Investment Research Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Investment Research Partners LLC reported 230 stock positions worth $232.8 million. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 4.2%) and iShares Core S&P 500 ETF (IVV, 3.8%). Compared with Q3 2025, it opened 18 new positions, sold out of 12, added to 113 and reduced 71. The biggest buy was a new position in Ciena (CIEN) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- LEMONT, PA
- CIK
- 0002069274
- Portfolio Value
- $232.8M (Q4 2025)
- SEC Filing
- 0002069274-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 230 stocks · $232.8M
| NVDA Nvidia Corp. | 4.50% | 56,133 | $10.5M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 4.17% | 97,161 | $9.7M | Add +5.9% |
| IVV iShares Core S&P 500 ETF | 3.85% | 13,075 | $9.0M | Add +1.8% |
| SUB iShares Short-Term National | 3.74% | 81,546 | $8.7M | Reduce -2.6% |
| AAPL Apple Inc. | 3.18% | 27,221 | $7.4M | Add +3.5% |
| PTL Inspire 500 ETF | 3.02% | 28,309 | $7.0M | Reduce -1.5% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 2.57% | 305,884 | $6.0M | Add +3.0% |
| MSFT Microsoft Corp. | 2.45% | 11,801 | $5.7M | Reduce -2.9% |
| CIEN Ciena Corp. | 2.36% | 23,462 | $5.5M | New |
| ISTB iShares Core 1-5 Year Usd Bo | 2.24% | 107,114 | $5.2M | Add +2.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.13% | 73,805 | $5.0M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 2.09% | 15,538 | $4.9M | Add +1.7% |
| AVGO Broadcom Inc. | 1.64% | 11,044 | $3.8M | Add +7.5% |
| MUB iShares National Muni Bond E | 1.40% | 30,526 | $3.3M | Add +10.5% |
| RSP Invesco S&P 500 Equal Weight | 1.39% | 16,848 | $3.2M | Add +22.3% |
| HDV iShares Core High Dividend E | 1.35% | 25,820 | $3.1M | Add +36.7% |
| OAIM Oneascent Intl Eqty ETF | 1.27% | 71,460 | $3.0M | Reduce -0.7% |
| SCHO Schwab Short-Term US Treas | 1.16% | 111,157 | $2.7M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.92% | 10,378 | $2.1M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.87% | 6,306 | $2.0M | Add +2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 6,753 | $2.0M | Reduce -0.5% |
| TPSC Timothy Plan US Small Cap Co. | 0.83% | 46,730 | $1.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.83% | 8,339 | $1.9M | Add +10.3% |
| CSCO Cisco Systems Inc. | 0.81% | 24,364 | $1.9M | Add +2.0% |
| XBI SS SPDR S&P Biotech ETF | 0.80% | 15,352 | $1.9M | Reduce -2.7% |
| UPS United Parcel Service Class B | 0.80% | 18,669 | $1.9M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.76% | 1,650 | $1.8M | Add +1.6% |
| DES Wisdomtree US Smallcap Divid | 0.73% | 50,600 | $1.7M | Reduce -1.2% |
| AXP American Express Co. | 0.70% | 4,413 | $1.6M | Add +0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.62% | 17,546 | $1.5M | Add +8.5% |
| IDV iShares International Select | 0.60% | 35,693 | $1.4M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 2,000 | $1.4M | No change |
| WMT Walmart Inc. | 0.58% | 12,147 | $1.4M | Add +0.8% |
| BEPC Brookfield Renewable Corp. | 0.58% | 35,237 | $1.4M | Reduce -1.1% |
| MCK McKesson Corp. | 0.57% | 1,624 | $1.3M | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.57% | 5,492 | $1.3M | Add +5.6% |
| LRCX Lam Research Corp. | 0.57% | 7,735 | $1.3M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.56% | 1,513 | $1.3M | Add +3.4% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 6,377 | $1.3M | Add +48.6% |
| META Meta Platforms Inc. Class A | 0.54% | 1,892 | $1.2M | Add +5.6% |
| ORCL Oracle Corp. | 0.52% | 6,242 | $1.2M | Reduce -7.6% |
| AMGN Amgen Inc. | 0.52% | 3,708 | $1.2M | Add +2.1% |
| TBIL F/M US Treasury 3 Month Bill | 0.51% | 23,630 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.50% | 5,109 | $1.2M | Add +5.3% |
| QCOM Qualcomm Inc. | 0.50% | 6,789 | $1.2M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 2,270 | $1.1M | Add +3.9% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.48% | 103,887 | $1.1M | Add +0.1% |
