Investment Research Partners
Latest statistics and disclosures from Investment Research Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002069274
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Portfolio Holdings for Investment Research Partners
Investment Research Partners holds 224 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.2 | $12M | 56k | 207.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.2 | $9.2M | 92k | 100.79 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 4.0 | $8.9M | 84k | 106.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.0 | $8.9M | 13k | 690.69 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 3.3 | $7.3M | 29k | 253.67 |
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| Apple (AAPL) | 3.2 | $7.1M | 26k | 269.70 |
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| Microsoft Corporation (MSFT) | 3.0 | $6.6M | 12k | 541.55 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.9 | $6.5M | 297k | 21.89 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.3 | $5.1M | 105k | 48.88 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.1 | $4.7M | 70k | 66.88 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.2M | 15k | 274.58 |
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| Broadcom (AVGO) | 1.8 | $4.0M | 10k | 386.00 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $3.0M | 28k | 107.40 |
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| Unified Ser Tr Oneascent Intl (OAIM) | 1.3 | $2.9M | 72k | 40.66 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $2.8M | 114k | 24.40 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.2 | $2.6M | 14k | 188.33 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.0 | $2.3M | 19k | 119.69 |
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| International Business Machines (IBM) | 0.9 | $2.1M | 6.8k | 308.20 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.9 | $1.9M | 47k | 40.80 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.9M | 10k | 186.60 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.9M | 6.2k | 305.51 |
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| Oracle Corporation (ORCL) | 0.8 | $1.9M | 6.8k | 275.32 |
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| United Parcel Service CL B (UPS) | 0.8 | $1.8M | 19k | 97.40 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.8 | $1.8M | 16k | 110.96 |
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| Amazon (AMZN) | 0.8 | $1.7M | 7.6k | 230.30 |
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| Cisco Systems (CSCO) | 0.8 | $1.7M | 24k | 71.33 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.8 | $1.7M | 51k | 32.91 |
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| American Express Company (AXP) | 0.7 | $1.6M | 4.4k | 358.25 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.7 | $1.5M | 36k | 42.66 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.4M | 2.0k | 687.39 |
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| Meta Platforms Cl A (META) | 0.6 | $1.3M | 1.8k | 751.84 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.3M | 16k | 82.94 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.3M | 1.5k | 912.44 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $1.3M | 35k | 37.59 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | 1.6k | 813.55 |
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| Vertiv Holdings Com Cl A (VRT) | 0.6 | $1.3M | 6.5k | 199.27 |
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| McKesson Corporation (MCK) | 0.6 | $1.3M | 1.6k | 807.85 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $1.3M | 7.8k | 160.66 |
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| Lowe's Companies (LOW) | 0.6 | $1.2M | 5.2k | 238.48 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 12k | 102.46 |
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| Qualcomm (QCOM) | 0.5 | $1.2M | 6.8k | 178.67 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.5 | $1.2M | 24k | 50.00 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.5 | $1.2M | 16k | 74.64 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.5 | $1.1M | 104k | 11.03 |
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| Abbvie (ABBV) | 0.5 | $1.1M | 4.9k | 225.13 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.1M | 3.6k | 305.09 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.5 | $1.1M | 17k | 62.22 |
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| Amgen (AMGN) | 0.5 | $1.1M | 3.6k | 291.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | 2.2k | 475.78 |
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| Verizon Communications (VZ) | 0.5 | $1.0M | 25k | 40.21 |
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| Visa Com Cl A (V) | 0.5 | $1.0M | 3.0k | 341.25 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $982k | 14k | 69.14 |
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| Procter & Gamble Company (PG) | 0.4 | $973k | 6.5k | 148.78 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $966k | 1.7k | 554.58 |
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| Kraft Heinz (KHC) | 0.4 | $935k | 38k | 24.38 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $929k | 2.8k | 337.86 |
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| Gilead Sciences (GILD) | 0.4 | $928k | 7.8k | 118.50 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $908k | 20k | 44.90 |
