Investment Research Partners LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Investment Research Partners LLC reported 278 stock positions worth $295.5 million. Its top holding was Nvidia (NVDA) at 3.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 3.5%) and Ciena (CIEN, 3.5%). Compared with Q1 2026, it opened 50 new positions, sold out of 17, added to 167 and reduced 47. The biggest buy was a new position in iShares 5-10Y Inv Grade (IGIB) and the biggest sale an exit from iShares Core 1-5 Year Usd Bo (ISTB).

Most Recent 13F
Q2 2026
Location
LEMONT, PA
CIK
0002069274
Portfolio Value
$295.5M (Q2 2026)
SEC Filing
0002069274-26-000003 ↗ filed Aug 4, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q3 2025: $222.3M Q3 2025 Q4 2025: $232.8M Q4 2025 Q1 2026: $245.8M Q1 2026 Q2 2026: $295.5M $295.5M Q2 2026

Holdings 278 stocks · $295.5M
NVDA Nvidia Corp. 3.90% 57,526 $11.5M Add +7.4%
AGG iShares Core U.S. Aggregate 3.49% 104,143 $10.3M Add +7.5%
CIEN Ciena Corp. 3.46% 20,831 $10.2M Add +0.3%
IVV iShares Core S&P 500 ETF 3.27% 12,901 $9.7M Reduce -0.6%
PTL Inspire 500 ETF 2.91% 30,037 $8.6M Add +0.3%
AAPL Apple Inc. 2.88% 29,399 $8.5M Add +11.8%
SUB iShares Short-Term National 2.61% 72,397 $7.7M Reduce -20.0%
BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS 2.56% 338,083 $7.6M Add +1.8%
IGIB iShares 5-10Y Inv Grade Corp. 2.19% 121,847 $6.5M New
ACWX iShares MSCI Acwi Ex US ETF 2.07% 80,389 $6.1M Add +4.6%
GOOGL Alphabet Inc. Class A 1.97% 16,319 $5.8M Add +3.1%
MSFT Microsoft Corp. 1.78% 14,078 $5.3M Add +19.5%
MUB iShares National Muni Bond E 1.43% 39,159 $4.2M Add +10.7%
RSP Invesco S&P 500 Equal Weight 1.38% 19,213 $4.1M Add +4.1%
AVGO Broadcom Inc. 1.30% 10,203 $3.9M Add +0.9%
OAIM Oneascent Intl Eqty ETF 1.18% 73,058 $3.5M Reduce -1.0%
SCHO Schwab Short-Term US Treas 1.15% 141,048 $3.4M Add +10.5%
HDV iShares Core High Dividend E 1.14% 122,482 $3.4M Reduce -4.5%
SHY iShares 1-3 Year Treasury Bo 1.13% 40,764 $3.3M Add +120.3%
META Meta Platforms Inc. Class A 1.08% 5,649 $3.2M Add +9.8%
LRCX Lam Research Corp. 1.02% 6,980 $3.0M Add +2.4%
CSCO Cisco Systems Inc. 0.92% 23,174 $2.7M Reduce -3.4%
TPSC Timothy Plan US Small Cap Co. 0.83% 51,415 $2.5M Add +2.1%
VRT Vertiv Holdings Co. Class A 0.79% 7,001 $2.3M Add +3.8%
TBIL F/M US Treasury 3 Month Bill 0.79% 46,666 $2.3M Add +97.5%
XBI SS SPDR S&P Biotech ETF 0.77% 14,325 $2.3M Reduce -4.3%
JNJ Johnson & Johnson 0.77% 8,904 $2.3M Add +6.9%
JPM JPMorgan Chase & Co. 0.76% 6,822 $2.2M Add +14.9%
LLY Eli Lilly & Co. 0.75% 1,847 $2.2M Add +11.7%
AMZN Amazon.com Inc. 0.74% 9,229 $2.2M Add +30.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.72% 7,527 $2.1M Add +16.7%
UPS United Parcel Service Class B 0.70% 19,187 $2.1M Add +3.1%
DES Wisdomtree US Smallcap Divid 0.66% 47,948 $2.0M Reduce -5.8%
TSM Taiwan Semiconductor-SP ADR 0.59% 3,646 $1.7M Add +0.1%
