# Investment Research Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2069274. Source: https://holderbook.com/funds/2069274-investment-research-partners-llc/

- Reported value: $295.5M
- Positions: 278
- Weight of the ten largest: 29.3%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.5M | 57,526 | 3.9% | 4 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $10.3M | 104,143 | 3.5% | 4 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $10.2M | 20,831 | 3.5% | 3 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.7M | 12,901 | 3.3% | 4 |
| NORTHERN LTS FD TR IV | [PTL](https://holderbook.com/stocks/PTL/) | $8.6M | 30,037 | 2.9% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $8.5M | 29,399 | 2.9% | 4 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $7.7M | 72,397 | 2.6% | 4 |
| ABRDN ETFS | [BCI](https://holderbook.com/stocks/BCI/) | $7.6M | 338,083 | 2.6% | 4 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $6.5M | 121,847 | 2.2% | 1 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $6.1M | 80,389 | 2.1% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $5.8M | 16,319 | 2.0% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.3M | 14,078 | 1.8% | 4 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $4.2M | 39,159 | 1.4% | 4 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $4.1M | 19,213 | 1.4% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.9M | 10,203 | 1.3% | 4 |
| UNIFIED SER TR | [OAIM](https://holderbook.com/stocks/OAIM/) | $3.5M | 73,058 | 1.2% | 4 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $3.4M | 141,048 | 1.2% | 4 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $3.4M | 122,482 | 1.1% | 4 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $3.3M | 40,764 | 1.1% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.2M | 5,649 | 1.1% | 4 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.0M | 6,980 | 1.0% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.7M | 23,174 | 0.9% | 4 |
| TIMOTHY PLAN | [TPSC](https://holderbook.com/stocks/TPSC/) | $2.5M | 51,415 | 0.8% | 4 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $2.3M | 7,001 | 0.8% | 4 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $2.3M | 46,666 | 0.8% | 4 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $2.3M | 14,325 | 0.8% | 4 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.3M | 8,904 | 0.8% | 4 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.2M | 6,822 | 0.8% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.2M | 1,847 | 0.7% | 4 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.2M | 9,229 | 0.7% | 4 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.1M | 7,527 | 0.7% | 4 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $2.1M | 19,187 | 0.7% | 4 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $2.0M | 47,948 | 0.7% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.7M | 3,646 | 0.6% | 4 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.7M | 1,847 | 0.6% | 4 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.6M | 823 | 0.6% | 4 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.6M | 4,778 | 0.5% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 2,006 | 0.5% | 4 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.5M | 1,296 | 0.5% | 4 |
| ISHARES TR | [IDV](https://holderbook.com/stocks/IDV/) | $1.4M | 34,966 | 0.5% | 4 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.4M | 3,890 | 0.5% | 4 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.4M | 9,970 | 0.5% | 4 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $1.4M | 17,768 | 0.5% | 3 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.3M | 7,111 | 0.4% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.3M | 2,622 | 0.4% | 4 |
| AMETEK INC | [AME](https://holderbook.com/stocks/AME/) | $1.3M | 5,409 | 0.4% | 4 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $1.3M | 1,710 | 0.4% | 4 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.3M | 11,411 | 0.4% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.3M | 5,081 | 0.4% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.3M | 3,612 | 0.4% | 4 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.2M | 5,609 | 0.4% | 4 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.2M | 2,376 | 0.4% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.2M | 3,460 | 0.4% | 4 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $1.2M | 50,800 | 0.4% | 4 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $1.2M | 14,328 | 0.4% | 4 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.2M | 14,055 | 0.4% | 4 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.2M | 1,833 | 0.4% | 4 |
