Investment Research Partners LLC
CIK 2069274 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $295.5M
- Posisi
- 278
- Per tanggal
- 30 Juni 2026
#5.219 dari 9.443 berdasarkan nilai 13F · top 55.3%
Nilai portofolio QoQ: +20.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 29,33%
- Bobot 25 kepemilikan teratas
- 47,23%
- Posisi di atas 1%
- 21
- Jumlah posisi efektif
- 77,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 6,38% Perkiraan pembelian $46.554.808 · penjualan $17.268.693
Kepemilikan median: 4,0 kuartal Dilacak Q3 2025–Q2 2026 · 88,8% masih dipegang
- Posisi baru
- 50
- Meningkat
- 169
- Menurun
- 45
- Tertutup
- 17
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
38,2%
Portofolio lengkap 278 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $11.510.392 | 3,90% | 57.526 | $2.169.036 | Naik ×1 | ||
| AGG | $10.308.047 | 3,49% | 104.143 | $695.435 | Naik ×1 | ||
| CIEN Ciena Corporation Common Stock | $10.218.855 | 3,46% | 20.831 | $2.154.153 | Naik ×1 | ||
| IVV | $9.661.637 | 3,27% | 12.901 | $1.180.296 | Turun ×2 | ||
| PTL | $8.593.412 | 2,91% | 30.037 | $1.089.664 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $8.506.855 | 2,88% | 29.399 | $1.831.733 | Naik ×1 | ||
| SUB | $7.708.066 | 2,61% | 72.397 | $-1.929.563 | Turun ×1 | ||
| BCI | $7.552.780 | 2,56% | 338.083 | $-517.093 | Naik ×3 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $6.478.583 | 2,19% | 121.847 | Naik ×1 | |||
| ACWX iShares MSCI ACWI ex U.S. ETF | $6.118.376 | 2,07% | 80.389 | $856.113 | Naik ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.831.774 | 1,97% | 16.319 | $1.280.410 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $5.251.247 | 1,78% | 14.078 | $891.197 | Naik ×1 | ||
| MUB | $4.214.341 | 1,43% | 39.159 | $459.584 | Naik ×3 | ||
| RSP | $4.087.891 | 1,38% | 19.213 | $545.592 | Naik ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $3.854.072 | 1,30% | 10.203 | $724.111 | Naik ×1 | ||
| OAIM | $3.494.379 | 1,18% | 73.058 | $316.673 | Turun ×1 | ||
| SCHO | $3.404.899 | 1,15% | 141.048 | $306.664 | Naik ×2 | ||
| HDV | $3.357.235 | 1,14% | 122.482 | $-123.719 | Naik ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $3.347.132 | 1,13% | 40.764 | $1.819.009 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3.181.891 | 1,08% | 5.649 | $238.996 | Naik ×3 | ||
| LRCX Lam Research Corporation - Common Stock | $3.024.532 | 1,02% | 6.980 | $1.568.721 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $2.722.072 | 0,92% | 23.174 | $860.904 | Turun ×2 | ||
| TPSC | $2.466.996 | 0,83% | 51.415 | $330.360 | Naik ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $2.344.101 | 0,79% | 7.001 | $654.675 | Naik ×2 | ||
| TBIL F/m US Treasury 3 Month Bill Fund | $2.326.767 | 0,79% | 46.666 | $1.148.575 | Naik ×1 | ||
| XBI XBI | $2.266.975 | 0,77% | 14.325 | $355.749 | Turun ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2.261.425 | 0,77% | 8.904 | $225.418 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.233.141 | 0,76% | 6.822 | $486.065 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2.215.456 | 0,75% | 1.847 | $695.010 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.199.640 | 0,74% | 9.229 | $728.837 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $2.116.726 | 0,72% | 7.527 | $553.535 | Naik ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $2.062.603 | 0,70% | 19.187 | $231.880 | Naik ×1 | ||
