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Investment Research Partners LLC

CIK 2069274 · latest 13F filed 19 October 2026 · Read the filing on EDGAR

Investment Research Partners LLC reported 280 US-listed holdings worth $295.3 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: NVIDIA Corp. (4.5%), Apple Inc. (3.3%) and iShares Core S&P 500 ETF (3.3%). Against the quarter before, it opened 23 positions, added to 143, trimmed 89 and sold out of 21.

Reported holdings$295.3M-0.1% on Q2 2026
Positions280+2 on Q2 2026
The largest ten30.0%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Where the money is
Added toTrimmed
NVDA4.5%AAPL3.3%IVV3.3%AGG3.3%BCI3.0%PTL2.8%SUB2.7%MSFT2.5%IGIB2.3%ACWX2.1%GOOGL1.9%MUB1.7%RSP1.4%AVGO1.2%266 more63.8%

The 14 largest of its 280 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2025: $222.3 million in 224 positions$222MQ3 25Q4 2025: $232.8 million in 230 positions$233MQ4 25Q1 2026: $245.8 million in 245 positions$246MQ1 26Q2 2026: $295.5 million in 278 positions$295MQ2 26Q3 2026: $295.3 million in 280 positions$295MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +13.1% over the 4 quarters to 30 September 2026, against +14.5% for the S&P 500.

Its reported holdingsThe S&P 500
100105110115Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +13.1%S&P 500 +14.5%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 23Added 143Held 25Trimmed 89Sold out 21
Opened: 23Added: 143Held: 25Trimmed: 89Sold out: 21

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 23

  1. iShares Core 1-5 Year USD Bond ETF ISTB$734,715
  2. ExxonMobil Holdings Corp. XOM$504,037
  3. American Tower Corp. AMT$354,553
  4. Occidental Petroleum Corp. OXY$353,993
  5. Veeva Systems Inc. VEEV$290,017
  6. Goldman Sachs Group Inc. GS$288,716
  7. T. Rowe Price Group, Inc. TROW$277,750
  8. Cloudflare Inc. NET$270,184

and 15 more in the table below

Added to 143

  1. iShares Trust MUB+11,909 shares · +30%
  2. iShares Trust IEI+8,347 shares · +176%
  3. iShares Trust IGIB+15,449 shares · +13%
  4. iShares Trust SUB+4,540 shares · +6%
  5. HP Inc. HPQ+10,744 shares · +51%
  6. Amazon.com Inc. AMZN+1,135 shares · +12%
  7. J.M. Smucker Co. SJM+2,164 shares · +31%
  8. Pfizer Inc. PFE+7,760 shares · +34%

and 135 more in the table below

Trimmed 89

  1. Ciena Corp. CIEN-20,068 shares · -96%
  2. iShares Trust SHY-19,814 shares · -49%
  3. Meta Platforms, Inc. META-788 shares · -14%
  4. iShares Trust IBMP-9,990 shares · -39%
  5. Walmart Inc. WMT-2,282 shares · -20%
  6. iShares Trust AGG-1,924 shares · -2%
  7. Pg&E Corp. PCG-14,456 shares · -49%
  8. iShares Core MSCI Emerging Mark IEMG-1,993 shares · -14%

