Investment Research Partners
Latest statistics and disclosures from Investment Research Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AGG, CIEN, IVV, PTL, and represent 17.02% of Investment Research Partners's stock portfolio.
- Added to shares of these 10 stocks: IGIB (+$6.5M), HDV, SHY, TBIL, AAPL, MSFT, NVDA, AGG, WDC, IEI.
- Started 50 new stock positions in ES, PH, RBRK, ROST, MET, VRTX, DRI, BWA, IGIB, URI.
- Reduced shares in these 10 stocks: , SUB, IBMP, IBMQ, IBMO, SNDK, , , INTC, .
- Sold out of its positions in ALIT, CI, COP, DHIL, XOM, HIG, NXTE, ISTB, IBMO, PLD. SPGI, GLD, SPYM, SCHG, FNDX, NOW, STKL.
- Investment Research Partners was a net buyer of stock by $29M.
- Investment Research Partners has $296M in assets under management (AUM), dropping by 20.23%.
- Central Index Key (CIK): 0002069274
Tip: Access up to 7 years of quarterly data
Positions held by Investment Research Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Investment Research Partners
Investment Research Partners holds 278 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.9 | $12M | +7% | 58k | 200.09 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.5 | $10M | +7% | 104k | 98.98 |
|
| Ciena Corp Com New (CIEN) | 3.5 | $10M | 21k | 490.56 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.3 | $9.7M | 13k | 748.91 |
|
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 2.9 | $8.6M | 30k | 286.09 |
|
|
| Apple (AAPL) | 2.9 | $8.5M | +11% | 29k | 289.36 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.6 | $7.7M | -19% | 72k | 106.47 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 2.6 | $7.6M | 338k | 22.34 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.2 | $6.5M | NEW | 122k | 53.17 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.1 | $6.1M | +4% | 80k | 76.11 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.8M | +3% | 16k | 357.36 |
|
| Microsoft Corporation (MSFT) | 1.8 | $5.3M | +19% | 14k | 373.01 |
|
| Ishares Tr National Mun Etf (MUB) | 1.4 | $4.2M | +10% | 39k | 107.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $4.1M | +4% | 19k | 212.77 |
|
| Broadcom (AVGO) | 1.3 | $3.9M | 10k | 377.74 |
|
|
| Unified Ser Tr Oneascent Intl (OAIM) | 1.2 | $3.5M | 73k | 47.83 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.2 | $3.4M | +10% | 141k | 24.14 |
|
| Ishares Tr Core High Dv Etf (HDV) | 1.1 | $3.4M | +377% | 123k | 27.41 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $3.3M | +120% | 41k | 82.11 |
|
| Meta Platforms Cl A (META) | 1.1 | $3.2M | +9% | 5.6k | 563.27 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $3.0M | +2% | 7.0k | 433.31 |
|
| Cisco Systems (CSCO) | 0.9 | $2.7M | -3% | 23k | 117.46 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.8 | $2.5M | +2% | 51k | 47.98 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $2.3M | +3% | 7.0k | 334.82 |
|
| RBB F/m Us Treasury (TBIL) | 0.8 | $2.3M | +97% | 47k | 49.86 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.8 | $2.3M | -4% | 14k | 158.25 |
|
| Johnson & Johnson (JNJ) | 0.8 | $2.3M | +6% | 8.9k | 253.98 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.2M | +14% | 6.8k | 327.34 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $2.2M | +11% | 1.8k | 1199.49 |
|
| Amazon (AMZN) | 0.7 | $2.2M | +30% | 9.2k | 238.34 |
|
| International Business Machines (IBM) | 0.7 | $2.1M | +16% | 7.5k | 281.22 |
|
