Holders — by stockHoldings — by fund
Investment Research Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002069274
$295.5M
disclosed book value
278
positions
3.9%
largest position share
Positions, as of 2026-06-30
top 100 of 278 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 57,526 | $11.5M | 3.9% |
| 2 | AGGISHARES TR | 104,143 | $10.3M | 3.5% |
| 3 | CIENCIENA CORP | 20,831 | $10.2M | 3.5% |
| 4 | IVVISHARES TR | 12,901 | $9.7M | 3.3% |
| 5 | PTLNORTHERN LTS FD TR IV | 30,037 | $8.6M | 2.9% |
| 6 | AAPLAPPLE INC | 29,399 | $8.5M | 2.9% |
| 7 | SUBISHARES TR | 72,397 | $7.7M | 2.6% |
| 8 | BCIABRDN ETFS | 338,083 | $7.6M | 2.6% |
| 9 | IGIBISHARES TR | 121,847 | $6.5M | 2.2% |
| 10 | ACWXISHARES TR | 80,389 | $6.1M | 2.1% |
| 11 | GOOGLALPHABET INC | 16,319 | $5.8M | 2% |
| 12 | MSFTMICROSOFT CORP | 14,078 | $5.3M | 1.8% |
| 13 | MUBISHARES TR | 39,159 | $4.2M | 1.4% |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 19,213 | $4.1M | 1.4% |
| 15 | AVGOBROADCOM INC | 10,203 | $3.9M | 1.3% |
| 16 | OAIMUNIFIED SER TR | 73,058 | $3.5M | 1.2% |
| 17 | SCHOSCHWAB STRATEGIC TR | 141,048 | $3.4M | 1.2% |
| 18 | HDVISHARES TR | 122,482 | $3.4M | 1.1% |
| 19 | SHYISHARES TR | 40,764 | $3.3M | 1.1% |
| 20 | METAMETA PLATFORMS INC | 5,649 | $3.2M | 1.1% |
| 21 | LRCXLAM RESEARCH CORP | 6,980 | $3.0M | 1% |
| 22 | CSCOCISCO SYS INC | 23,174 | $2.7M | 0.9% |
| 23 | TPSCTIMOTHY PLAN | 51,415 | $2.5M | 0.8% |
| 24 | VRTVERTIV HOLDINGS CO | 7,001 | $2.3M | 0.8% |
| 25 | TBILRBB FD INC | 46,666 | $2.3M | 0.8% |
| 26 | XBISPDR SERIES TRUST | 14,325 | $2.3M | 0.8% |
| 27 | JNJJOHNSON & JOHNSON | 8,904 | $2.3M | 0.8% |
| 28 | JPMJPMORGAN CHASE & CO | 6,822 | $2.2M | 0.8% |
| 29 | LLYELI LILLY & CO | 1,847 | $2.2M | 0.7% |
| 30 | AMZNAMAZON COM INC | 9,229 | $2.2M | 0.7% |
| 31 | IBMINTERNATIONAL BUSINESS MACHS | 7,527 | $2.1M | 0.7% |
| 32 | UPSUNITED PARCEL SVCS INC | 19,187 | $2.1M | 0.7% |
| 33 | DESWISDOMTREE TR | 47,948 | $2.0M | 0.7% |
| 34 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 3,646 | $1.7M | 0.6% |
| 35 | COSTCOSTCO WHOLESALE CORPORATION | 1,847 | $1.7M | 0.6% |
| 36 | ASMLASML HLDG NV | 823 | $1.6M | 0.6% |
| 37 | AXPAMERICAN EXPRESS CO | 4,778 | $1.6M | 0.5% |
| 38 | SPYSTATE STR SPDR S&P 500 ETF T | 2,006 | $1.5M | 0.5% |
| 39 | MUMICRON TECHNOLOGY INC | 1,296 | $1.5M | 0.5% |
| 40 | IDVISHARES TR | 34,966 | $1.4M | 0.5% |
| 41 | AMGNAMGEN INC | 3,890 | $1.4M | 0.5% |
| 42 | INTCINTEL CORP | 9,970 | $1.4M | 0.5% |
| 43 | TTETOTALENERGIES SE | 17,768 | $1.4M | 0.5% |
| 44 | QCOMQUALCOMM INC | 7,111 | $1.3M | 0.4% |
| 45 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,622 | $1.3M | 0.4% |
| 46 | AMEAMETEK INC | 5,409 | $1.3M | 0.4% |
| 47 | MCKMCKESSON CORP | 1,710 | $1.3M | 0.4% |
| 48 | WMTWALMART INC | 11,411 | $1.3M | 0.4% |
| 49 | ABBVABBVIE INC | 5,081 | $1.3M | 0.4% |
| 50 | GOOGALPHABET INC | 3,612 | $1.3M | 0.4% |
