Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $11.5M | 3.9% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $10.3M | 3.5% |
| Ciena Corp.COM NEW | COM NEW | $10.2M | 3.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $9.66M | 3.3% |
| Northern Lts FD TR IVINSPIRE 500 ETF | INSPIRE 500 ETF | $8.59M | 2.9% |
| Apple Inc.COM | COM | $8.51M | 2.9% |
| iShares TRSHRT NAT MUN ETF | SHRT NAT MUN ETF | $7.71M | 2.6% |
| Abrdn ETFSBBRG ALL COMD K1 | BBRG ALL COMD K1 | $7.55M | 2.6% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $6.48M | 2.2% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $6.12M | 2.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $5.83M | 2.0% |
| Microsoft Corp.COM | COM | $5.25M | 1.8% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $4.21M | 1.4% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $4.09M | 1.4% |
| Broadcom Inc.COM | COM | $3.85M | 1.3% |
| Unified Ser TRONEASCENT INTL | ONEASCENT INTL | $3.49M | 1.2% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $3.4M | 1.2% |
| iShares TRCORE HIGH DV ETF | CORE HIGH DV ETF | $3.36M | 1.1% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $3.35M | 1.1% |
| Meta Platforms Inc.CL A | CL A | $3.18M | 1.1% |
| Lam Research Corp.COM NEW | COM NEW | $3.02M | 1.0% |
| Cisco Sys Inc.COM | COM | $2.72M | 0.9% |
| Timothy PlanU S SM CP CORE | U S SM CP CORE | $2.47M | 0.8% |
| Vertiv Holdings COCOM CL A | COM CL A | $2.34M | 0.8% |
| Rbb FD Inc.F/M US TREASURY | F/M US TREASURY | $2.33M | 0.8% |
| SPDR Series TrustST STR SP BIOT | ST STR SP BIOT | $2.27M | 0.8% |
| Johnson & JohnsonCOM | COM | $2.26M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $2.23M | 0.8% |
| Eli Lilly & COCOM | COM | $2.22M | 0.7% |
| Amazon Com Inc.COM | COM | $2.2M | 0.7% |
| International Business MachsCOM | COM | $2.12M | 0.7% |
| United Parcel Svcs Inc.CL B | CL B | $2.06M | 0.7% |
| Wisdomtree TRUS SMALLCAP DIVD | US SMALLCAP DIVD | $1.95M | 0.7% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $1.74M | 0.6% |
| Costco Wholesale CorporationCOM | COM | $1.73M | 0.6% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $1.64M | 0.6% |
| American Express COCOM | COM | $1.62M | 0.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $1.5M | 0.5% |
| Micron Technology Inc.COM | COM | $1.5M | 0.5% |
| iShares TRINTL SEL DIV ETF | INTL SEL DIV ETF | $1.45M | 0.5% |
| Amgen Inc.COM | COM | $1.41M | 0.5% |
| Intel Corp.COM | COM | $1.39M | 0.5% |
| Totalenergies SEACT | ACT | $1.38M | 0.5% |
| Qualcomm Inc.COM | COM | $1.31M | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.31M | 0.4% |
| Ametek Inc.COM | COM | $1.31M | 0.4% |
| Mckesson Corp.COM | COM | $1.29M | 0.4% |
| Walmart Inc.COM | COM | $1.29M | 0.4% |
| Abbvie Inc.COM | COM | $1.28M | 0.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.28M | 0.4% |
Nvidia CorporationCOM$11.5M
- Class
- COM
- Share
- 3.9%
iShares TRCORE US AGGBD ET$10.3M
- Class
- CORE US AGGBD ET
- Share
- 3.5%
Ciena Corp.COM NEW$10.2M
- Class
- COM NEW
- Share
- 3.5%
iShares TRCORE S&P500 ETF$9.66M
- Class
- CORE S&P500 ETF
- Share
- 3.3%
Northern Lts FD TR IVINSPIRE 500 ETF$8.59M
- Class
- INSPIRE 500 ETF
- Share
- 2.9%
Apple Inc.COM$8.51M
- Class
- COM
- Share
- 2.9%
iShares TRSHRT NAT MUN ETF$7.71M
- Class
- SHRT NAT MUN ETF
- Share
- 2.6%
Abrdn ETFSBBRG ALL COMD K1$7.55M
- Class
- BBRG ALL COMD K1
- Share
- 2.6%
iShares TRISHS 5-10YR INVT$6.48M
- Class
- ISHS 5-10YR INVT
- Share
- 2.2%
iShares TRMSCI ACWI EX US$6.12M
- Class
- MSCI ACWI EX US
- Share
- 2.1%
Alphabet Inc.CAP STK CL A$5.83M