| United Parcel Svcs CL B (UPS) | 0.7 | $2.1M | +3% | 19k | 107.50 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.7 | $2.0M | -5% | 48k | 40.68 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $1.7M | 3.6k | 477.57 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.7M | +8% | 1.8k | 935.51 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.6 | $1.6M | +19% | 823.00 | 1989.44 |
|
| American Express Company (AXP) | 0.5 | $1.6M | +5% | 4.8k | 338.22 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.5M | +4% | 2.0k | 746.67 |
|
| Micron Technology (MU) | 0.5 | $1.5M | +14% | 1.3k | 1154.29 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $1.4M | 35k | 41.43 |
|
|
| Amgen (AMGN) | 0.5 | $1.4M | +6% | 3.9k | 362.12 |
|
| Intel Corporation (INTC) | 0.5 | $1.4M | -23% | 10k | 139.63 |
|
| Totalenergies Se Act (TTE) | 0.5 | $1.4M | +4% | 18k | 77.76 |
|
| Qualcomm (QCOM) | 0.4 | $1.3M | +3% | 7.1k | 184.78 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.3M | +20% | 2.6k | 500.41 |
|
| Ametek (AME) | 0.4 | $1.3M | +13% | 5.4k | 241.95 |
|
| McKesson Corporation (MCK) | 0.4 | $1.3M | +6% | 1.7k | 755.80 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.3M | -5% | 11k | 113.26 |
|
| Abbvie (ABBV) | 0.4 | $1.3M | +5% | 5.1k | 251.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.3M | +37% | 3.6k | 353.35 |
|
| Lowe's Companies (LOW) | 0.4 | $1.2M | +5% | 5.6k | 220.50 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | +12% | 2.4k | 513.61 |
|
| Visa Com Cl A (V) | 0.4 | $1.2M | +12% | 3.5k | 343.07 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $1.2M | +29% | 51k | 23.13 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.4 | $1.2M | 14k | 81.94 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.2M | 14k | 82.84 |
|
|
| Deere & Company (DE) | 0.4 | $1.2M | +8% | 1.8k | 634.44 |
|
| Host Hotels & Resorts (HST) | 0.4 | $1.2M | +10% | 49k | 23.71 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.4 | $1.2M | +5% | 31k | 37.12 |
|
| Nucor Corporation (NUE) | 0.4 | $1.1M | 5.1k | 222.73 |
|
|
| Regions Financial Corporation (RF) | 0.4 | $1.1M | +10% | 37k | 30.20 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $1.1M | +13% | 7.0k | 156.72 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.1M | +11% | 7.4k | 146.54 |
|
| Chevron Corporation (CVX) | 0.4 | $1.1M | +16% | 6.5k | 165.77 |
|
| Hewlett Packard Enterprise (HPE) | 0.4 | $1.1M | +5% | 24k | 45.11 |
|
| Tesla Motors (TSLA) | 0.4 | $1.1M | +28% | 2.5k | 420.60 |
|
| Orix Corp Sponsored Adr (IX) | 0.4 | $1.0M | +9% | 27k | 38.04 |
|
| Kraft Heinz (KHC) | 0.4 | $1.0M | +6% | 44k | 23.62 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $1.0M | -4% | 101k | 10.30 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $993k | 20k | 49.55 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.3 | $970k | +28% | 18k | 52.85 |
|
| Verizon Communications (VZ) | 0.3 | $968k | 23k | 42.34 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $968k | +4% | 6.6k | 146.65 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $962k | 17k | 57.62 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.3 | $943k | +3% | 15k | 63.25 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $922k | 9.5k | 96.58 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $915k | +10% | 1.2k | 736.40 |
|
| Nextera Energy (NEE) | 0.3 | $891k | +25% | 10k | 87.77 |
|
| Caterpillar (CAT) | 0.3 | $875k | 822.00 | 1064.25 |
|
|
| Exelon Corporation (EXC) | 0.3 | $872k | +8% | 19k | 46.62 |
|
| Roper Industries (ROP) | 0.3 | $840k | +12% | 2.5k | 338.42 |
|
| O'reilly Automotive (ORLY) | 0.3 | $837k | +13% | 9.1k | 92.09 |
|
