Investment Research Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 1, 2025), Investment Research Partners LLC reported 224 stock positions worth $222.3 million. Its top holding was Nvidia (NVDA) at 5.2% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 4.2%) and iShares Short-Term National (SUB, 4.0%).
- Most Recent 13F
- Q2 2026
- Location
- LEMONT, PA
- CIK
- 0002069274
- Portfolio Value
- $222.3M (Q3 2025)
- SEC Filing
- 0002069274-25-000002 ↗ filed Dec 1, 2025
Holdings Value
Holdings 224 stocks · $222.3M
| NVDA Nvidia Corp. | 5.19% | 55,754 | $11.5M | — |
| AGG iShares Core U.S. Aggregate | 4.16% | 91,756 | $9.2M | — |
| SUB iShares Short-Term National | 4.01% | 83,704 | $8.9M | — |
| IVV iShares Core S&P 500 ETF | 3.99% | 12,839 | $8.9M | — |
| PTL Inspire 500 ETF | 3.28% | 28,742 | $7.3M | — |
| AAPL Apple Inc. | 3.19% | 26,301 | $7.1M | — |
| MSFT Microsoft Corp. | 2.96% | 12,152 | $6.6M | — |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.92% | 296,882 | $6.5M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 2.31% | 105,004 | $5.1M | — |
| ACWX iShares MSCI Acwi Ex US ETF | 2.11% | 70,212 | $4.7M | — |
| GOOGL Alphabet Inc. Class A | 1.89% | 15,278 | $4.2M | — |
| AVGO Broadcom Inc. | 1.78% | 10,276 | $4.0M | — |
| MUB iShares National Muni Bond E | 1.33% | 27,624 | $3.0M | — |
| OAIM Oneascent Intl Eqty ETF | 1.32% | 71,980 | $2.9M | — |
| SCHO Schwab Short-Term US Treas | 1.25% | 114,016 | $2.8M | — |
| RSP Invesco S&P 500 Equal Weight | 1.17% | 13,779 | $2.6M | — |
| HDV iShares Core High Dividend E | 1.02% | 18,882 | $2.3M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.94% | 6,790 | $2.1M | — |
| TPSC Timothy Plan US Small Cap Co. | 0.87% | 47,328 | $1.9M | — |
| JNJ Johnson & Johnson | 0.86% | 10,212 | $1.9M | — |
| JPM JPMorgan Chase & Co. | 0.85% | 6,175 | $1.9M | — |
| ORCL Oracle Corp. | 0.84% | 6,754 | $1.9M | — |
| UPS United Parcel Service Class B | 0.82% | 18,612 | $1.8M | — |
| XBI SS SPDR S&P Biotech ETF | 0.79% | 15,781 | $1.8M | — |
| AMZN Amazon.com Inc. | 0.78% | 7,564 | $1.7M | — |
| CSCO Cisco Systems Inc. | 0.77% | 23,893 | $1.7M | — |
| DES Wisdomtree US Smallcap Divid | 0.76% | 51,195 | $1.7M | — |
| AXP American Express Co. | 0.71% | 4,391 | $1.6M | — |
| BEPC Brookfield Renewable Corp. | 0.68% | 35,643 | $1.5M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 2,000 | $1.4M | — |
| META Meta Platforms Inc. Class A | 0.61% | 1,792 | $1.3M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.60% | 16,167 | $1.3M | — |
| COST Costco Wholesale Corp. | 0.60% | 1,464 | $1.3M | — |
| IDV iShares International Select | 0.60% | 35,423 | $1.3M | — |
| LLY Eli Lilly & Co. | 0.59% | 1,624 | $1.3M | — |
| VRT Vertiv Holdings Co. Class A | 0.59% | 6,540 | $1.3M | — |
| MCK McKesson Corp. | 0.59% | 1,613 | $1.3M | — |
| LRCX Lam Research Corp. | 0.56% | 7,804 | $1.3M | — |
| LOW Lowe's Cos Inc. | 0.56% | 5,200 | $1.2M | — |
| WMT Walmart Inc. | 0.56% | 12,053 | $1.2M | — |
| QCOM Qualcomm Inc. | 0.54% | 6,766 | $1.2M | — |
| TBIL F/M US Treasury 3 Month Bill | 0.53% | 23,630 | $1.2M | — |
| DFUS Dimensional US Eq MKT ETF | 0.52% | 15,467 | $1.2M | — |
| XAWFX Alliancebernstein GL Hi Inc. | 0.51% | 103,754 | $1.1M | — |
| ABBV Abbvie Inc. | 0.49% | 4,851 | $1.1M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 3,571 | $1.1M | — |
| TTE Totalenergies SE -Spon ADR | 0.48% | 17,093 | $1.1M | — |
| AMGN Amgen Inc. | 0.48% | 3,633 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 2,185 | $1.0M | — |
