Investment Research Partners
Latest statistics and disclosures from Investment Research Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SUB, AGG, NVDA, IVV, BCI, and represent 18.37% of Investment Research Partners's stock portfolio.
- Added to shares of these 10 stocks: META, IBMP, IBMQ, SUB, ISTB, IBMO, BCI, MUB, GLD, PTL.
- Started 28 new stock positions in MTZ, IBMQ, FBND, CI, KO, MAA, GEV, EME, NEM, GLW.
- Reduced shares in these 10 stocks: CIEN (-$9.6M), SPY, NVDA, JNJ, SNDK, QUAL, TEAM, AVGO, BBY, AMZN.
- Sold out of its positions in ADT, ANET, TEAM, ADP, BBY, EHC, EXACT Sciences Corporation, Hologic, LVS, MEDP. PLTR, SNOW, ESTC.
- Investment Research Partners was a net seller of stock by $-4.7M.
- Investment Research Partners has $246M in assets under management (AUM), dropping by 1.07%.
- Central Index Key (CIK): 0002069274
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Portfolio Holdings for Investment Research Partners
Investment Research Partners holds 245 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 3.9 | $9.6M | +10% | 91k | 106.50 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.9 | $9.6M | 97k | 99.27 |
|
|
| NVIDIA Corporation (NVDA) | 3.8 | $9.3M | -18% | 54k | 174.40 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $8.5M | 13k | 653.21 |
|
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 3.3 | $8.1M | +8% | 332k | 24.29 |
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| Ciena Corp Com New (CIEN) | 3.3 | $8.1M | -54% | 21k | 388.23 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 3.1 | $7.5M | +5% | 30k | 250.55 |
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| Apple (AAPL) | 2.7 | $6.7M | -3% | 26k | 253.79 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 2.4 | $6.0M | +15% | 124k | 48.46 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.1 | $5.3M | +4% | 77k | 68.47 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $4.6M | 16k | 287.55 |
|
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| Microsoft Corporation (MSFT) | 1.8 | $4.4M | 12k | 370.15 |
|
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| Ishares Tr National Mun Etf (MUB) | 1.5 | $3.8M | +15% | 35k | 106.15 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $3.5M | +9% | 19k | 191.92 |
|
| Ishares Tr Core High Dv Etf (HDV) | 1.4 | $3.5M | 26k | 135.72 |
|
|
| Unified Ser Tr Oneascent Intl (OAIM) | 1.3 | $3.2M | +3% | 74k | 43.06 |
|
| Broadcom (AVGO) | 1.3 | $3.1M | -8% | 10k | 309.50 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.3 | $3.1M | +14% | 128k | 24.27 |
|
| Meta Platforms Cl A (META) | 1.2 | $2.9M | +171% | 5.1k | 572.10 |
|
| Timothy Plan U S Sm Cp Core (TPSC) | 0.9 | $2.1M | +7% | 50k | 42.44 |
|
| Johnson & Johnson (JNJ) | 0.8 | $2.0M | -19% | 8.3k | 244.45 |
|
| Spdr Series Trust State Street Spd (XBI) | 0.8 | $1.9M | -2% | 15k | 127.73 |
|
| Cisco Systems (CSCO) | 0.8 | $1.9M | 24k | 77.59 |
|
|
| United Parcel Svcs CL B (UPS) | 0.7 | $1.8M | 19k | 98.38 |
|
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.7 | $1.8M | 51k | 35.94 |
|
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.7M | -5% | 5.9k | 294.17 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.7M | +12% | 1.7k | 996.46 |
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| Vertiv Holdings Com Cl A (VRT) | 0.7 | $1.7M | +3% | 6.7k | 250.58 |
|
| International Business Machines (IBM) | 0.6 | $1.6M | -4% | 6.4k | 242.39 |
|
| Totalenergies Se Act (TTE) | 0.6 | $1.5M | 17k | 90.98 |
|
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.6 | $1.5M | NEW | 60k | 25.44 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.5M | +5% | 19k | 82.57 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.5M | 1.7k | 919.81 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $1.5M | 36k | 42.56 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.5M | 12k | 124.28 |
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| Amazon (AMZN) | 0.6 | $1.5M | -15% | 7.1k | 208.27 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $1.5M | -11% | 6.8k | 213.65 |
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| McKesson Corporation (MCK) | 0.6 | $1.4M | 1.6k | 865.60 |
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| American Express Company (AXP) | 0.6 | $1.4M | +2% | 4.5k | 302.45 |
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| Amgen (AMGN) | 0.5 | $1.3M | 3.7k | 351.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.3M | -72% | 1.9k | 650.25 |
|
| Lowe's Companies (LOW) | 0.5 | $1.3M | -3% | 5.3k | 236.28 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $1.2M | +3% | 3.6k | 337.95 |
|
| RBB F/m Us Treasury (TBIL) | 0.5 | $1.2M | 24k | 49.86 |
|
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.5 | $1.2M | -16% | 30k | 39.83 |
|
