Investment Research Partners
Latest statistics and disclosures from Investment Research Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, CIEN, AGG, IVV, SUB, and represent 20.64% of Investment Research Partners's stock portfolio.
- Added to shares of these 10 stocks: CIEN (+$11M), SPY, NVDA, TTE, HDV, TYG, RSP, AGG, UL, QUAL.
- Started 20 new stock positions in TYG, DG, HIG, EIX, ADP, CIEN, SCHX, TEAM, UL, LVS. TTE, REGN, DOLE, MEDP, ESTC, CNC, EHC, DEA, EXAS, FCX.
- Reduced shares in these 10 stocks: , TEAF, Unilever, , DYNF, RBLX, ZS, PNC, ABNB, ADBE.
- Sold out of its positions in ABNB, DYNF, TEAF, EME, BEN, MPC, PNC, RBLX, Total, Unilever. VMBS, VEEV, ZS, ETN.
- Investment Research Partners was a net buyer of stock by $22M.
- Investment Research Partners has $243M in assets under management (AUM), dropping by 9.40%.
- Central Index Key (CIK): 0002069274
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Download as csvPortfolio Holdings for Investment Research Partners
Investment Research Partners holds 230 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.0 | $12M | +17% | 65k | 186.50 |
|
| Ciena Corp Com New (CIEN) | 4.4 | $11M | NEW | 46k | 233.87 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 4.0 | $9.7M | +5% | 97k | 99.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.7 | $9.0M | 13k | 684.94 |
|
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 3.6 | $8.7M | -2% | 82k | 106.70 |
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| Apple (AAPL) | 3.0 | $7.4M | +3% | 27k | 271.86 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 2.9 | $7.0M | 28k | 248.19 |
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| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.5 | $6.0M | +3% | 306k | 19.53 |
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| Microsoft Corporation (MSFT) | 2.3 | $5.7M | -2% | 12k | 483.59 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.1 | $5.2M | +2% | 107k | 48.75 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.0 | $5.0M | +5% | 74k | 67.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.9M | 16k | 313.01 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $4.8M | +255% | 7.1k | 681.92 |
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| Broadcom (AVGO) | 1.6 | $3.8M | +7% | 11k | 346.12 |
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| Ishares Tr National Mun Etf (MUB) | 1.3 | $3.3M | +10% | 31k | 107.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $3.2M | +22% | 17k | 191.56 |
|
| Ishares Tr Core High Dv Etf (HDV) | 1.3 | $3.1M | +36% | 26k | 121.61 |
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| Unified Ser Tr Oneascent Intl (OAIM) | 1.2 | $3.0M | 72k | 41.39 |
|
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $2.7M | -2% | 111k | 24.37 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.1M | 10k | 206.96 |
|
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.0M | +2% | 6.3k | 322.17 |
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| International Business Machines (IBM) | 0.8 | $2.0M | 6.8k | 296.21 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.8 | $1.9M | 47k | 41.45 |
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| Amazon (AMZN) | 0.8 | $1.9M | +10% | 8.3k | 230.82 |
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| Cisco Systems (CSCO) | 0.8 | $1.9M | 24k | 77.03 |
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| Spdr Series Trust State Street Spd (XBI) | 0.8 | $1.9M | -2% | 15k | 121.93 |
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| United Parcel Service CL B (UPS) | 0.8 | $1.9M | 19k | 99.19 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.8M | 1.7k | 1074.71 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.7 | $1.7M | 51k | 33.45 |
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| American Express Company (AXP) | 0.7 | $1.6M | 4.4k | 369.99 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.5M | +8% | 18k | 82.82 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $1.4M | 36k | 39.45 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.4M | 12k | 111.41 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.6 | $1.4M | 35k | 38.34 |
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| McKesson Corporation (MCK) | 0.5 | $1.3M | 1.6k | 820.01 |
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| Lowe's Companies (LOW) | 0.5 | $1.3M | +5% | 5.5k | 241.16 |
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| Lam Research Corp Com New (LRCX) | 0.5 | $1.3M | 7.7k | 171.19 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.3M | +3% | 1.5k | 862.36 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.5 | $1.3M | +48% | 6.4k | 198.62 |
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| Meta Platforms Cl A (META) | 0.5 | $1.2M | +5% | 1.9k | 660.00 |