COST Costco Wholesale Corp. 0.58% 1,847 $1.7M Add +8.2%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.55% 823 $1.6M Add +19.4%
AXP American Express Co. 0.55% 4,778 $1.6M Add +5.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.51% 2,006 $1.5M Add +4.0%
MU Micron Technology Inc. 0.51% 1,296 $1.5M Add +14.3%
IDV iShares International Select 0.49% 34,966 $1.4M Reduce -1.5%
AMGN Amgen Inc. 0.48% 3,890 $1.4M Add +6.1%
INTC Intel Corp. 0.47% 9,970 $1.4M Reduce -23.9%
TTE Totalenergies SE 0.47% 17,768 $1.4M Add +4.6%
QCOM Qualcomm Inc. 0.44% 7,111 $1.3M Add +3.2%
BRK.B Berkshire Hathaway Inc. Class B 0.44% 2,622 $1.3M Add +20.3%
AME Ametek Inc. 0.44% 5,409 $1.3M Add +13.9%
MCK McKesson Corp. 0.44% 1,710 $1.3M Add +6.5%
WMT Walmart Inc. 0.44% 11,411 $1.3M Reduce -5.9%
ABBV Abbvie Inc. 0.43% 5,081 $1.3M Add +5.7%
GOOG Alphabet Inc. Class C 0.43% 3,612 $1.3M Add +37.3%
LOW Lowe's Cos Inc. 0.42% 5,609 $1.2M Add +5.8%
MA Mastercard Inc. Class A 0.41% 2,376 $1.2M Add +12.7%
V Visa Inc. Class A 0.40% 3,460 $1.2M Add +12.5%
SCHZ Schwab US Aggregate Bond ETF 0.40% 50,800 $1.2M Add +29.2%
DFUS Dimensional US Eq MKT ETF 0.40% 14,328 $1.2M No change
IEMG iShares Core MSCI Emerging 0.39% 14,055 $1.2M No change
DE Deere & Co. 0.39% 1,833 $1.2M Add +8.1%
HST Host Hotels & Resorts Inc. 0.39% 49,042 $1.2M Add +10.3%
BEPC Brookfield Renewable Corp. 0.39% 31,192 $1.2M Add +5.6%
NUE Nucor Corp. 0.38% 5,050 $1.1M Add +1.0%
RF Regions Financial Corp. 0.38% 36,750 $1.1M Add +10.7%
NVS Novartis AG-Sponsored ADR 0.37% 6,950 $1.1M Add +13.5%
ORCL Oracle Corp. 0.37% 7,416 $1.1M Add +11.9%
CVX Chevron Corp. 0.36% 6,483 $1.1M Add +16.2%
HPE Hewlett Packard Enterprise 0.36% 23,716 $1.1M Add +5.5%
TSLA Tesla Inc. 0.36% 2,517 $1.1M Add +28.2%
IX Orix - Sponsored ADR filed as ORIX CORP 0.35% 27,303 $1.0M Add +10.0%
KHC The Kraft Heinz Co. 0.35% 43,912 $1.0M Add +6.7%
XAWFX Alliancebernstein GL Hi Inc. 0.35% 100,660 $1.0M Reduce -4.2%
IQLT iShares MSCI International Q 0.34% 20,042 $993K Reduce -1.0%
ARE Alexandria Real Estate Equit 0.33% 18,349 $970K Add +28.2%
VZ Verizon Communications Inc. 0.33% 22,870 $968K Add +1.6%
PG The Procter & Gamble Co. 0.33% 6,602 $968K Add +4.7%
BMY Bristol-Myers Squibb Co. 0.33% 16,698 $962K Reduce -0.3%
SHG Shinhan Financial Group-ADR 0.32% 14,910 $943K Add +3.0%
IEFA iShares Core MSCI Eafe ETF 0.31% 9,549 $922K No change
QQQ Invesco QQQ Trust Series 1 0.31% 1,242 $915K Add +10.2%
NEE Nextera Energy Inc. 0.30% 10,153 $891K Add +25.1%
CAT Caterpillar Inc. 0.30% 822 $875K Add +1.5%
EXC Exelon Corp. 0.30% 18,705 $872K Add +8.7%
ROP Roper Technologies Inc. 0.28% 2,482 $840K Add +12.5%
ORLY O'reilly Automotive Inc. 0.28% 9,086 $837K Add +13.5%
TYG Tortoise Energy Infrastruct 0.28% 19,427 $833K Reduce -6.4%
BAC Bank of America Corp. 0.28% 14,498 $826K Add +26.8%
PWR Quanta Services Inc. 0.28% 1,147 $826K Reduce -2.9%
SLF Sun Life Financial Inc. 0.28% 10,390 $815K Add +9.5%
TM Toyota Motor Corp. -Spon ADR 0.27% 4,795 $808K Add +23.7%