and 81 more in the table below

Sold out of 21

  1. Edison International EIX$432,033 last quarter
  2. KLA Corp. KLAC$346,967 last quarter
  3. TJX Companies Inc. TJX$327,846 last quarter
  4. Cummins Inc. CMI$323,084 last quarter
  5. Boeing Co. BA$316,912 last quarter
  6. PepsiCo Inc. PEP$302,348 last quarter
  7. Aon plc AON$301,838 last quarter
  8. Carpenter Technology Corp. CRS$297,317 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA57.8K$13.2 million4.47%+263
Apple Inc. AAPL29.6K$9.9 million3.34%+219
iShares Core S&P 500 ETF IVV12.8K$9.8 million3.32%-92
iShares Trust AGG102.2K$9.7 million3.27%-1.9K
Abrdn Etfs BCI345.0K$8.9 million3.02%+7.0K
Northern LTS FD Trust IV PTL30.8K$8.4 million2.84%+775
iShares Trust SUB76.9K$8.0 million2.72%+4.5K
Microsoft Corp. MSFT14.5K$7.4 million2.52%+425
iShares Trust IGIB137.3K$6.9 million2.34%+15.4K
iShares Trust ACWX82.9K$6.3 million2.12%+2.5K
Alphabet Inc. GOOGL16.1K$5.5 million1.87%-227
iShares Trust MUB51.1K$5.2 million1.75%+11.9K
Invesco Exchange Traded FD T RSP20.0K$4.2 million1.41%+832
Broadcom Inc. AVGO10.3K$3.6 million1.22%+51
Schwab Strategic Trust SCHO150.2K$3.6 million1.21%+9.2K
Unified Ser Trust OAIM74.0K$3.5 million1.20%+986
Meta Platforms, Inc. META4.9K$3.5 million1.19%-788
iShares Trust HDV121.4K$3.4 million1.15%-1.0K
Amazon.com Inc. AMZN10.4K$2.6 million0.87%+1.1K
RBB FD Inc. TBIL50.1K$2.5 million0.85%+3.4K
Cisco Systems, Inc. CSCO23.0K$2.5 million0.84%-170
Timothy Plan TPSC52.9K$2.4 million0.80%+1.5K
Johnson & Johnson JNJ8.6K$2.3 million0.77%-338
JPMorgan Chase & Co. JPM6.8K$2.3 million0.77%+27
SPDR Ser Trust XBI14.1K$2.2 million0.75%-253
Lam Research Corp. LRCX6.7K$2.2 million0.74%-316
Eli Lilly & Co. LLY1.9K$2.1 million0.73%+5
Wisdomtree Trust DES49.1K$1.9 million0.63%+1.2K
United Parcel Service Inc. UPS19.6K$1.8 million0.62%+363
iShares Trust SHY20.9K$1.7 million0.58%-19.8K
International Business Machines Corp. IBM7.7K$1.7 million0.57%+136
Amgen Inc. AMGN3.9K$1.7 million0.56%+38
Taiwan Semiconductor Manufacturing Company Limited TSM3.6K$1.6 million0.55%-71
Vertiv Holdings Co. VRT6.7K$1.6 million0.55%-283
Costco Wholesale Corp. COST1.8K$1.6 million0.54%-93
TotalEnergies SE TTE18.0K$1.5 million0.52%+250
SPDR S&P 500 SPY2.0K$1.5 million0.52%no change
ASML Holding N.V. ASML834$1.5 million0.51%+11
American Express Co. AXP4.9K$1.5 million0.50%+119
iShares Trust IEI13.1K$1.5 million0.50%+8.3K
McKesson Corp. MCK1.7K$1.5 million0.50%+26
AMETEK Inc. AME5.8K$1.4 million0.49%+423
iShares Trust IDV34.2K$1.4 million0.49%-750
Hewlett Packard Enterprise Co. HPE22.1K$1.4 million0.48%-1.6K
AbbVie Inc. ABBV5.3K$1.4 million0.47%+233
Berkshire Hathaway Inc. Class B BRKB2.7K$1.4 million0.46%+114
Qualcomm Inc. QCOM7.2K$1.3 million0.45%+137