| HOST HOTELS & RESORTS INC | [HST](https://holderbook.com/stocks/HST/) | $1.2M | 49,042 | 0.4% | 4 |
| BROOKFIELD RENEWABLE CORP | [BEPC](https://holderbook.com/stocks/BEPC/) | $1.2M | 31,192 | 0.4% | 4 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $1.1M | 5,050 | 0.4% | 4 |
| REGIONS FINANCIAL CORP NEW | [RF](https://holderbook.com/stocks/RF/) | $1.1M | 36,750 | 0.4% | 4 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $1.1M | 6,950 | 0.4% | 4 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.1M | 7,416 | 0.4% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.1M | 6,483 | 0.4% | 4 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $1.1M | 23,716 | 0.4% | 4 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.1M | 2,517 | 0.4% | 4 |
| ORIX CORP | [IX](https://holderbook.com/stocks/IX/) | $1.0M | 27,303 | 0.4% | 4 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $1.0M | 43,912 | 0.4% | 4 |
| ALLIANCEBERNSTEIN GLOBAL HIG | [AWF](https://holderbook.com/stocks/AWF/) | $1.0M | 100,660 | 0.4% | 4 |
| ISHARES TR | [IQLT](https://holderbook.com/stocks/IQLT/) | $993.1K | 20,042 | 0.3% | 4 |
| ALEXANDRIA REAL ESTATE EQ IN | [ARE](https://holderbook.com/stocks/ARE/) | $969.7K | 18,349 | 0.3% | 4 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $968.3K | 22,870 | 0.3% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $968.2K | 6,602 | 0.3% | 4 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $962.1K | 16,698 | 0.3% | 4 |
| SHINHAN FINANCIAL GROUP CO L | [SHG](https://holderbook.com/stocks/SHG/) | $943.1K | 14,910 | 0.3% | 4 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $922.2K | 9,549 | 0.3% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $914.6K | 1,242 | 0.3% | 4 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $891.1K | 10,153 | 0.3% | 4 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $874.8K | 822 | 0.3% | 4 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $872.0K | 18,705 | 0.3% | 4 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $840.0K | 2,482 | 0.3% | 4 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $836.7K | 9,086 | 0.3% | 4 |
| TORTOISE ENERGY INFRSTRCTR C | [TYG](https://holderbook.com/stocks/TYG/) | $832.9K | 19,427 | 0.3% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $826.1K | 14,498 | 0.3% | 4 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $825.9K | 1,147 | 0.3% | 4 |
| SUN LIFE FINANCIAL INC. | [SLF](https://holderbook.com/stocks/SLF/) | $814.8K | 10,390 | 0.3% | 4 |
| TOYOTA MOTOR CORP | [TM](https://holderbook.com/stocks/TM/) | $807.6K | 4,795 | 0.3% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $797.6K | 6,207 | 0.3% | 4 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $790.8K | 619 | 0.3% | 4 |
| SMUCKER J M CO | [SJM](https://holderbook.com/stocks/SJM/) | $787.7K | 7,002 | 0.3% | 4 |
| DOLE PLC | [DOLE](https://holderbook.com/stocks/DOLE/) | $785.9K | 57,281 | 0.3% | 3 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $751.2K | 6,960 | 0.3% | 4 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $741.5K | 7,138 | 0.3% | 4 |
| CBOE GLOBAL MKTS INC | [CBOE](https://holderbook.com/stocks/CBOE/) | $733.4K | 3,022 | 0.2% | 4 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $731.4K | 9,433 | 0.2% | 4 |
| HONDA MOTOR CO LTD | [HMC](https://holderbook.com/stocks/HMC/) | $713.9K | 26,335 | 0.2% | 4 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $710.0K | 8,592 | 0.2% | 4 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $709.1K | 8,511 | 0.2% | 4 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $690.7K | 5,467 | 0.2% | 4 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $690.1K | 4,082 | 0.2% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.7% | +14.8% | -5.1% | 100% |
| Q1 2026 | +1.6% | -4.6% | +6.2% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $295.5M | 278 |
| Q1 2026 | $245.8M | 245 |
| Q4 2025 | $233.0M | 230 |
| Q3 2025 | $222.3M | 224 |