| Chevron Corporation (CVX) | 0.5 | $1.2M | -3% | 5.6k | 206.91 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.5 | $1.1M | NEW | 45k | 25.53 |
|
| Verizon Communications (VZ) | 0.5 | $1.1M | -2% | 23k | 50.20 |
|
| AllianceBernstein Global Hgh Incm (AWF) | 0.4 | $1.1M | 105k | 10.17 |
|
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.1M | +16% | 2.1k | 499.67 |
|
| Abbvie (ABBV) | 0.4 | $1.0M | -5% | 4.8k | 217.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.0M | -3% | 2.2k | 479.22 |
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| Tortoise Energy Infrastructure closed end funds (TYG) | 0.4 | $1.0M | 21k | 49.85 |
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| Ametek (AME) | 0.4 | $1.0M | +4% | 4.7k | 214.37 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $1.0M | 14k | 70.91 |
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| Bristol Myers Squibb (BMY) | 0.4 | $1.0M | +27% | 17k | 60.65 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $980k | -2% | 14k | 69.75 |
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| Oracle Corporation (ORCL) | 0.4 | $975k | +6% | 6.6k | 147.12 |
|
| Deere & Company (DE) | 0.4 | $956k | +2% | 1.7k | 563.40 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $936k | 20k | 46.23 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $935k | 6.1k | 152.75 |
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| Visa Com Cl A (V) | 0.4 | $930k | -2% | 3.1k | 302.22 |
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| Kraft Heinz (KHC) | 0.4 | $925k | +6% | 41k | 22.49 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $913k | +7% | 39k | 23.22 |
|
| Procter & Gamble Company (PG) | 0.4 | $911k | +23% | 6.3k | 144.45 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $910k | +4% | 689.00 | 1320.83 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.4 | $887k | 15k | 61.32 |
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| Qualcomm (QCOM) | 0.4 | $887k | 6.9k | 128.77 |
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| Regions Financial Corporation (RF) | 0.4 | $867k | +4% | 33k | 26.12 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $864k | 9.5k | 90.53 |
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| Gilead Sciences (GILD) | 0.3 | $854k | -19% | 6.1k | 139.38 |
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| Host Hotels & Resorts (HST) | 0.3 | $852k | 45k | 19.16 |
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| Nucor Corporation (NUE) | 0.3 | $845k | +4% | 5.0k | 169.11 |
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| Exelon Corporation (EXC) | 0.3 | $844k | 17k | 49.02 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $822k | -32% | 4.3k | 191.81 |
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| CBOE Holdings (CBOE) | 0.3 | $810k | +4% | 2.9k | 281.09 |
|
| Toyota Motor Corp Ads (TM) | 0.3 | $799k | +2% | 3.9k | 206.09 |
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| Roper Industries (ROP) | 0.3 | $781k | +7% | 2.2k | 353.89 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $776k | NEW | 30k | 25.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $755k | -5% | 2.6k | 286.88 |
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| Nextera Energy (NEE) | 0.3 | $754k | +5% | 8.1k | 92.88 |
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| Merck & Co (MRK) | 0.3 | $753k | -6% | 6.3k | 120.28 |
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| Orix Corp Sponsored Adr (IX) | 0.3 | $745k | +5% | 25k | 29.99 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $741k | +49% | 3.0k | 243.08 |
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| O'reilly Automotive (ORLY) | 0.3 | $739k | +5% | 8.0k | 92.31 |
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| Tesla Motors (TSLA) | 0.3 | $730k | -6% | 2.0k | 371.75 |
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| Fiserv (FISV) | 0.3 | $705k | +24% | 13k | 55.80 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $703k | +9% | 10k | 70.18 |
|
| Mettler-Toledo International (MTD) | 0.3 | $700k | +4% | 555.00 | 1261.20 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $693k | -6% | 7.1k | 97.13 |
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| Shell Spon Ads (SHEL) | 0.3 | $673k | -7% | 7.2k | 92.99 |
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| Prudential Financial (PRU) | 0.3 | $668k | +5% | 6.8k | 97.70 |
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| Alexandria Real Estate Equities (ARE) | 0.3 | $664k | +22% | 14k | 46.42 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $651k | +9% | 1.1k | 577.18 |
|
| Quanta Services (PWR) | 0.3 | $648k | -5% | 1.2k | 549.02 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.3 | $616k | +6% | 7.3k | 83.95 |