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| Oracle Corporation (ORCL) | 0.5 | $1.2M | -7% | 6.2k | 194.92 |
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| Amgen (AMGN) | 0.5 | $1.2M | +2% | 3.7k | 327.30 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.5 | $1.2M | 24k | 49.88 |
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| Abbvie (ABBV) | 0.5 | $1.2M | +5% | 5.1k | 228.53 |
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| Qualcomm (QCOM) | 0.5 | $1.2M | 6.8k | 171.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.1M | +3% | 2.3k | 502.67 |
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| AllianceBernstein Global Hgh Incm (AWF) | 0.5 | $1.1M | 104k | 10.69 |
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| Totalenergies Se Act (TTE) | 0.5 | $1.1M | NEW | 17k | 65.42 |
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| Visa Com Cl A (V) | 0.5 | $1.1M | +6% | 3.1k | 350.80 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.1M | 3.5k | 303.89 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $1.1M | -7% | 14k | 74.17 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $1.1M | 6.5k | 162.01 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.0M | +3% | 1.8k | 570.88 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $967k | 14k | 67.22 |
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| Tesla Motors (TSLA) | 0.4 | $947k | +20% | 2.1k | 449.82 |
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| Verizon Communications (VZ) | 0.4 | $940k | -8% | 23k | 40.73 |
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| Kraft Heinz (KHC) | 0.4 | $937k | 39k | 24.25 |
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| Gilead Sciences (GILD) | 0.4 | $931k | -3% | 7.6k | 122.76 |
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| Ametek (AME) | 0.4 | $930k | 4.5k | 205.32 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $920k | 20k | 45.45 |
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| Roper Industries (ROP) | 0.4 | $915k | +10% | 2.1k | 445.16 |
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| Chevron Corporation (CVX) | 0.4 | $880k | +3% | 5.8k | 152.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $871k | +10% | 2.8k | 313.84 |
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| Regions Financial Corporation (RF) | 0.4 | $862k | 32k | 27.10 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $855k | +5% | 37k | 23.37 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $854k | 9.5k | 89.46 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $854k | 6.2k | 137.87 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.3 | $842k | NEW | 21k | 40.90 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $817k | +13% | 3.0k | 268.30 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $812k | 3.8k | 214.06 |
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| Nucor Corporation (NUE) | 0.3 | $783k | 4.8k | 163.15 |
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| Host Hotels & Resorts (HST) | 0.3 | $774k | +4% | 44k | 17.73 |
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| Deere & Company (DE) | 0.3 | $773k | 1.7k | 465.65 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.3 | $763k | 14k | 53.63 |
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| Exelon Corporation (EXC) | 0.3 | $757k | +4% | 17k | 43.59 |
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| Mettler-Toledo International (MTD) | 0.3 | $740k | 531.00 | 1394.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $735k | 7.7k | 96.03 |
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| Prudential Financial (PRU) | 0.3 | $734k | 6.5k | 112.88 |
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| Procter & Gamble Company (PG) | 0.3 | $734k | -21% | 5.1k | 143.32 |
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| Bank of America Corporation (BAC) | 0.3 | $729k | 13k | 55.00 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $715k | -25% | 2.0k | 350.00 |
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| Bristol Myers Squibb (BMY) | 0.3 | $708k | 13k | 53.94 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $707k | 661.00 | 1069.88 |
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| Merck & Co (MRK) | 0.3 | $706k | +9% | 6.7k | 105.26 |
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| Orix Corp Sponsored Adr (IX) | 0.3 | $690k | 24k | 29.22 |
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| CBOE Holdings (CBOE) | 0.3 | $689k | 2.7k | 251.01 |
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| O'reilly Automotive (ORLY) | 0.3 | $689k | -4% | 7.6k | 91.21 |
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| Fiserv (FI) | 0.3 | $684k | 10k | 67.17 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $635k | 9.2k | 69.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $631k | 1.0k | 614.35 |
