Investment Research Partners LLC
CIK 2069274 · View on SEC EDGAR ↗
- Portfolio value
- $295.5M
- Positions
- 278
- As of
- June 30, 2026
#5,219 of 9,443 by 13F value · top 55.3%
Portfolio value QoQ: +20.2% 13F does not disclose cash
- Top 10 holdings weight
- 29.33%
- Top 25 holdings weight
- 47.23%
- Positions above 1%
- 21
- Effective number of positions
- 77.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.38% Est. buys $46,554,808 · sells $17,268,693
Median holding: 4.0 quarters Tracked Q3 2025–Q2 2026 · 88.8% still held
- New positions
- 50
- Increased
- 169
- Decreased
- 45
- Closed
- 17
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
17.4%
Healthcare
7.0%
Industrials
5.7%
Communications
4.5%
Communication Services
3.7%
Financials
3.7%
Financial Services
3.2%
Retail
3.1%
Consumer Discretionary
2.5%
Energy
2.4%
Utilities
2.4%
Real Estate
1.6%
Consumer Staples
1.4%
Materials
1.2%
Logistics & Transportation
0.8%
Consumer products
0.6%
Telecommunication
0.5%
Other/Unmapped
38.2%
Full portfolio 278 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $11,510,392 | 3.90% | 57,526 | $2,169,036 | Up ×1 | ||
| AGG | $10,308,047 | 3.49% | 104,143 | $695,435 | Up ×1 | ||
| CIEN Ciena Corporation Common Stock | $10,218,855 | 3.46% | 20,831 | $2,154,153 | Up ×1 | ||
| IVV | $9,661,637 | 3.27% | 12,901 | $1,180,296 | Down ×2 | ||
| PTL | $8,593,412 | 2.91% | 30,037 | $1,089,664 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $8,506,855 | 2.88% | 29,399 | $1,831,733 | Up ×1 | ||
| SUB | $7,708,066 | 2.61% | 72,397 | $-1,929,563 | Down ×1 | ||
| BCI | $7,552,780 | 2.56% | 338,083 | $-517,093 | Up ×3 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $6,478,583 | 2.19% | 121,847 | Up ×1 | |||
| ACWX iShares MSCI ACWI ex U.S. ETF | $6,118,376 | 2.07% | 80,389 | $856,113 | Up ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5,831,774 | 1.97% | 16,319 | $1,280,410 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $5,251,247 | 1.78% | 14,078 | $891,197 | Up ×1 | ||
| MUB | $4,214,341 | 1.43% | 39,159 | $459,584 | Up ×3 | ||
| RSP | $4,087,891 | 1.38% | 19,213 | $545,592 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $3,854,072 | 1.30% | 10,203 | $724,111 | Up ×1 | ||
| OAIM | $3,494,379 | 1.18% | 73,058 | $316,673 | Down ×1 | ||
| SCHO | $3,404,899 | 1.15% | 141,048 | $306,664 | Up ×2 | ||
| HDV | $3,357,235 | 1.14% | 122,482 | $-123,719 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $3,347,132 | 1.13% | 40,764 | $1,819,009 | Up ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,181,891 | 1.08% | 5,649 | $238,996 | Up ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $3,024,532 | 1.02% | 6,980 | $1,568,721 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2,722,072 | 0.92% | 23,174 | $860,904 | Down ×2 | ||
| TPSC | $2,466,996 | 0.83% | 51,415 | $330,360 | Up ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $2,344,101 | 0.79% | 7,001 | $654,675 | Up ×2 | ||
| TBIL F/m US Treasury 3 Month Bill Fund | $2,326,767 | 0.79% | 46,666 | $1,148,575 | Up ×1 | ||
| XBI XBI | $2,266,975 | 0.77% | 14,325 | $355,749 | Down ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2,261,425 | 0.77% | 8,904 | $225,418 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,233,141 | 0.76% | 6,822 | $486,065 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,215,456 | 0.75% | 1,847 | $695,010 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,199,640 | 0.74% | 9,229 | $728,837 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $2,116,726 | 0.72% | 7,527 | $553,535 | Up ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $2,062,603 | 0.70% | 19,187 | $231,880 | Up ×1 | ||