| Tortoise Energy Infrastructure closed end funds (TYG) | 0.3 | $833k | -6% | 19k | 42.87 |
|
| Bank of America Corporation (BAC) | 0.3 | $826k | +26% | 15k | 56.98 |
|
| Quanta Services (PWR) | 0.3 | $826k | -2% | 1.1k | 720.04 |
|
| Sun Life Financial (SLF) | 0.3 | $815k | +9% | 10k | 78.42 |
|
| Toyota Motor Corp Ads (TM) | 0.3 | $808k | +23% | 4.8k | 168.42 |
|
| Merck & Co (MRK) | 0.3 | $798k | 6.2k | 128.50 |
|
|
| Mettler-Toledo International (MTD) | 0.3 | $791k | +11% | 619.00 | 1277.51 |
|
| Smucker J M Com New (SJM) | 0.3 | $788k | +42% | 7.0k | 112.50 |
|
| Dole Ord Shs (DOLE) | 0.3 | $786k | +60% | 57k | 13.72 |
|
| Prudential Financial (PRU) | 0.3 | $751k | 7.0k | 107.93 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $742k | 7.1k | 103.88 |
|
|
| CBOE Holdings (CBOE) | 0.2 | $733k | +4% | 3.0k | 242.69 |
|
| Shell Spon Ads (SHEL) | 0.2 | $731k | +30% | 9.4k | 77.54 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $714k | +24% | 26k | 27.11 |
|
| Wells Fargo & Company (WFC) | 0.2 | $710k | +41% | 8.6k | 82.64 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $709k | +26% | 8.5k | 83.31 |
|
| Gilead Sciences (GILD) | 0.2 | $691k | -10% | 5.5k | 126.35 |
|
| Phillips 66 (PSX) | 0.2 | $690k | +29% | 4.1k | 169.05 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $680k | -10% | 9.0k | 75.79 |
|
| UnitedHealth (UNH) | 0.2 | $678k | +27% | 1.6k | 415.70 |
|
| Comfort Systems USA (FIX) | 0.2 | $662k | +21% | 334.00 | 1981.95 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.2 | $651k | -57% | 26k | 25.42 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $646k | -31% | 2.9k | 219.43 |
|
| Chubb (CB) | 0.2 | $630k | +21% | 1.9k | 340.74 |
|
| Ford Motor Company (F) | 0.2 | $630k | +6% | 45k | 13.90 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $626k | -4% | 7.0k | 89.43 |
|
| Danaher Corporation (DHR) | 0.2 | $621k | +72% | 3.3k | 190.48 |
|
| Ameriprise Financial (AMP) | 0.2 | $614k | +31% | 1.3k | 458.83 |
|
| Applied Materials (AMAT) | 0.2 | $613k | +37% | 848.00 | 723.00 |
|
| Medtronic SHS (MDT) | 0.2 | $610k | +57% | 7.8k | 78.23 |
|
| Western Digital (WDC) | 0.2 | $607k | NEW | 950.00 | 638.72 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $606k | +19% | 2.1k | 289.43 |
|
| Edwards Lifesciences (EW) | 0.2 | $604k | +6% | 6.7k | 90.46 |
|
| Unilever Spon Adr New (UL) | 0.2 | $600k | +33% | 10k | 60.12 |
|
| Hannon Armstrong (HASI) | 0.2 | $597k | +6% | 15k | 39.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $589k | 858.00 | 686.81 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $583k | -9% | 3.9k | 148.33 |
|
| Fiserv (FISV) | 0.2 | $578k | -6% | 12k | 49.05 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $576k | -7% | 2.8k | 205.02 |
|
| Home Depot (HD) | 0.2 | $575k | +61% | 1.6k | 352.68 |
|
| Delta Air Lines Com New (DAL) | 0.2 | $570k | +3% | 6.1k | 93.66 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $569k | +32% | 19k | 29.43 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $567k | +84% | 4.6k | 124.44 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $556k | NEW | 4.7k | 117.45 |
|
| Expedia Group Com New (EXPE) | 0.2 | $555k | +56% | 2.2k | 255.88 |
|
| Pfizer (PFE) | 0.2 | $548k | +46% | 23k | 24.08 |
|
| Mosaic (MOS) | 0.2 | $544k | +21% | 26k | 21.19 |
|
| Mid-America Apartment (MAA) | 0.2 | $537k | +102% | 3.9k | 138.95 |
|
| Ge Aerospace Com New (GE) | 0.2 | $536k | +36% | 1.4k | 373.73 |
|
| Abrdn Etfs Bbrg All Commdy (BCD) | 0.2 | $535k | -7% | 16k | 34.15 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $534k | +2% | 1.4k | 370.71 |
