Investment Research Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Investment Research Partners LLC held in its portfolio 229 assets valued at $232,976,698 (i.e. $232.98M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($10.54M), ISHARES TR ($9.71M), and ISHARES TR ($8.96M).
The chart below shows the top 10 valuable assets, and the table below shows the top 229 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investment Research Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 65433 | 10539023 | COM |
| ISHARES TR | 97161 | 9704527 | CORE US AGGBD ET |
| ISHARES TR | 13075 | 8955526 | CORE S&P500 ETF |
| ISHARES TR | 81546 | 8700998 | SHRT NAT MUN ETF |
| APPLE INC | 27221 | 7400194 | COM |
| NORTHERN LTS FD TR IV | 28309 | 7025886 | INSPIRE 500 ETF |
| ABRDN ETFS | 305884 | 5973910 | BBRG ALL COMD K1 |
| MICROSOFT CORP | 11801 | 5706793 | COM |
| CIENA CORP | 45462 | 5588258 | COM NEW |
| ISHARES TR | 107114 | 5221866 | CORE 1 5 YR USD |
| ISHARES TR | 73805 | 4954608 | MSCI ACWI EX US |
| ALPHABET INC | 15538 | 4863538 | CAP STK CL A |
| BROADCOM INC | 11044 | 3822532 | COM |
| ISHARES TR | 30526 | 3269642 | NATIONAL MUN ETF |
| INVESCO EXCHANGE TRADED FD T | 16848 | 3227433 | S&P500 EQL WGT |
| ISHARES TR | 25820 | 3139927 | CORE HIGH DV ETF |
| UNIFIED SER TR | 71460 | 2957729 | ONEASCENT INTL |
| SCHWAB STRATEGIC TR | 111157 | 2708899 | SHT TM US TRES |
| SPDR SERIES TRUST | 19230 | 2182999 | STATE STREET SPD |
| JOHNSON & JOHNSON | 10378 | 2147819 | COM |
| JPMORGAN CHASE & CO. | 6306 | 2031630 | COM |
| INTERNATIONAL BUSINESS MACHS | 6753 | 2000283 | COM |
| TIMOTHY PLAN | 46730 | 1936981 | U S SM CP CORE |
| AMAZON COM INC | 8339 | 1924807 | COM |
| CISCO SYS INC | 24364 | 1876838 | COM |
| UNITED PARCEL SERVICE INC | 18669 | 1851816 | CL B |
| ELI LILLY & CO | 1650 | 1773273 | COM |
| WISDOMTREE TR | 50600 | 1692574 | US SMALLCAP DIVD |
| AMERICAN EXPRESS CO | 4413 | 1632768 | COM |
| ISHARES TR | 17546 | 1453161 | 1 3 YR TREAS BD |
| ISHARES TR | 35693 | 1408090 | INTL SEL DIV ETF |
| SPDR S&P 500 ETF TR | 7100 | 1364785 | TR UNIT |
| WALMART INC | 12147 | 1353243 | COM |
| BROOKFIELD RENEWABLE CORP | 35237 | 1350980 | CL A EX SUB VTG |
| MCKESSON CORP | 1624 | 1331695 | COM |
| LOWES COS INC | 5492 | 1324426 | COM |
| LAM RESEARCH CORP | 7735 | 1324185 | COM NEW |
| COSTCO WHSL CORP NEW | 1513 | 1304754 | COM |
| ISHARES TR | 6377 | 1266593 | MSCI USA QLT FCT |
| META PLATFORMS INC | 1892 | 1248720 | CL A |
| ORACLE CORP | 6242 | 1216694 | COM |
| AMGEN INC | 3708 | 1213611 | COM |
| RBB FD INC | 23630 | 1178664 | US TREAS 3 MNTH |
| ABBVIE INC | 5109 | 1167535 | COM |
| QUALCOMM INC | 6789 | 1161324 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2270 | 1141068 | CL B NEW |
| ALLIANCEBERNSTEIN GLOBAL HIG | 103887 | 1110553 | COM |
| TOTALENERGIES SE | 16941 | 1108282 | ACT |
| VISA INC | 3148 | 1104305 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 3514 | 1067871 | SPONSORED ADS |
| DIMENSIONAL ETF TRUST | 14312 | 1061520 | US EQUITY MARKET |
| VERTIV HOLDINGS CO | 6540 | 1059520 | COM CL A |
| MASTERCARD INCORPORATED | 1809 | 1032730 | CL A |
| ISHARES INC | 14380 | 966622 | CORE MSCI EMKT |
| TESLA INC | 2105 | 946868 | COM |
| VERIZON COMMUNICATIONS INC | 23087 | 940320 | COM |
| KRAFT HEINZ CO | 38631 | 936820 | COM |
| GILEAD SCIENCES INC | 7584 | 931004 | COM |
| AMETEK INC | 4528 | 929667 | COM |
| ISHARES TR | 20243 | 920039 | MSCI INTL QUALTY |
| ROPER TECHNOLOGIES INC | 2056 | 915248 | COM |
| CHEVRON CORP NEW | 5772 | 879719 | COM |
| ALPHABET INC | 2775 | 870909 | CAP STK CL C |