| DES | $1,950,525 | 0.66% | 47,948 | $120,604 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,741,220 | 0.59% | 3,646 | $510,744 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,727,880 | 0.58% | 1,847 | $26,917 | Up ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,637,309 | 0.55% | 823 | $727,257 | Up ×2 | ||
| AXP American Express Company Common Stock | $1,616,013 | 0.55% | 4,778 | $250,164 | Up ×3 | ||
| SPY SPY | $1,497,822 | 0.51% | 2,006 | $244,141 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1,495,960 | 0.51% | 1,296 | $1,112,849 | Up ×1 | ||
| IDV | $1,448,641 | 0.49% | 34,966 | $-61,813 | Down ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1,408,655 | 0.48% | 3,890 | $118,800 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $1,392,111 | 0.47% | 9,970 | $813,611 | Down ×3 | ||
| TTE TotalEnergies SE Ordinary Shares | $1,381,640 | 0.47% | 17,768 | $-163,200 | Up ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,313,988 | 0.44% | 7,111 | $426,753 | Up ×3 | ||
| BRKB | $1,312,067 | 0.44% | 2,622 | $267,369 | Up ×1 | ||
| AME AMETEK, Inc. | $1,308,705 | 0.44% | 5,409 | $291,103 | Up ×2 | ||
| MCK McKesson Corporation Common Stock | $1,292,417 | 0.44% | 1,710 | $-97,735 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,292,355 | 0.44% | 11,411 | $-214,480 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1,278,503 | 0.43% | 5,081 | $232,901 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,276,289 | 0.43% | 3,612 | $521,511 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1,236,790 | 0.42% | 5,609 | $-15,276 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,220,342 | 0.41% | 2,376 | $167,039 | Up ×3 | ||
| V Visa Inc. | $1,187,037 | 0.40% | 3,460 | $257,405 | Up ×1 | ||
| SCHZ | $1,175,004 | 0.40% | 50,800 | $262,133 | Up ×3 | ||
| DFUS | $1,174,036 | 0.40% | 14,328 | $158,038 | |||
| IEMG | $1,164,316 | 0.39% | 14,055 | $183,980 | |||
| DE Deere & Company Common Stock | $1,162,937 | 0.39% | 1,833 | $207,412 | Up ×3 | ||
| HST Host Hotels & Resorts, Inc. - Common Stock | $1,162,777 | 0.39% | 49,042 | $311,078 | Up ×3 | ||
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | $1,157,847 | 0.39% | 31,192 | $-18,452 | Up ×1 | ||
| NUE Nucor Corporation Common Stock | $1,124,788 | 0.38% | 5,050 | $279,394 | Up ×2 | ||
| RF Regions Financial Corporation Common Stock | $1,109,859 | 0.38% | 36,750 | $242,596 | Up ×2 | ||
| NVS Novartis AG Common Stock | $1,089,204 | 0.37% | 6,950 | $153,916 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $1,086,746 | 0.37% | 7,416 | $111,635 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $1,074,662 | 0.36% | 6,483 | $-79,667 | Up ×1 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $1,069,828 | 0.36% | 23,716 | $534,454 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,058,650 | 0.36% | 2,517 | $328,533 | Up ×1 | ||
| IX ORIX Corporation American Depositary Shares | $1,038,606 | 0.35% | 27,303 | $294,134 | Up ×2 | ||
| KHC The Kraft Heinz Company - Common Stock | $1,037,213 | 0.35% | 43,912 | $111,868 | Up ×3 | ||
| AWF Alliancebernstein Global High Income Fund | $1,036,798 | 0.35% | 100,660 | $-31,337 | Down ×1 | ||