Mastercard Inc. MA2.4K$1.3 million0.45%+31
Chevron Corp. CVX6.5K$1.3 million0.45%-13
Micron Technology Inc. MU1.2K$1.3 million0.43%-100
Visa Inc. V3.5K$1.2 million0.42%+4
Schwab Strategic Trust SCHZ55.5K$1.2 million0.42%+4.7K
Deere & Co. DE1.8K$1.2 million0.41%-22
Dimensional ETF Trust DFUS14.4K$1.2 million0.40%+41
Oracle Corp. ORCL8.7K$1.2 million0.40%+1.2K
Bristol-Myers Squibb Co. BMY18.8K$1.2 million0.40%+2.1K
Intel Corp. INTC9.7K$1.2 million0.40%-259
Shinhan Financial Group Co. Ltd. SHG15.0K$1.2 million0.39%+70
Kraft Heinz Co. KHC49.7K$1.1 million0.38%+5.8K
Host Hotels & Resorts, Inc. HST49.8K$1.1 million0.38%+759
AllianceBernstein Global Hig AWF113.7K$1.1 million0.37%+13.0K
J.M. Smucker Co. SJM9.2K$1.1 million0.37%+2.2K
Regions Financial Corp. RF40.2K$1.1 million0.37%+3.4K
Alphabet Inc. GOOG3.1K$1.1 million0.36%-462
Nucor Corp. NUE4.6K$1.1 million0.36%-496
ORIX Corporation IX28.1K$1.1 million0.36%+770
Verizon Communications Inc. VZ22.8K$1.0 million0.35%-25
Alexandria Real Estate Equities, Inc. ARE21.5K$1.0 million0.35%+3.1K
HP Inc. HPQ31.8K$995,8570.34%+10.7K
iShares Trust IQLT20.0K$991,4710.34%no change
Procter & Gamble Co. PG6.8K$987,3900.33%+194
Merck & Co., Inc. MRK6.8K$982,7060.33%+556
Tesla, Inc. TSLA2.8K$981,7590.33%+250
iShares Core MSCI Emerging Mark IEMG12.1K$978,9520.33%-2.0K
Lowe's Companies Inc. LOW5.3K$975,1700.33%-318
Shell plc SHEL10.0K$951,1300.32%+574
Walmart Inc. WMT9.1K$948,6360.32%-2.3K
iShares Core MSCI Eafe ETF IEFA9.5K$919,7310.31%-55
Invesco QQQ Trust QQQ1.2K$918,7940.31%no change
Mettler Toledo International Inc. MTD608$918,6580.31%-11
Novartis AG NVS6.4K$912,3050.31%-551
Phillips 66 PSX3.6K$908,4140.31%-524
Toyota Motor Corp. TM4.9K$897,1900.30%+105
Accenture plc ACN4.9K$895,5790.30%+332
Roper Technologies Inc. ROP2.5K$882,6910.30%+44
Exelon Corp. EXC21.8K$880,9330.30%+3.1K
Pfizer Inc. PFE30.5K$870,0730.29%+7.8K
Prudential Financial Inc. PRU7.6K$859,9820.29%+612
Cboe Global Markets, Inc. CBOE3.1K$857,3340.29%+92
Honda Motor Co. Ltd. HMC26.6K$839,2330.28%+223
Sun Life Financial Inc. SLF10.6K$823,4410.28%+171
Brookfield Renewable Corp. Class A Ex Sub VTG BEPC28.9K$816,9690.28%-2.2K
Caterpillar Inc. CAT1.0K$813,6280.28%+182
O'Reilly Automotive, Inc. ORLY9.4K$801,1460.27%+294
Gilead Sciences, Inc. GILD5.4K$797,7770.27%-115
Medtronic plc MDT9.2K$795,6800.27%+1.4K
Tortoise Energy Infra Corp. TYG20.7K$792,2310.27%+1.3K
Bank of America Corp. BAC14.3K$778,5290.26%-195
NextEra Energy Inc. NEE10.2K$775,6150.26%+87
Dole PLC DOLE59.6K$757,9860.26%+2.4K
Wells Fargo & Company WFC9.3K$747,4270.25%+745
Schwab US Large Cap SCHX24.9K$746,8200.25%+5.6K
iShares Trust EFA7.1K$741,5670.25%no change
iShares Core 1-5 Year USD Bond ETF ISTB15.6K$734,7150.25%new
