Investment Research Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Investment Research Partners LLC reported 245 stock positions worth $245.8 million. Its top holding was iShares Short-Term National (SUB) at 3.9% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 3.9%) and Nvidia (NVDA, 3.8%). Compared with Q4 2025, it opened 28 new positions, sold out of 13, added to 97 and reduced 90. The biggest buy was Abrdn Bloomberg All Commodit (BCI, shares +9%) and the biggest sale Nvidia (NVDA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LEMONT, PA
- CIK
- 0002069274
- Portfolio Value
- $245.8M (Q1 2026)
- SEC Filing
- 0002069274-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 245 stocks · $245.8M
| SUB iShares Short-Term National | 3.92% | 90,494 | $9.6M | Add +11.0% |
| AGG iShares Core U.S. Aggregate | 3.91% | 96,833 | $9.6M | Reduce -0.3% |
| NVDA Nvidia Corp. | 3.80% | 53,563 | $9.3M | Reduce -4.6% |
| IVV iShares Core S&P 500 ETF | 3.45% | 12,984 | $8.5M | Reduce -0.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 3.28% | 332,230 | $8.1M | Add +8.6% |
| CIEN Ciena Corp. | 3.28% | 20,773 | $8.1M | Reduce -11.5% |
| PTL Inspire 500 ETF | 3.05% | 29,949 | $7.5M | Add +5.8% |
| AAPL Apple Inc. | 2.72% | 26,302 | $6.7M | Reduce -3.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.45% | 124,023 | $6.0M | Add +15.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.14% | 76,855 | $5.3M | Add +4.1% |
| GOOGL Alphabet Inc. Class A | 1.85% | 15,828 | $4.6M | Add +1.9% |
| MSFT Microsoft Corp. | 1.77% | 11,779 | $4.4M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 1.53% | 35,372 | $3.8M | Add +15.9% |
| RSP Invesco S&P 500 Equal Weight | 1.44% | 18,457 | $3.5M | Add +9.6% |
| HDV iShares Core High Dividend E | 1.42% | 25,648 | $3.5M | Reduce -0.7% |
| OAIM Oneascent Intl Eqty ETF | 1.29% | 73,802 | $3.2M | Add +3.3% |
| AVGO Broadcom Inc. | 1.27% | 10,113 | $3.1M | Reduce -8.4% |
| SCHO Schwab Short-Term US Treas | 1.26% | 127,657 | $3.1M | Add +14.8% |
| META Meta Platforms Inc. Class A | 1.20% | 5,144 | $2.9M | Add +171.9% |
| TPSC Timothy Plan US Small Cap Co. | 0.87% | 50,339 | $2.1M | Add +7.7% |
| JNJ Johnson & Johnson | 0.83% | 8,329 | $2.0M | Reduce -19.7% |
| XBI SS SPDR S&P Biotech ETF | 0.78% | 14,963 | $1.9M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.76% | 23,987 | $1.9M | Reduce -1.6% |
| UPS United Parcel Service Class B | 0.74% | 18,609 | $1.8M | Reduce -0.3% |
| DES Wisdomtree US Smallcap Divid | 0.74% | 50,916 | $1.8M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.71% | 5,939 | $1.7M | Reduce -5.8% |
| COST Costco Wholesale Corp. | 0.69% | 1,707 | $1.7M | Add +12.8% |
| VRT Vertiv Holdings Co. Class A | 0.69% | 6,742 | $1.7M | Add +3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 6,449 | $1.6M | Reduce -4.5% |
| TTE Totalenergies SE | 0.63% | 16,980 | $1.5M | Add +0.2% |
| IBMP iShares Ibonds Dec 2027 Term | 0.63% | 60,423 | $1.5M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.62% | 18,507 | $1.5M | Add +5.5% |
| LLY Eli Lilly & Co. | 0.62% | 1,653 | $1.5M | Add +0.2% |
| IDV iShares International Select | 0.61% | 35,490 | $1.5M | Reduce -0.6% |
| WMT Walmart Inc. | 0.61% | 12,125 | $1.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.60% | 7,062 | $1.5M | Reduce -15.3% |
| LRCX Lam Research Corp. | 0.59% | 6,814 | $1.5M | Reduce -11.9% |
| MCK McKesson Corp. | 0.57% | 1,606 | $1.4M | Reduce -1.1% |
