Investment Research Partners

Investment Research Partners as of Sept. 30, 2025

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