 | ISHARES TR | IBMQ | 46435U325 | $1.1M | 0.47% | 44,965 | SH |
| 48 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $1.1M | 0.46% | 22,510 | SH |
| 49 | ALLIANCEBERNSTEIN GLOBAL HIG | AWF | 01879R106 | $1.1M | 0.43% | 105,028 | SH |
| 50 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.1M | 0.43% | 2,108 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $245.8M | 245 | 0002069274-26-000002 |
| 2025-12-31 | 2026-02-12 | $233.0M | 233 | 0002069274-26-000001 |