| AXP American Express Co. | 0.56% | 4,516 | $1.4M | Add +2.3% |
| AMGN Amgen Inc. | 0.52% | 3,666 | $1.3M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 1,928 | $1.3M | Reduce -3.6% |
| LOW Lowe's Cos Inc. | 0.51% | 5,299 | $1.3M | Reduce -3.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.50% | 3,641 | $1.2M | Add +3.6% |
| TBIL F/M US Treasury 3 Month Bill | 0.48% | 23,630 | $1.2M | No change |
| BEPC Brookfield Renewable Corp. | 0.48% | 29,533 | $1.2M | Reduce -16.2% |
| CVX Chevron Corp. | 0.47% | 5,579 | $1.2M | Reduce -3.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.47% | 44,965 | $1.1M | New |
| VZ Verizon Communications Inc. | 0.46% | 22,510 | $1.1M | Reduce -2.5% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.43% | 105,028 | $1.1M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.43% | 2,108 | $1.1M | Add +16.5% |
| ABBV Abbvie Inc. | 0.43% | 4,808 | $1.0M | Reduce -5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 2,180 | $1.0M | Reduce -4.0% |
| TYG Tortoise Energy Infrastruct | 0.42% | 20,752 | $1.0M | Add +0.9% |
| AME Ametek Inc. | 0.41% | 4,747 | $1.0M | Add +4.8% |
| DFUS Dimensional US Eq MKT ETF | 0.41% | 14,328 | $1.0M | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.41% | 16,751 | $1.0M | Add +27.5% |
| IEMG iShares Core MSCI Emerging | 0.40% | 14,055 | $980K | Reduce -2.3% |
| ORCL Oracle Corp. | 0.40% | 6,628 | $975K | Add +6.2% |
| DE Deere & Co. | 0.39% | 1,696 | $956K | Add +2.2% |
| IQLT iShares MSCI International Q | 0.38% | 20,243 | $936K | No change |
| NVS Novartis AG-Sponsored ADR | 0.38% | 6,123 | $935K | Reduce -1.2% |
| V Visa Inc. Class A | 0.38% | 3,076 | $930K | Reduce -2.3% |
| KHC The Kraft Heinz Co. | 0.38% | 41,145 | $925K | Add +6.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 39,314 | $913K | Add +7.4% |
| PG The Procter & Gamble Co. | 0.37% | 6,303 | $910K | Add +23.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.37% | 689 | $910K | Add +4.2% |
| SHG Shinhan Financial Group-ADR | 0.36% | 14,471 | $887K | Add +1.7% |
| QCOM Qualcomm Inc. | 0.36% | 6,890 | $887K | Add +1.5% |
| RF Regions Financial Corp. | 0.35% | 33,203 | $867K | Add +4.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 9,549 | $864K | No change |
| GILD Gilead Sciences Inc. | 0.35% | 6,125 | $854K | Reduce -19.2% |
| HST Host Hotels & Resorts Inc. | 0.35% | 44,452 | $852K | Add +1.9% |
| NUE Nucor Corp. | 0.34% | 4,999 | $845K | Add +4.2% |
| EXC Exelon Corp. | 0.34% | 17,208 | $844K | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 4,286 | $822K | Reduce -32.8% |
| CBOE Cboe Global Markets Inc. | 0.33% | 2,883 | $810K | Add +5.0% |
| TM Toyota Motor Corp. -Spon ADR | 0.33% | 3,876 | $799K | Add +2.2% |
| ROP Roper Technologies Inc. | 0.32% | 2,206 | $781K | Add +7.3% |
| IBMO iShares Ibonds Dec 2026 Term | 0.32% | 30,257 | $775K | New |
| GOOG Alphabet Inc. Class C | 0.31% | 2,631 | $755K | Reduce -5.2% |
| NEE Nextera Energy Inc. | 0.31% | 8,115 | $754K | Add +5.9% |
| MRK Merck & Co. Inc. | 0.31% | 6,261 | $753K | Reduce -6.7% |
| IX Orix - Sponsored ADR filed as ORIX CORP | 0.30% | 24,824 | $744K | Add +5.2% |
| ADBE Adobe Inc. | 0.30% | 3,048 | $741K | Add +49.1% |
| ORLY O'reilly Automotive Inc. | 0.30% | 8,005 | $739K | Add +6.0% |
| TSLA Tesla Inc. | 0.30% | 1,964 | $730K | Reduce -6.7% |
| FISV Fiserv Inc. | 0.29% | 12,641 | $705K | Add +24.1% |
| DGRO iShares Core Dividend Growth | 0.29% | 10,010 | $702K | Add +9.4% |