| DES | $1.950.525 | 0,66% | 47.948 | $120.604 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.741.220 | 0,59% | 3.646 | $510.744 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.727.880 | 0,58% | 1.847 | $26.917 | Naik ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.637.309 | 0,55% | 823 | $727.257 | Naik ×2 | ||
| AXP American Express Company Common Stock | $1.616.013 | 0,55% | 4.778 | $250.164 | Naik ×3 | ||
| SPY SPY | $1.497.822 | 0,51% | 2.006 | $244.141 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1.495.960 | 0,51% | 1.296 | $1.112.849 | Naik ×1 | ||
| IDV | $1.448.641 | 0,49% | 34.966 | $-61.813 | Turun ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1.408.655 | 0,48% | 3.890 | $118.800 | Naik ×1 | ||
| INTC Intel Corporation - Common Stock | $1.392.111 | 0,47% | 9.970 | $813.611 | Turun ×3 | ||
| TTE TotalEnergies SE Ordinary Shares | $1.381.640 | 0,47% | 17.768 | $-163.200 | Naik ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1.313.988 | 0,44% | 7.111 | $426.753 | Naik ×3 | ||
| BRKB | $1.312.067 | 0,44% | 2.622 | $267.369 | Naik ×1 | ||
| AME AMETEK, Inc. | $1.308.705 | 0,44% | 5.409 | $291.103 | Naik ×2 | ||
| MCK McKesson Corporation Common Stock | $1.292.417 | 0,44% | 1.710 | $-97.735 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $1.292.355 | 0,44% | 11.411 | $-214.480 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1.278.503 | 0,43% | 5.081 | $232.901 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.276.289 | 0,43% | 3.612 | $521.511 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1.236.790 | 0,42% | 5.609 | $-15.276 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.220.342 | 0,41% | 2.376 | $167.039 | Naik ×3 | ||
| V Visa Inc. | $1.187.037 | 0,40% | 3.460 | $257.405 | Naik ×1 | ||
| SCHZ | $1.175.004 | 0,40% | 50.800 | $262.133 | Naik ×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 | Naik ×3 | ||
| HST Host Hotels & Resorts, Inc. - Common Stock | $1.162.777 | 0,39% | 49.042 | $311.078 | Naik ×3 | ||
| BEPC Brookfield Renewable Corporation Brookfield Renewable Corporation Class A Subordinate Voting Shares | $1.157.847 | 0,39% | 31.192 | $-18.452 | Naik ×1 | ||
| NUE Nucor Corporation Common Stock | $1.124.788 | 0,38% | 5.050 | $279.394 | Naik ×2 | ||
| RF Regions Financial Corporation Common Stock | $1.109.859 | 0,38% | 36.750 | $242.596 | Naik ×2 | ||
| NVS Novartis AG Common Stock | $1.089.204 | 0,37% | 6.950 | $153.916 | Naik ×1 | ||
| ORCL Oracle Corporation Common Stock | $1.086.746 | 0,37% | 7.416 | $111.635 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $1.074.662 | 0,36% | 6.483 | $-79.667 | Naik ×1 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $1.069.828 | 0,36% | 23.716 | $534.454 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1.058.650 | 0,36% | 2.517 | $328.533 | Naik ×1 | ||
| IX ORIX Corporation American Depositary Shares | $1.038.606 | 0,35% | 27.303 | $294.134 | Naik ×2 | ||
| KHC The Kraft Heinz Company - Common Stock | $1.037.213 | 0,35% | 43.912 | $111.868 | Naik ×3 | ||