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| Tortoise Sustainable & Socia Com Sh Ben Int (TEAF) | 0.4 | $870k | 71k | 12.21 |
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| Chevron Corporation (CVX) | 0.4 | $862k | 5.6k | 155.10 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $852k | 9.6k | 88.65 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $851k | 4.3k | 198.32 |
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| Ametek (AME) | 0.4 | $839k | 4.6k | 184.19 |
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| Roper Industries (ROP) | 0.4 | $828k | 1.9k | 446.31 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $817k | 35k | 23.59 |
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| Tesla Motors (TSLA) | 0.4 | $809k | 1.8k | 461.63 |
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| Toyota Motor Corp Ads (TM) | 0.4 | $787k | 3.8k | 207.09 |
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| Exelon Corporation (EXC) | 0.4 | $784k | 17k | 47.20 |
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| Deere & Company (DE) | 0.4 | $780k | 1.6k | 473.56 |
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| Regions Financial Corporation (RF) | 0.3 | $772k | 32k | 24.07 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.3 | $757k | 14k | 52.65 |
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| O'reilly Automotive (ORLY) | 0.3 | $746k | 7.9k | 94.52 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $745k | 6.1k | 121.80 |
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| Mettler-Toledo International (MTD) | 0.3 | $743k | 533.00 | 1394.17 |
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| Nucor Corporation (NUE) | 0.3 | $743k | 4.8k | 154.43 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $728k | 7.7k | 95.12 |
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| Fiserv (FI) | 0.3 | $727k | 10k | 70.60 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $716k | 669.00 | 1070.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $689k | 2.5k | 275.21 |
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| Bank of America Corporation (BAC) | 0.3 | $686k | 13k | 52.58 |
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| Host Hotels & Resorts (HST) | 0.3 | $682k | 42k | 16.31 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $662k | 2.7k | 247.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $653k | 1.0k | 635.81 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.3 | $651k | 19k | 34.91 |
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| Prudential Financial (PRU) | 0.3 | $646k | 6.4k | 101.18 |
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| Alexandria Real Estate Equities (ARE) | 0.3 | $638k | 11k | 58.76 |
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| CBOE Holdings (CBOE) | 0.3 | $638k | 2.7k | 232.69 |
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| Intel Corporation (INTC) | 0.3 | $637k | 15k | 41.34 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $629k | 9.2k | 68.30 |
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| Nextera Energy (NEE) | 0.3 | $626k | 7.7k | 81.76 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.3 | $608k | 20k | 31.19 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.3 | $587k | 7.0k | 84.38 |
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| Quanta Services (PWR) | 0.3 | $578k | 1.3k | 448.69 |
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| Orix Corp Sponsored Adr (IX) | 0.3 | $575k | 24k | 24.31 |
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| Medtronic SHS (MDT) | 0.3 | $567k | 6.2k | 91.73 |
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| Ford Motor Company (F) | 0.3 | $566k | 43k | 13.24 |
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| UnitedHealth (UNH) | 0.2 | $554k | 1.6k | 355.29 |
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| Bristol Myers Squibb (BMY) | 0.2 | $552k | 13k | 42.60 |
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| Sun Life Financial (SLF) | 0.2 | $540k | 8.7k | 61.73 |
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| Shell Spon Ads (SHEL) | 0.2 | $537k | 7.1k | 75.55 |
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| Transmedics Group (TMDX) | 0.2 | $530k | 3.9k | 134.32 |
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| Merck & Co (MRK) | 0.2 | $529k | 6.1k | 86.58 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $522k | 22k | 24.27 |
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| Wells Fargo & Company (WFC) | 0.2 | $522k | 6.1k | 86.00 |
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| Mosaic (MOS) | 0.2 | $520k | 18k | 28.65 |
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| Hershey Company (HSY) | 0.2 | $515k | 2.9k | 175.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $515k | 4.3k | 118.90 |
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| Unilever Spon Adr New (UL) | 0.2 | $508k | 8.3k | 60.97 |
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| Hp (HPQ) | 0.2 | $496k | 18k | 27.70 |
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| Edwards Lifesciences (EW) | 0.2 | $494k | 6.0k | 82.69 |
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| Golub Capital BDC (GBDC) | 0.2 | $492k | 35k | 14.08 |
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| Netflix (NFLX) | 0.2 | $486k | 442.00 | 1100.41 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.2 | $485k | 5.5k | 88.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $476k | 753.00 | 632.14 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $474k | 14k | 33.69 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $470k | 3.3k | 143.20 |