| MTD Mettler-Toledo International | 0.28% | 555 | $700K | Add +4.5% |
| EFA iShares MSCI Eafe ETF | 0.28% | 7,138 | $693K | Reduce -6.7% |
| SHEL Shell PLC-ADR | 0.27% | 7,233 | $673K | Reduce -7.5% |
| PRU Prudential Financial Inc. | 0.27% | 6,832 | $667K | Add +5.1% |
| ARE Alexandria Real Estate Equit | 0.27% | 14,309 | $664K | Add +22.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,127 | $650K | Add +9.7% |
| PWR Quanta Services Inc. | 0.26% | 1,181 | $648K | Reduce -5.7% |
| SDG Ish MSCI Glob Sust Deve Goal | 0.25% | 7,339 | $616K | Add +6.4% |
| HSY The Hershey Co. | 0.25% | 2,940 | $611K | No change |
| BCD Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.25% | 17,026 | $609K | Reduce -8.7% |
| SLF Sun Life Financial Inc. | 0.24% | 9,487 | $594K | Add +7.7% |
| INTC Intel Corp. | 0.24% | 13,109 | $579K | Reduce -9.1% |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -4.6% | 3.80% | −0.70 |
| MSFT Microsoft Corp. | Reduce -0.2% | 1.77% | −0.68 |
| AAPL Apple Inc. | Reduce -3.4% | 2.72% | −0.46 |
| IVV iShares Core S&P 500 ETF | Reduce -0.7% | 3.45% | −0.40 |
| AVGO Broadcom Inc. | Reduce -8.4% | 1.27% | −0.37 |
| AGG iShares Core U.S. Aggregate | Reduce -0.3% | 3.91% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -15.3% | 0.60% | −0.23 |
| IBM Intl Business Machines Corp. | Reduce -4.5% | 0.64% | −0.22 |
| QUAL iShares MSCI USA Quality Fac | Reduce -32.8% | 0.33% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -5.8% | 0.71% | −0.16 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.15 |
| ACN Accenture PLC Class A | Reduce -19.0% | 0.20% | −0.15 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.12 |
| TSLA Tesla Inc. | Reduce -6.7% | 0.30% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.11 |
| COF Capital One Financial Corp. | Reduce -37.8% | 0.08% | −0.10 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.10 |
| BEPC Brookfield Renewable Corp. | Reduce -16.2% | 0.48% | −0.10 |
| PEP Pepsico Inc. | Reduce -54.1% | 0.09% | −0.10 |
| BKNG Booking Holdings Inc. | Reduce -37.5% | 0.09% | −0.10 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.10 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Reduce -2.3% | 0.38% | −0.10 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.10 |
| JNJ Johnson & Johnson | Reduce -19.7% | 0.83% | −0.09 |
| ESTC Elastic NV | Sold out | 0.00% | −0.09 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.09 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.09 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.09 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Reduce -13.7% | 0.23% | −0.09 |
| ABBV Abbvie Inc. | Reduce -5.9% | 0.43% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 0.51% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -15.4% | 0.14% | −0.07 |
| EXPE Expedia Group Inc. | Reduce -15.6% | 0.13% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -5.2% | 0.31% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.43% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -3.5% | 0.51% | −0.06 |
| IQV Iqvia Holdings Inc. | Reduce -1.5% | 0.14% | −0.06 |
| GM General Motors Co. | Reduce -21.2% | 0.12% | −0.06 |
| MDT Medtronic PLC | Reduce -10.3% | 0.17% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -19.2% | 0.35% | −0.05 |
| HPQ HP Inc. | Reduce -11.0% | 0.14% | −0.05 |
| ADT Adt Inc. | Sold out | 0.00% | −0.05 |
| CNC Centene Corp. | Reduce -14.6% | 0.09% | −0.05 |