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| Hershey Company (HSY) | 0.2 | $611k | 2.9k | 207.89 |
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| Abrdn Etfs Bbrg All Commdy (BCD) | 0.2 | $609k | -8% | 17k | 35.78 |
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| Sun Life Financial (SLF) | 0.2 | $594k | +7% | 9.5k | 62.56 |
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| Intel Corporation (INTC) | 0.2 | $579k | -9% | 13k | 44.13 |
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| Phillips 66 (PSX) | 0.2 | $575k | 3.2k | 182.17 |
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| Caterpillar (CAT) | 0.2 | $574k | 810.00 | 708.02 |
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| Bank of America Corporation (BAC) | 0.2 | $557k | -13% | 11k | 48.75 |
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| Mosaic (MOS) | 0.2 | $541k | +20% | 21k | 25.50 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $538k | 4.3k | 124.32 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $535k | +2% | 23k | 23.81 |
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| At&t (T) | 0.2 | $532k | -4% | 18k | 28.99 |
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| Hannon Armstrong (HASI) | 0.2 | $529k | +2% | 14k | 36.75 |
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| Cheniere Energy Com New (LNG) | 0.2 | $519k | +6% | 1.8k | 283.76 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.2 | $516k | +9% | 21k | 24.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $513k | +13% | 858.00 | 597.55 |
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| Dole Ord Shs (DOLE) | 0.2 | $510k | +32% | 36k | 14.29 |
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| Spdr Index Shs Fds State Street Spd (QEFA) | 0.2 | $509k | 5.5k | 93.27 |
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| Clearway Energy CL C (CWEN) | 0.2 | $508k | +13% | 13k | 39.29 |
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| Edwards Lifesciences (EW) | 0.2 | $500k | +4% | 6.2k | 80.08 |
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| Chubb (CB) | 0.2 | $497k | -5% | 1.5k | 325.93 |
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| Ford Motor Company (F) | 0.2 | $493k | 43k | 11.54 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $489k | -18% | 2.5k | 198.29 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $488k | +5% | 6.7k | 72.74 |
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| Prologis (PLD) | 0.2 | $488k | -4% | 3.7k | 132.17 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.2 | $487k | 14k | 34.38 |
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| Wells Fargo & Company (WFC) | 0.2 | $482k | 6.1k | 79.61 |
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| Smucker J M Com New (SJM) | 0.2 | $475k | +13% | 4.9k | 96.43 |
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| Golub Capital BDC (GBDC) | 0.2 | $468k | +6% | 37k | 12.66 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $467k | 5.9k | 79.12 |
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| Marriott Intl Cl A (MAR) | 0.2 | $462k | 1.4k | 327.17 |
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| Enbridge (ENB) | 0.2 | $459k | 8.5k | 54.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $457k | NEW | 1.1k | 430.29 |
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| Ameriprise Financial (AMP) | 0.2 | $452k | -7% | 1.0k | 444.46 |
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| GSK Sponsored Adr (GSK) | 0.2 | $452k | 8.2k | 55.19 |
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| Pfizer (PFE) | 0.2 | $435k | -2% | 16k | 28.08 |
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| Transmedics Group (TMDX) | 0.2 | $433k | +9% | 4.4k | 99.41 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $432k | 2.5k | 169.68 |
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| Netflix (NFLX) | 0.2 | $430k | 4.5k | 96.15 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $429k | +4% | 5.3k | 80.56 |
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| Medtronic SHS (MDT) | 0.2 | $429k | -10% | 4.9k | 86.65 |
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| Unilever Spon Adr New (UL) | 0.2 | $426k | 7.5k | 56.97 |
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| Stryker Corporation (SYK) | 0.2 | $425k | +8% | 1.3k | 328.61 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $410k | -14% | 679.00 | 604.39 |
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| Relx Sponsored Adr (RELX) | 0.2 | $402k | +16% | 12k | 33.15 |
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| Edison International (EIX) | 0.2 | $401k | +7% | 5.5k | 73.18 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $399k | -2% | 14k | 29.13 |
