Investment Research Partners LLC
Sector Allocation
- Other36.8%$108.5M
- Technology24.8%$73.1M
- Financials9.7%$28.6M
- Healthcare7.5%$22.0M
- Industrials4.3%$12.7M
- Consumer Discretionary3.9%$11.6M
- Consumer Staples3.8%$11.2M
- Energy3.1%$9.1M
- Utilities2.2%$6.5M
- Real Estate1.8%$5.4M
AUM History
13fpro.ai/research/fund/investment-research-partners-llc-2069274
Conviction and streaks
Stable · top 10 = 30.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$13.2MAAPL
$9.9M- ISHARES$9.8M
- ISHARES$9.7M
- ABRDN$8.9M
- NORTHERN$8.4M
- ISHARES$8.0M
MSFT
$7.4M- ISHARES$6.9M
- ISHARES$6.3M
GOOGL
$5.5M- ISHARES$5.2M
IVZ
$4.2MAVGO
$3.6M- SCHWAB$3.6M
- UNIFIED$3.5M
META
$3.5M- ISHARES$3.4M
AMZN
$2.6M- RBB$2.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/investment-research-partners-llc-2069274
Investment Research Partners LLC 13F holdings — Q3 2026
$295.3M portfolio (-0.1% QoQ) · 280 holdings · Q3 2026 13F · top 10 are 30% of the stock portfolio
$13.2M
4.5% of stocks
+0.5%This quarter-0.5%Since filed5+ qtrsHeld$9.9M
3.3% of stocks
+0.7%This quarter+0.3%Since filed5+ qtrsHeld- 3
ISHARES TR - CORE S&P500 ETF
$9.8M
3.3% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE US AGGBD ET
$9.7M
3.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ABRDN ETFS - BBRG ALL COMD K1
$8.9M
3.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
NORTHERN LTS FD TR IV - INSPIRE 500 ETF
$8.4M
2.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - SHRT NAT MUN ETF
$8.0M
2.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $7.4M
2.5% of stocks
+3%This quarter-0.2%Since filed5+ qtrsHeld- 9
ISHARES TR - ISHS 5-10YR INVT
$6.9M
2.3% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - MSCI ACWI EX US
$6.3M
2.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $13.2M | 4.5% | +0.5% | -0.5% | 5+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $9.9M | 3.3% | +0.7% | +0.3% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - CORE S&P500 ETF | $9.8M | 3.3% | -0.7% | — | — | — | — | |
| 4 | ISHARES TR - CORE US AGGBD ET | $9.7M | 3.3% | -2% | — | — | — | — | |
| 5 | ABRDN ETFS - BBRG ALL COMD K1 | $8.9M | 3.0% | +2% | — | — | — | — | |
| 6 | NORTHERN LTS FD TR IV - INSPIRE 500 ETF | $8.4M | 2.8% | +3% | — | — | — | — | |
| 7 | ISHARES TR - SHRT NAT MUN ETF | $8.0M | 2.7% | +6% | — | — | — | — | |
| 8 | $7.4M | 2.5% | +3% | -0.2% | 5+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - ISHS 5-10YR INVT | $6.9M | 2.3% | +13% | — | — | — | — | |
| 10 | ISHARES TR - MSCI ACWI EX US | $6.3M | 2.1% | +3% | — | — | — | — |
All holdings — Investment Research Partners LLC (Q3 2026)
280 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $5.5M | 1.9% | 16K | -1% | 5+ qtrs | 77.7 | 13F | |
| 12 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $5.2M | 1.8% | 51K | +30% | — | — | 13F |
| 13 | Invesco Ltd. | Financials | $4.2M | 1.4% | 20K | +4% | 5+ qtrsAdded 4 qtrs in a row | — | 13F | |
| 14 | Broadcom Inc. | Technology | $3.6M | 1.2% | 10K | +0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $3.6M | 1.2% | 150K | +7% | — | — | 13F |
| 16 | — | UNIFIED SER TR - ONEASCENT INTL | — | $3.5M | 1.2% | 74K | +1% | — | — | 13F |