| UPS United Parcel Service Class B | Reduce -0.3% | 0.74% | −0.05 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 0.76% | −0.05 |
| VRSN Verisign Inc. | Reduce -29.5% | 0.10% | −0.05 |
| AMP Ameriprise Financial Inc. | Reduce -7.2% | 0.18% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.20% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| BCI Abrdn Bloomberg All Commodit | Add +8.6% | 3.28% | +0.72 |
| META Meta Platforms Inc. Class A | Add +171.9% | 1.20% | +0.66 |
| IBMP iShares Ibonds Dec 2027 Term | New | 0.63% | +0.63 |
| IBMQ iShares Ibonds Dec 2028 Muni | New | 0.47% | +0.47 |
| IBMO iShares Ibonds Dec 2026 Term | New | 0.32% | +0.32 |
| VRT Vertiv Holdings Co. Class A | Add +3.1% | 0.69% | +0.23 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +15.8% | 2.45% | +0.20 |
| GLD SPDR Gold Shares | New | 0.19% | +0.19 |
| SUB iShares Short-Term National | Add +11.0% | 3.92% | +0.18 |
| TTE Totalenergies SE | Add +0.2% | 0.63% | +0.15 |
| COST Costco Wholesale Corp. | Add +12.8% | 0.69% | +0.13 |
| ABNB Airbnb Inc. Class A | New | 0.13% | +0.13 |
| MUB iShares National Muni Bond E | Add +15.9% | 1.53% | +0.12 |
| BMY Bristol-Myers Squibb Co. | Add +27.5% | 0.41% | +0.11 |
| GLW Corning Inc. | New | 0.11% | +0.11 |
| FBND Fidelity Total Bond ETF | New | 0.10% | +0.10 |
| MPC Marathon Petroleum Corp. | New | 0.10% | +0.10 |
| SCHO Schwab Short-Term US Treas | Add +14.8% | 1.26% | +0.10 |
| COP Conocophillips | New | 0.10% | +0.10 |
| MAA Mid-America Apartment Comm | New | 0.09% | +0.09 |
| EME Emcor Group Inc. | New | 0.09% | +0.09 |
| NOW ServiceNow Inc. | New | 0.09% | +0.09 |
| ETN Eaton Corp. PLC | New | 0.09% | +0.09 |
| D Dominion Energy Inc. | New | 0.09% | +0.09 |
| SPGI S&P Global Inc. | New | 0.09% | +0.09 |
| BEN Franklin Templeton Inc. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.09% | +0.09 |
| KO The Coca-Cola Co. | New | 0.09% | +0.09 |
| GEV GE Vernova Inc. | New | 0.09% | +0.09 |
| CI The Cigna Group | New | 0.09% | +0.09 |
| NEM Newmont Corp. | New | 0.08% | +0.08 |
| MTZ Mastec Inc. | New | 0.08% | +0.08 |
| STX Seagate Technology Holdings | New | 0.08% | +0.08 |
| TJX TJX Companies Inc. | New | 0.08% | +0.08 |
| LYB Lyondellbasell Indu Class A | Add +4.5% | 0.17% | +0.08 |
| LNG Cheniere Energy Inc. | Add +6.7% | 0.21% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | Add +4.2% | 0.37% | +0.07 |
| PSX Phillips 66 | Add +0.9% | 0.23% | +0.06 |
| TYG Tortoise Energy Infrastruct | Add +0.9% | 0.42% | +0.06 |
| DE Deere & Co. | Add +2.2% | 0.39% | +0.06 |
| COLD Americold Realty Trust Inc. | New | 0.06% | +0.06 |
| PG The Procter & Gamble Co. | Add +23.1% | 0.37% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +9.6% | 1.44% | +0.06 |
| FTI Technipfmc PLC | Add +0.6% | 0.16% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.18% | +0.05 |
| CWEN Clearway Energy Inc. Class C | Add +13.2% | 0.21% | +0.04 |
| TGT Target Corp. | Add +22.1% | 0.14% | +0.04 |
| NEE Nextera Energy Inc. | Add +5.9% | 0.31% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.6% | 0.50% | +0.04 |
| GNRC Generac Holdings Inc. | Add +6.8% | 0.13% | +0.04 |
Options Activity Q4 2025 → Q1 2026
| CIEN Ciena Corp. | put | Sold out | 22,000 | $101Kbefore exit |
| NVDA Nvidia Corp. | put | Sold out | 9,300 | $70Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 5,100 | $945before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.