MRK Merck & Co. Inc. 0.27% 6,207 $798K Reduce -0.9%
MTD Mettler-Toledo International 0.27% 619 $791K Add +11.5%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.27% 7,002 $788K Add +42.3%
DOLE Dole PLC 0.27% 57,281 $786K Add +60.4%
PRU Prudential Financial Inc. 0.25% 6,960 $751K Add +1.9%
EFA iShares MSCI Eafe ETF 0.25% 7,138 $741K No change
CBOE Cboe Global Markets Inc. 0.25% 3,022 $733K Add +4.8%
SHEL Shell PLC-ADR 0.25% 9,433 $731K Add +30.4%
HMC Honda Motor Co. Ltd.-Spons ADR 0.24% 26,335 $714K Add +24.0%
WFC Wells Fargo & Co. 0.24% 8,592 $710K Add +42.0%
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.24% 8,511 $709K Add +26.9%
GILD Gilead Sciences Inc. 0.23% 5,467 $691K Reduce -10.7%
PSX Phillips 66 0.23% 4,082 $690K Add +29.3%

Show all 278 holdings

Portfolio Sells Q1 2026 → Q2 2026
ISTB iShares Core 1-5 Year Usd Bo Sold out 0.00% −2.45
SUB iShares Short-Term National Reduce -20.0% 2.61% −1.31
IBMP iShares Ibonds Dec 2027 Term Reduce -57.6% 0.22% −0.41
IBMQ iShares Ibonds Dec 2028 Muni Reduce -68.5% 0.12% −0.34
IBMO iShares Ibonds Dec 2026 Term Sold out 0.00% −0.32
HDV iShares Core High Dividend E Reduce -4.5% 1.14% −0.28
PLD Prologis Inc. Sold out 0.00% −0.20
GLD SPDR Gold Shares Sold out 0.00% −0.19
IVV iShares Core S&P 500 ETF Reduce -0.6% 3.27% −0.18
WMT Walmart Inc. Reduce -5.9% 0.44% −0.18
XOM Exxon Mobil Corp. Sold out 0.00% −0.18
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.16
TYG Tortoise Energy Infrastruct Reduce -6.4% 0.28% −0.14
FNDX Schwab Fndmntl US LRG Co. ETF Sold out 0.00% −0.13
IDV iShares International Select Reduce -1.5% 0.49% −0.12
DHIL Diamond Hill Investment Grp Sold out 0.00% −0.12
SPYM Ste STR SPDR PT S&P 500 ETF Sold out 0.00% −0.12
QUAL iShares MSCI USA Quality Fac Reduce -31.3% 0.22% −0.12
GILD Gilead Sciences Inc. Reduce -10.7% 0.23% −0.11
OAIM Oneascent Intl Eqty ETF Reduce -1.0% 1.18% −0.11
ADBE Adobe Inc. Reduce -7.8% 0.19% −0.11
NXTE Axs Green Alpha ETF Sold out 0.00% −0.10
COP Conocophillips Sold out 0.00% −0.10
FISV Fiserv Inc. Reduce -6.8% 0.20% −0.09
NOW ServiceNow Inc. Sold out 0.00% −0.09
SPGI S&P Global Inc. Sold out 0.00% −0.09
BMY Bristol-Myers Squibb Co. Reduce -0.3% 0.33% −0.09
CI The Cigna Group Sold out 0.00% −0.09
DES Wisdomtree US Smallcap Divid Reduce -5.8% 0.66% −0.08
XAWFX Alliancebernstein GL Hi Inc. Reduce -4.2% 0.35% −0.08
NFLX Netflix Inc. Reduce -13.8% 0.09% −0.08
HIG Hartford Insurance Group Inc. Sold out 0.00% −0.08
BCD Abrdn Bloomberg All Commodit Reduce -8.0% 0.18% −0.07
IAT iShares US Regional Banks Et Reduce -35.9% 0.09% −0.06
DGRO iShares Core Dividend Growth Reduce -10.4% 0.23% −0.06
DVYE iShares Emerging Markets Div Reduce -5.3% 0.15% −0.05
CF CF Industries Holdings Inc. Reduce -3.5% 0.10% −0.05
IQLT iShares MSCI International Q Reduce -1.0% 0.34% −0.04
ET Energy Transfer LP Reduce -24.5% 0.07% −0.04
SDG Ish MSCI Glob Sust Deve Goal Reduce -4.6% 0.21% −0.04