| IQLT | $993,074 | 0.34% | 20,042 | $57,247 | Down ×1 | ||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $969,730 | 0.33% | 18,349 | $305,488 | Up ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $968,326 | 0.33% | 22,870 | $-161,697 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $968,180 | 0.33% | 6,602 | $57,719 | Up ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $962,127 | 0.33% | 16,698 | $-53,835 | Down ×1 | ||
| SHG Shinhan Financial Group Co Ltd American Depositary Shares | $943,058 | 0.32% | 14,910 | $55,696 | Up ×2 | ||
| IEFA | $922,195 | 0.31% | 9,549 | $57,768 | |||
| QQQ Invesco QQQ Trust, Series 1 | $914,609 | 0.31% | 1,242 | $264,127 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $891,138 | 0.30% | 10,153 | $137,433 | Up ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $874,815 | 0.30% | 822 | $301,317 | Up ×1 | ||
| EXC Exelon Corporation - Common Stock | $872,012 | 0.30% | 18,705 | $28,461 | Up ×1 | ||
| ROP Roper Technologies, Inc. - Common Stock | $839,950 | 0.28% | 2,482 | $59,279 | Up ×3 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $836,730 | 0.28% | 9,086 | $97,788 | Up ×2 | ||
| TYG Tortoise Energy Infrastructure Corporation Common Stock | $832,857 | 0.28% | 19,427 | $-201,655 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $826,094 | 0.28% | 14,498 | $268,897 | Up ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $825,886 | 0.28% | 1,147 | $177,493 | Down ×3 | ||
| SLF Sun Life Financial Inc. Common Stock | $814,784 | 0.28% | 10,390 | $221,277 | Up ×3 | ||
| TM Toyota Motor Corporation Common Stock | $807,574 | 0.27% | 4,795 | $8,769 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $797,577 | 0.27% | 6,207 | $44,493 | Down ×2 | ||
| MTD Mettler-Toledo International, Inc. Common Stock | $790,779 | 0.27% | 619 | $90,813 | Up ×2 | ||
| SJM The J.M. Smucker Company Common Stock | $787,717 | 0.27% | 7,002 | $313,077 | Up ×2 | ||
| DOLE Dole plc Ordinary Shares | $785,895 | 0.27% | 57,281 | $275,456 | Up ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $751,226 | 0.25% | 6,960 | $83,767 | Up ×3 | ||
| EFA | $741,495 | 0.25% | 7,138 | $48,181 | |||
| CBOE | $733,404 | 0.25% | 3,022 | $-76,970 | Up ×3 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $731,446 | 0.25% | 9,433 | $58,817 | Up ×1 | ||
| HMC Honda Motor Company, Ltd. Common Stock | $713,942 | 0.24% | 26,335 | $197,671 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $710,043 | 0.24% | 8,592 | $228,243 | Up ×1 | ||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $709,088 | 0.24% | 8,511 | $221,407 | Up ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $690,743 | 0.23% | 5,467 | $-162,931 | Down ×3 | ||
| PSX Phillips 66 Common Stock | $690,059 | 0.23% | 4,082 | $114,946 | Up ×3 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BCI | $7,552,780 | 2.56% | up ×3 |
| ACWX | $6,118,376 | 2.07% | up ×3 |
| GOOGL | $5,831,774 | 1.97% | up ×3 |
| MUB | $4,214,341 | 1.43% | up ×3 |
| RSP | $4,087,891 | 1.38% | up ×3 |
| SHY | $3,347,132 | 1.13% | up ×3 |
| META | $3,181,891 | 1.08% | up ×3 |
| LLY | $2,215,456 | 0.75% | up ×3 |
| COST | $1,727,880 | 0.58% | up ×3 |
| AXP | $1,616,013 | 0.55% | up ×3 |
| QCOM | $1,313,988 | 0.44% | up ×3 |
| MA | $1,220,342 | 0.41% | up ×3 |
| SCHZ | $1,175,004 | 0.40% | up ×3 |
| DE | $1,162,937 | 0.39% | up ×3 |