| AWF Alliancebernstein Global High Income Fund | $1.036.798 | 0,35% | 100.660 | $-31.337 | Turun ×1 | ||
| IQLT | $993.074 | 0,34% | 20.042 | $57.247 | Turun ×1 | ||
| ARE Alexandria Real Estate Equities, Inc. Common Stock | $969.730 | 0,33% | 18.349 | $305.488 | Naik ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $968.326 | 0,33% | 22.870 | $-161.697 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $968.180 | 0,33% | 6.602 | $57.719 | Naik ×2 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $962.127 | 0,33% | 16.698 | $-53.835 | Turun ×1 | ||
| SHG Shinhan Financial Group Co Ltd American Depositary Shares | $943.058 | 0,32% | 14.910 | $55.696 | Naik ×2 | ||
| IEFA | $922.195 | 0,31% | 9.549 | $57.768 | |||
| QQQ Invesco QQQ Trust, Series 1 | $914.609 | 0,31% | 1.242 | $264.127 | Naik ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $891.138 | 0,30% | 10.153 | $137.433 | Naik ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $874.815 | 0,30% | 822 | $301.317 | Naik ×1 | ||
| EXC Exelon Corporation - Common Stock | $872.012 | 0,30% | 18.705 | $28.461 | Naik ×1 | ||
| ROP Roper Technologies, Inc. - Common Stock | $839.950 | 0,28% | 2.482 | $59.279 | Naik ×3 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $836.730 | 0,28% | 9.086 | $97.788 | Naik ×2 | ||
| TYG Tortoise Energy Infrastructure Corporation Common Stock | $832.857 | 0,28% | 19.427 | $-201.655 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $826.094 | 0,28% | 14.498 | $268.897 | Naik ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $825.886 | 0,28% | 1.147 | $177.493 | Turun ×3 | ||
| SLF Sun Life Financial Inc. Common Stock | $814.784 | 0,28% | 10.390 | $221.277 | Naik ×3 | ||
| TM Toyota Motor Corporation Common Stock | $807.574 | 0,27% | 4.795 | $8.769 | Naik ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $797.577 | 0,27% | 6.207 | $44.493 | Turun ×2 | ||
| MTD Mettler-Toledo International, Inc. Common Stock | $790.779 | 0,27% | 619 | $90.813 | Naik ×2 | ||
| SJM The J.M. Smucker Company Common Stock | $787.717 | 0,27% | 7.002 | $313.077 | Naik ×2 | ||
| DOLE Dole plc Ordinary Shares | $785.895 | 0,27% | 57.281 | $275.456 | Naik ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $751.226 | 0,25% | 6.960 | $83.767 | Naik ×3 | ||
| EFA | $741.495 | 0,25% | 7.138 | $48.181 | |||
| CBOE | $733.404 | 0,25% | 3.022 | $-76.970 | Naik ×3 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $731.446 | 0,25% | 9.433 | $58.817 | Naik ×1 | ||
| HMC Honda Motor Company, Ltd. Common Stock | $713.942 | 0,24% | 26.335 | $197.671 | Naik ×2 | ||
| WFC Wells Fargo & Company Common Stock | $710.043 | 0,24% | 8.592 | $228.243 | Naik ×1 | ||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $709.088 | 0,24% | 8.511 | $221.407 | Naik ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $690.743 | 0,23% | 5.467 | $-162.931 | Turun ×3 | ||
| PSX Phillips 66 Common Stock | $690.059 | 0,23% | 4.082 | $114.946 | Naik ×3 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BCI | $7.552.780 | 2,56% | naik ×3 |
| ACWX | $6.118.376 | 2,07% | naik ×3 |
| GOOGL | $5.831.774 | 1,97% | naik ×3 |
| MUB | $4.214.341 | 1,43% | naik ×3 |
| RSP | $4.087.891 | 1,38% | naik ×3 |