- Class
- CAP STK CL A
- Share
- 2.0%
Microsoft Corp.COM$5.25M
- Class
- COM
- Share
- 1.8%
iShares TRNATIONAL MUN ETF$4.21M
- Class
- NATIONAL MUN ETF
- Share
- 1.4%
Invesco Exchange Traded FD TS&P500 EQL WGT$4.09M
- Class
- S&P500 EQL WGT
- Share
- 1.4%
Broadcom Inc.COM$3.85M
- Class
- COM
- Share
- 1.3%
Unified Ser TRONEASCENT INTL$3.49M
- Class
- ONEASCENT INTL
- Share
- 1.2%
Schwab Strategic TRSHT TM US TRES$3.4M
- Class
- SHT TM US TRES
- Share
- 1.2%
iShares TRCORE HIGH DV ETF$3.36M
- Class
- CORE HIGH DV ETF
- Share
- 1.1%
iShares TR1 3 YR TREAS BD$3.35M
- Class
- 1 3 YR TREAS BD
- Share
- 1.1%
Meta Platforms Inc.CL A$3.18M
- Class
- CL A
- Share
- 1.1%
Lam Research Corp.COM NEW$3.02M
- Class
- COM NEW
- Share
- 1.0%
Cisco Sys Inc.COM$2.72M
- Class
- COM
- Share
- 0.9%
Timothy PlanU S SM CP CORE$2.47M
- Class
- U S SM CP CORE
- Share
- 0.8%
Vertiv Holdings COCOM CL A$2.34M
- Class
- COM CL A
- Share
- 0.8%
Rbb FD Inc.F/M US TREASURY$2.33M
- Class
- F/M US TREASURY
- Share
- 0.8%
SPDR Series TrustST STR SP BIOT$2.27M
- Class
- ST STR SP BIOT
- Share
- 0.8%
Johnson & JohnsonCOM$2.26M
- Class
- COM
- Share
- 0.8%
JPMORGAN Chase & COCOM$2.23M
- Class
- COM
- Share
- 0.8%
Eli Lilly & COCOM$2.22M
- Class
- COM
- Share
- 0.7%
Amazon Com Inc.COM$2.2M
- Class
- COM
- Share
- 0.7%
International Business MachsCOM$2.12M
- Class
- COM
- Share
- 0.7%
United Parcel Svcs Inc.CL B$2.06M
- Class
- CL B
- Share
- 0.7%
Wisdomtree TRUS SMALLCAP DIVD$1.95M
- Class
- US SMALLCAP DIVD
- Share
- 0.7%
Taiwan Semiconductor ManufacSPONSORED ADS$1.74M
- Class
- SPONSORED ADS
- Share
- 0.6%
Costco Wholesale CorporationCOM$1.73M
- Class
- COM
- Share
- 0.6%
ASML Hldg NVN Y REGISTRY SHS$1.64M
- Class
- N Y REGISTRY SHS
- Share
- 0.6%
American Express COCOM$1.62M
- Class
- COM
- Share
- 0.5%
State Str SPDR S&P 500 ETF TTR UNIT$1.5M
- Class
- TR UNIT
- Share
- 0.5%
Micron Technology Inc.COM$1.5M
- Class
- COM
- Share
- 0.5%
iShares TRINTL SEL DIV ETF$1.45M
- Class
- INTL SEL DIV ETF
- Share
- 0.5%
Amgen Inc.COM$1.41M
- Class
- COM
- Share
- 0.5%
Intel Corp.COM$1.39M
- Class
- COM
- Share
- 0.5%
Totalenergies SEACT$1.38M
- Class
- ACT
- Share
- 0.5%
Qualcomm Inc.COM$1.31M
- Class
- COM
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$1.31M
- Class
- CL B NEW
- Share
- 0.4%
Ametek Inc.COM$1.31M
- Class
- COM
- Share
- 0.4%
Mckesson Corp.COM$1.29M
- Class
- COM
- Share
- 0.4%
Walmart Inc.COM$1.29M
- Class
- COM
- Share
- 0.4%
Abbvie Inc.COM$1.28M
- Class
- COM
- Share
- 0.4%
Alphabet Inc.CAP STK CL C$1.28M
- Class
- CAP STK CL C
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 278 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2069274
- File number
- 028-25893
- Options
- 0 call, 0 put
- In the 25 largest
- 47.2%
- Prior quarter
- $246M at 31 March 2026
- Positions opened
- 50
- Positions closed
- 17
Common questions
What are Investment Research Partners’ 13F holdings worth?
$295 million across 278 positions for the quarter ended 30 June 2026.
What is Investment Research Partners’ largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $11.5 million, or 3.9% of reported 13F value, as of 30 June 2026.
How concentrated is Investment Research Partners’ 13F portfolio?
The ten largest positions accounted for 29.3% of reported value and the twenty-five largest for 47.2%, across 278 positions as of 30 June 2026.
Does Form 13F show everything Investment Research Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Investment Research Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.