Investment Research Partners LLC

Portfolio Overview

Investment Research Partners LLC disclosed 278 positions worth $295.5M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 3.9% of the equity portfolio. During the quarter the fund opened 50 new positions and exited 17. The portfolio is most concentrated in Other (35.6% of disclosed assets). All figures are sourced directly from Investment Research Partners LLC’s Form 13F-HR filing with the SEC under CIK 2069274.

• 

  NVIDIA CORP

  $NVDA

  85.9#5

  Quality

  $11.5M57,526 sh

• ISHARES TR - CORE US AGGBD ET

  —

  Quality

  $10.3M104,143 sh
• 

  CIENA CORP

  $CIEN

  72.9#143

  Quality

  $10.2M20,831 sh

• ISHARES TR - CORE S&P500 ETF

  —

  Quality

  $9.7M12,901 sh

• NORTHERN LTS FD TR IV - INSPIRE 500 ETF

  —

  Quality

  $8.6M30,037 sh
• 

  Apple Inc.

  $AAPL

  76.4

  Quality

  $8.5M29,399 sh

• ISHARES TR - SHRT NAT MUN ETF

  —

  Quality

  $7.7M72,397 sh

• ABRDN ETFS - BBRG ALL COMD K1

  —

  Quality

  $7.6M338,083 sh

• ISHARES TR - ISHS 5-10YR INVT

  —

  Quality

  $6.5M121,847 sh

• ISHARES TR - MSCI ACWI EX US

  —

  Quality

  $6.1M80,389 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	85.9#5	$11.5M	57,526
ISHARES TR - CORE US AGGBD ET	—	$10.3M	104,143
CIENA CORP$CIEN	72.9#143	$10.2M	20,831
ISHARES TR - CORE S&P500 ETF	—	$9.7M	12,901
NORTHERN LTS FD TR IV - INSPIRE 500 ETF	—	$8.6M	30,037
Apple Inc.$AAPL	76.4	$8.5M	29,399
ISHARES TR - SHRT NAT MUN ETF	—	$7.7M	72,397
ABRDN ETFS - BBRG ALL COMD K1	—	$7.6M	338,083
ISHARES TR - ISHS 5-10YR INVT	—	$6.5M	121,847
ISHARES TR - MSCI ACWI EX US	—	$6.1M	80,389

Showing top 10 of 278 holdings.

Top Holdings — Investment Research Partners LLC (Q2 2026)