| SHY | $3.347.132 | 1,13% | naik ×3 |
| META | $3.181.891 | 1,08% | naik ×3 |
| LLY | $2.215.456 | 0,75% | naik ×3 |
| COST | $1.727.880 | 0,58% | naik ×3 |
| AXP | $1.616.013 | 0,55% | naik ×3 |
| QCOM | $1.313.988 | 0,44% | naik ×3 |
| MA | $1.220.342 | 0,41% | naik ×3 |
| SCHZ | $1.175.004 | 0,40% | naik ×3 |
| DE | $1.162.937 | 0,39% | naik ×3 |
| HST | $1.162.777 | 0,39% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| NVDA | Beli lebih banyak | +4K | +$2.2M |
| CIEN | Beli lebih banyak | +58 | +$2.2M |
| SUB | Dipangkas | -18K | -$1.9M |
| AAPL | Beli lebih banyak | +3K | +$1.8M |
| SHY | Beli lebih banyak | +22K | +$1.8M |
| LRCX | Beli lebih banyak | +166 | +$1.6M |
| GOOGL | Beli lebih banyak | +491 | +$1.3M |
| IVV | Dipangkas | -83 | +$1.2M |
| TBIL | Beli lebih banyak | +23K | +$1.1M |
| MU | Beli lebih banyak | +162 | +$1.1M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ISTB | 30 Juni 2026 | 124.023 | $6.010.158 | |
| TEAF | 31 Des. 2025 | 71.272 | $870.013 | Tidak lagi dilacak |
| IBMO | 30 Juni 2026 | 30.257 | $775.487 | Tidak lagi dilacak |
| ULXXXX | 31 Des. 2025 | 8.328 | $507.758 | Tidak lagi dilacak |
| PLD | 30 Juni 2026 | 3.689 | $487.563 | 4,3% |
| GLD | 30 Juni 2026 | 1.063 | $457.398 | Tidak lagi dilacak |
| XOM | 30 Juni 2026 | 2.543 | $431.485 | 21,7% |
| VMBS | 31 Des. 2025 | 8.827 | $415.928 | |
| SCHG | 30 Juni 2026 | 13.697 | $398.994 | Tidak lagi dilacak |
| DYNF | 31 Des. 2025 | 6.276 | $384.468 | Tidak lagi dilacak |
| TEAM | 31 Maret 2026 | 2.222 | $360.274 | 149,5% |
| FNDX | 30 Juni 2026 | 11.362 | $316.432 | Tidak lagi dilacak |
| DHIL | 30 Juni 2026 | 1.769 | $304.445 | Tidak lagi dilacak |
| RBLX | 31 Des. 2025 | 2.226 | $297.705 | -52,0% |
| SPYM | 30 Juni 2026 | 3.758 | $287.600 | Tidak lagi dilacak |
| BBY | 31 Maret 2026 | 4.194 | $280.702 | 36,1% |
| ZS | 31 Des. 2025 | 868 | $278.593 | -23,1% |
| PNC | 31 Des. 2025 | 1.506 | $272.616 | 16,9% |
| NXTE | 30 Juni 2026 | 6.510 | $255.042 | Tidak lagi dilacak |
| ABNB | 31 Des. 2025 | 1.996 | $252.454 | 36,2% |
| PLTR | 31 Maret 2026 | 1.386 | $246.363 | 18,3% |
| ETN | 31 Des. 2025 | 623 | $241.568 | 32,1% |
| ANET | 31 Maret 2026 | 1.839 | $240.964 | 53,4% |
| COP | 30 Juni 2026 | 1.805 | $238.319 | 30,3% |
| EME | 31 Des. 2025 | 304 | $236.208 | 29,1% |
| EXAS | 31 Maret 2026 | 2.241 | $227.595 | Tidak lagi dilacak |
| HOLX | 31 Maret 2026 | 3.002 | $223.617 | Tidak lagi dilacak |
| NOW | 30 Juni 2026 | 2.133 | $223.005 | 30,6% |
| MEDP | 31 Maret 2026 | 394 | $221.291 | 26,9% |
| VEEV | 31 Des. 2025 | 759 | $217.583 | 11,0% |
| SPGI | 30 Juni 2026 | 508 | $216.073 | 12,5% |
| ESTC | 31 Maret 2026 | 2.821 | $212.815 | 68,5% |
| ADP | 31 Maret 2026 | 820 | $210.956 | 37,3% |
| CI | 30 Juni 2026 | 786 | $209.666 | 0,4% |
| LVS | 31 Maret 2026 | 3.215 | $209.265 | -13,9% |
| EHC | 31 Maret 2026 | 1.964 | $208.456 | 25,1% |
| SNOW | 31 Maret 2026 | 944 | $207.075 | 109,5% |
| BEN | 31 Des. 2025 | 8.743 | $200.564 | 44,7% |
| MPC | 31 Des. 2025 | 1.022 | $200.057 | 123,1% |
| HIG | 30 Juni 2026 | 1.479 | $200.005 | 4,0% |
| ADT | 31 Maret 2026 | 15.055 | $121.493 | 12,4% |
| STKL | 30 Juni 2026 | 11.994 | $77.721 | Tidak lagi dilacak |
| ALIT | 30 Juni 2026 | 21.339 | $12.434 | 20,1% |