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| Nextera Energy (NEE) | 0.3 | $615k | 7.7k | 80.28 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $581k | 6.9k | 84.22 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.2 | $577k | 19k | 30.96 |
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| Shell Spon Ads (SHEL) | 0.2 | $574k | +9% | 7.8k | 73.48 |
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| Alexandria Real Estate Equities (ARE) | 0.2 | $572k | +7% | 12k | 48.94 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $572k | 19k | 29.48 |
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| Wells Fargo & Company (WFC) | 0.2 | $565k | 6.1k | 93.20 |
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| Ford Motor Company (F) | 0.2 | $558k | 43k | 13.12 |
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| Sun Life Financial (SLF) | 0.2 | $550k | 8.8k | 62.40 |
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| Ameriprise Financial (AMP) | 0.2 | $538k | +47% | 1.1k | 490.38 |
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| Hershey Company (HSY) | 0.2 | $535k | 2.9k | 181.98 |
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| Intel Corporation (INTC) | 0.2 | $532k | -6% | 14k | 36.90 |
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| Medtronic SHS (MDT) | 0.2 | $530k | -10% | 5.5k | 96.06 |
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| Quanta Services (PWR) | 0.2 | $528k | -2% | 1.3k | 422.06 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $527k | 22k | 24.02 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $520k | 4.3k | 120.16 |
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| Edwards Lifesciences (EW) | 0.2 | $510k | 6.0k | 85.25 |
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| Chubb (CB) | 0.2 | $502k | +11% | 1.6k | 312.12 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $501k | 5.9k | 84.29 |
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| UnitedHealth (UNH) | 0.2 | $498k | -3% | 1.5k | 330.15 |
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| Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) | 0.2 | $495k | 5.5k | 90.67 |
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| Prologis (PLD) | 0.2 | $495k | +15% | 3.9k | 127.68 |
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| Unilever Spon Adr New (UL) | 0.2 | $490k | NEW | 7.5k | 65.40 |
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| Transmedics Group (TMDX) | 0.2 | $483k | 4.0k | 121.65 |
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| At&t (T) | 0.2 | $480k | +6% | 19k | 24.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $472k | 753.00 | 627.32 |
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| Golub Capital BDC (GBDC) | 0.2 | $470k | 35k | 13.57 |
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| Iqvia Holdings (IQV) | 0.2 | $466k | +4% | 2.1k | 225.41 |
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| Expedia Group Com New (EXPE) | 0.2 | $464k | +5% | 1.6k | 283.31 |
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| Caterpillar (CAT) | 0.2 | $464k | +13% | 810.00 | 572.52 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $459k | 14k | 32.62 |
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| Hp (HPQ) | 0.2 | $446k | +11% | 20k | 22.28 |
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| Hannon Armstrong (HASI) | 0.2 | $443k | 14k | 31.43 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.2 | $443k | +2% | 14k | 31.16 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $442k | 3.2k | 136.07 |
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| Marriott Intl Cl A (MAR) | 0.2 | $441k | 1.4k | 310.33 |
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| Capital One Financial (COF) | 0.2 | $438k | +12% | 1.8k | 242.36 |
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| Pepsi (PEP) | 0.2 | $435k | 3.0k | 143.52 |
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| Danaher Corporation (DHR) | 0.2 | $432k | +9% | 1.9k | 228.92 |
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| Booking Holdings (BKNG) | 0.2 | $428k | +70% | 80.00 | 5355.23 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $427k | 15k | 28.00 |
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| Smucker J M Com New (SJM) | 0.2 | $425k | 4.3k | 97.82 |
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| Mosaic (MOS) | 0.2 | $423k | -3% | 18k | 24.09 |
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| Relx Sponsored Adr (RELX) | 0.2 | $421k | +2% | 10k | 40.42 |
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| Stryker Corporation (SYK) | 0.2 | $420k | +4% | 1.2k | 351.48 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $420k | 22k | 18.82 |