| TTE Totalenergies SE | 0.48% | 16,941 | $1.1M | Reduce -0.9% |
| V Visa Inc. Class A | 0.47% | 3,148 | $1.1M | Add +6.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.46% | 3,514 | $1.1M | Reduce -1.6% |
| DFUS Dimensional US Eq MKT ETF | 0.46% | 14,312 | $1.1M | Reduce -7.5% |
| VRT Vertiv Holdings Co. Class A | 0.46% | 6,540 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.44% | 1,809 | $1.0M | Add +3.9% |
| IEMG iShares Core MSCI Emerging | 0.42% | 14,380 | $967K | Add +1.2% |
| TSLA Tesla Inc. | 0.41% | 2,105 | $947K | Add +20.1% |
| VZ Verizon Communications Inc. | 0.40% | 23,087 | $940K | Reduce -8.4% |
| KHC The Kraft Heinz Co. | 0.40% | 38,631 | $937K | Add +0.7% |
| GILD Gilead Sciences Inc. | 0.40% | 7,584 | $931K | Reduce -3.2% |
| AME Ametek Inc. | 0.40% | 4,528 | $930K | Reduce -0.6% |
| IQLT iShares MSCI International Q | 0.40% | 20,243 | $920K | Add +0.1% |
| ROP Roper Technologies Inc. | 0.39% | 2,056 | $915K | Add +10.8% |
| CVX Chevron Corp. | 0.38% | 5,772 | $880K | Add +3.8% |
| GOOG Alphabet Inc. Class C | 0.37% | 2,775 | $871K | Add +10.9% |
| RF Regions Financial Corp. | 0.37% | 31,823 | $862K | Reduce -0.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 36,600 | $855K | Add +5.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.37% | 9,549 | $854K | Reduce -0.7% |
| NVS Novartis AG-Sponsored ADR | 0.37% | 6,195 | $854K | Add +1.2% |
| TYG Tortoise Energy Infrastruct | 0.36% | 20,575 | $842K | New |
| ACN Accenture PLC Class A | 0.35% | 3,046 | $817K | Add +14.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.35% | 3,791 | $812K | Reduce -0.2% |
| NUE Nucor Corp. | 0.34% | 4,800 | $783K | Reduce -0.2% |
| HST Host Hotels & Resorts Inc. | 0.33% | 43,639 | $774K | Add +4.3% |
| DE Deere & Co. | 0.33% | 1,660 | $773K | Add +0.8% |
| SHG Shinhan Financial Group-ADR | 0.33% | 14,233 | $763K | Reduce -1.1% |
| EXC Exelon Corp. | 0.33% | 17,357 | $757K | Add +4.5% |
| MTD Mettler-Toledo International | 0.32% | 531 | $740K | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.32% | 7,654 | $735K | No change |
| PRU Prudential Financial Inc. | 0.32% | 6,503 | $734K | Add +1.8% |
| PG The Procter & Gamble Co. | 0.32% | 5,121 | $734K | Reduce -21.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 13,248 | $729K | Add +1.5% |
| ADBE Adobe Inc. | 0.31% | 2,044 | $715K | Reduce -25.7% |
| BMY Bristol-Myers Squibb Co. | 0.30% | 13,134 | $708K | Add +1.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 661 | $707K | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.30% | 6,710 | $706K | Add +9.8% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.30% | 23,608 | $690K | Reduce -0.2% |
| CBOE Cboe Global Markets Inc. | 0.30% | 2,746 | $689K | Add +0.2% |
| ORLY O'reilly Automotive Inc. | 0.30% | 7,552 | $689K | Reduce -4.3% |
| FISV Fiserv Inc. | 0.29% | 10,188 | $684K | Reduce -1.0% |
| DGRO iShares Core Dividend Growth | 0.27% | 9,150 | $635K | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 1,027 | $631K | No change |
| NEE Nextera Energy Inc. | 0.26% | 7,666 | $615K | Add +0.1% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.25% | 6,895 | $581K | Reduce -0.9% |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.25% | 18,639 | $577K | No change |
| SHEL Shell PLC-ADR | 0.25% | 7,815 | $574K | Add +10.0% |
| ARE Alexandria Real Estate Equit | 0.25% | 11,695 | $572K | Add +7.7% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.25% | 19,406 | $572K | Reduce -0.4% |
| WFC Wells Fargo & Co. | 0.24% | 6,066 | $565K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.24% | 42,504 | $558K | Reduce -0.6% |
| SLF Sun Life Financial Inc. | 0.24% | 8,807 | $550K | Add +0.7% |
| AMP Ameriprise Financial Inc. | 0.23% | 1,096 | $537K | Add +47.1% |
Options reported separately and not counted above: CIEN puts ($101K), NVDA puts ($70K), SPY puts ($945).
