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Investment Research Partners LLC — 13F Holdings & Portfolio

CIK 2069274 · latest 13F-HR filed 2026-08-04

Backtest portfolio

Investment Research Partners LLC manages $295.5M in 13F-reported U.S. long-equity assets across 278 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (3.90%), AGG (3.49%), CIEN (3.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 50 new positions, exited 17, added to 169, and trimmed 33.

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.

Filer Information
Address
801-1 PIKE STREET
LEMONT, PA 16851
Phone
(814) 966-7206
Filing Manager
Investment Research Partners LLC
LEMONT, PA
Signatory
Ashleigh Swayze
Counsel
Loading holdings…
AUM

$295.5M

Long-equity book

Holdings

278

Distinct positions

Period

2026-06-30

Filed 2026-08-04

Q/Q Activity

+50 / −17 / ↑169 / ↓33

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORPORATION$2.2M +23.2%
  • CIENA CORP$2.2M +26.7%
  • APPLE INC$1.8M +27.4%
  • ISHARES TR$1.8M +119.0%
  • LAM RESEARCH CORP$1.6M +107.8%
Show all 169 →

Top Trims

  • ISHARES TR-$1.9M -20.0%
  • ISHARES TR-$886.4K -57.7%
  • ISHARES TR-$785.8K -68.5%
  • ABRDN ETFS-$517.1K -6.4%
  • WALMART INC-$214.5K -14.2%
Show all 33 →

New Positions

  • ISHARES TR$6.5M
  • WESTERN DIGITAL CORP$606.8K
  • ISHARES TR$556.0K
  • VERTEX PHARMACEUTICALS INC$474.9K
  • DECKERS OUTDOOR CORP$416.7K
Show all 50 →

Exited Positions

  • ISHARES TR$6.0M
  • ISHARES TR$775.5K
  • PROLOGIS INC.$487.6K
  • SPDR GOLD TR$457.4K
  • EXXON MOBIL CORP$431.5K
Show all 17 →
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 NVIDIA CORPORATION NVDA 67066G104 $11.5M 3.90% 57,526 SH
2 ISHARES TR AGG 464287226 $10.3M 3.49% 104,143 SH
3 CIENA CORP CIEN 171779309 $10.2M 3.46% 20,831 SH
4 ISHARES TR IVV 464287200 $9.7M 3.27% 12,901 SH
5 NORTHERN LTS FD TR IV PTL 66537J796 $8.6M 2.91% 30,037 SH
6 APPLE INC AAPL 037833100 $8.5M 2.88% 29,399 SH
7 ISHARES TR SUB 464288158 $7.7M 2.61% 72,397 SH
8 ABRDN ETFS BCI 003261104 $7.6M 2.56% 338,083 SH
9 ISHARES TR IGIB 464288638 $6.5M 2.19% 121,847 SH
10 ISHARES TR ACWX 464288240 $6.1M 2.07% 80,389 SH
11 ALPHABET INC GOOGL 02079K305 $5.8M 1.97% 16,319 SH
12 MICROSOFT CORP MSFT 594918104 $5.3M 1.78% 14,078 SH
13 ISHARES TR MUB 464288414 $4.2M 1.43% 39,159 SH
14 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $4.1M 1.38% 19,213 SH
15 BROADCOM INC AVGO 11135F101 $3.9M 1.30% 10,203 SH
16 UNIFIED SER TR OAIM 90470L444 $3.5M 1.18% 73,058 SH
17 SCHWAB STRATEGIC TR SCHO 808524862 $3.4M 1.15% 141,048 SH
18 ISHARES TR HDV 46429B663 $3.4M 1.14% 122,482 SH
19 ISHARES TR SHY 464287457 $3.3M 1.13% 40,764 SH
20 META PLATFORMS INC META 30303M102 $3.2M 1.08% 5,649 SH
21 LAM RESEARCH CORP LRCX 512807306 $3.0M 1.02% 6,980 SH
22 CISCO SYS INC CSCO 17275R102 $2.7M 0.92% 23,174 SH
23 TIMOTHY PLAN TPSC 887432342 $2.5M 0.83% 51,415 SH
24 VERTIV HOLDINGS CO VRT 92537N108 $2.3M 0.79% 7,001 SH
25 RBB FD INC TBIL 74933W452 $2.3M 0.79% 46,666 SH
26 SPDR SERIES TRUST XBI 78464A870 $2.3M 0.77% 14,325 SH
27 JOHNSON & JOHNSON JNJ 478160104 $2.3M 0.77% 8,904 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $2.2M 0.76% 6,822 SH
29 ELI LILLY & CO LLY 532457108 $2.2M 0.75% 1,847 SH
30 AMAZON COM INC AMZN 023135106 $2.2M 0.74% 9,229 SH
31 INTERNATIONAL BUSINESS MACHS IBM 459200101 $2.1M 0.72% 7,527 SH
32 UNITED PARCEL SVCS INC UPS 911312106 $2.1M 0.70% 19,187 SH
33 WISDOMTREE TR DES 97717W604 $2.0M 0.66% 47,948 SH
34 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.7M 0.59% 3,646 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.7M 0.58% 1,847 SH
36 ASML HLDG NV ASML N07059210 $1.6M 0.55% 823 SH
37 AMERICAN EXPRESS CO AXP 025816109 $1.6M 0.55% 4,778 SH
38 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.5M 0.51% 2,006 SH
39 MICRON TECHNOLOGY INC MU 595112103 $1.5M 0.51% 1,296 SH
40 ISHARES TR IDV 464288448 $1.4M 0.49% 34,966 SH
41 AMGEN INC AMGN 031162100 $1.4M 0.48% 3,890 SH
42 INTEL CORP INTC 458140100 $1.4M 0.47% 9,970 SH
43 TOTALENERGIES SE TTE F92124100 $1.4M 0.47% 17,768 SH
44 QUALCOMM INC QCOM 747525103 $1.3M 0.44% 7,111 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.44% 2,622 SH
46 AMETEK INC AME 031100100 $1.3M 0.44% 5,409 SH
47 MCKESSON CORP MCK 58155Q103 $1.3M 0.44% 1,710 SH
48 WALMART INC WMT 931142103 $1.3M 0.44% 11,411 SH
49 ABBVIE INC ABBV 00287Y109 $1.3M 0.43% 5,081 SH
50 ALPHABET INC GOOG 02079K107 $1.3M 0.43% 3,612 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-04 $295.5M 278 0002069274-26-000003
2026-03-31 2026-04-29 $245.8M 245 0002069274-26-000002
2025-12-31 2026-02-12 $233.0M 233 0002069274-26-000001