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| Netflix (NFLX) | 0.2 | $417k | +906% | 4.4k | 93.76 |
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| General Motors Company (GM) | 0.2 | $417k | +28% | 5.1k | 81.32 |
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| Home Depot (HD) | 0.2 | $415k | +11% | 1.2k | 344.10 |
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| Enbridge (ENB) | 0.2 | $411k | -2% | 8.6k | 47.83 |
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| GSK Sponsored Adr (GSK) | 0.2 | $405k | 8.3k | 49.04 |
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| Dole Ord Shs (DOLE) | 0.2 | $404k | NEW | 27k | 14.99 |
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| Phillips 66 (PSX) | 0.2 | $404k | +15% | 3.1k | 129.03 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $401k | -3% | 2.9k | 139.35 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $400k | 530.00 | 753.78 |
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| Pfizer (PFE) | 0.2 | $395k | +15% | 16k | 24.90 |
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| Walt Disney Company (DIS) | 0.2 | $393k | +5% | 3.5k | 113.77 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $385k | +10% | 5.6k | 69.40 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $385k | 6.4k | 60.37 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $383k | +8% | 792.00 | 483.67 |
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| Clearway Energy CL C (CWEN) | 0.2 | $380k | -3% | 11k | 33.26 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.2 | $378k | 6.8k | 55.15 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $371k | 641.00 | 579.45 |
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| Citigroup Com New (C) | 0.2 | $366k | -6% | 3.1k | 116.69 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $362k | +2% | 13k | 28.48 |
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| UGI Corporation (UGI) | 0.1 | $360k | 9.6k | 37.43 |
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| Atlassian Corporation Cl A (TEAM) | 0.1 | $360k | NEW | 2.2k | 162.14 |
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| Morgan Stanley Com New (MS) | 0.1 | $359k | 2.0k | 177.51 |
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| Verisign (VRSN) | 0.1 | $354k | -4% | 1.5k | 242.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $350k | NEW | 13k | 26.91 |
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| Constellation Energy (CEG) | 0.1 | $340k | 962.00 | 353.27 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $339k | 1.7k | 194.34 |
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| Cheniere Energy Com New (LNG) | 0.1 | $333k | -9% | 1.7k | 194.39 |
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| Centene Corporation (CNC) | 0.1 | $331k | NEW | 8.0k | 41.15 |
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| General Dynamics Corporation (GD) | 0.1 | $328k | 973.00 | 336.66 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $327k | 1.8k | 183.40 |
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| Micron Technology (MU) | 0.1 | $324k | 1.1k | 285.41 |
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| Williams Companies (WMB) | 0.1 | $323k | 5.4k | 60.11 |
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| Crown Castle Intl (CCI) | 0.1 | $319k | +6% | 3.6k | 88.87 |
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| Pentair SHS (PNR) | 0.1 | $317k | +8% | 3.0k | 104.14 |
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| Diamond Hill Invt Group Com New (DHIL) | 0.1 | $315k | 1.9k | 169.51 |
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| PG&E Corporation (PCG) | 0.1 | $313k | +12% | 20k | 16.07 |
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| Realty Income (O) | 0.1 | $311k | -14% | 5.5k | 56.37 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $311k | 3.9k | 80.23 |
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| Zoetis Cl A (ZTS) | 0.1 | $309k | -8% | 2.5k | 125.83 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $309k | 11k | 27.21 |
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| Edison International (EIX) | 0.1 | $305k | NEW | 5.1k | 60.02 |
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| Xplr Infrastructure Com Unit Part In (XIFR) | 0.1 | $304k | -23% | 30k | 10.00 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $303k | 2.5k | 120.35 |
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| Zoom Communications Cl A (ZM) | 0.1 | $293k | +6% | 3.4k | 86.29 |
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| Ge Aerospace Com New (GE) | 0.1 | $286k | -12% | 928.00 | 308.03 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $283k | 3.1k | 92.30 |
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| FedEx Corporation (FDX) | 0.1 | $282k | +9% | 977.00 | 288.86 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $282k | -4% | 3.0k | 95.09 |