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| PG&E Corporation (PCG) | 0.2 | $394k | +14% | 22k | 17.57 |
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| Technipfmc (FTI) | 0.2 | $390k | 5.6k | 69.13 |
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| Delta Air Lines Com New (DAL) | 0.2 | $389k | +5% | 5.9k | 66.48 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $389k | -2% | 15k | 26.05 |
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| Williams Companies (WMB) | 0.2 | $383k | -2% | 5.3k | 72.78 |
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| Micron Technology (MU) | 0.2 | $383k | 1.1k | 337.84 |
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| Ishares Tr Esg Optimized (SUSA) | 0.2 | $380k | 2.9k | 132.10 |
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| Comfort Systems USA (FIX) | 0.2 | $379k | 275.00 | 1378.99 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $375k | 13k | 29.08 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $373k | +11% | 15k | 25.64 |
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| J.B. Hunt Transport Services (JBHT) | 0.2 | $370k | 1.7k | 211.90 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $370k | 530.00 | 697.72 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $369k | 3.2k | 113.98 |
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| Ishares Tr Us Regnl Bks Etf (IAT) | 0.1 | $369k | 6.8k | 53.84 |
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| CF Industries Holdings (CF) | 0.1 | $368k | 2.8k | 129.84 |
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| Danaher Corporation (DHR) | 0.1 | $358k | 1.9k | 189.60 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $356k | +8% | 24k | 14.77 |
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| Target Corporation (TGT) | 0.1 | $351k | +22% | 2.9k | 121.20 |
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| FedEx Corporation (FDX) | 0.1 | $347k | 975.00 | 356.18 |
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| Iqvia Holdings (IQV) | 0.1 | $347k | 2.0k | 170.54 |
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| UGI Corporation (UGI) | 0.1 | $346k | 9.5k | 36.42 |
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| UnitedHealth (UNH) | 0.1 | $345k | -15% | 1.3k | 270.64 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $344k | 1.8k | 192.90 |
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| Realty Income (O) | 0.1 | $344k | 5.6k | 61.18 |
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| Hp (HPQ) | 0.1 | $342k | -11% | 18k | 19.21 |
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| BP Sponsored Adr (BP) | 0.1 | $340k | 7.2k | 47.00 |
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| General Dynamics Corporation (GD) | 0.1 | $334k | 972.00 | 343.22 |
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| Morgan Stanley Com New (MS) | 0.1 | $333k | 2.0k | 164.55 |
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| Home Depot (HD) | 0.1 | $332k | -16% | 1.0k | 328.89 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $328k | +6% | 2.5k | 130.95 |
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| Walt Disney Company (DIS) | 0.1 | $326k | -2% | 3.4k | 96.39 |
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| Expedia Group Com New (EXPE) | 0.1 | $320k | -15% | 1.4k | 230.89 |
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| Zoetis Cl A (ZTS) | 0.1 | $317k | +9% | 2.7k | 118.22 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $316k | 11k | 27.85 |
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| Wabtec Corporation (WAB) | 0.1 | $315k | 1.3k | 249.94 |
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| Kenvue (KVUE) | 0.1 | $315k | +21% | 18k | 17.24 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $315k | NEW | 2.5k | 126.28 |
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| Xplr Infrastructure Com Unit Part In (XIFR) | 0.1 | $314k | -2% | 30k | 10.62 |
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| Generac Holdings (GNRC) | 0.1 | $308k | +6% | 1.6k | 195.33 |
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| Citigroup Com New (C) | 0.1 | $305k | -14% | 2.7k | 113.42 |
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| Entergy Corporation (ETR) | 0.1 | $305k | 2.7k | 112.36 |
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| Diamond Hill Invt Group Com New (DHIL) | 0.1 | $304k | -4% | 1.8k | 172.10 |
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| American Electric Power Company (AEP) | 0.1 | $304k | 2.3k | 131.08 |
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| General Motors Company (GM) | 0.1 | $301k | -21% | 4.0k | 74.50 |
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| Crown Castle Intl (CCI) | 0.1 | $299k | +2% | 3.7k | 81.31 |