| VZ Verizon Communications Inc. | 0.46% | 25,212 | $1.0M | — |
| V Visa Inc. Class A | 0.45% | 2,952 | $1.0M | — |
| IEMG iShares Core MSCI Emerging | 0.44% | 14,206 | $982K | — |
| PG The Procter & Gamble Co. | 0.44% | 6,539 | $973K | — |
| MA Mastercard Inc. Class A | 0.43% | 1,742 | $966K | — |
| KHC The Kraft Heinz Co. | 0.42% | 38,349 | $935K | — |
| ADBE Adobe Inc. | 0.42% | 2,750 | $929K | — |
| GILD Gilead Sciences Inc. | 0.42% | 7,833 | $928K | — |
| IQLT iShares MSCI International Q | 0.41% | 20,230 | $908K | — |
| XTEAX Tortoise Sust&social Imp Ter | 0.39% | 71,272 | $870K | — |
| CVX Chevron Corp. | 0.39% | 5,560 | $862K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 9,614 | $852K | — |
| QUAL iShares MSCI USA Quality Fac | 0.38% | 4,292 | $851K | — |
| AME Ametek Inc. | 0.38% | 4,557 | $839K | — |
| ROP Roper Technologies Inc. | 0.37% | 1,855 | $828K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 34,643 | $817K | — |
| TSLA Tesla Inc. | 0.36% | 1,752 | $809K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.35% | 3,798 | $787K | — |
| EXC Exelon Corp. | 0.35% | 16,609 | $784K | — |
| DE Deere & Co. | 0.35% | 1,646 | $779K | — |
| RF Regions Financial Corp. | 0.35% | 32,086 | $772K | — |
| SHG Shinhan Financial Group-ADR | 0.34% | 14,386 | $757K | — |
| ORLY O'reilly Automotive Inc. | 0.34% | 7,893 | $746K | — |
| NVS Novartis AG-Sponsored ADR | 0.34% | 6,119 | $745K | — |
| MTD Mettler-Toledo International | 0.33% | 533 | $743K | — |
| NUE Nucor Corp. | 0.33% | 4,811 | $743K | — |
| EFA iShares MSCI Eafe ETF | 0.33% | 7,654 | $728K | — |
| FISV Fiserv Inc. | 0.33% | 10,295 | $727K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 669 | $716K | — |
| GOOG Alphabet Inc. Class C | 0.31% | 2,502 | $689K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 13,049 | $686K | — |
| HST Host Hotels & Resorts Inc. | 0.31% | 41,820 | $682K | — |
| ACN Accenture PLC Class A | 0.30% | 2,672 | $662K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 1,027 | $653K | — |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.29% | 18,639 | $651K | — |
| PRU Prudential Financial Inc. | 0.29% | 6,388 | $646K | — |
| ARE Alexandria Real Estate Equit | 0.29% | 10,861 | $638K | — |
| CBOE Cboe Global Markets Inc. | 0.29% | 2,740 | $638K | — |
| INTC Intel Corp. | 0.29% | 15,409 | $637K | — |
| DGRO iShares Core Dividend Growth | 0.28% | 9,210 | $629K | — |
| NEE Nextera Energy Inc. | 0.28% | 7,655 | $626K | — |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.27% | 19,478 | $608K | — |
| SDG Ish MSCI Glob Sust Deve Goal | 0.26% | 6,961 | $587K | — |
| PWR Quanta Services Inc. | 0.26% | 1,289 | $578K | — |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.26% | 23,656 | $575K | — |
| MDT Medtronic PLC | 0.26% | 6,179 | $567K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.25% | 42,778 | $566K | — |
| UNH Unitedhealth Group Inc. | 0.25% | 1,558 | $554K | — |
| BMY Bristol-Myers Squibb Co. | 0.25% | 12,955 | $552K | — |
| SLF Sun Life Financial Inc. | 0.24% | 8,745 | $540K | — |
| SHEL Shell PLC-ADR | 0.24% | 7,105 | $537K | — |
| TMDX Transmedics Group Inc. | 0.24% | 3,948 | $530K | — |
| MRK Merck & Co. Inc. | 0.24% | 6,114 | $529K | — |
| HPE Hewlett Packard Enterprise | 0.23% | 21,502 | $522K | — |
| WFC Wells Fargo & Co. | 0.23% | 6,066 | $522K | — |
| MOS The Mosaic Co. | 0.23% | 18,149 | $520K | — |