| 17 | Meta Platforms, Inc. | Technology | $3.5M | 1.2% | 4,861 | -14% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - CORE HIGH DV ETFetf/fund | — | $3.4M | 1.1% | 121K | -0.8% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $2.6M | 0.9% | 10K | +12% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | RBB FD INC - F/M US TREASURY | — | $2.5M | 0.8% | 50K | +7% | — | — | 13F |
| 21 | CISCO SYSTEMS, INC. | Technology | $2.5M | 0.8% | 23K | -0.7% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | TIMOTHY PLAN - U S SM CP CORE | — | $2.4M | 0.8% | 53K | +3% | — | — | 13F |
| 23 | JOHNSON & JOHNSON | Healthcare | $2.3M | 0.8% | 8,566 | -4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JPMORGAN CHASE & CO | Financials | $2.3M | 0.8% | 6,849 | +0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR SP BIOTetf/fund | — | $2.2M | 0.8% | 14K | -2% | — | — | 13F |
| 26 | $LRCX | LAM RESEARCH CORP | Technology | $2.2M | 0.7% | 6,664 | -5% | |||
| 27 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.7% | 1,852 | +0.3% | |||
| 28 | $WT | WisdomTree, Inc. | Financials | $1.9M | 0.6% | 49K | +2% | |||
| 29 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.8M | 0.6% | 20K | +2% | |||
| 30 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.7M | 0.6% | 21K | -49% | |||
| 31 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.6% | 7,663 | +2% | |||
| 32 | $AMGN | AMGEN INC | Healthcare | $1.7M | 0.6% | 3,928 | +1.0% | |||
| 33 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.6M | 0.6% | 3,575 | -2% | |||
| 34 | $VRT | Vertiv Holdings Co | Technology | $1.6M | 0.6% | 6,718 | -4% | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.5% | 1,754 | -5% | |||
| 36 | $TTE | TotalEnergies SE | Energy | $1.5M | 0.5% | 18K | +1% | |||
| 37 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.5% | 2,006 | — | |||
| 38 | $ASML | ASML HOLDING NV | Technology | $1.5M | 0.5% | 834 | +1% | |||
| 39 | $AXP | AMERICAN EXPRESS CO | Financials | $1.5M | 0.5% | 4,897 | +2% | |||
| 40 | — | ISHARES TR - 3 7 YR TREAS BD | — | $1.5M | 0.5% | 13K | +176% | |||
| 41 | $MCK | MCKESSON CORP | Consumer Staples | $1.5M | 0.5% | 1,736 | +2% | |||
| 42 | $AME | AMETEK INC/ | Industrials | $1.4M | 0.5% | 5,832 | +8% | |||
| 43 | — | ISHARES TR - INTL SEL DIV ETF | — | $1.4M | 0.5% | 34K | -2% | |||
| 44 | $HPE | Hewlett Packard Enterprise Co | Technology | $1.4M | 0.5% | 22K | -7% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $1.4M | 0.5% | 5,314 | +5% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.5% | 2,736 | +4% | |||
| 47 | $QCOM | QUALCOMM INC/DE | Technology | $1.3M | 0.5% | 7,248 | +2% | |||
| 48 | $MA | Mastercard Inc | Financials | $1.3M | 0.5% | 2,407 | +1% | |||
| 49 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.5% | 6,470 | -0.2% | |||
| 50 | $MU | MICRON TECHNOLOGY INC | Technology | $1.3M | 0.4% | 1,196 | -8% | |||
| 51 | $V | VISA INC. | Financials | $1.2M | 0.4% | 3,464 | +0.1% | |||
| 52 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.2M | 0.4% | 55K | +9% | |||
| 53 | $DE | DEERE & CO | Industrials | $1.2M | 0.4% | 1,811 | -1% | |||
| 54 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.2M | 0.4% | 14K | +0.3% | |||
| 55 | $ORCL | ORACLE CORP | Technology | $1.2M | 0.4% | 8,657 | +17% | |||
| 56 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.2M | 0.4% | 19K | +13% | |||
| 57 | $INTC | INTEL CORP | Technology | $1.2M | 0.4% | 9,711 | -3% | |||
| 58 | $SHG | SHINHAN FINANCIAL GROUP CO LTD | Financials | $1.2M | 0.4% | 15K | +0.5% | |||