Top 150 of 278 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NVDA	NVIDIA CORP	$11.5M	3.9%	+7%	85.9
2	—	ISHARES TR - CORE US AGGBD ET	$10.3M	3.5%	+8%	—
3	$CIEN	CIENA CORP	$10.2M	3.5%	+0%	72.9
4	—	ISHARES TR - CORE S&P500 ETF	$9.7M	3.3%	-1%	—
5	—	NORTHERN LTS FD TR IV - INSPIRE 500 ETF	$8.6M	2.9%	+0%	—
6	$AAPL	Apple Inc.	$8.5M	2.9%	+12%	76.4
7	—	ISHARES TR - SHRT NAT MUN ETF	$7.7M	2.6%	-20%	—
8	—	ABRDN ETFS - BBRG ALL COMD K1	$7.6M	2.6%	+2%	—
9	—	ISHARES TR - ISHS 5-10YR INVT	$6.5M	2.2%	NEW	—
10	—	ISHARES TR - MSCI ACWI EX US	$6.1M	2.1%	+5%	—
11	$GOOG	Alphabet Inc.	$5.8M	2.0%	+3%	78.2
12	$MSFT	MICROSOFT CORP	$5.3M	1.8%	+20%	79.8
13	—	ISHARES TR - NATIONAL MUN ETF	$4.2M	1.4%	+11%	—
14	$IVZ	Invesco Ltd.	$4.1M	1.4%	+4%	—
15	$AVGO	Broadcom Inc.	$3.9M	1.3%	+1%	84.5
16	—	UNIFIED SER TR - ONEASCENT INTL	$3.5M	1.2%	-1%	—
17	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$3.4M	1.1%	+10%	—
18	—	ISHARES TR - CORE HIGH DV ETF	$3.4M	1.1%	+378%	—
19	—	ISHARES TR - 1 3 YR TREAS BD	$3.3M	1.1%	+120%	—
20	$META	Meta Platforms, Inc.	$3.2M	1.1%	+10%	79.6
21	$LRCX	LAM RESEARCH CORP	$3.0M	1.0%	+2%	79.4
22	$CSCO	CISCO SYSTEMS, INC.	$2.7M	0.9%	-3%	70.3
23	—	TIMOTHY PLAN - U S SM CP CORE	$2.5M	0.8%	+2%	—
24	$VRT	Vertiv Holdings Co	$2.3M	0.8%	+4%	81
25	—	RBB FD INC - F/M US TREASURY	$2.3M	0.8%	+97%	—
26	—	SPDR SERIES TRUST - ST STR SP BIOT	$2.3M	0.8%	-4%	—
27	$JNJ	JOHNSON & JOHNSON	$2.3M	0.8%	+7%	69
28	$JPM	JPMORGAN CHASE & CO	$2.2M	0.8%	+15%	70.7
29	$LLY	ELI LILLY & Co	$2.2M	0.8%	+12%	87.5
30	$AMZN	AMAZON COM INC	$2.2M	0.7%	+31%	68.7
31	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$2.1M	0.7%	+17%	70
32	$UPS	UNITED PARCEL SERVICE INC	$2.1M	0.7%	+3%	58.6
33	$WT	WisdomTree, Inc.	$2.0M	0.7%	-6%	59.9
34	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$1.7M	0.6%	+0%	—
35	$COST	COSTCO WHOLESALE CORP /NEW	$1.7M	0.6%	+8%	66.2
36	$ASML	ASML HOLDING NV	$1.6M	0.6%	+19%	—
37	$AXP	AMERICAN EXPRESS CO	$1.6M	0.6%	+6%	69.4
38	$SPY	SPDR S&P 500 ETF TRUST	$1.5M	0.5%	+4%	—
39	$MU	MICRON TECHNOLOGY INC	$1.5M	0.5%	+14%	86.2
40	—	ISHARES TR - INTL SEL DIV ETF	$1.4M	0.5%	-1%	—
41	$AMGN	AMGEN INC	$1.4M	0.5%	+6%	79.2
42	$INTC	INTEL CORP	$1.4M	0.5%	-24%	45.6
43	$TTE	TotalEnergies SE	$1.4M	0.5%	+5%	50.6
44	$QCOM	QUALCOMM INC/DE	$1.3M	0.4%	+3%	70.5
45	$BRK.B	BERKSHIRE HATHAWAY INC	$1.3M	0.4%	+20%	73.8
46	$AME	AMETEK INC/	$1.3M	0.4%	+14%	69.7
47	$MCK	MCKESSON CORP	$1.3M	0.4%	+6%	63.4
48	$WMT	Walmart Inc.	$1.3M	0.4%	-6%	60.2
49	$ABBV	AbbVie Inc.	$1.3M	0.4%	+6%	72.6
50	$GOOGL	Alphabet Inc.	$1.3M	0.4%	+37%	78.2
51	$LOW	LOWES COMPANIES INC	$1.2M	0.4%	+6%	60.8