MRK Merck & Co. Inc. Reduce -0.9% 0.27% −0.04
FTI Technipfmc PLC Reduce -1.3% 0.13% −0.03
STKL Sunopta Inc. Sold out 0.00% −0.03
WMB Williams Cos Inc. Reduce -3.1% 0.13% −0.03
IJR iShares Core S&P Small-Cap E Reduce -9.2% 0.20% −0.02
ETR Entergy Corp. Reduce -1.9% 0.10% −0.02
AMLP Alerian MLP ETF Reduce -0.3% 0.09% −0.02
AEP American Electric Power Reduce -1.6% 0.11% −0.02
ESGD iShares Trust iShares ESG Aw Reduce -5.5% 0.10% −0.02
KBWB Invesco KBW Bank ETF Reduce -5.7% 0.18% −0.01

Portfolio Buys Q1 2026 → Q2 2026
IGIB iShares 5-10Y Inv Grade Corp. New 2.19% +2.19
SHY iShares 1-3 Year Treasury Bo Add +120.3% 1.13% +0.51
LRCX Lam Research Corp. Add +2.4% 1.02% +0.43
MU Micron Technology Inc. Add +14.3% 0.51% +0.35
TBIL F/M US Treasury 3 Month Bill Add +97.5% 0.79% +0.31
WDC Western Digital Corp. New 0.21% +0.21
IEI iShares 3-7 Year Treasury Bo New 0.19% +0.19
ASML ASML Holding NV-NY Reg SHS Add +19.4% 0.55% +0.18
CIEN Ciena Corp. Add +0.3% 3.46% +0.18
AAPL Apple Inc. Add +11.8% 2.88% +0.16
VRTX Vertex Pharmaceuticals Inc. New 0.16% +0.16
AMZN Amazon.com Inc. Add +30.7% 0.74% +0.15
HPE Hewlett Packard Enterprise Add +5.5% 0.36% +0.14
DECK Deckers Outdoor Corp. New 0.14% +0.14
AMD Advanced Micro Devices New 0.13% +0.13
LLY Eli Lilly & Co. Add +11.7% 0.75% +0.13
GOOG Alphabet Inc. Class C Add +37.3% 0.43% +0.12
GOOGL Alphabet Inc. Class A Add +3.1% 1.97% +0.12
AMAT Applied Materials Inc. Add +37.2% 0.21% +0.12
WCN Waste Connections Inc. New 0.12% +0.12
KLAC KLA Corp. New 0.12% +0.12
FTNT Fortinet Inc. New 0.11% +0.11
ES Eversource Energy New 0.11% +0.11
CMI Cummins Inc. New 0.11% +0.11
BA The Boeing Co. New 0.11% +0.11
CIG Cia Energetica DE-Spon ADR Add +416.1% 0.15% +0.11
VRT Vertiv Holdings Co. Class A Add +3.8% 0.79% +0.11
ANET Arista Networks Inc. New 0.10% +0.10
AON Aon PLC Class A New 0.10% +0.10
GIS General Mills Inc. New 0.10% +0.10
CRS Carpenter Technology New 0.10% +0.10
TER Teradyne Inc. New 0.10% +0.10
SNOW Snowflake Inc. New 0.10% +0.10
APH Amphenol Corp. Class A New 0.10% +0.10
COLD Americold Realty Trust Inc. Add +139.7% 0.15% +0.10
NVDA Nvidia Corp. Add +7.4% 3.90% +0.09
VLO Valero Energy Corp. New 0.09% +0.09
ROST Ross Stores Inc. New 0.09% +0.09
VIK Viking Holdings Ltd. New 0.09% +0.09
UNH Unitedhealth Group Inc. Add +27.8% 0.23% +0.09
TSM Taiwan Semiconductor-SP ADR Add +0.1% 0.59% +0.09
RYN Rayonier Inc. New 0.09% +0.09
MAA Mid-America Apartment Comm Add +102.8% 0.18% +0.09
PNC PNC Financial Services Group New 0.09% +0.09
MET Metlife Inc. New 0.09% +0.09
SNPS Synopsys Inc. New 0.08% +0.08
QCOM Qualcomm Inc. Add +3.2% 0.44% +0.08
ALCO Alico Inc. New 0.08% +0.08
EOG EOG Resources Inc. New 0.08% +0.08
IBM Intl Business Machines Corp. Add +16.7% 0.72% +0.08

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 278$295.5MNVDA, AGG, CIEN, IVV, PTL
Q1 2026 245$245.8MSUB, AGG, NVDA, IVV, BCI
Q4 2025 230$232.8MNVDA, AGG, IVV, SUB, AAPL
Q3 2025 224$222.3MNVDA, AGG, SUB, IVV, PTL