| 51 | LOWLOWES COS INC | 5,609 | $1.2M | 0.4% |
| 52 | MAMASTERCARD INCORPORATED | 2,376 | $1.2M | 0.4% |
| 53 | VVISA INC | 3,460 | $1.2M | 0.4% |
| 54 | SCHZSCHWAB STRATEGIC TR | 50,800 | $1.2M | 0.4% |
| 55 | DFUSDIMENSIONAL ETF TRUST | 14,328 | $1.2M | 0.4% |
| 56 | IEMGISHARES INC | 14,055 | $1.2M | 0.4% |
| 57 | DEDEERE & CO | 1,833 | $1.2M | 0.4% |
| 58 | HSTHOST HOTELS & RESORTS INC | 49,042 | $1.2M | 0.4% |
| 59 | BEPCBROOKFIELD RENEWABLE CORP | 31,192 | $1.2M | 0.4% |
| 60 | NUENUCOR CORP | 5,050 | $1.1M | 0.4% |
| 61 | RFREGIONS FINANCIAL CORP NEW | 36,750 | $1.1M | 0.4% |
| 62 | NVSNOVARTIS AG | 6,950 | $1.1M | 0.4% |
| 63 | ORCLORACLE CORP | 7,416 | $1.1M | 0.4% |
| 64 | CVXCHEVRON CORPORATION | 6,483 | $1.1M | 0.4% |
| 65 | HPEHEWLETT PACKARD ENTERPRISE C | 23,716 | $1.1M | 0.4% |
| 66 | TSLATESLA INC | 2,517 | $1.1M | 0.4% |
| 67 | IXORIX CORP | 27,303 | $1.0M | 0.4% |
| 68 | KHCKRAFT HEINZ CO | 43,912 | $1.0M | 0.4% |
| 69 | XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 100,660 | $1.0M | 0.4% |
| 70 | IQLTISHARES TR | 20,042 | $993,074 | 0.3% |
| 71 | AREALEXANDRIA REAL ESTATE EQ IN | 18,349 | $969,730 | 0.3% |
| 72 | VZVERIZON COMMUNICATIONS INC | 22,870 | $968,326 | 0.3% |
| 73 | PGPROCTER & GAMBLE CO | 6,602 | $968,180 | 0.3% |
| 74 | BMYBRISTOL-MYERS SQUIBB CO | 16,698 | $962,127 | 0.3% |
| 75 | SHGSHINHAN FINANCIAL GROUP CO L | 14,910 | $943,058 | 0.3% |
| 76 | IEFAISHARES TR | 9,549 | $922,195 | 0.3% |
| 77 | QQQINVESCO QQQ TR | 1,242 | $914,609 | 0.3% |
| 78 | NEENEXTERA ENERGY INC | 10,153 | $891,138 | 0.3% |
| 79 | CATCATERPILLAR INC | 822 | $874,815 | 0.3% |
| 80 | EXCEXELON CORP | 18,705 | $872,012 | 0.3% |
| 81 | ROPROPER TECHNOLOGIES INC | 2,482 | $839,950 | 0.3% |
| 82 | ORLYOREILLY AUTOMOTIVE INC | 9,086 | $836,730 | 0.3% |
| 83 | TYGTORTOISE ENERGY INFRSTRCTR C | 19,427 | $832,857 | 0.3% |
| 84 | BACBANK OF AMER CORP | 14,498 | $826,094 | 0.3% |
| 85 | PWRQUANTA SVCS INC | 1,147 | $825,886 | 0.3% |
| 86 | SLFSUN LIFE FINANCIAL INC. | 10,390 | $814,784 | 0.3% |
| 87 | TMTOYOTA MOTOR CORP | 4,795 | $807,574 | 0.3% |
| 88 | MRKMERCK & CO INC | 6,207 | $797,577 | 0.3% |
| 89 | MTDMETTLER TOLEDO INTERNATIONAL | 619 | $790,779 | 0.3% |
| 90 | SJMSMUCKER J M CO | 7,002 | $787,717 | 0.3% |
| 91 | DOLEDOLE PLC | 57,281 | $785,895 | 0.3% |
| 92 | PRUPRUDENTIAL FINL INC | 6,960 | $751,226 | 0.3% |
| 93 | EFAISHARES TR | 7,138 | $741,495 | 0.3% |
| 94 | CBOECBOE GLOBAL MKTS INC | 3,022 | $733,404 | 0.2% |
| 95 | SHELSHELL PLC | 9,433 | $731,446 | 0.2% |
| 96 | HMCHONDA MOTOR CO LTD | 26,335 | $713,942 | 0.2% |
| 97 | WFCWELLS FARGO & CO | 8,592 | $710,043 | 0.2% |
| 98 | BHPBHP BILLITON LIMITED | 8,511 | $709,088 | 0.2% |
| 99 | GILDGILEAD SCIENCES INC | 5,467 | $690,743 | 0.2% |
| 100 | PSXPHILLIPS 66 | 4,082 | $690,059 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.