52	$MA	Mastercard Inc	$1.2M	0.4%	+13%	85.1
53	$V	VISA INC.	$1.2M	0.4%	+12%	82.9
54	—	SCHWAB STRATEGIC TR - US AGGREGATE B	$1.2M	0.4%	+29%	—
55	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$1.2M	0.4%	+0%	—
56	—	ISHARES INC - CORE MSCI EMKT	$1.2M	0.4%	+0%	—
57	$DE	DEERE & CO	$1.2M	0.4%	+8%	55.4
58	$HST	HOST HOTELS & RESORTS, INC.	$1.2M	0.4%	+10%	67.3
59	$BEPC	Brookfield Renewable Corp	$1.2M	0.4%	+6%	—
60	$NUE	NUCOR CORP	$1.1M	0.4%	+1%	61.7
61	$RF	REGIONS FINANCIAL CORP	$1.1M	0.4%	+11%	61.5
62	$NVS	NOVARTIS AG	$1.1M	0.4%	+14%	—
63	$ORCL	ORACLE CORP	$1.1M	0.4%	+12%	66.2
64	$CVX	CHEVRON CORP	$1.1M	0.4%	+16%	62.8
65	$HPE	Hewlett Packard Enterprise Co	$1.1M	0.4%	+5%	70.5
66	$TSLA	Tesla, Inc.	$1.1M	0.4%	+28%	53.9
67	$IX	ORIX CORP	$1.0M	0.3%	+10%	63
68	$KHC	Kraft Heinz Co	$1.0M	0.3%	+7%	47
69	—	ALLIANCEBERNSTEIN GLOBAL HIG - COM	$1.0M	0.3%	-4%	—
70	—	ISHARES TR - MSCI INTL QUALTY	$993,074	0.3%	-1%	—
71	$ARE	ALEXANDRIA REAL ESTATE EQUITIES, INC.	$969,730	0.3%	+28%	43
72	$VZ	VERIZON COMMUNICATIONS INC	$968,326	0.3%	+2%	65.8
73	$PG	PROCTER & GAMBLE Co	$968,180	0.3%	+5%	64.6
74	$BMY	BRISTOL MYERS SQUIBB CO	$962,127	0.3%	-0%	70.4
75	$SHG	SHINHAN FINANCIAL GROUP CO LTD	$943,058	0.3%	+3%	—
76	—	ISHARES TR - CORE MSCI EAFE	$922,195	0.3%	+0%	—
77	$QQQ	INVESCO QQQ TRUST, SERIES 1	$914,609	0.3%	+10%	—
78	$NEE	NEXTERA ENERGY INC	$891,138	0.3%	+25%	64.6
79	$CAT	CATERPILLAR INC	$874,815	0.3%	+1%	66.5
80	$EXC	EXELON CORP	$872,012	0.3%	+9%	59.6
81	$ROP	ROPER TECHNOLOGIES INC	$839,950	0.3%	+13%	71.9
82	$ORLY	O REILLY AUTOMOTIVE INC	$836,730	0.3%	+14%	67.4
83	$TYG	TORTOISE ENERGY INFRASTRUCTURE CORP	$832,857	0.3%	-6%	—
84	$BAC	BANK OF AMERICA CORP /DE/	$826,094	0.3%	+27%	67.6
85	$PWR	QUANTA SERVICES, INC.	$825,886	0.3%	-3%	72.1
86	$SLF	SUN LIFE FINANCIAL INC	$814,784	0.3%	+10%	—
87	$TM	TOYOTA MOTOR CORP/	$807,574	0.3%	+24%	—
88	$MRK	Merck & Co., Inc.	$797,577	0.3%	-1%	59.9
89	$MTD	METTLER TOLEDO INTERNATIONAL INC/	$790,779	0.3%	+12%	67.5
90	$SJM	J M SMUCKER Co	$787,717	0.3%	+42%	59.1
91	$DOLE	Dole plc	$785,895	0.3%	+60%	—
92	$PFH	PRUDENTIAL FINANCIAL INC	$751,226	0.3%	+2%	58.7
93	—	ISHARES TR - MSCI EAFE ETF	$741,495	0.3%	+0%	—
94	$CBOE	Cboe Global Markets, Inc.	$733,404	0.3%	+5%	79.2
95	$SHEL	Shell plc	$731,446	0.3%	+30%	—
96	$HMC	HONDA MOTOR CO LTD	$713,942	0.2%	+24%	—
97	$WFC	WELLS FARGO & COMPANY/MN	$710,043	0.2%	+42%	61.8
98	$BHP	BHP Group Ltd	$709,088	0.2%	+27%	—
99	$GILD	GILEAD SCIENCES, INC.	$690,743	0.2%	-11%	57.4
100	$PSX	Phillips 66	$690,059	0.2%	+29%	57.8
101	—	ISHARES TR - CORE DIV GRWTH	$679,681	0.2%	-10%	—
102	$UNH	UNITEDHEALTH GROUP INC	$678,004	0.2%	+28%	62.7