|
| Enbridge (ENB) | 0.2 | $530k | +15% | 9.8k | 54.21 |
|
| Golub Capital BDC (GBDC) | 0.2 | $527k | +10% | 41k | 12.88 |
|
| Spdr Index Shs Fds St Str Msci Eafe (QEFA) | 0.2 | $524k | 5.5k | 96.02 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $517k | -5% | 5.6k | 92.98 |
|
| Hershey Company (HSY) | 0.2 | $516k | 2.9k | 175.45 |
|
|
| Cheniere Energy Com New (LNG) | 0.2 | $516k | +18% | 2.2k | 239.01 |
|
| Ing Groep Sponsored Adr (ING) | 0.2 | $500k | +6% | 16k | 31.38 |
|
| PG&E Corporation (PCG) | 0.2 | $494k | +30% | 29k | 16.82 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $492k | +14% | 9.4k | 52.42 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $490k | +4% | 14k | 36.13 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $483k | -4% | 500.00 | 965.00 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $476k | +10% | 3.6k | 132.84 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $475k | NEW | 956.00 | 496.73 |
|
| Generac Holdings (GNRC) | 0.2 | $469k | 1.6k | 292.81 |
|
|
| Stryker Corporation (SYK) | 0.2 | $468k | +15% | 1.5k | 314.86 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $464k | +37% | 2.4k | 189.73 |
|
| Hp (HPQ) | 0.2 | $463k | +18% | 21k | 21.94 |
|
| Clearway Energy CL C (CWEN) | 0.2 | $462k | +4% | 14k | 34.18 |
|
| Relx Sponsored Adr (RELX) | 0.2 | $456k | +18% | 14k | 31.67 |
|
| Americold Rlty Tr (COLD) | 0.2 | $454k | +139% | 29k | 15.72 |
|
| Citigroup Com New (C) | 0.2 | $452k | +19% | 3.2k | 139.96 |
|
| Corning Incorporated (GLW) | 0.2 | $450k | -9% | 1.8k | 255.43 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $443k | 2.9k | 154.30 |
|
|
| Capital One Financial (COF) | 0.1 | $442k | +95% | 2.2k | 200.62 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $436k | +19% | 3.0k | 146.11 |
|
| Centene Corporation (CNC) | 0.1 | $433k | 6.7k | 64.19 |
|
|
| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $432k | -5% | 13k | 32.23 |
|
| Edison International (EIX) | 0.1 | $432k | +6% | 5.8k | 74.45 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $431k | +580% | 3.6k | 119.52 |
|
| Target Corporation (TGT) | 0.1 | $431k | +13% | 3.3k | 130.62 |
|
| Morgan Stanley Com New (MS) | 0.1 | $431k | 2.1k | 209.03 |
|
|
| Iqvia Holdings (IQV) | 0.1 | $429k | +9% | 2.2k | 193.22 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $429k | +416% | 204k | 2.10 |
|
| Sandisk Corp (SNDK) | 0.1 | $425k | -53% | 187.00 | 2273.73 |
|
| UGI Corporation (UGI) | 0.1 | $419k | +27% | 12k | 34.54 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $417k | NEW | 4.2k | 99.29 |
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $407k | +7% | 26k | 15.77 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $404k | +13% | 2.8k | 143.10 |
|
| Travelers Companies (TRV) | 0.1 | $402k | +34% | 1.2k | 330.12 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $402k | +16% | 788.00 | 509.46 |
|
| General Motors Company (GM) | 0.1 | $395k | +26% | 5.1k | 77.08 |
|
| Advanced Micro Devices (AMD) | 0.1 | $393k | NEW | 677.00 | 580.91 |
|
| General Dynamics Corporation (GD) | 0.1 | $390k | +13% | 1.1k | 354.24 |
|
| Realty Income (O) | 0.1 | $384k | +10% | 6.2k | 61.96 |
|
| At&t (T) | 0.1 | $384k | 19k | 20.70 |
|
|
| Transmedics Group (TMDX) | 0.1 | $383k | +32% | 5.8k | 66.42 |
|
| Wabtec Corporation (WAB) | 0.1 | $382k | +12% | 1.4k | 269.63 |
|
| Williams Companies (WMB) | 0.1 | $379k | -3% | 5.1k | 74.34 |
|
| Franklin Resources (BEN) | 0.1 | $372k | +24% | 11k | 33.27 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $372k | +32% | 7.1k | 52.65 |
