Investment Research Partners

Investment Research Partners as of March 31, 2026

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