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| At&t (T) | 0.2 | $455k | 18k | 25.14 |
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| Relx Sponsored Adr (RELX) | 0.2 | $454k | 10k | 44.69 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $453k | 5.9k | 76.24 |
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| Pepsi (PEP) | 0.2 | $445k | 3.0k | 146.16 |
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| Smucker J M Com New (SJM) | 0.2 | $442k | 4.4k | 101.21 |
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| Iqvia Holdings (IQV) | 0.2 | $431k | 2.0k | 217.83 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.2 | $426k | 14k | 30.65 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $425k | 530.00 | 801.52 |
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| Stryker Corporation (SYK) | 0.2 | $423k | 1.1k | 369.60 |
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| Caterpillar (CAT) | 0.2 | $419k | 716.00 | 585.08 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $418k | 3.0k | 139.51 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $416k | 8.8k | 47.12 |
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| Prologis (PLD) | 0.2 | $415k | 3.4k | 123.48 |
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| Enbridge (ENB) | 0.2 | $410k | 8.8k | 46.67 |
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| Home Depot (HD) | 0.2 | $407k | 1.1k | 378.04 |
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| Chubb (CB) | 0.2 | $403k | 1.4k | 278.00 |
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| Cheniere Energy Com New (LNG) | 0.2 | $399k | 1.9k | 211.13 |
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| Hannon Armstrong (HASI) | 0.2 | $396k | 14k | 28.13 |
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| Xplr Infrastructure Com Unit Part In (XIFR) | 0.2 | $394k | 40k | 9.90 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $394k | 22k | 17.75 |
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| Constellation Energy (CEG) | 0.2 | $386k | 962.00 | 401.43 |
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| Zoetis Cl A (ZTS) | 0.2 | $386k | 2.7k | 143.94 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $385k | 6.3k | 61.26 |
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| GSK Sponsored Adr (GSK) | 0.2 | $381k | 8.3k | 45.93 |
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| Clearway Energy CL C (CWEN) | 0.2 | $378k | 12k | 31.84 |
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| Realty Income (O) | 0.2 | $377k | 6.5k | 58.36 |
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| Phillips 66 (PSX) | 0.2 | $375k | 2.7k | 137.97 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $375k | 6.5k | 57.96 |
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| Marriott Intl Cl A (MAR) | 0.2 | $371k | 1.4k | 263.19 |
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| Danaher Corporation (DHR) | 0.2 | $368k | 1.7k | 214.01 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $366k | 15k | 24.17 |
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| Walt Disney Company (DIS) | 0.2 | $361k | 3.3k | 110.24 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $358k | 642.00 | 558.31 |
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| Ameriprise Financial (AMP) | 0.2 | $357k | 745.00 | 478.56 |
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| Verisign (VRSN) | 0.2 | $355k | 1.5k | 232.82 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $355k | 731.00 | 485.33 |
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| Capital One Financial (COF) | 0.2 | $350k | 1.6k | 218.59 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $348k | 12k | 28.15 |
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| Expedia Group Com New (EXPE) | 0.2 | $340k | 1.5k | 219.76 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $336k | 6.8k | 49.10 |
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| General Dynamics Corporation (GD) | 0.2 | $334k | 972.00 | 343.48 |
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| Pfizer (PFE) | 0.1 | $332k | 14k | 24.29 |
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| Ge Aerospace Com New (GE) | 0.1 | $332k | 1.1k | 314.28 |
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| Morgan Stanley Com New (MS) | 0.1 | $332k | 2.0k | 164.01 |
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| Citigroup Com New (C) | 0.1 | $331k | 3.3k | 99.12 |
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| UGI Corporation (UGI) | 0.1 | $325k | 9.8k | 33.21 |
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| Best Buy (BBY) | 0.1 | $322k | 3.8k | 84.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $315k | 1.8k | 176.36 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $312k | 3.9k | 80.86 |
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| Crown Castle Intl (CCI) | 0.1 | $312k | 3.4k | 92.32 |
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| Williams Companies (WMB) | 0.1 | $307k | 5.4k | 56.98 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $304k | 11k | 26.73 |