|
| Verisign (VRSN) | 0.1 | $370k | +43% | 1.5k | 251.56 |
|
| Technipfmc (FTI) | 0.1 | $369k | 5.6k | 66.30 |
|
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $362k | -68% | 14k | 25.58 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $362k | +20% | 5.8k | 62.89 |
|
| Xplr Infrastructure Com Unit Part In (XIFR) | 0.1 | $362k | +3% | 31k | 11.81 |
|
| Ge Vernova (GEV) | 0.1 | $361k | +27% | 307.00 | 1174.86 |
|
| Waste Connections (WCN) | 0.1 | $356k | NEW | 2.1k | 166.69 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $350k | 3.4k | 102.30 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $347k | NEW | 1.2k | 301.71 |
|
| Kenvue (KVUE) | 0.1 | $347k | 18k | 19.11 |
|
|
| FedEx Corporation (FDX) | 0.1 | $344k | +12% | 1.1k | 313.13 |
|
| Fortinet (FTNT) | 0.1 | $340k | NEW | 2.2k | 153.62 |
|
| McDonald's Corporation (MCD) | 0.1 | $339k | +31% | 1.3k | 270.31 |
|
| Walt Disney Company (DIS) | 0.1 | $335k | +2% | 3.5k | 96.26 |
|
| Natera (NTRA) | 0.1 | $330k | +14% | 1.2k | 271.45 |
|
| Eversource Energy (ES) | 0.1 | $329k | NEW | 4.6k | 72.27 |
|
| TJX Companies (TJX) | 0.1 | $328k | +69% | 2.2k | 151.50 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $326k | 3.1k | 106.31 |
|
|
| Cummins (CMI) | 0.1 | $323k | NEW | 453.00 | 713.21 |
|
| Boeing Company (BA) | 0.1 | $317k | NEW | 1.5k | 216.47 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $315k | +6% | 629.00 | 501.36 |
|
| American Electric Power Company (AEP) | 0.1 | $312k | 2.3k | 136.81 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $312k | +16% | 8.4k | 36.95 |
|
| Coca-Cola Company (KO) | 0.1 | $310k | +37% | 3.8k | 81.27 |
|
| Entergy Corporation (ETR) | 0.1 | $306k | 2.7k | 114.86 |
|
|
| Masco Corporation (MAS) | 0.1 | $305k | +4% | 3.7k | 81.37 |
|
| Pepsi (PEP) | 0.1 | $302k | +60% | 2.2k | 135.40 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $302k | NEW | 1.8k | 169.88 |
|
| Aon Shs Cl A (AON) | 0.1 | $302k | NEW | 910.00 | 331.69 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $301k | +70% | 483.00 | 623.54 |
|
| General Mills (GIS) | 0.1 | $300k | NEW | 8.6k | 34.80 |
|
| Pentair SHS (PNR) | 0.1 | $300k | +53% | 3.9k | 76.67 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $297k | NEW | 482.00 | 616.84 |
|
| Teradyne (TER) | 0.1 | $297k | NEW | 614.00 | 483.84 |
|
| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $297k | +18% | 12k | 24.93 |
|
| CF Industries Holdings (CF) | 0.1 | $296k | -3% | 2.7k | 108.26 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $294k | NEW | 1.2k | 254.50 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $293k | NEW | 1.7k | 176.32 |
|
| Crown Castle Intl (CCI) | 0.1 | $289k | +3% | 3.8k | 75.73 |
|
| Dominion Resources (D) | 0.1 | $288k | +17% | 4.2k | 68.28 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $288k | -5% | 2.8k | 102.81 |
|
| Zoetis Cl A (ZTS) | 0.1 | $276k | +43% | 3.8k | 71.87 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $275k | +5% | 1.1k | 255.67 |
|
| Netflix (NFLX) | 0.1 | $275k | -13% | 3.9k | 71.40 |
|
| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $273k | -35% | 4.4k | 62.21 |
|
| Valero Energy Corporation (VLO) | 0.1 | $273k | NEW | 1.0k | 260.44 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $271k | +9% | 3.1k | 86.31 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $270k | 1.1k | 242.41 |
|
|
| Ross Stores (ROST) | 0.1 | $266k | NEW | 1.2k | 212.85 |
|