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -2.9% | 2.45% | −0.51 |
| XTEAX Tortoise Sust&social Imp Ter | Sold out | 0.00% | −0.39 |
| ORCL Oracle Corp. | Reduce -7.6% | 0.52% | −0.31 |
| SUB iShares Short-Term National | Reduce -2.6% | 3.74% | −0.27 |
| PTL Inspire 500 ETF | Reduce -1.5% | 3.02% | −0.26 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.19 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.17 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.13 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.13 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -21.7% | 0.32% | −0.12 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.11 |
| ADBE Adobe Inc. | Reduce -25.7% | 0.31% | −0.11 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.11 |
| EME Emcor Group Inc. | Sold out | 0.00% | −0.11 |
| BEPC Brookfield Renewable Corp. | Reduce -1.1% | 0.58% | −0.10 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.10 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.09 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.09 |
| SCHO Schwab Short-Term US Treas | Reduce -2.5% | 1.16% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.86% | −0.08 |
| DFUS Dimensional US Eq MKT ETF | Reduce -7.5% | 0.46% | −0.06 |
| INTC Intel Corp. | Reduce -6.4% | 0.23% | −0.06 |
| MOS The Mosaic Co. | Reduce -3.3% | 0.18% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -8.4% | 0.40% | −0.05 |
| XIFR XPLR Infrastructure LP | Reduce -23.7% | 0.13% | −0.05 |
| OAIM Oneascent Intl Eqty ETF | Reduce -0.7% | 1.27% | −0.05 |
| ZTS Zoetis Inc. | Reduce -8.3% | 0.13% | −0.04 |
| ORLY O'reilly Automotive Inc. | Reduce -4.3% | 0.30% | −0.04 |
| GNRC Generac Holdings Inc. | Reduce -4.2% | 0.09% | −0.04 |
| TPSC Timothy Plan US Small Cap Co. | Reduce -1.3% | 0.83% | −0.04 |
| LNG Cheniere Energy Inc. | Reduce -9.3% | 0.14% | −0.04 |
| O Realty Income Corp. | Reduce -14.5% | 0.13% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 0.21% | −0.04 |
| SNOW Snowflake Inc. | Reduce -6.8% | 0.09% | −0.03 |
| PWR Quanta Services Inc. | Reduce -2.9% | 0.23% | −0.03 |
| FISV Fiserv Inc. | Reduce -1.0% | 0.29% | −0.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.6% | 0.46% | −0.03 |
| DES Wisdomtree US Smallcap Divid | Reduce -1.2% | 0.73% | −0.03 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Reduce -0.4% | 0.25% | −0.03 |
| MDT Medtronic PLC | Reduce -10.8% | 0.23% | −0.03 |
| GE General Electric | Reduce -12.2% | 0.12% | −0.03 |
| A Agilent Technologies Inc. | Reduce -1.0% | 0.19% | −0.02 |
| GBDC Golub Capital BDC Inc. | Reduce -1.0% | 0.20% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.2% | 0.11% | −0.02 |
| ADT Adt Inc. | Reduce -18.2% | 0.05% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.2% | 0.30% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -3.2% | 0.40% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.7% | 0.37% | −0.02 |
| SJM The JM Smucker Co. | Reduce -0.5% | 0.18% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| CIEN Ciena Corp. | New | 2.36% | +2.36 |
