Investment Research Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$245.8M
Q ending 2026-03-31
Prior quarter
$233.0M
Q ending 2025-12-31
Change
+5.5% QoQ
Positions
245
reported holdings
Largest positions
Top 100 of 245 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SUB | Shares | $9.6M | 90K |
| Ishares Tr | AGG | Shares | $9.6M | 97K |
| Nvidia Corporation | NVDA | Shares | $9.3M | 54K |
| Ishares Tr | IVV | Shares | $8.5M | 13K |
| Abrdn Etfs | BCI | Shares | $8.1M | 332K |
| Ciena Corp | CIEN | Shares | $8.1M | 21K |
| Northern Lts Fd Tr Iv | PTL | Shares | $7.5M | 30K |
| Apple Inc | AAPL | Shares | $6.7M | 26K |
| Ishares Tr | ISTB | Shares | $6.0M | 124K |
| Ishares Tr | ACWX | Shares | $5.3M | 77K |
| Alphabet Inc | GOOGL | Shares | $4.6M | 16K |
| Microsoft Corp | MSFT | Shares | $4.4M | 12K |
| Ishares Tr | MUB | Shares | $3.8M | 35K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.5M | 18K |
| Ishares Tr | HDV | Shares | $3.5M | 26K |
| Unified Ser Tr | OAIM | Shares | $3.2M | 74K |
| Broadcom Inc | AVGO | Shares | $3.1M | 10K |
| Schwab Strategic Tr | SCHO | Shares | $3.1M | 128K |
| Meta Platforms Inc | META | Shares | $2.9M | 5K |
| Timothy Plan | TPSC | Shares | $2.1M | 50K |
| Johnson & Johnson | JNJ | Shares | $2.0M | 8K |
| Spdr Series Trust | XBI | Shares | $1.9M | 15K |
| Cisco Sys Inc | CSCO | Shares | $1.9M | 24K |
| United Parcel Svcs Inc | UPS | Shares | $1.8M | 19K |
| Wisdomtree Tr | DES | Shares | $1.8M | 51K |
| Jpmorgan Chase & Co | JPM | Shares | $1.7M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.7M | 2K |
| Vertiv Holdings Co | VRT | Shares | $1.7M | 7K |
| International Business Machs | IBM | Shares | $1.6M | 6K |
| Totalenergies Se | Shares | $1.5M | 17K | |
| Ishares Tr | IBMP | Shares | $1.5M | 60K |
| Ishares Tr | SHY | Shares | $1.5M | 19K |
| Eli Lilly & Co | LLY | Shares | $1.5M | 2K |
| Ishares Tr | IDV | Shares | $1.5M | 35K |
| Walmart Inc | WMT | Shares | $1.5M | 12K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Lam Research Corp | LRCX | Shares | $1.5M | 7K |
| Mckesson Corp | MCK | Shares | $1.4M | 2K |
| American Express Co | AXP | Shares | $1.4M | 5K |
| Amgen Inc | AMGN | Shares | $1.3M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.3M | 2K |
| Lowes Cos Inc | LOW | Shares | $1.3M | 5K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.2M | 4K |
| Rbb Fd Inc | TBIL | Shares | $1.2M | 24K |
| Brookfield Renewable Corp | BEPC | Shares | $1.2M | 30K |
| Chevron Corporation | CVX | Shares | $1.2M | 6K |
| Ishares Tr | IBMQ | Shares | $1.1M | 45K |
| Verizon Communications Inc | VZ | Shares | $1.1M | 23K |
| Alliancebernstein Global Hig | XAWFX | Shares | $1.1M | 105K |
| Mastercard Incorporated | MA | Shares | $1.1M | 2K |
| Abbvie Inc | ABBV | Shares | $1.0M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.0M | 2K |
| Tortoise Energy Infrstrctr C | TYG | Shares | $1.0M | 21K |
| Ametek Inc | AME | Shares | $1.0M | 5K |
| Dimensional Etf Trust | DFUS | Shares | $1.0M | 14K |
| Bristol-Myers Squibb Co | BMY | Shares | $1.0M | 17K |
| Ishares Inc | IEMG | Shares | $980K | 14K |
| Oracle Corp | ORCL | Shares | $975K | 7K |
| Deere & Co | DE | Shares | $956K | 2K |
| Ishares Tr | IQLT | Shares | $936K | 20K |
| Novartis Ag | NVS | Shares | $935K | 6K |
| Visa Inc | V | Shares | $930K | 3K |
| Kraft Heinz Co | KHC | Shares | $925K | 41K |
| Schwab Strategic Tr | SCHZ | Shares | $913K | 39K |
| Procter & Gamble Co | PG | Shares | $910K | 6K |
| Asml Hldg Nv | Shares | $910K | 689 | |
| Shinhan Financial Group Co L | SHG | Shares | $887K | 14K |
| Qualcomm Inc | QCOM | Shares | $887K | 7K |
| Regions Financial Corp New | RF | Shares | $867K | 33K |
| Ishares Tr | IEFA | Shares | $864K | 10K |
| Gilead Sciences Inc | GILD | Shares | $854K | 6K |
| Host Hotels & Resorts Inc | HST | Shares | $852K | 44K |
| Nucor Corp | NUE | Shares | $845K | 5K |
| Exelon Corp | EXC | Shares | $844K | 17K |
| Ishares Tr | QUAL | Shares | $822K | 4K |
| Cboe Global Mkts Inc | CBOE | Shares | $810K | 3K |
| Toyota Motor Corp | TM | Shares | $799K | 4K |
| Roper Technologies Inc | ROP | Shares | $781K | 2K |
| Ishares Tr | IBMO | Shares | $775K | 30K |
| Alphabet Inc | GOOG | Shares | $755K | 3K |
| Nextera Energy Inc | NEE | Shares | $754K | 8K |
| Merck & Co Inc | MRK | Shares | $753K | 6K |
| Orix Corp | IX | Shares | $744K | 25K |
| Adobe Inc | ADBE | Shares | $741K | 3K |
| Oreilly Automotive Inc | ORLY | Shares | $739K | 8K |
| Tesla Inc | TSLA | Shares | $730K | 2K |
| Fiserv Inc | FISV | Shares | $705K | 13K |
| Ishares Tr | DGRO | Shares | $702K | 10K |
| Mettler Toledo International | MTD | Shares | $700K | 555 |
| Ishares Tr | EFA | Shares | $693K | 7K |
| Shell Plc | SHEL | Shares | $673K | 7K |
| Prudential Finl Inc | PRU | Shares | $667K | 7K |
| Alexandria Real Estate Eq In | ARE | Shares | $664K | 14K |
| Invesco Qqq Tr | QQQ | Shares | $650K | 1K |
| Quanta Svcs Inc | PWR | Shares | $648K | 1K |
| Ishares Tr | SDG | Shares | $616K | 7K |
| Hershey Co | HSY | Shares | $611K | 3K |
| Abrdn Etfs | BCD | Shares | $609K | 17K |
| Sun Life Financial Inc. | SLF | Shares | $594K | 9K |
| Intel Corp | INTC | Shares | $579K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.