Investment Research Partners Llc Portfolio Stock Holdings
Investment Research Partners Llc disclosed 245 stock positions valued at approximately $245.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on April 29, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 245
- Portfolio Value
- $245.8M
Holdings by Sector
Investment Research Partners Llc Portfolio Holdings in Q1 2026
240 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SUB | Other | 3.92% | 90,494 | +8,948 | +10.97% | $9,637,629 |
| ISHARES TR | AGG | Other | 3.91% | 96,833 | -328 | -0.34% | $9,612,612 |
| NVIDIA CORPORATION | NVDA | Technology | 3.80% | 53,563 | -2,570 | -4.58% | $9,341,356 |
| ISHARES TR | IVV | Other | 3.45% | 12,984 | -91 | -0.70% | $8,481,341 |
| ABRDN ETFS | BCI | Other | 3.28% | 332,230 | +26,346 | +8.61% | $8,069,873 |
| CIENA CORP | CIEN | Technology | 3.28% | 20,773 | -2,689 | -11.46% | $8,064,702 |
| NORTHERN LTS FD TR IV | PTL | Other | 3.05% | 29,949 | +1,640 | +5.79% | $7,503,748 |
| APPLE INC | AAPL | Technology | 2.72% | 26,302 | -919 | -3.38% | $6,675,122 |
| ISHARES TR | ISTB | Other | 2.45% | 124,023 | +16,909 | +15.79% | $6,010,158 |
| ISHARES TR | ACWX | Other | 2.14% | 76,855 | +3,050 | +4.13% | $5,262,263 |
| ALPHABET INC | GOOGL | Communication Services | 1.85% | 15,828 | +290 | +1.87% | $4,551,364 |
| MICROSOFT CORP | MSFT | Technology | 1.77% | 11,779 | -22 | -0.19% | $4,360,050 |
| ISHARES TR | MUB | Other | 1.53% | 35,372 | +4,846 | +15.87% | $3,754,757 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.44% | 18,457 | +1,609 | +9.55% | $3,542,299 |
| ISHARES TR | HDV | Other | 1.42% | 25,648 | -172 | -0.67% | $3,480,954 |
| BROADCOM INC | AVGO | Technology | 1.27% | 10,113 | -931 | -8.43% | $3,129,961 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.26% | 127,657 | +16,500 | +14.84% | $3,098,235 |
| META PLATFORMS INC | META | Communication Services | 1.20% | 5,144 | +3,252 | +171.88% | $2,942,895 |
| TIMOTHY PLAN | TPSC | Other | 0.87% | 50,339 | +3,609 | +7.72% | $2,136,636 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.83% | 8,329 | -2,049 | -19.74% | $2,036,007 |
| SPDR SERIES TRUST | XBI | Other | 0.78% | 14,963 | -389 | -2.53% | $1,911,226 |
| CISCO SYS INC | CSCO | Technology | 0.76% | 23,987 | -377 | -1.55% | $1,861,168 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.74% | 18,609 | -60 | -0.32% | $1,830,723 |
| WISDOMTREE TR | DES | Other | 0.74% | 50,916 | +316 | +0.62% | $1,829,921 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.71% | 5,939 | -367 | -5.82% | $1,747,076 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.69% | 1,707 | +194 | +12.82% | $1,700,963 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.69% | 6,742 | +202 | +3.09% | $1,689,426 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.64% | 6,449 | -304 | -4.50% | $1,563,191 |
| ISHARES TR | IBMP | Other | 0.63% | 60,423 | +60,423 | +100.00% | $1,537,161 |
| ISHARES TR | SHY | Other | 0.62% | 18,507 | +961 | +5.48% | $1,528,123 |
| ELI LILLY & CO | LLY | Healthcare | 0.62% | 1,653 | +3 | +0.18% | $1,520,446 |
| ISHARES TR | IDV | Other | 0.61% | 35,490 | -203 | -0.57% | $1,510,454 |
| WALMART INC | WMT | Consumer Defensive | 0.61% | 12,125 | -22 | -0.18% | $1,506,835 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.60% | 7,062 | -1,277 | -15.31% | $1,470,803 |
| LAM RESEARCH CORP | LRCX | Other | 0.59% | 6,814 | -921 | -11.91% | $1,455,811 |
| MCKESSON CORP | MCK | Healthcare | 0.57% | 1,606 | -18 | -1.11% | $1,390,152 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.56% | 4,516 | +103 | +2.33% | $1,365,849 |
| AMGEN INC | AMGN | Healthcare | 0.52% | 3,666 | -42 | -1.13% | $1,289,855 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.51% | 1,928 | -72 | -3.60% | $1,253,681 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.51% | 5,299 | -193 | -3.51% | $1,252,066 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.50% | 3,641 | +127 | +3.61% | $1,230,476 |
| RBB FD INC | TBIL | Other | 0.48% | 23,630 | - | - | $1,178,192 |
| BROOKFIELD RENEWABLE CORP | BEPC | Other | 0.48% | 29,533 | -5,704 | -16.19% | $1,176,299 |
| CHEVRON CORPORATION | CVX | Energy | 0.47% | 5,579 | -193 | -3.34% | $1,154,329 |
| ISHARES TR | IBMQ | Other | 0.47% | 44,965 | +44,965 | +100.00% | $1,147,956 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.46% | 22,510 | -577 | -2.50% | $1,130,023 |
| ALLIANCEBERNSTEIN GLOBAL HIG | XAWFX | Other | 0.43% | 105,028 | +1,141 | +1.10% | $1,068,135 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.43% | 2,108 | +299 | +16.53% | $1,053,303 |