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| Best Buy (BBY) | 0.1 | $281k | +9% | 4.2k | 66.93 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $281k | 2.3k | 119.75 |
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| McDonald's Corporation (MCD) | 0.1 | $269k | +8% | 881.00 | 305.63 |
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| Wabtec Corporation (WAB) | 0.1 | $268k | +16% | 1.3k | 213.47 |
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| American Electric Power Company (AEP) | 0.1 | $267k | 2.3k | 115.31 |
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| Travelers Companies (TRV) | 0.1 | $264k | 909.00 | 290.06 |
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| Kenvue (KVUE) | 0.1 | $260k | -8% | 15k | 17.25 |
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| Comfort Systems USA (FIX) | 0.1 | $257k | +34% | 275.00 | 933.29 |
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| Sandisk Corp (SNDK) | 0.1 | $255k | -4% | 1.1k | 237.38 |
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| BP Sponsored Adr (BP) | 0.1 | $252k | 7.3k | 34.73 |
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| Investment Managers Ser Tr I Axs Green Alpha (NXTE) | 0.1 | $251k | -3% | 6.5k | 38.58 |
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| Entergy Corporation (ETR) | 0.1 | $251k | 2.7k | 92.43 |
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| Technipfmc (FTI) | 0.1 | $250k | 5.6k | 44.56 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $249k | 3.4k | 72.68 |
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| Dollar General (DG) | 0.1 | $249k | NEW | 1.9k | 132.77 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $246k | 1.4k | 177.75 |
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| Natera (NTRA) | 0.1 | $244k | 1.1k | 229.09 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $241k | 5.1k | 47.02 |
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| Arista Networks Com Shs (ANET) | 0.1 | $241k | +38% | 1.8k | 131.03 |
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| Masco Corporation (MAS) | 0.1 | $240k | +7% | 3.8k | 63.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $234k | 1.1k | 210.27 |
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| Target Corporation (TGT) | 0.1 | $232k | +10% | 2.4k | 97.78 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $229k | 727.00 | 314.80 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $228k | NEW | 295.00 | 771.86 |
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| EXACT Sciences Corporation (EXAS) | 0.1 | $228k | NEW | 2.2k | 101.56 |
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| Hologic (HOLX) | 0.1 | $224k | 3.0k | 74.49 |
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| Medpace Hldgs (MEDP) | 0.1 | $221k | NEW | 394.00 | 561.65 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $221k | +4% | 5.1k | 43.30 |
|
| CF Industries Holdings (CF) | 0.1 | $219k | 2.8k | 77.34 |
|
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $218k | 4.7k | 46.54 |
|
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| Elastic N V Ord Shs (ESTC) | 0.1 | $213k | NEW | 2.8k | 75.44 |
|
| Automatic Data Processing (ADP) | 0.1 | $211k | NEW | 820.00 | 257.26 |
|
| Las Vegas Sands (LVS) | 0.1 | $209k | NEW | 3.2k | 65.09 |
|
| LKQ Corporation (LKQ) | 0.1 | $209k | 6.9k | 30.20 |
|
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| Encompass Health Corp (EHC) | 0.1 | $209k | NEW | 2.0k | 106.14 |
|
| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $207k | NEW | 9.8k | 21.19 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $207k | -6% | 944.00 | 219.36 |
|
| Hartford Financial Services (HIG) | 0.1 | $204k | NEW | 1.5k | 137.80 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $202k | NEW | 4.0k | 50.79 |
|
| Generac Holdings (GNRC) | 0.1 | $201k | -4% | 1.5k | 136.37 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $200k | 12k | 16.49 |
|
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.1 | $161k | 18k | 9.04 |
|
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| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $150k | +16% | 51k | 2.92 |
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| Adt (ADT) | 0.0 | $122k | -18% | 15k | 8.07 |
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $120k | 50k | 2.40 |
|
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| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $73k | +4% | 36k | 2.00 |
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Past Filings by Investment Research Partners
SEC 13F filings are viewable for Investment Research Partners going back to 2025
- Investment Research Partners 2025 Q4 filed Feb. 12, 2026
- Investment Research Partners 2025 Q3 filed Dec. 1, 2025