Investment Research Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Investment Research Partners Llc disclosed 279 stock positions valued at approximately $295.32M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 279
- Portfolio Value
- $295.32M
Holdings by Sector
Investment Research Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 4.47% | 57,789 | +263 | +0.46% | $13,197,869 |
| APPLE INC | AAPL | Technology | 3.34% | 29,618 | +219 | +0.74% | $9,863,378 |
| ISHARES TR | IVV | Other | 3.32% | 12,809 | -92 | -0.71% | $9,810,136 |
| ISHARES TR | AGG | Other | 3.27% | 102,219 | -1,924 | -1.85% | $9,663,770 |
| ABRDN ETFS | BCI | Other | 3.02% | 345,035 | +6,952 | +2.06% | $8,926,062 |
| NORTHERN LTS FD TR IV | PTL | Other | 2.84% | 30,812 | +775 | +2.58% | $8,385,234 |
| ISHARES TR | SUB | Other | 2.72% | 76,937 | +4,540 | +6.27% | $8,043,008 |
| MICROSOFT CORP | MSFT | Technology | 2.52% | 14,503 | +425 | +3.02% | $7,438,474 |
| ISHARES TR | IGIB | Other | 2.34% | 137,296 | +15,449 | +12.68% | $6,912,833 |
| ISHARES TR | ACWX | Other | 2.12% | 82,880 | +2,491 | +3.10% | $6,267,355 |
| ALPHABET INC | GOOGL | Communication Services | 1.87% | 16,092 | -227 | -1.39% | $5,536,816 |
| ISHARES TR | MUB | Other | 1.75% | 51,068 | +11,909 | +30.41% | $5,162,949 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.41% | 20,045 | +832 | +4.33% | $4,169,715 |
| BROADCOM INC | AVGO | Technology | 1.22% | 10,254 | +51 | +0.50% | $3,601,026 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.21% | 150,217 | +9,169 | +6.50% | $3,584,178 |
| UNIFIED SER TR | OAIM | Other | 1.20% | 74,044 | +986 | +1.35% | $3,538,577 |
| META PLATFORMS INC | META | Communication Services | 1.19% | 4,861 | -788 | -13.95% | $3,524,931 |
| ISHARES TR | HDV | Other | 1.15% | 121,442 | -1,040 | -0.85% | $3,395,517 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.87% | 10,364 | +1,135 | +12.30% | $2,582,191 |
| RBB FD INC | TBIL | Other | 0.85% | 50,099 | +3,433 | +7.36% | $2,497,435 |
| CISCO SYS INC | CSCO | Technology | 0.84% | 23,004 | -170 | -0.73% | $2,475,884 |
| TIMOTHY PLAN | TPSC | Other | 0.80% | 52,887 | +1,472 | +2.86% | $2,364,306 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.77% | 8,566 | -338 | -3.80% | $2,267,658 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.77% | 6,849 | +27 | +0.40% | $2,265,977 |
| SPDR SERIES TRUST | XBI | Other | 0.75% | 14,072 | -253 | -1.77% | $2,218,916 |
| LAM RESEARCH CORP | LRCX | Technology | 0.74% | 6,664 | -316 | -4.53% | $2,189,120 |
| ELI LILLY & CO | LLY | Healthcare | 0.73% | 1,852 | +5 | +0.27% | $2,143,039 |
| WISDOMTREE TR | DES | Other | 0.63% | 49,124 | +1,176 | +2.45% | $1,861,800 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.62% | 19,550 | +363 | +1.89% | $1,826,783 |
| ISHARES TR | SHY | Other | 0.58% | 20,950 | -19,814 | -48.61% | $1,701,140 |
Showing 30 of 279 holdings in the latest reporting period.