Quanta Services, Inc. PWR1.1K$724,1090.25%-20
Unilever plc UL11.9K$722,7280.24%+1.9K
Danaher Corp. DHR3.2K$709,1820.24%-59
BHP Group Limited BHP8.3K$705,0880.24%-200
Golub Cap BDC Inc. GBDC53.9K$680,8830.23%+13.0K
Adobe Inc. ADBE2.8K$675,6710.23%+7
Ameriprise Financial Inc. AMP1.4K$667,2630.23%+17
iShares Edge MSCI USA Quality F QUAL2.9K$654,7360.22%no change
Cia Energetica De Minas Gera CIG302.3K$634,7750.21%+97.9K
Agilent Technologies, Inc. A3.6K$628,2790.21%+63
Cheniere Energy Inc. LNG2.3K$624,6880.21%+164
Chubb Ltd. CB1.9K$617,3250.21%+48
IQVIA Holdings Inc. IQV2.3K$616,7420.21%+72
Ford Motor Co. F50.8K$612,2600.21%+5.4K
ING Groep N.V. ING17.0K$604,9910.20%+1.1K
Abrdn Etfs BCD15.7K$602,7860.20%no change
Vanguard S&P 500 VOO846$592,9280.20%-12
Edwards Lifesciences Corp. EW6.8K$583,1780.20%+78
Expedia Group, Inc. EXPE2.2K$580,7090.20%+37
Airbnb, Inc. ABNB3.5K$570,3080.19%+726
Capital One Financial Corp. COF2.9K$564,3440.19%+720
UnitedHealth Group Inc. UNH1.5K$561,3780.19%-102
UGI Corp. UGI15.5K$554,1690.19%+3.4K
Fiserv Inc. FISV12.2K$552,0540.19%+439
LyondellBasell Industries N.V. LYB9.6K$550,7600.19%+2.5K
AT&T Inc. T22.4K$547,7580.19%+3.9K
Marriott International Inc. MAR1.5K$543,2830.18%+86
iShares Core Dividend Growth DGRO7.1K$537,9910.18%-1.8K
GSK plc GSK11.1K$536,2770.18%+1.7K
iShares Core S&P Small-Cap ETF IJR3.9K$533,8740.18%-8
HA Sustainable Infrastructure Capital, Inc. HASI14.9K$532,7150.18%-409
Americold Realty Trust Inc. COLD38.0K$530,7850.18%+9.1K
iShares Trust SDG6.1K$529,5570.18%-942
SPDR Index SHS FDS QEFA5.4K$527,4420.18%-52
Delta Air Lines, Inc. DAL6.3K$523,3150.18%+187
Target Corp. TGT3.3K$517,7640.18%+7
Hercules Capital Inc. HTGC30.6K$514,6050.17%+4.8K
Mosaic Co. MOS23.5K$509,5090.17%-2.2K
ExxonMobil Holdings Corp. XOM3.1K$504,0370.17%new
Natera Inc Com NTRA1.2K$500,9320.17%-4
TransMedics Group, Inc. TMDX6.0K$500,8670.17%+237
RELX PLC RELX14.9K$493,1540.17%+460
Citigroup Inc. C3.8K$489,3050.17%+552
Vertex Pharmaceuticals Inc. VRTX931$486,7360.16%-25
Atlassian Corporation TEAM2.7K$482,2900.16%+7
Invesco Exch Traded FD Trust II KBWB5.5K$479,4160.16%-67
Clearway Energy, Inc. CWEN16.1K$469,9590.16%+2.5K
iShares Inc. DVYE13.8K$467,8410.16%+352
Home Depot, Inc. HD1.6K$464,8570.16%+3
RTX Corp. RTX2.5K$464,4960.16%+56
Hershey Co. HSY2.9K$463,3730.16%no change
Franklin Templeton Inc. BEN14.2K$457,6460.15%+3.1K
Mid-America Apartment Communities, Inc. MAA3.9K$453,3730.15%-14
Vanguard World FD VGT3.6K$453,0400.15%no change
Schwab Strategic Trust SCHA13.8K$450,5550.15%+254
Fortinet, Inc. FTNT2.5K$442,4330.15%+264
Seagate Technology Holdings plc STX479$441,8010.15%-21
iShares Trust SUSA2.8K$440,4190.15%-44
Johnson Controls International plc JCI3.0K$438,8150.15%-33