| Eaton Corp SHS (ETN) | 0.1 | $266k | 623.00 | 426.12 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $265k | 5.1k | 51.85 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.1 | $265k | NEW | 2.5k | 104.67 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $264k | +3% | 5.8k | 45.49 |
|
| Emcor (EME) | 0.1 | $264k | +4% | 318.00 | 829.88 |
|
| Rayonier (RYN) | 0.1 | $261k | NEW | 12k | 21.28 |
|
| Booking Holdings (BKNG) | 0.1 | $260k | +2818% | 1.5k | 178.24 |
|
| LKQ Corporation (LKQ) | 0.1 | $260k | +14% | 9.9k | 26.33 |
|
| Dollar General (DG) | 0.1 | $258k | +19% | 2.2k | 115.11 |
|
| PNC Financial Services (PNC) | 0.1 | $254k | NEW | 1.0k | 246.22 |
|
| MasTec (MTZ) | 0.1 | $253k | -4% | 609.00 | 416.06 |
|
| MetLife (MET) | 0.1 | $253k | NEW | 3.0k | 84.61 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $250k | 727.00 | 343.91 |
|
|
| Synopsys (SNPS) | 0.1 | $249k | NEW | 559.00 | 446.07 |
|
| Constellation Energy (CEG) | 0.1 | $241k | 972.00 | 248.37 |
|
|
| EOG Resources (EOG) | 0.1 | $239k | NEW | 1.8k | 129.73 |
|
| Ali (ALCO) | 0.1 | $239k | NEW | 5.8k | 41.37 |
|
| United Rentals (URI) | 0.1 | $229k | NEW | 202.00 | 1132.89 |
|
| Automatic Data Processing (ADP) | 0.1 | $228k | NEW | 1.0k | 224.00 |
|
| Nvent Elec SHS (NVT) | 0.1 | $227k | NEW | 1.3k | 169.61 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $220k | NEW | 3.2k | 68.01 |
|
| Incyte Corporation (INCY) | 0.1 | $219k | NEW | 1.9k | 113.36 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $219k | NEW | 224.00 | 978.12 |
|
| Equinix (EQIX) | 0.1 | $218k | NEW | 209.00 | 1042.39 |
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $218k | +14% | 69k | 3.17 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $218k | NEW | 1.3k | 166.67 |
|
| Evercore Class A (EVR) | 0.1 | $217k | NEW | 636.00 | 341.44 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $216k | 4.7k | 46.15 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $216k | +20% | 2.3k | 93.40 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $216k | NEW | 1.5k | 144.61 |
|
| Equifax (EFX) | 0.1 | $210k | NEW | 1.3k | 158.72 |
|
| Rubrik Cl A (RBRK) | 0.1 | $209k | NEW | 2.6k | 80.28 |
|
| Citizens Financial (CFG) | 0.1 | $209k | NEW | 3.0k | 70.07 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $209k | NEW | 2.7k | 77.79 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $209k | NEW | 8.3k | 25.26 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $206k | NEW | 690.00 | 299.01 |
|
| BorgWarner (BWA) | 0.1 | $206k | NEW | 3.1k | 66.40 |
|
| Encompass Health Corp (EHC) | 0.1 | $201k | NEW | 2.0k | 101.09 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $200k | NEW | 1.2k | 172.27 |
|
| Darden Restaurants (DRI) | 0.1 | $200k | NEW | 972.00 | 206.01 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $196k | -24% | 10k | 19.12 |
|
| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.1 | $172k | 18k | 9.71 |
|
|
| Banco Santander Sa Adr (SAN) | 0.1 | $165k | NEW | 12k | 13.80 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $78k | +19% | 13k | 5.91 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $76k | NEW | 13k | 5.83 |
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $17k | -53% | 11k | 1.50 |
|
Past Filings by Investment Research Partners
SEC 13F filings are viewable for Investment Research Partners going back to 2025
- Investment Research Partners 2026 Q2 filed Aug. 4, 2026
- Investment Research Partners 2026 Q1 filed April 29, 2026
- Investment Research Partners 2025 Q4 filed Feb. 12, 2026
- Investment Research Partners 2025 Q3 filed Dec. 1, 2025