Q2 2026 13F · SEC CIK 2069274

Investment Research Partners LLC

Institutional asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $295.5M
Reported positions: 278
Holdings vs S&P 500, 3 yrs: —
Assets under management: $512.4M

Investment Research Partners LLC is an institutional asset manager that reported 278 positions worth $295.5M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Nvidia Corporation Com (NVDA, 3.9%), Ishares Tr (AGG, 3.5%), Ciena Corp (CIEN, 3.5%).

Investment Research Partners LLC holdings largest 50 of 278 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Research Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	3.9%	3.8%	57,526	+7.4%	$11.5M
AGGIshares Tr	3.5%	3.9%	104,143	+7.5%	$10.3M
CIENCiena Corp	3.5%	3.3%	20,831	+0.3%	$10.2M
IVVIshares Core S&p 500 ETF	3.3%	3.5%	12,901	-0.6%	$9.7M
PTLNorthern Lts Fd Tr IV	2.9%	3.1%	30,037	+0.3%	$8.6M
AAPLApple Inc	2.9%	2.7%	29,399	+11.8%	$8.5M
SUBIshares Tr	2.6%	3.9%	72,397	-20.0%	$7.7M
BCIAbrdn Etfs	2.6%	3.3%	338,083	+1.8%	$7.6M
IGIBIshares Tr	2.2%	—	121,847	—	$6.5M
ACWXIshares Tr	2.1%	2.1%	80,389	+4.6%	$6.1M
GOOGLAlphabet Inc	2.0%	1.9%	16,319	+3.1%	$5.8M
MSFTMicrosoft Corp	1.8%	1.8%	14,078	+19.5%	$5.3M
MUBIshares National Muni Bond ETF	1.4%	1.5%	39,159	+10.7%	$4.2M
RSPInvesco S&p 500 Equal Weight ETF	1.4%	1.4%	19,213	+4.1%	$4.1M
AVGOBroadcom Inc	1.3%	1.3%	10,203	+0.9%	$3.9M
OAIMUnified Ser Tr	1.2%	1.3%	73,058	-1.0%	$3.5M
SCHOSchwab Short-Term U.S. Treasury ETF	1.2%	1.3%	141,048	+10.5%	$3.4M
HDVIshares Tr	1.1%	1.4%	122,482	+377.5%	$3.4M
SHYiShs Lehman 1-3Tsy	1.1%	0.6%	40,764	+120.3%	$3.3M
METAMeta Platforms Inc Class A	1.1%	1.2%	5,649	+9.8%	$3.2M
LRCXLam Research Corp	1.0%	0.6%	6,980	+2.4%	$3.0M
CSCOCisco Sys Inc	0.9%	0.8%	23,174	-3.4%	$2.7M
TPSCTimothy Plan	0.8%	0.9%	51,415	+2.1%	$2.5M
VRTVertiv Holdings Co	0.8%	0.7%	7,001	+3.8%	$2.3M
TBILRbb Fd Inc	0.8%	0.5%	46,666	+97.5%	$2.3M
XBISpdr Series Trust	0.8%	0.8%	14,325	-4.3%	$2.3M
JNJJohnson & Johnson	0.8%	0.8%	8,904	+6.9%	$2.3M
JPMJpmorgan Chase & Co	0.8%	0.7%	6,822	+14.9%	$2.2M
LLYLilly Eli & Co	0.8%	0.6%	1,847	+11.7%	$2.2M
AMZNAmazon Com Inc Com	0.7%	0.6%	9,229	+30.7%	$2.2M
IBMInternational Business Machs	0.7%	0.6%	7,527	+16.7%	$2.1M
UPSUnited Parcel Svcs Inc Cl B	0.7%	0.7%	19,187	+3.1%	$2.1M
DESWisdomtree Tr	0.7%	0.7%	47,948	-5.8%	$2.0M
TSMTaiwan Semiconductor Manufac	0.6%	0.5%	3,646	+0.1%	$1.7M
COSTCostco Whsl Corp New	0.6%	0.7%	1,847	+8.2%	$1.7M
ASMLAsml Hldg NV	0.6%	—	823	—	$1.6M
AXPAmerican Express Co Com	0.5%	0.6%	4,778	+5.8%	$1.6M
SPYSpdr S&p 500 ETF Tr	0.5%	0.5%	2,006	+4.0%	$1.5M
MUMicron Technology Inc	0.5%	—	1,296	—	$1.5M
IDVIshares Tr	0.5%	0.6%	34,966	-1.5%	$1.4M
AMGNAmgen Inc Com	0.5%	0.5%	3,890	+6.1%	$1.4M
INTCIntel Corp	0.5%	—	9,970	—	$1.4M
TTETotalenergies SE Act	0.5%	0.6%	17,768	+4.6%	$1.4M
QCOMQualcomm Inc	0.4%	—	7,111	—	$1.3M
BRK-BBerkshire Hathaway Inc Del	0.4%	—	2,622	—	$1.3M
AMEAmetek Inc	0.4%	—	5,409	—	$1.3M
MCKMckesson Corp Com	0.4%	0.6%	1,710	+6.5%	$1.3M
WMTWalmart Inc	0.4%	0.6%	11,411	-5.9%	$1.3M
ABBVAbbvie Inc	0.4%	—	5,081	—	$1.3M
GOOGAlphabet Inc	0.4%	—	3,612	—	$1.3M

What Investment Research Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$295.5M	278
Q1 2026	$245.8M	245
Q4 2025	$232.8M	230
Q3 2025	$222.3M	224

Questions about Investment Research Partners LLC's portfolio

What stocks does Investment Research Partners LLC own?

Investment Research Partners LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 278 positions worth $295.5M. The largest are Nvidia Corporation Com (NVDA) at 3.9%, Ishares Tr (AGG) at 3.5%, Ciena Corp (CIEN) at 3.5%, Ishares Core S&p 500 ETF (IVV) at 3.3% and Northern Lts Fd Tr IV (PTL) at 2.9%.

What did Investment Research Partners LLC buy last quarter?

In Q2 2026, Investment Research Partners LLC added Ishares Tr (HDV) (+377.5% shares), iShs Lehman 1-3Tsy (SHY) (+120.3% shares) and Rbb Fd Inc (TBIL) (+97.5% shares), compared with its Q1 2026 filing.

What did Investment Research Partners LLC sell last quarter?

In Q2 2026, Investment Research Partners LLC cut from its top 50 Ishares Tr (ISTB), cut from its top 50 Ishares Tr (IBMP), cut from its top 50 Lowes Cos Inc (LOW), cut from its top 50 Brookfield Renewable Corp (BEPC), cut from its top 50 Chevron Corp New (CVX), Ishares Tr (SUB) (-20.0% shares), Walmart Inc (WMT) (-5.9% shares) and Wisdomtree Tr (DES) (-5.8% shares), compared with its Q1 2026 filing.

When is Investment Research Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Research Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investment Research Partners LLC manage?

Investment Research Partners LLC reported $512.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $295.5M.