| HSY The Hershey Co. | 0.23% | 2,940 | $515K | — |
| IJR iShares Core S&P Small-Cap E | 0.23% | 4,327 | $514K | — |
| UL Unilever PLC | 0.23% | 8,328 | $508K | — |
| HPQ HP Inc. | 0.22% | 17,889 | $496K | — |
| EW Edwards Lifesciences Corp. | 0.22% | 5,975 | $494K | — |
| GBDC Golub Capital BDC Inc. | 0.22% | 34,948 | $492K | — |
| NFLX Netflix Inc. | 0.22% | 442 | $486K | — |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.22% | 5,460 | $485K | — |
| VOO Vanguard S&P 500 ETF | 0.21% | 753 | $476K | — |
| SCHG Schwab US Large-Cap Growth | 0.21% | 14,067 | $474K | — |
| A Agilent Technologies Inc. | 0.21% | 3,280 | $470K | — |
| T AT&T Inc. | 0.20% | 18,113 | $455K | — |
| RELX Relx PLC - Spon ADR | 0.20% | 10,168 | $454K | — |
| KBWB Invesco KBW Bank ETF | 0.20% | 5,939 | $453K | — |
| PEP Pepsico Inc. | 0.20% | 3,041 | $444K | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.20% | 4,371 | $442K | — |
| IQV Iqvia Holdings Inc. | 0.19% | 1,980 | $431K | — |
| DVYE iShares Emerging Markets Div | 0.19% | 13,891 | $426K | — |
| VGT Vanguard Info Tech ETF | 0.19% | 530 | $425K | — |
| SYK Stryker Corp. | 0.19% | 1,145 | $423K | — |
| CAT Caterpillar Inc. | 0.19% | 716 | $419K | — |
| SUSA iShares ESG Optimized MSCI U | 0.19% | 2,997 | $418K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 8,827 | $416K | — |
| PLD Prologis Inc. | 0.19% | 3,361 | $415K | — |
| ENB Enbridge Inc. | 0.18% | 8,789 | $410K | — |
| HD Home Depot Inc. | 0.18% | 1,077 | $407K | — |
| CB Chubb Ltd. | 0.18% | 1,448 | $403K | — |
| LNG Cheniere Energy Inc. | 0.18% | 1,889 | $399K | — |
| HASI Ha Sustainable Infrastructur | 0.18% | 14,090 | $396K | — |
| XIFR XPLR Infrastructure LP | 0.18% | 39,789 | $394K | — |
| HTGC Hercules Capital Inc. | 0.18% | 22,181 | $394K | — |
| CEG Constellation Energy | 0.17% | 962 | $386K | — |
| ZTS Zoetis Inc. | 0.17% | 2,682 | $386K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.17% | 6,276 | $384K | — |
| GSK GSK PLC-Spon ADR | 0.17% | 8,302 | $381K | — |
| CWEN Clearway Energy Inc. Class C | 0.17% | 11,855 | $377K | — |
| O Realty Income Corp. | 0.17% | 6,459 | $377K | — |
| PSX Phillips 66 | 0.17% | 2,720 | $375K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.17% | 6,469 | $375K | — |
| MAR Marriott International Class A | 0.17% | 1,409 | $371K | — |
| DHR Danaher Corp. | 0.17% | 1,720 | $368K | — |
| ING ING Groep N.V.-Sponsored ADR | 0.16% | 15,129 | $366K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 3,272 | $361K | — |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 642 | $358K | — |
| AMP Ameriprise Financial Inc. | 0.16% | 745 | $357K | — |
| VRSN Verisign Inc. | 0.16% | 1,526 | $355K | — |
| LMT Lockheed Martin Corp. | 0.16% | 731 | $355K | — |
| COF Capital One Financial Corp. | 0.16% | 1,603 | $350K | — |
| SCHA Schwab US Small-Cap ETF | 0.16% | 12,367 | $348K | — |
| EXPE Expedia Group Inc. | 0.15% | 1,547 | $340K | — |
| IAT iShares US Regional Banks Et | 0.15% | 6,846 | $336K | — |
| GD General Dynamics Corp. | 0.15% | 972 | $334K | — |
| PFE Pfizer Inc. | 0.15% | 13,683 | $332K | — |
| GE General Electric filed as GE AEROSPACE | 0.15% | 1,057 | $332K | — |
| MS Morgan Stanley | 0.15% | 2,021 | $331K | — |
| C Citigroup Inc. | 0.15% | 3,343 | $331K | — |
| UGI Ugi Corp. | 0.15% | 9,785 | $325K | — |
| BBY Best Buy Co. Inc. | 0.14% | 3,831 | $322K | — |
| RTX RTX Corp. | 0.14% | 1,785 | $315K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.14% | 3,864 | $312K | — |