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| Ge Aerospace Com New (GE) | 0.1 | $297k | +12% | 1.0k | 283.77 |
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| McDonald's Corporation (MCD) | 0.1 | $296k | +8% | 953.00 | 310.79 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $290k | -8% | 589.00 | 491.53 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $288k | 3.1k | 93.74 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $288k | -3% | 3.8k | 76.53 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $284k | 3.0k | 95.62 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $281k | +19% | 4.8k | 58.78 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $270k | 5.1k | 52.64 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $269k | 3.4k | 78.66 |
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| Constellation Energy (CEG) | 0.1 | $269k | 962.00 | 279.25 |
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| Corning Incorporated (GLW) | 0.1 | $265k | NEW | 1.9k | 135.97 |
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| Travelers Companies (TRV) | 0.1 | $264k | 904.00 | 291.68 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $262k | +12% | 14k | 19.30 |
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| Sandisk Corp (SNDK) | 0.1 | $257k | -62% | 405.00 | 635.34 |
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| Investment Managers Ser Tr I Axs Green Alpha (NXTE) | 0.1 | $255k | 6.5k | 39.18 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $255k | NEW | 5.6k | 45.62 |
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| Verisign (VRSN) | 0.1 | $255k | -29% | 1.0k | 248.36 |
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| LKQ Corporation (LKQ) | 0.1 | $254k | +25% | 8.6k | 29.37 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $250k | NEW | 1.0k | 244.18 |
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| ConocoPhillips (COP) | 0.1 | $238k | NEW | 1.8k | 132.03 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $238k | 1.1k | 213.63 |
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| Mid-America Apartment (MAA) | 0.1 | $233k | NEW | 1.9k | 122.12 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $231k | -15% | 2.9k | 80.39 |
|
| Centene Corporation (CNC) | 0.1 | $225k | -14% | 6.9k | 32.74 |
|
| Emcor (EME) | 0.1 | $224k | NEW | 304.00 | 738.31 |
|
| Servicenow (NOW) | 0.1 | $223k | NEW | 2.1k | 104.55 |
|
| Dollar General (DG) | 0.1 | $223k | 1.9k | 118.73 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $223k | NEW | 623.00 | 357.67 |
|
| Pentair SHS (PNR) | 0.1 | $221k | -16% | 2.5k | 87.12 |
|
| Dominion Resources (D) | 0.1 | $221k | NEW | 3.6k | 61.82 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $219k | -3% | 284.00 | 772.64 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $217k | 727.00 | 298.85 |
|
|
| Masco Corporation (MAS) | 0.1 | $217k | -4% | 3.6k | 60.36 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $216k | 4.7k | 46.19 |
|
|
| Pepsi (PEP) | 0.1 | $216k | -54% | 1.4k | 155.29 |
|
| S&p Global (SPGI) | 0.1 | $216k | NEW | 508.00 | 425.34 |
|
| Easterly Govt Pptys Com Shs (DEA) | 0.1 | $215k | +2% | 10k | 21.43 |
|
| Franklin Resources (BEN) | 0.1 | $213k | NEW | 9.0k | 23.62 |
|
| Natera (NTRA) | 0.1 | $213k | 1.1k | 199.99 |
|
|
| Applied Materials (AMAT) | 0.1 | $211k | NEW | 618.00 | 341.79 |
|
| Booking Holdings (BKNG) | 0.1 | $211k | -37% | 50.00 | 4210.32 |
|
| Coca-Cola Company (KO) | 0.1 | $210k | NEW | 2.8k | 76.05 |
|
| Ge Vernova (GEV) | 0.1 | $210k | NEW | 241.00 | 872.90 |
|
| Cigna Corp (CI) | 0.1 | $210k | NEW | 786.00 | 266.75 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $207k | NEW | 1.9k | 108.25 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $206k | NEW | 525.00 | 391.76 |
|
| MasTec (MTZ) | 0.1 | $206k | NEW | 639.00 | 321.74 |
|
| Capital One Financial (COF) | 0.1 | $205k | -37% | 1.1k | 182.43 |
|
| TJX Companies (TJX) | 0.1 | $203k | NEW | 1.3k | 159.70 |
|
| Hartford Financial Services (HIG) | 0.1 | $200k | 1.5k | 135.23 |
|
|
| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.1 | $185k | 18k | 10.43 |
|
|
| Brandywine Rlty Tr Sh Ben Int New (BDN) | 0.1 | $163k | +16% | 60k | 2.71 |
|
| Americold Rlty Tr (COLD) | 0.1 | $138k | NEW | 12k | 11.46 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $95k | +8% | 40k | 2.39 |
|
| Sunopta (STKL) | 0.0 | $78k | NEW | 12k | 6.48 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $48k | NEW | 11k | 4.29 |
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $35k | -51% | 24k | 1.45 |
|
| Alight Com Cl A (ALIT) | 0.0 | $12k | NEW | 21k | 0.58 |
|
Past Filings by Investment Research Partners
SEC 13F filings are viewable for Investment Research Partners going back to 2025
- 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