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| Pentair SHS (PNR) | 0.1 | $301k | 2.8k | 107.62 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $298k | 2.2k | 133.74 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $295k | 5.0k | 58.76 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $294k | 1.7k | 168.88 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $294k | 3.1k | 94.71 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $293k | 2.5k | 116.45 |
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| American Electric Power Company (AEP) | 0.1 | $286k | 2.3k | 122.11 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $279k | 1.4k | 198.81 |
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| Zscaler Incorporated (ZS) | 0.1 | $279k | 868.00 | 320.96 |
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| Generac Holdings (GNRC) | 0.1 | $278k | 1.5k | 180.86 |
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| General Motors Company (GM) | 0.1 | $277k | 4.0k | 69.13 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $276k | 3.1k | 89.87 |
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| Investment Managers Ser Tr I Axs Green Alpha (NXTE) | 0.1 | $274k | 6.8k | 40.55 |
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| PG&E Corporation (PCG) | 0.1 | $274k | 17k | 15.76 |
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| Snowflake Com Shs (SNOW) | 0.1 | $273k | 1.0k | 269.70 |
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| PNC Financial Services (PNC) | 0.1 | $273k | 1.5k | 181.02 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $266k | 2.3k | 113.34 |
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| Zoom Communications Cl A (ZM) | 0.1 | $266k | 3.2k | 83.32 |
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| BP Sponsored Adr (BP) | 0.1 | $259k | 7.4k | 35.20 |
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| Entergy Corporation (ETR) | 0.1 | $259k | 2.7k | 95.46 |
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| Micron Technology (MU) | 0.1 | $256k | 1.1k | 226.63 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $253k | 2.0k | 126.48 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $249k | 3.4k | 72.76 |
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| McDonald's Corporation (MCD) | 0.1 | $245k | 809.00 | 302.35 |
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| Travelers Companies (TRV) | 0.1 | $244k | 909.00 | 267.91 |
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| Eaton Corp SHS (ETN) | 0.1 | $242k | 623.00 | 387.75 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $240k | 5.1k | 46.67 |
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| Diamond Hill Invt Group Com New (DHIL) | 0.1 | $240k | 1.8k | 130.10 |
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| Booking Holdings (BKNG) | 0.1 | $239k | 47.00 | 5075.85 |
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| CF Industries Holdings (CF) | 0.1 | $239k | 2.8k | 84.15 |
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| Kenvue (KVUE) | 0.1 | $237k | 17k | 14.31 |
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| Emcor (EME) | 0.1 | $236k | 304.00 | 777.00 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $231k | 727.00 | 317.98 |
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| Sandisk Corp (SNDK) | 0.1 | $230k | 1.1k | 204.36 |
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| Masco Corporation (MAS) | 0.1 | $230k | 3.5k | 65.22 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $229k | 1.1k | 204.81 |
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| Technipfmc (FTI) | 0.1 | $229k | 5.6k | 41.04 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $228k | 4.9k | 46.71 |
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| FedEx Corporation (FDX) | 0.1 | $223k | 894.00 | 249.64 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $220k | 4.7k | 46.97 |
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| Hologic (HOLX) | 0.1 | $218k | 2.9k | 73.98 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $218k | 759.00 | 286.67 |
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| Wabtec Corporation (WAB) | 0.1 | $218k | 1.1k | 201.56 |
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| Arista Networks Com Shs (ANET) | 0.1 | $215k | 1.3k | 162.03 |
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| Comfort Systems USA (FIX) | 0.1 | $207k | 205.00 | 1010.64 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $206k | 12k | 16.93 |
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| Natera (NTRA) | 0.1 | $205k | 1.1k | 192.81 |
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| LKQ Corporation (LKQ) | 0.1 | $204k | 6.8k | 30.04 |
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| Target Corporation (TGT) | 0.1 | $202k | 2.1k | 94.14 |
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| Franklin Resources (BEN) | 0.1 | $201k | 8.7k | 22.94 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $200k | 1.0k | 195.75 |
|
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| Adt (ADT) | 0.1 | $158k | 18k | 8.59 |
|
|
| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.1 | $158k | 18k | 8.90 |
|
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $153k | 44k | 3.46 |
|
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.1 | $137k | 50k | 2.73 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $72k | 35k | 2.07 |
|
Past Filings by Investment Research Partners
SEC 13F filings are viewable for Investment Research Partners going back to 2025
- Investment Research Partners 2025 Q3 filed Dec. 1, 2025