| ABBVIE INC | ABBV | Healthcare | 0.43% | 4,808 | -301 | -5.89% | $1,045,602 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.43% | 2,180 | -90 | -3.96% | $1,044,698 |
| TORTOISE ENERGY INFRSTRCTR C | TYG | Financial Services | 0.42% | 20,752 | +177 | +0.86% | $1,034,512 |
| AMETEK INC | AME | Industrials | 0.41% | 4,747 | +219 | +4.84% | $1,017,602 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.41% | 14,328 | +16 | +0.11% | $1,015,998 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.41% | 16,751 | +3,617 | +27.54% | $1,015,962 |
| ISHARES INC | IEMG | Other | 0.40% | 14,055 | -325 | -2.26% | $980,336 |
| ORACLE CORP | ORCL | Technology | 0.40% | 6,628 | +386 | +6.18% | $975,111 |
| DEERE & CO | DE | Industrials | 0.39% | 1,696 | +36 | +2.17% | $955,525 |
| ISHARES TR | IQLT | Other | 0.38% | 20,243 | - | - | $935,827 |
| NOVARTIS AG | NVS | Healthcare | 0.38% | 6,123 | -72 | -1.16% | $935,288 |
| VISA INC | V | Financial Services | 0.38% | 3,076 | -72 | -2.29% | $929,632 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.38% | 41,145 | +2,514 | +6.51% | $925,345 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.37% | 39,314 | +2,714 | +7.42% | $912,871 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.37% | 6,303 | +1,182 | +23.08% | $910,461 |
| ASML HLDG NV | ASML | Other | 0.37% | 689 | +28 | +4.24% | $910,052 |
| SHINHAN FINANCIAL GROUP CO L | SHG | Financial Services | 0.36% | 14,471 | +238 | +1.67% | $887,362 |
| QUALCOMM INC | QCOM | Technology | 0.36% | 6,890 | +101 | +1.49% | $887,235 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.35% | 33,203 | +1,380 | +4.34% | $867,263 |
| ISHARES TR | IEFA | Other | 0.35% | 9,549 | - | - | $864,427 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.35% | 6,125 | -1,459 | -19.24% | $853,674 |
| HOST HOTELS & RESORTS INC | HST | Real Estate | 0.35% | 44,452 | +813 | +1.86% | $851,699 |
| NUCOR CORP | NUE | Basic Materials | 0.34% | 4,999 | +199 | +4.15% | $845,394 |
| EXELON CORP | EXC | Utilities | 0.34% | 17,208 | -149 | -0.86% | $843,551 |
| ISHARES TR | QUAL | Other | 0.33% | 4,286 | -2,091 | -32.79% | $822,098 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 0.33% | 2,883 | +137 | +4.99% | $810,374 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.33% | 3,876 | +85 | +2.24% | $798,805 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 0.32% | 2,206 | +150 | +7.30% | $780,671 |
| ISHARES TR | IBMO | Other | 0.32% | 30,257 | +30,257 | +100.00% | $775,487 |
| ALPHABET INC | GOOG | Communication Services | 0.31% | 2,631 | -144 | -5.19% | $754,778 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.31% | 8,115 | +449 | +5.86% | $753,705 |
| MERCK & CO INC | MRK | Healthcare | 0.31% | 6,261 | -449 | -6.69% | $753,084 |
| ORIX CORP | IX | Financial Services | 0.30% | 24,824 | +1,216 | +5.15% | $744,472 |
| ADOBE INC | ADBE | Technology | 0.30% | 3,048 | +1,004 | +49.12% | $740,908 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.30% | 8,005 | +453 | +6.00% | $738,942 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 1,964 | -141 | -6.70% | $730,117 |
| FISERV INC | FI | Technology | 0.29% | 12,641 | +2,453 | +24.08% | $705,368 |
| ISHARES TR | DGRO | Other | 0.29% | 10,010 | +860 | +9.40% | $702,498 |
| METTLER TOLEDO INTERNATIONAL | MTD | Healthcare | 0.28% | 555 | +24 | +4.52% | $699,966 |
| ISHARES TR | EFA | Other | 0.28% | 7,138 | -516 | -6.74% | $693,314 |
| SHELL PLC | SHEL | Energy | 0.27% | 7,233 | -582 | -7.45% | $672,629 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.27% | 6,832 | +329 | +5.06% | $667,459 |
| ALEXANDRIA REAL ESTATE EQ IN | ARE | Real Estate | 0.27% | 14,309 | +2,614 | +22.35% | $664,242 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 1,127 | +100 | +9.74% | $650,482 |
| QUANTA SVCS INC | PWR | Industrials | 0.26% | 1,181 | -71 | -5.67% | $648,393 |
| ISHARES TR | SDG | Other | 0.25% | 7,339 | +444 | +6.44% | $616,127 |
| HERSHEY CO | HSY | Consumer Defensive | 0.25% | 2,940 | - | - | $611,197 |
| ABRDN ETFS | BCD | Other | 0.25% | 17,026 | -1,613 | -8.65% | $609,190 |
| SUN LIFE FINANCIAL INC. | SLF | Financial Services | 0.24% | 9,487 | +680 | +7.72% | $593,507 |
| INTEL CORP | INTC | Technology | 0.24% | 13,109 | -1,314 | -9.11% | $578,500 |
| PHILLIPS 66 | PSX | Energy | 0.23% | 3,157 | +27 | +0.86% | $575,113 |
| CATERPILLAR INC | CAT | Industrials | 0.23% | 810 | - | - | $573,498 |