103	$FIX	COMFORT SYSTEMS USA INC	$661,971	0.2%	+21%	77.7
104	—	ISHARES TR - IBONDS DEC 27	$650,803	0.2%	-58%	—
105	—	ISHARES TR - MSCI USA QLT FCT	$646,448	0.2%	-31%	—
106	$CB	Chubb Ltd	$630,369	0.2%	+21%	—
107	$F	FORD MOTOR CO	$629,931	0.2%	+6%	54.9
108	—	ISHARES TR - MSCI GBL SUS DEV	$626,282	0.2%	-5%	—
109	$DHR	DANAHER CORP /DE/	$620,965	0.2%	+73%	64.8
110	$AMP	AMERIPRISE FINANCIAL INC	$613,916	0.2%	+32%	68.7
111	$AMAT	APPLIED MATERIALS INC /DE	$613,104	0.2%	+37%	72.3
112	$MDT	Medtronic plc	$610,038	0.2%	+58%	68.7
113	$WDC	WESTERN DIGITAL CORP	$606,784	0.2%	NEW	80.7
114	$JBHT	HUNT J B TRANSPORT SERVICES INC	$606,066	0.2%	+20%	60.2
115	$EW	Edwards Lifesciences Corp	$604,092	0.2%	+7%	69.4
116	$UL	UNILEVER PLC	$599,706	0.2%	+33%	—
117	$HASI	HA Sustainable Infrastructure Capital, Inc.	$596,723	0.2%	+6%	43.5
118	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$589,283	0.2%	+0%	—
119	—	ISHARES TR - CORE S&P SCP ETF	$583,222	0.2%	-9%	—
120	$FISV	FISERV INC	$577,809	0.2%	-7%	60.7
121	$ADBE	ADOBE INC.	$575,901	0.2%	-8%	77.6
122	$HD	HOME DEPOT, INC.	$575,221	0.2%	+61%	60.3
123	$DAL	DELTA AIR LINES, INC.	$569,746	0.2%	+4%	57.5
124	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$568,617	0.2%	+33%	—
125	$ACN	Accenture plc	$566,451	0.2%	+84%	—
126	—	ISHARES TR - 3 7 YR TREAS BD	$556,008	0.2%	NEW	—
127	$EXPE	Expedia Group, Inc.	$554,748	0.2%	+57%	71.1
128	$PFE	PFIZER INC	$547,758	0.2%	+47%	62
129	$MOS	MOSAIC CO	$544,332	0.2%	+21%	39.2
130	$MAA	MID AMERICA APARTMENT COMMUNITIES INC.	$537,047	0.2%	+103%	61.2
131	$GE	GENERAL ELECTRIC CO	$535,555	0.2%	+37%	73.8
132	—	ABRDN ETFS - BBRG ALL COMMDY	$535,096	0.2%	-8%	—
133	$MAR	MARRIOTT INTERNATIONAL INC /MD/	$534,193	0.2%	+2%	61.7
134	$ENB	ENBRIDGE INC	$529,794	0.2%	+15%	66.7
135	$GBDC	GOLUB CAPITAL BDC, Inc.	$527,024	0.2%	+11%	—
136	—	SPDR INDEX SHS FDS - ST STR MSCI EAFE	$524,242	0.2%	+0%	—
137	$IVZ	Invesco Ltd.	$517,248	0.2%	-6%	—
138	$HSY	HERSHEY CO	$515,823	0.2%	+0%	65.7
139	$LNG	Cheniere Energy, Inc.	$515,784	0.2%	+18%	66.5
140	$ING	ING GROEP NV	$499,852	0.2%	+7%	—
141	$PCG	PG&E Corp	$493,516	0.2%	+31%	58.8
142	$GSK	GSK plc	$491,962	0.2%	+15%	—
143	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$489,706	0.2%	+5%	—
144	$STX	Seagate Technology Holdings plc	$482,500	0.2%	-5%	—
145	$A	AGILENT TECHNOLOGIES, INC.	$475,953	0.2%	+11%	67.1
146	$VRTX	VERTEX PHARMACEUTICALS INC / MA	$474,874	0.2%	NEW	75.4
147	$GNRC	GENERAC HOLDINGS INC.	$468,789	0.2%	+2%	54.4
148	$SYK	STRYKER CORP	$467,880	0.2%	+15%	72.1
149	$RTX	RTX Corp	$464,080	0.2%	+37%	73.2
150	$HPQ	HP INC	$462,777	0.2%	+18%	59.3