| 59 | $KHC | Kraft Heinz Co | Consumer Staples | $1.1M | 0.4% | 50K | +13% | |||
| 60 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $1.1M | 0.4% | 50K | +2% | |||
| 61 | — | ALLIANCEBERNSTEIN GLOBAL HIG - COM | — | $1.1M | 0.4% | 114K | +13% | |||
| 62 | $SJM | J M SMUCKER Co | Consumer Staples | $1.1M | 0.4% | 9,166 | +31% | |||
| 63 | $RF | REGIONS FINANCIAL CORP | Financials | $1.1M | 0.4% | 40K | +9% | |||
| 64 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.4% | 3,150 | -13% | |||
| 65 | $NUE | NUCOR CORP | Materials | $1.1M | 0.4% | 4,554 | -10% | |||
| 66 | $IX | ORIX CORP | Financials | $1.1M | 0.4% | 28K | +3% | |||
| 67 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.0M | 0.3% | 23K | -0.1% | |||
| 68 | $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $1.0M | 0.3% | 21K | +17% | |||
| 69 | $HPQ | HP INC | Technology | $996K | 0.3% | 32K | +51% | |||
| 70 | — | ISHARES TR - MSCI INTL QUALTY | — | $991K | 0.3% | 20K | — | |||
| 71 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $987K | 0.3% | 6,796 | +3% | |||
| 72 | $MRK | Merck & Co., Inc. | Healthcare | $983K | 0.3% | 6,763 | +9% | |||
| 73 | $TSLA | Tesla, Inc. | Consumer Discretionary | $982K | 0.3% | 2,767 | +10% | |||
| 74 | — | ISHARES INC - CORE MSCI EMKT | — | $979K | 0.3% | 12K | -14% | |||
| 75 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $975K | 0.3% | 5,291 | -6% | |||
| 76 | $SHEL | Shell plc | Energy | $951K | 0.3% | 10K | +6% | |||
| 77 | $WMT | Walmart Inc. | Consumer Staples | $949K | 0.3% | 9,129 | -20% | |||
| 78 | — | ISHARES TR - CORE MSCI EAFE | — | $920K | 0.3% | 9,494 | -0.6% | |||
| 79 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $919K | 0.3% | 1,242 | — | |||
| 80 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $919K | 0.3% | 608 | -2% | |||
| 81 | $NVS | NOVARTIS AG | Healthcare | $912K | 0.3% | 6,399 | -8% | |||
| 82 | $PSX | Phillips 66 | Energy | $908K | 0.3% | 3,558 | -13% | |||
| 83 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $897K | 0.3% | 4,900 | +2% | |||
| 84 | $ACN | Accenture plc | Technology | $896K | 0.3% | 4,884 | +7% | |||
| 85 | $ROP | ROPER TECHNOLOGIES INC | Technology | $883K | 0.3% | 2,526 | +2% | |||
| 86 | $EXC | EXELON CORP | Utilities | $881K | 0.3% | 22K | +17% | |||
| 87 | $PFE | PFIZER INC | Healthcare | $870K | 0.3% | 31K | +34% | |||
| 88 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $860K | 0.3% | 7,572 | +9% | |||
| 89 | $CBOE | Cboe Global Markets, Inc. | Financials | $857K | 0.3% | 3,114 | +3% | |||
| 90 | $HMC | HONDA MOTOR CO LTD | Consumer Discretionary | $839K | 0.3% | 27K | +0.8% | |||
| 91 | $SLF | SUN LIFE FINANCIAL INC | Financials | $823K | 0.3% | 11K | +2% | |||
| 92 | $BEPC | Brookfield Renewable Corp | Utilities | $817K | 0.3% | 29K | -7% | |||
| 93 | $CAT | CATERPILLAR INC | Industrials | $814K | 0.3% | 1,004 | +22% | |||
| 94 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $801K | 0.3% | 9,380 | +3% | |||
| 95 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $798K | 0.3% | 5,352 | -2% | |||
| 96 | $MDT | Medtronic plc | Healthcare | $796K | 0.3% | 9,221 | +18% | |||
| 97 | $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Other | $792K | 0.3% | 21K | +7% | |||
| 98 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $779K | 0.3% | 14K | -1% | |||
