Q3 2026 13F · SEC CIK 2069274

Investment Research Partners LLC

Institutional asset managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $295.3M
Reported positions: 280
Holdings vs S&P 500, 3 yrs: —
Assets under management: $512.4M

Investment Research Partners LLC is an institutional asset manager that reported 280 positions worth $295.3M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Nvidia Corporation (NVDA, 4.5%), Apple Inc (AAPL, 3.3%), Ishares Tr (IVV, 3.3%).

Investment Research Partners LLC holdings largest 50 of 280 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Research Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.5%	3.9%	57,789	+0.5%	$13.2M
AAPLApple Inc	3.3%	2.9%	29,618	+0.7%	$9.9M
IVVIshares Tr	3.3%	3.3%	12,809	-0.7%	$9.8M
AGGIshares Tr	3.3%	3.5%	102,219	-1.8%	$9.7M
BCIAbrdn Etfs	3.0%	2.6%	345,035	+2.1%	$8.9M
PTLNorthern Lts Fd Tr IV	2.8%	2.9%	30,812	+2.6%	$8.4M
SUBIshares Tr	2.7%	2.6%	76,937	+6.3%	$8.0M
MSFTMicrosoft Corp	2.5%	1.8%	14,503	+3.0%	$7.4M
IGIBIshares Tr	2.3%	2.2%	137,296	+12.7%	$6.9M
ACWXIshares Tr	2.1%	2.1%	82,880	+3.1%	$6.3M
GOOGLAlphabet Inc	1.9%	2.0%	16,092	-1.4%	$5.5M
MUBIshares Tr	1.7%	1.4%	51,068	+30.4%	$5.2M
RSPInvesco Exchange Traded Fd T	1.4%	1.4%	20,045	+4.3%	$4.2M
AVGOBroadcom Inc	1.2%	1.3%	10,254	+0.5%	$3.6M
SCHOSchwab Strategic Tr	1.2%	1.2%	150,217	+6.5%	$3.6M
OAIMUnified Ser Tr	1.2%	1.2%	74,044	+1.3%	$3.5M
METAMeta Platforms Inc	1.2%	1.1%	4,861	-13.9%	$3.5M
HDVIshares Tr	1.1%	1.1%	121,442	-0.8%	$3.4M
AMZNAmazon Com Inc	0.9%	0.7%	10,364	+12.3%	$2.6M
TBILRbb Fd Inc	0.8%	0.8%	50,099	+7.4%	$2.5M
CSCOCisco Sys Inc	0.8%	0.9%	23,004	-0.7%	$2.5M
TPSCTimothy Plan	0.8%	0.8%	52,887	+2.9%	$2.4M
JNJJohnson & Johnson	0.8%	0.8%	8,566	-3.8%	$2.3M
JPMJpmorgan Chase & Co	0.8%	0.8%	6,849	+0.4%	$2.3M
XBISpdr Series Trust	0.8%	0.8%	14,072	-1.8%	$2.2M
LRCXLam Research Corp	0.7%	1.0%	6,664	-4.5%	$2.2M
LLYEli Lilly & Co	0.7%	0.8%	1,852	+0.3%	$2.1M
DESWisdomtree Tr	0.6%	0.7%	49,124	+2.5%	$1.9M
UPSUnited Parcel Svcs Inc	0.6%	0.7%	19,550	+1.9%	$1.8M
SHYIshares Tr	0.6%	1.1%	20,950	-48.6%	$1.7M
IBMInternational Business Machs	0.6%	0.7%	7,663	+1.8%	$1.7M
AMGNAmgen Inc	0.6%	0.5%	3,928	+1.0%	$1.7M
TSMTaiwan Semiconductor Manufac	0.6%	0.6%	3,575	-1.9%	$1.6M
VRTVertiv Holdings Co	0.5%	0.8%	6,718	-4.0%	$1.6M
COSTCostco Wholesale Corporation	0.5%	0.6%	1,754	-5.0%	$1.6M
TTETotalenergies SE	0.5%	0.5%	18,018	+1.4%	$1.5M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	2,006	+0.0%	$1.5M
ASMLAsml Hldg NV	0.5%	0.6%	834	+1.3%	$1.5M
AXPAmerican Express Co	0.5%	0.5%	4,897	+2.5%	$1.5M
IEIIshares Tr	0.5%	—	13,081	—	$1.5M
MCKMckesson Corp	0.5%	0.4%	1,736	+1.5%	$1.5M
AMEAmetek Inc	0.5%	0.4%	5,832	+7.8%	$1.4M
IDVIshares Tr	0.5%	0.5%	34,216	-2.1%	$1.4M
HPEHewlett Packard Enterprise C	0.5%	—	22,132	—	$1.4M
ABBVAbbvie Inc	0.5%	0.4%	5,314	+4.6%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.4%	2,736	+4.3%	$1.4M
QCOMQualcomm Inc	0.5%	0.4%	7,248	+1.9%	$1.3M
MAMastercard Incorporated	0.4%	—	2,407	—	$1.3M
CVXChevron Corporation	0.4%	—	6,470	—	$1.3M
MUMicron Technology Inc	0.4%	0.5%	1,196	-7.7%	$1.3M

What Investment Research Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

MUB Ishares Tr+30.4% shares
IGIB Ishares Tr+12.7% shares
AMZN Amazon Com Inc+12.3% shares
AME Ametek Inc+7.8% shares
TBIL Rbb Fd Inc+7.4% shares
SCHO Schwab Strategic Tr+6.5% shares
SUB Ishares Tr+6.3% shares

Reduced

SHY Ishares Tr-48.6% shares
META Meta Platforms Inc-13.9% shares
MU Micron Technology Inc-7.7% shares
COST Costco Wholesale Corporation-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$295.3M	280
Q2 2026	$295.5M	278
Q1 2026	$245.8M	245
Q4 2025	$232.8M	230
Q3 2025	$222.3M	224

Questions about Investment Research Partners LLC's portfolio

What stocks does Investment Research Partners LLC own?

Investment Research Partners LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 280 positions worth $295.3M. The largest are Nvidia Corporation (NVDA) at 4.5%, Apple Inc (AAPL) at 3.3%, Ishares Tr (IVV) at 3.3%, Ishares Tr (AGG) at 3.3% and Abrdn Etfs (BCI) at 3.0%.

What did Investment Research Partners LLC buy last quarter?

In Q3 2026, Investment Research Partners LLC added Ishares Tr (MUB) (+30.4% shares), Ishares Tr (IGIB) (+12.7% shares) and Amazon Com Inc (AMZN) (+12.3% shares), compared with its Q2 2026 filing.

What did Investment Research Partners LLC sell last quarter?

In Q3 2026, Investment Research Partners LLC cut from its top 50 Ciena Corp (CIEN), cut from its top 50 Intel Corp (INTC), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Alphabet Inc (GOOG), Ishares Tr (SHY) (-48.6% shares), Meta Platforms Inc (META) (-13.9% shares) and Micron Technology Inc (MU) (-7.7% shares), compared with its Q2 2026 filing.

When is Investment Research Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Research Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Investment Research Partners LLC manage?

Investment Research Partners LLC reported $512.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $295.3M.