Comfort Systems USA Inc. FIX264$436,6800.15%-70
Travelers Companies, Inc. TRV1.2K$434,5860.15%no change
Marathon Petroleum Corp. MPC1.1K$426,6580.14%+3
Westinghouse Air Brake Technologies Corp. WAB1.5K$424,5120.14%+63
General Electric Co. GE1.4K$423,4650.14%-77
Centene Corp. CNC6.8K$419,9930.14%+22
Realty Income Corp. O7.7K$419,7970.14%+1.5K
Thermo Fisher Scientific Inc. TMO609$411,1050.14%-20
Valero Energy Corp. VLO1.1K$407,3780.14%+2
Stryker Corp. SYK1.5K$405,6800.14%-13
Enbridge Inc ENB8.7K$404,7420.14%-1.1K
BP plc BP9.0K$394,4610.13%+537
iShares Trust IBMP15.6K$394,0470.13%-10.0K
Deckers Outdoor Corp. DECK5.0K$392,1850.13%+822
Kenvue Inc. KVUE22.2K$391,8750.13%+4.1K
Lockheed Martin Corp. LMT765$389,5760.13%-23
General Motors Co. GM5.0K$387,2330.13%-92
Morgan Stanley MS2.0K$385,3490.13%-11
General Dynamics Corp. GD1.2K$384,2590.13%+57
Easterly Government Properties, Inc. DEA16.5K$383,5590.13%+4.6K
J.B. Hunt Transport Services, Inc. JBHT1.7K$382,2290.13%-388
Freeport-McMoRan Inc. FCX5.5K$381,7800.13%-299
Newmont Corp. NEM3.3K$376,7430.13%+955
TechnipFMC plc FTI5.5K$372,2020.13%-92
Advanced Micro Devices Inc. AMD608$371,9500.13%-69
Verisign Inc. VRSN1.3K$369,7150.13%-161
American Electric Power Co. Inc. AEP3.1K$368,8850.12%+828
Regeneron Pharmaceuticals, Inc. REGN483$366,2440.12%no change
Applied Materials Inc. AMAT712$364,1030.12%-136
Arista Networks, Inc. ANET1.8K$362,1870.12%no change
LKQ Corp. LKQ15.7K$358,3650.12%+5.8K
American Tower Corp. AMT2.2K$354,5530.12%new
Walt Disney Co. DIS3.4K$354,0910.12%-100
Occidental Petroleum Corp. OXY6.4K$353,9930.12%new
Williams Companies, Inc. WMB5.1K$346,7830.12%no change
Generac Holdings Inc. GNRC1.7K$344,1580.12%+62
Coca-Cola Co. KO4.0K$343,6550.12%+183
Fidelity Merrimack STR Trust FBND7.9K$343,5370.12%+2.1K
Snowflake Inc. SNOW1.0K$342,9560.12%-144
Nextera Energy Partners LP XIFR32.1K$336,2130.11%+1.5K
Rayonier Inc. RYN18.3K$335,8090.11%+6.0K
iShares Trust IBMQ13.3K$334,1860.11%-863
Vanguard Scottsdale FDS VONV3.1K$333,7090.11%no change
Crown Castle Inc. CCI4.9K$327,5180.11%+1.1K
iShares Inc. EMXC3.3K$325,1810.11%-143
Constellation Energy Corp. CEG1.3K$318,0330.11%+280
CF Industries Holdings, Inc. CF2.7K$314,9570.11%-1
Synopsys Inc. SNPS693$301,4130.10%+134
Emcor Group, Inc. EME397$299,5330.10%+79
Atmos Energy Corp. ATO1.9K$297,8620.10%+741
Waste Connections Inc. WCN1.9K$294,1600.10%-227
Metlife Inc. MET3.1K$292,1780.10%+116
Netflix Inc. NFLX4.2K$291,9580.10%+345
Veeva Systems Inc. VEEV1.0K$290,0170.10%new
Goldman Sachs Group Inc. GS321$288,7160.10%new
iShares Trust ESGD2.8K$288,6430.10%no change
Eversource Energy ES4.5K$286,8590.10%-79
Dollar General Corp. DG2.4K$284,2420.10%+138
FedEx Corp. FDX995$283,6650.10%-102