| HST | $1,162,777 | 0.39% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IGIB | $6,478,583 | 121,847 | 2.19% |
| WDC | $606,784 | 950 | 0.21% |
| IEI | $556,008 | 4,734 | 0.19% |
| VRTX | $474,874 | 956 | 0.16% |
| DECK | $416,720 | 4,197 | 0.14% |
| AMD | $393,276 | 677 | 0.13% |
| WCN | $356,383 | 2,138 | 0.12% |
| KLAC | $346,967 | 1,150 | 0.12% |
| FTNT | $339,655 | 2,211 | 0.11% |
| ES | $328,829 | 4,550 | 0.11% |
| CMI | $323,084 | 453 | 0.11% |
| BA | $316,912 | 1,464 | 0.11% |
| ANET | $302,217 | 1,779 | 0.10% |
| AON | $301,838 | 910 | 0.10% |
| GIS | $300,394 | 8,632 | 0.10% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| NVDA | Bought more | +4K | +$2.2M |
| CIEN | Bought more | +58 | +$2.2M |
| SUB | Trimmed | -18K | -$1.9M |
| AAPL | Bought more | +3K | +$1.8M |
| SHY | Bought more | +22K | +$1.8M |
| LRCX | Bought more | +166 | +$1.6M |
| GOOGL | Bought more | +491 | +$1.3M |
| IVV | Trimmed | -83 | +$1.2M |
| TBIL | Bought more | +23K | +$1.1M |
| MU | Bought more | +162 | +$1.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ISTB | June 30, 2026 | 124,023 | $6,010,158 | |
| TEAF | Dec. 31, 2025 | 71,272 | $870,013 | No longer tracked |
| IBMO | June 30, 2026 | 30,257 | $775,487 | No longer tracked |
| ULXXXX | Dec. 31, 2025 | 8,328 | $507,758 | No longer tracked |
| PLD | June 30, 2026 | 3,689 | $487,563 | 4.3% |
| GLD | June 30, 2026 | 1,063 | $457,398 | No longer tracked |
| XOM | June 30, 2026 | 2,543 | $431,485 | 21.7% |
| VMBS | Dec. 31, 2025 | 8,827 | $415,928 | |
| SCHG | June 30, 2026 | 13,697 | $398,994 | No longer tracked |
| DYNF | Dec. 31, 2025 | 6,276 | $384,468 | No longer tracked |
| TEAM | March 31, 2026 | 2,222 | $360,274 | 149.5% |
| FNDX | June 30, 2026 | 11,362 | $316,432 | No longer tracked |
| DHIL | June 30, 2026 | 1,769 | $304,445 | No longer tracked |
| RBLX | Dec. 31, 2025 | 2,226 | $297,705 | -52.0% |
| SPYM | June 30, 2026 | 3,758 | $287,600 | No longer tracked |
| BBY | March 31, 2026 | 4,194 | $280,702 | 36.1% |
| ZS | Dec. 31, 2025 | 868 | $278,593 | -23.1% |
| PNC | Dec. 31, 2025 | 1,506 | $272,616 | 16.9% |
| NXTE | June 30, 2026 | 6,510 | $255,042 | No longer tracked |
| ABNB | Dec. 31, 2025 | 1,996 | $252,454 | 36.2% |
| PLTR | March 31, 2026 | 1,386 | $246,363 | 18.3% |
| ETN | Dec. 31, 2025 | 623 | $241,568 | 32.1% |
| ANET | March 31, 2026 | 1,839 | $240,964 | 53.4% |
| COP | June 30, 2026 | 1,805 | $238,319 | 30.3% |
| EME | Dec. 31, 2025 | 304 | $236,208 | 29.1% |
| EXAS | March 31, 2026 | 2,241 | $227,595 | No longer tracked |
| HOLX | March 31, 2026 | 3,002 | $223,617 | No longer tracked |
| NOW | June 30, 2026 | 2,133 | $223,005 | 30.6% |
| MEDP | March 31, 2026 | 394 | $221,291 | 26.9% |
| VEEV | Dec. 31, 2025 | 759 | $217,583 | 11.0% |
| SPGI | June 30, 2026 | 508 | $216,073 | 12.5% |
| ESTC | March 31, 2026 | 2,821 | $212,815 | 68.5% |
| ADP | March 31, 2026 | 820 | $210,956 | 37.3% |
| CI | June 30, 2026 | 786 | $209,666 | 0.4% |
| LVS | March 31, 2026 | 3,215 | $209,265 | -13.9% |
| EHC | March 31, 2026 | 1,964 | $208,456 | 25.1% |
| SNOW | March 31, 2026 | 944 | $207,075 | 109.5% |
| BEN | Dec. 31, 2025 | 8,743 | $200,564 | 44.7% |
| MPC | Dec. 31, 2025 | 1,022 | $200,057 | 123.1% |
| HIG | June 30, 2026 | 1,479 | $200,005 | 4.0% |
| ADT | March 31, 2026 | 15,055 | $121,493 | 12.4% |
| STKL | June 30, 2026 | 11,994 | $77,721 | No longer tracked |
| ALIT | June 30, 2026 | 21,339 | $12,434 | 20.1% |