Investment Research Partners

Investment Research Partners as of June 30, 2026

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