| CCI Crown Castle Inc. | 0.14% | 3,378 | $312K | — |
| WMB Williams Cos Inc. | 0.14% | 5,387 | $307K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.14% | 11,362 | $304K | — |
| PNR Pentair PLC | 0.14% | 2,794 | $301K | — |
| RBLX Roblox Corp. Class A | 0.13% | 2,226 | $298K | — |
| DAL Delta Air Lines Inc. | 0.13% | 5,027 | $295K | — |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.13% | 1,742 | $294K | — |
| ESGD iShares Trust iShares ESG Aw | 0.13% | 3,099 | $294K | — |
| XOM Exxon Mobil Corp. | 0.13% | 2,513 | $293K | — |
| AEP American Electric Power | 0.13% | 2,338 | $285K | — |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 1,403 | $279K | — |
| ZS Zscaler Inc. | 0.13% | 868 | $279K | — |
| GNRC Generac Holdings Inc. | 0.13% | 1,539 | $278K | — |
| GM General Motors Co. | 0.12% | 4,002 | $277K | — |
| VONV Vanguard Russell 1000 Value | 0.12% | 3,070 | $276K | — |
| NXTE Axs Green Alpha ETF | 0.12% | 6,760 | $274K | — |
| PCG P G & E Corp. | 0.12% | 17,387 | $274K | — |
| SNOW Snowflake Inc. | 0.12% | 1,013 | $273K | — |
| PNC PNC Financial Services Group | 0.12% | 1,506 | $273K | — |
| JCI Johnson Controls Internation | 0.12% | 2,344 | $266K | — |
| ZM Zoom Communications Inc. | 0.12% | 3,188 | $266K | — |
| BP BP PLC-Spons ADR | 0.12% | 7,370 | $259K | — |
| ETR Entergy Corp. | 0.12% | 2,710 | $259K | — |
| MU Micron Technology Inc. | 0.12% | 1,131 | $256K | — |
| ABNB Airbnb Inc. Class A | 0.11% | 1,996 | $252K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 3,425 | $249K | — |
| MCD McDonald's Corp. | 0.11% | 809 | $245K | — |
| TRV The Travelers Cos Inc. | 0.11% | 909 | $244K | — |
| ETN Eaton Corp. PLC | 0.11% | 623 | $242K | — |
| AMLP Alerian MLP ETF | 0.11% | 5,133 | $240K | — |
| DHIL Diamond Hill Investment Grp | 0.11% | 1,841 | $240K | — |
| BKNG Booking Holdings Inc. | 0.11% | 47 | $239K | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.11% | 2,834 | $238K | — |
| KVUE Kenvue Inc. | 0.11% | 16,538 | $237K | — |
| EME Emcor Group Inc. | 0.11% | 304 | $236K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 727 | $231K | — |
| SNDK Sandisk Corp. | 0.10% | 1,126 | $230K | — |
| MAS Masco Corp. | 0.10% | 3,525 | $230K | — |
| IWD iShares Russell 1000 Value E | 0.10% | 1,117 | $229K | — |
| FTI Technipfmc PLC | 0.10% | 5,571 | $229K | — |
| LYB Lyondellbasell Indu Class A | 0.10% | 4,886 | $228K | — |
| FDX FedEx Corp. | 0.10% | 894 | $223K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.10% | 4,684 | $220K | — |
| HOLX Hologic Inc. | 0.10% | 2,945 | $218K | — |
| VEEV Veeva Systems Inc. Class A | 0.10% | 759 | $218K | — |
| WAB Wabtec Corp. | 0.10% | 1,079 | $217K | — |
| ANET Arista Networks Inc. | 0.10% | 1,329 | $215K | — |
| FIX Comfort Systems USA Inc. | 0.09% | 205 | $207K | — |
| ET Energy Transfer LP | 0.09% | 12,173 | $206K | — |
| NTRA Natera Inc. | 0.09% | 1,063 | $205K | — |
| LKQ LKQ Corp. | 0.09% | 6,783 | $204K | — |
| TGT Target Corp. | 0.09% | 2,144 | $202K | — |
| BEN Franklin Templeton Inc. | 0.09% | 8,743 | $201K | — |
| MPC Marathon Petroleum Corp. | 0.09% | 1,022 | $200K | — |
| ADT Adt Inc. | 0.07% | 18,399 | $158K | — |
| TNGY Tortoise Energy ETF | 0.07% | 17,750 | $158K | — |
| BDN Brandywine Realty Trust | 0.07% | 44,243 | $153K | — |
| GPMT Granite Point Mortgage Trust | 0.06% | 50,185 | $137K | — |
| CIG Cia Energetica DE-Spon ADR | 0.03% | 34,774 | $72K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.