Investment Research Partners

Investment Research Partners as of Dec. 31, 2025

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