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Investment Research Partners LLC

Q3 2026 13F filing

Updated 17 days ago

280 disclosed positions worth $295.3M

Portfolio value
$295.3M
Total holdings
280
New positions
23
Closed positions
21
Increased
143
Decreased
90
Turnover
15.7%
Filed
2026-10-19

Full holdings

Every line item disclosed in Q3 2026

N

NVIDIA CORPORATION

+0.5%
Value
$13.2M
Shares
57.8K
% Port
4.47%
A

APPLE INC

+0.7%
Value
$9.9M
Shares
29.6K
% Port
3.34%
E

ISHARES TR

-0.7%
Value
$9.8M
Shares
12.8K
% Port
3.32%
E

ISHARES TR

-1.9%
Value
$9.7M
Shares
102.2K
% Port
3.27%
?
5.N/A

ABRDN ETFS

+2.1%
Value
$8.9M
Shares
345.0K
% Port
3.02%
N

NORTHERN LTS FD TR IV

+2.6%
Value
$8.4M
Shares
30.8K
% Port
2.84%
E

ISHARES TR

+6.3%
Value
$8M
Shares
76.9K
% Port
2.72%
M

MICROSOFT CORP

+3.0%
Value
$7.4M
Shares
14.5K
% Port
2.52%
E

ISHARES TR

+12.7%
Value
$6.9M
Shares
137.3K
% Port
2.34%
E
10.ETHA

ISHARES TR

+3.1%
Value
$6.3M
Shares
82.9K
% Port
2.12%
G

ALPHABET INC

-1.4%
Value
$5.5M
Shares
16.1K
% Port
1.87%
E
12.ETHA

ISHARES TR

+30.4%
Value
$5.2M
Shares
51.1K
% Port
1.75%
I
13.IVZ

INVESCO EXCHANGE TRADED FD T

+4.3%
Value
$4.2M
Shares
20.0K
% Port
1.41%
A
14.AVGO

BROADCOM INC

+0.5%
Value
$3.6M
Shares
10.3K
% Port
1.22%
S

SCHWAB STRATEGIC TR

+6.5%
Value
$3.6M
Shares
150.2K
% Port
1.21%
?
16.N/A

UNIFIED SER TR

+1.4%
Value
$3.5M
Shares
74.0K
% Port
1.20%
M
17.META

META PLATFORMS INC

-13.9%
Value
$3.5M
Shares
4.9K
% Port
1.19%
E
18.ETHA

ISHARES TR

-0.8%
Value
$3.4M
Shares
121.4K
% Port
1.15%
A
19.AMZN

AMAZON COM INC

+12.3%
Value
$2.6M
Shares
10.4K
% Port
0.87%
A
20.AMGN

RBB FD INC

+7.4%
Value
$2.5M
Shares
50.1K
% Port
0.85%
C
21.CSCO

CISCO SYS INC

-0.7%
Value
$2.5M
Shares
23.0K
% Port
0.84%
?
22.N/A

TIMOTHY PLAN

+2.9%
Value
$2.4M
Shares
52.9K
% Port
0.80%
J
23.JNJ

JOHNSON & JOHNSON

-3.8%
Value
$2.3M
Shares
8.6K
% Port
0.77%
J

JPMORGAN CHASE & CO

+0.4%
Value
$2.3M
Shares
6.8K
% Port
0.77%
S

SPDR SERIES TRUST

-1.8%
Value
$2.2M
Shares
14.1K
% Port
0.75%
L
26.LRCX

LAM RESEARCH CORP

-4.5%
Value
$2.2M
Shares
6.7K
% Port
0.74%
L
27.LLY

ELI LILLY & CO

+0.3%
Value
$2.1M
Shares
1.9K
% Port
0.73%
B
28.BTCW

WISDOMTREE TR

+2.5%
Value
$1.9M
Shares
49.1K
% Port
0.63%
U
29.UPS

UNITED PARCEL SVCS INC

+1.9%
Value
$1.8M
Shares
19.6K
% Port
0.62%
B
30.BLK

ISHARES TR

-48.6%
Value
$1.7M
Shares
20.9K
% Port
0.58%
I
31.IBM

INTERNATIONAL BUSINESS MACHS

+1.8%
Value
$1.7M
Shares
7.7K
% Port
0.57%
A
32.AMGN

AMGEN INC

+1.0%
Value
$1.7M
Shares
3.9K
% Port
0.56%
T

TAIWAN SEMICONDUCTOR MANUFAC

-1.9%
Value
$1.6M
Shares
3.6K
% Port
0.55%
V
34.VRT

VERTIV HOLDINGS CO

-4.0%
Value
$1.6M
Shares
6.7K
% Port
0.55%
C
35.COST

COSTCO WHOLESALE CORPORATION

-5.0%
Value
$1.6M
Shares
1.8K
% Port
0.54%
T
36.TTE

TOTALENERGIES SE

+1.4%
Value
$1.5M
Shares
18.0K
% Port
0.52%
S
37.SPY

STATE STR SPDR S&P 500 ETF T

Unchanged
Value
$1.5M
Shares
2.0K
% Port
0.52%
A

ASML HLDG NV

+1.3%
Value
$1.5M
Shares
834
% Port
0.51%
A
39.AXP

AMERICAN EXPRESS CO

+2.5%
Value
$1.5M
Shares
4.9K
% Port
0.50%
E
40.ETHA

ISHARES TR

+176.3%
Value
$1.5M
Shares
13.1K
% Port
0.50%
M
41.MCK

MCKESSON CORP

+1.5%
Value
$1.5M
Shares
1.7K
% Port
0.50%
A
42.AME

AMETEK INC

+7.8%
Value
$1.4M
Shares
5.8K
% Port
0.49%
E
43.ETHA

ISHARES TR

-2.1%
Value
$1.4M
Shares
34.2K
% Port
0.49%
H

HEWLETT PACKARD ENTERPRISE C

-6.7%
Value
$1.4M
Shares
22.1K
% Port
0.48%
A
45.ABBV

ABBVIE INC

+4.6%
Value
$1.4M
Shares
5.3K
% Port
0.47%
B

BERKSHIRE HATHAWAY INC DEL

+4.3%
Value
$1.4M
Shares
2.7K
% Port
0.46%
Q
47.QCOM

QUALCOMM INC

+1.9%
Value
$1.3M
Shares
7.2K
% Port
0.45%
M
48.MA

MASTERCARD INCORPORATED

+1.3%
Value
$1.3M
Shares
2.4K
% Port
0.45%
C
49.CVX

CHEVRON CORPORATION

-0.2%
Value
$1.3M
Shares
6.5K
% Port
0.45%
M
50.MU

MICRON TECHNOLOGY INC

-7.7%
Value
$1.3M
Shares
1.2K
% Port
0.43%