| 99 | $NEE | NEXTERA ENERGY INC | Utilities | $776K | 0.3% | 10K | +0.9% | |||
| 100 | $DOLE | Dole plc | Consumer Staples | $758K | 0.3% | 60K | +4% | |||
| 101 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $747K | 0.3% | 9,337 | +9% | |||
| 102 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $747K | 0.3% | 25K | +29% | |||
| 103 | — | ISHARES TR - MSCI EAFE ETF | — | $742K | 0.3% | 7,138 | — | |||
| 104 | — | ISHARES TR - CORE 1 5 YR USD | — | $735K | 0.3% | 16K | New | |||
| 105 | $PWR | QUANTA SERVICES, INC. | Industrials | $724K | 0.3% | 1,127 | -2% | |||
| 106 | $UL | UNILEVER PLC | Consumer Staples | $723K | 0.2% | 12K | +19% | |||
| 107 | $DHR | DANAHER CORP /DE/ | Healthcare | $709K | 0.2% | 3,201 | -2% | |||
| 108 | $BHP | BHP Group Ltd | Materials | $705K | 0.2% | 8,311 | -2% | |||
| 109 | $GBDC | GOLUB CAPITAL BDC, Inc. | Other | $681K | 0.2% | 54K | +32% | |||
| 110 | $ADBE | ADOBE INC. | Technology | $676K | 0.2% | 2,816 | +0.2% | |||
| 111 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $667K | 0.2% | 1,355 | +1% | |||
| 112 | — | ISHARES TR - MSCI USA QLT FCT | — | $655K | 0.2% | 2,946 | — | |||
| 113 | $CIG | ENERGY CO OF MINAS GERAIS | Utilities | $635K | 0.2% | 302K | +48% | |||
| 114 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $628K | 0.2% | 3,646 | +2% | |||
| 115 | $LNG | Cheniere Energy, Inc. | Energy | $625K | 0.2% | 2,322 | +8% | |||
| 116 | $CB | Chubb Ltd | Financials | $617K | 0.2% | 1,898 | +3% | |||
| 117 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $617K | 0.2% | 2,294 | +3% | |||
| 118 | $F | FORD MOTOR CO | Consumer Discretionary | $612K | 0.2% | 51K | +12% | |||
| 119 | $ING | ING GROEP NV | Financials | $605K | 0.2% | 17K | +7% | |||
| 120 | — | ABRDN ETFS - BBRG ALL COMMDY | — | $603K | 0.2% | 16K | — | |||
| 121 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $593K | 0.2% | 846 | -1% | |||
| 122 | $EW | Edwards Lifesciences Corp | Healthcare | $583K | 0.2% | 6,756 | +1% | |||
| 123 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $581K | 0.2% | 2,205 | +2% | |||
| 124 | $ABNB | Airbnb, Inc. | Technology | $570K | 0.2% | 3,550 | +26% | |||
| 125 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $564K | 0.2% | 2,923 | +33% | |||
| 126 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $561K | 0.2% | 1,529 | -6% | |||
| 127 | $UGI | UGI CORP /PA/ | Utilities | $554K | 0.2% | 16K | +28% | |||
| 128 | $FISV | FISERV INC | Financials | $552K | 0.2% | 12K | +4% | |||
| 129 | $LYB | LyondellBasell Industries N.V. | Materials | $551K | 0.2% | 9,583 | +36% | |||
| 130 | $T | AT&T INC. | Communication Services | $548K | 0.2% | 22K | +21% | |||
| 131 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $543K | 0.2% | 1,527 | +6% | |||
| 132 | — | ISHARES TR - CORE DIV GRWTH | — | $538K | 0.2% | 7,136 | -20% | |||
| 133 | $GSK | GSK plc | Healthcare | $536K | 0.2% | 11K | +19% | |||
| 134 | — | ISHARES TR - CORE S&P SCP ETF | — | $534K | 0.2% | 3,924 | -0.2% | |||
| 135 | $HASI | HA Sustainable Infrastructure Capital, Inc. | Financials | $533K | 0.2% | 15K | -3% | |||
| 136 | $COLD | AMERICOLD REALTY TRUST | Real Estate | $531K | 0.2% | 38K | +31% | |||
| 137 | — | ISHARES TR - MSCI GBL SUS DEV | — | $530K | 0.2% | 6,061 | -13% | |||
| 138 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | — | $527K | 0.2% | 5,408 | -1.0% | |||
