Investment Research Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Investment Research Partners Llc disclosed 275 stock positions valued at approximately $295.48M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, ISHARES TR, and CIENA CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 275
- Portfolio Value
- $295.48M
Holdings by Sector
Investment Research Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 3.90% | 57,526 | +3,963 | +7.40% | $11,510,392 |
| ISHARES TR | AGG | Other | 3.49% | 104,143 | +7,310 | +7.55% | $10,308,047 |
| CIENA CORP | CIEN | Technology | 3.46% | 20,831 | +58 | +0.28% | $10,218,855 |
| ISHARES TR | IVV | Other | 3.27% | 12,901 | -83 | -0.64% | $9,661,637 |
| NORTHERN LTS FD TR IV | PTL | Other | 2.91% | 30,037 | +88 | +0.29% | $8,593,412 |
| APPLE INC | AAPL | Technology | 2.88% | 29,399 | +3,097 | +11.77% | $8,506,855 |
| ISHARES TR | SUB | Other | 2.61% | 72,397 | -18,097 | -20.00% | $7,708,066 |
| ABRDN ETFS | BCI | Other | 2.56% | 338,083 | +5,853 | +1.76% | $7,552,780 |
| ISHARES TR | IGIB | Other | 2.19% | 121,847 | +121,847 | +100.00% | $6,478,583 |
| ISHARES TR | ACWX | Other | 2.07% | 80,389 | +3,534 | +4.60% | $6,118,376 |
| ALPHABET INC | GOOGL | Communication Services | 1.97% | 16,319 | +491 | +3.10% | $5,831,774 |
| MICROSOFT CORP | MSFT | Technology | 1.78% | 14,078 | +2,299 | +19.52% | $5,251,247 |
| ISHARES TR | MUB | Other | 1.43% | 39,159 | +3,787 | +10.71% | $4,214,341 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.38% | 19,213 | +756 | +4.10% | $4,087,891 |
| BROADCOM INC | AVGO | Technology | 1.30% | 10,203 | +90 | +0.89% | $3,854,072 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.15% | 141,048 | +13,391 | +10.49% | $3,404,899 |
| ISHARES TR | HDV | Other | 1.14% | 122,482 | +96,834 | +377.55% | $3,357,235 |
| ISHARES TR | SHY | Other | 1.13% | 40,764 | +22,257 | +120.26% | $3,347,132 |
| META PLATFORMS INC | META | Communication Services | 1.08% | 5,649 | +505 | +9.82% | $3,181,891 |
| LAM RESEARCH CORP | LRCX | Other | 1.02% | 6,980 | +166 | +2.44% | $3,024,532 |
| CISCO SYS INC | CSCO | Technology | 0.92% | 23,174 | -813 | -3.39% | $2,722,072 |
| TIMOTHY PLAN | TPSC | Other | 0.83% | 51,415 | +1,076 | +2.14% | $2,466,996 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.79% | 7,001 | +259 | +3.84% | $2,344,101 |
| RBB FD INC | TBIL | Other | 0.79% | 46,666 | +23,036 | +97.49% | $2,326,767 |
| SPDR SERIES TRUST | XBI | Other | 0.77% | 14,325 | -638 | -4.26% | $2,266,975 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.77% | 8,904 | +575 | +6.90% | $2,261,425 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.76% | 6,822 | +883 | +14.87% | $2,233,141 |
| ELI LILLY & CO | LLY | Healthcare | 0.75% | 1,847 | +194 | +11.74% | $2,215,456 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.74% | 9,229 | +2,167 | +30.69% | $2,199,640 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.72% | 7,527 | +1,078 | +16.72% | $2,116,726 |
Showing 30 of 275 holdings in the latest reporting period.