Rubrik Inc. RBRK2.5K$283,6570.10%-128
Amphenol Corp. APH3.4K$283,2480.10%+34
T. Rowe Price Group, Inc. TROW2.7K$277,7500.09%new
Western Digital Corp. WDC610$277,2210.09%-340
Automatic Data Processing Inc. ADP1.1K$275,6760.09%+50
iShares Russell 1000 Value Inde IWD1.1K$275,2200.09%-4
GE Vernova Inc. GEV286$271,8400.09%-21
Zoetis Inc. ZTS3.9K$271,4640.09%+45
Corning Inc. GLW1.8K$270,9250.09%no change
Cloudflare Inc. NET778$270,1840.09%new
Ciena Corp. CIEN763$268,4390.09%-20.1K
Eaton Corp. plc ETN623$267,7090.09%no change
Dominion Energy, Inc. D4.4K$267,3320.09%+194
Entergy Corp. ETR2.7K$264,0320.09%no change
Alps ETF Trust AMLP5.1K$263,0330.09%-45
General Mills Inc. GIS8.0K$257,8590.09%-614
Zscaler Inc. ZS1.3K$256,2550.09%new
Vanguard Large Cap ETF VV727$255,7950.09%no change
iShares Trust IAT4.4K$251,3100.09%no change
Emerson Electric Co. EMR1.6K$250,4870.08%new
Texas Instruments Inc. TXN889$249,0000.08%new
Masco Corp. MAS3.7K$248,5720.08%-55
Brandywine Rlty Trust BDN88.7K$248,3320.08%+20.0K
Zoom Video Communications in ZM2.7K$247,5300.08%-418
Linde plc LIN521$247,2930.08%new
Booking Holdings Inc. BKNG1.5K$243,5500.08%+36
Encompass Health Corp. EHC2.0K$242,3340.08%+4
McDonald's Corp. MCD1.0K$239,7160.08%-216
EOG Resources Inc. EOG1.7K$236,6720.08%-125
Incyte Corp. INCY1.9K$235,0550.08%+4
PNC Financial Services Group, Inc. PNC1.0K$229,3720.08%no change
Five Below, Inc. FIVE1.0K$228,7920.08%new
Alico Inc. ALCO5.9K$227,9310.08%+129
Marsh & McLennan Companies, Inc. MRSH1.3K$226,3880.08%+21
Pentair plc PNR4.3K$225,8630.08%+351
Sandisk Corp. SNDK128$222,7060.08%-59
Bank of New York Mellon Corp. BNY1.5K$221,1390.07%+39
BlackRock ETF Trust DYNF3.2K$220,1780.07%-52
Docusign, Inc. DOCU3.3K$218,5730.07%new
Vanguard World FD VHT690$218,0950.07%no change
SPDR Ser Trust SPYM2.4K$218,0270.07%new
ROSS Stores, Inc. ROST928$216,5950.07%-320
Investment Managers Ser Trust I NXTE4.4K$214,8920.07%new
Parker-Hannifin Corp. PH224$214,0140.07%no change
Illumina, Inc. ILMN760$207,9970.07%new
NXP Semiconductors N.V. NXPI875$207,8390.07%new
Intuitive Surgical Inc. ISRG509$206,7870.07%new
iShares Core Total USD Bond Market ETF IUSB4.7K$206,5180.07%no change
United Rentals, Inc. URI206$206,1610.07%+4
Unity Software Inc. U5.0K$203,0950.07%new
Elevance Health, Inc. ELV521$202,5750.07%new
Sun Communities Inc. SUI1.8K$200,9550.07%new
Pg&E Corp. PCG14.9K$182,3410.06%-14.5K
Banco Santander, S.A. SAN12.0K$165,7530.06%+49
V F Corp. VFC10.9K$153,6760.05%new
Tortoise Capital Series Trus TNGY12.9K$136,2310.05%-4.9K
Lloyds Banking Group plc LYG13.0K$72,9700.02%no change
Peloton Interactive, Inc. PTON11.8K$59,0720.02%-1.4K
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 21 it sold out of are in the box above.