| 139 | $DAL | DELTA AIR LINES, INC. | Industrials | $523K | 0.2% | 6,270 | +3% | |||
| 140 | $TGT | TARGET CORP | Consumer Staples | $518K | 0.2% | 3,304 | +0.2% | |||
| 141 | $HCXY | Hercules Capital, Inc. | Other | $515K | 0.2% | 31K | +19% | |||
| 142 | $MOS | MOSAIC CO | Materials | $510K | 0.2% | 24K | -8% | |||
| 143 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $504K | 0.2% | 3,097 | New | |||
| 144 | $NTRA | Natera, Inc. | Healthcare | $501K | 0.2% | 1,212 | -0.3% | |||
| 145 | $TMDX | TransMedics Group, Inc. | Healthcare | $501K | 0.2% | 6,002 | +4% | |||
| 146 | $RELX | RELX PLC | Industrials | $493K | 0.2% | 15K | +3% | |||
| 147 | $C | CITIGROUP INC | Financials | $489K | 0.2% | 3,779 | +17% | |||
| 148 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $487K | 0.2% | 931 | -3% | |||
| 149 | $TEAM | Atlassian Corp | Technology | $482K | 0.2% | 2,690 | +0.3% | |||
| 150 | $IVZ | Invesco Ltd. | Financials | $479K | 0.2% | 5,496 | -1% |
What changed in Q3 2026
Against the previous quarter's 13F: 23 new, 143 added to, 90 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
- ISHARES TR - CORE 1 5 YR USD$735K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$504K
first bought this quarter
$AMTAMERICAN TOWER CORP /MA/$355K
first bought this quarter
$OXYOCCIDENTAL PETROLEUM CORP /DE/$354K
first bought this quarter
$VEEVVEEVA SYSTEMS INC$290K
first bought this quarter
$GSGOLDMAN SACHS GROUP INC$289K
first bought this quarter
+17 more in the Excel export
Added to (143)
- ISHARES TR - NATIONAL MUN ETF+30%
now $5.2M
- ISHARES TR - 3 7 YR TREAS BD+176%
now $1.5M
- ISHARES TR - ISHS 5-10YR INVT+13%
now $6.9M
- ISHARES TR - SHRT NAT MUN ETF+6%
now $8.0M
$HPQHP INC+51%
now $996K · held 5+ qtrs, 2 adds in a row
now $2.6M · held 5+ qtrs, 2 adds in a row
+137 more in the Excel export
Trimmed (90)
$CIENCIENA CORP-96%
now $268K
- ISHARES TR - 1 3 YR TREAS BD-49%
now $1.7M
now $3.5M · held 5+ qtrs
- ISHARES TR - IBONDS DEC 27-39%
now $394K
$WMTWalmart Inc.-20%
now $949K · held 5+ qtrs, 2 trims in a row
- ISHARES TR - CORE US AGGBD ET-2%
now $9.7M
+84 more in the Excel export
Holdings by quarter
Every 13F Investment Research Partners LLC has filed, 4 earlier quarters. Pick one to see what it held then.
Is it too late to follow Investment Research Partners?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Investment Research Partners's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.4%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 20% over the last 4
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Investment Research Partners LLC disclosed 280 positions worth $295.3M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 4.5% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 23 new positions and exited 21 and a full exit from $EIX. The portfolio is most concentrated in Other (36.8% of disclosed assets). All figures are sourced directly from Investment Research Partners LLC’s Form 13F-HR filing with the SEC under CIK 2069274.
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AI-Powered Hedge Fund Analysis: Investment Research Partners LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Investment Research Partners LLC (SEC CIK: 2069274), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Investment Research Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.