| TYG Tortoise Energy Infrastruct | New | 0.36% | +0.36 |
| HDV iShares Core High Dividend E | Add +36.7% | 1.35% | +0.33 |
| RSP Invesco S&P 500 Equal Weight | Add +22.3% | 1.39% | +0.22 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 2.09% | +0.20 |
| DOLE Dole PLC | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | Add +1.6% | 0.76% | +0.17 |
| QUAL iShares MSCI USA Quality Fac | Add +48.6% | 0.54% | +0.16 |
| TEAM Atlassian Corp. Class A | New | 0.15% | +0.15 |
| SCHX Schwab US Large-Cap ETF | New | 0.15% | +0.15 |
| CNC Centene Corp. | New | 0.14% | +0.14 |
| EIX Edison International | New | 0.13% | +0.13 |
| DG Dollar General Corp. | New | 0.11% | +0.11 |
| EXAS Exact Sciences Corp. | New | 0.10% | +0.10 |
| REGN Regeneron Pharmaceuticals | New | 0.10% | +0.10 |
| MEDP Medpace Holdings Inc. | New | 0.10% | +0.10 |
| ESTC Elastic NV | New | 0.09% | +0.09 |
| ADP Automatic Data Processing | New | 0.09% | +0.09 |
| LVS Las Vegas Sands Corp. | New | 0.09% | +0.09 |
| EHC Encompass Health Corp. | New | 0.09% | +0.09 |
| DEA Easterly Government Properti | New | 0.09% | +0.09 |
| HIG Hartford Insurance Group Inc. | New | 0.09% | +0.09 |
| FCX Freeport-McMoran Inc. | New | 0.09% | +0.09 |
| BKNG Booking Holdings Inc. | Add +70.2% | 0.18% | +0.08 |
| AMP Ameriprise Financial Inc. | Add +47.1% | 0.23% | +0.07 |
| MUB iShares National Muni Bond E | Add +10.5% | 1.40% | +0.07 |
| JNJ Johnson & Johnson | Add +1.6% | 0.92% | +0.07 |
| MRK Merck & Co. Inc. | Add +9.8% | 0.30% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +10.9% | 0.37% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +1.4% | 0.30% | +0.06 |
| GM General Motors Co. | Add +28.0% | 0.18% | +0.05 |
| ACN Accenture PLC Class A | Add +14.0% | 0.35% | +0.05 |
| EXPE Expedia Group Inc. | Add +6.0% | 0.20% | +0.05 |
| AMGN Amgen Inc. | Add +2.1% | 0.52% | +0.04 |
| AMZN Amazon.com Inc. | Add +10.3% | 0.83% | +0.04 |
| TSLA Tesla Inc. | Add +20.1% | 0.41% | +0.04 |
| CSCO Cisco Systems Inc. | Add +2.0% | 0.81% | +0.04 |
| CB Chubb Ltd. | Add +11.1% | 0.22% | +0.03 |
| DAL Delta Air Lines Inc. | Add +10.5% | 0.17% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Add +1.2% | 0.37% | +0.03 |
| COF Capital One Financial Corp. | Add +12.7% | 0.19% | +0.03 |
| DHIL Diamond Hill Investment Grp | Add +1.0% | 0.14% | +0.03 |
| PLD Prologis Inc. | Add +15.2% | 0.21% | +0.03 |
| WMT Walmart Inc. | Add +0.8% | 0.58% | +0.03 |
| HST Host Hotels & Resorts Inc. | Add +4.3% | 0.33% | +0.03 |
| PRU Prudential Financial Inc. | Add +1.8% | 0.32% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 0.87% | +0.02 |
| MU Micron Technology Inc. | Add +0.3% | 0.14% | +0.02 |
| MAR Marriott International Class A | Add +0.9% | 0.19% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 0.49% | +0.02 |
Options Activity Q3 2025 → Q4 2025
| CIEN Ciena Corp. | put | New | 22,000 | $101K |
| NVDA Nvidia Corp. | put | New | 9,300 | $70K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 5,100 | $945 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.