| REGIONS FINANCIAL CORP NEW | 31823 | 862412 | COM |
| SCHWAB STRATEGIC TR | 36600 | 855341 | US AGGREGATE B |
| ISHARES TR | 9549 | 854210 | CORE MSCI EAFE |
| NOVARTIS AG | 6195 | 854106 | SPONSORED ADR |
| TORTOISE ENERGY INFRA CORP | 20575 | 841511 | COM |
| ACCENTURE PLC IRELAND | 3046 | 817253 | SHS CLASS A |
| TOYOTA MOTOR CORP | 3791 | 811503 | ADS |
| NUCOR CORP | 4800 | 783125 | COM |
| HOST HOTELS & RESORTS INC | 43639 | 773733 | COM |
| DEERE & CO | 1660 | 772971 | COM |
| SHINHAN FINANCIAL GROUP CO L | 14233 | 763317 | SPN ADR RESTRD |
| EXELON CORP | 17357 | 756554 | COM |
| METTLER TOLEDO INTERNATIONAL | 531 | 740294 | COM |
| ISHARES TR | 7654 | 735014 | MSCI EAFE ETF |
| PRUDENTIAL FINL INC | 6503 | 734056 | COM |
| PROCTER AND GAMBLE CO | 5121 | 733940 | COM |
| BANK AMERICA CORP | 13248 | 728659 | COM |
| ADOBE INC | 2044 | 715398 | COM |
| BRISTOL-MYERS SQUIBB CO | 13134 | 708425 | COM |
| ASML HOLDING N V | 661 | 707193 | N Y REGISTRY SHS |
| MERCK & CO INC | 6710 | 706327 | COM |
| ORIX CORP | 23608 | 689828 | SPONSORED ADR |
| CBOE GLOBAL MKTS INC | 2746 | 689277 | COM |
| OREILLY AUTOMOTIVE INC | 7552 | 688806 | COM |
| FISERV INC | 10188 | 684336 | COM |
| ISHARES TR | 9150 | 635188 | CORE DIV GRWTH |
| INVESCO QQQ TR | 1027 | 630934 | UNIT SER 1 |
| NEXTERA ENERGY INC | 7666 | 615394 | COM |
| ISHARES TR | 6895 | 580729 | MSCI GBL SUS DEV |
| ABRDN ETFS | 18639 | 577064 | BBRG ALL COMMDY |
| SHELL PLC | 7815 | 574255 | SPON ADS |
| ALEXANDRIA REAL ESTATE EQ IN | 11695 | 572382 | COM |
| HONDA MOTOR LTD | 19406 | 572092 | ADR ECH CNV IN 3 |
| WELLS FARGO CO NEW | 6066 | 565350 | COM |
| FORD MTR CO | 42504 | 557661 | COM |
| SUN LIFE FINANCIAL INC. | 8807 | 549557 | COM |
| AMERIPRISE FINL INC | 1096 | 537452 | COM |
| HERSHEY CO | 2940 | 535021 | COM |
| INTEL CORP | 14423 | 532212 | COM |
| MEDTRONIC PLC | 5514 | 529684 | SHS |
| QUANTA SVCS INC | 1252 | 528415 | COM |
| HEWLETT PACKARD ENTERPRISE C | 21925 | 526648 | COM |
| ISHARES TR | 4329 | 520190 | CORE S&P SCP ETF |
| EDWARDS LIFESCIENCES CORP | 5984 | 510154 | COM |
| CHUBB LIMITED | 1608 | 501889 | COM |
| INVESCO EXCH TRADED FD TR II | 5939 | 500601 | KBW BK ETF |
| UNITEDHEALTH GROUP INC | 1509 | 498194 | COM |
| SPDR INDEX SHS FDS | 5460 | 495059 | MSCI EAFE STRTGC |
| PROLOGIS INC. | 3873 | 494488 | COM |
| UNILEVER PLC | 7487 | 489651 | SPON ADR NEW |
| TRANSMEDICS GROUP INC | 3966 | 482465 | COM |
| AT&T INC | 19306 | 479564 | COM |
| VANGUARD INDEX FDS | 753 | 472373 | S&P 500 ETF SHS |
| GOLUB CAP BDC INC | 34603 | 469564 | COM |
| IQVIA HLDGS INC | 2066 | 465695 | COM |
| EXPEDIA GROUP INC | 1639 | 464347 | COM NEW |
| CATERPILLAR INC | 810 | 463740 | COM |
| SCHWAB STRATEGIC TR | 14067 | 458865 | US LCAP GR ETF |
| HP INC | 20018 | 446001 | COM |
| HA SUSTAINABLE INFRA CAP INC | 14106 | 443354 | COM |
| ISHARES INC | 14211 | 442814 | EM MKTS DIV ETF |
| AGILENT TECHNOLOGIES INC | 3248 | 441967 | COM |
| MARRIOTT INTL INC NEW | 1422 | 441291 | CL A |
| CAPITAL ONE FINL CORP | 1806 | 437700 | COM |
| PEPSICO INC | 3031 | 435009 | COM |
| DANAHER CORPORATION | 1886 | 431743 | COM |
| BOOKING HOLDINGS INC | 80 | 428418 | COM |
| ING GROEP N.V. | 15258 | 427224 | SPONSORED ADR |
| SMUCKER J M CO | 4348 | 425307 | COM NEW |
| MOSAIC CO NEW | 17547 | 422732 | COM |
| RELX PLC | 10403 | 420487 | SPONSORED ADR |
| STRYKER CORPORATION | 1196 | 420369 | COM |
| HERCULES CAPITAL INC | 22297 | 419629 | COM |
| NETFLIX INC | 4447 | 416961 | COM |
| GENERAL MTRS CO | 5123 | 416601 | COM |
| HOME DEPOT INC | 1205 | 414646 | COM |
| ENBRIDGE INC | 8582 | 410475 | COM |
| GSK PLC | 8256 | 404873 | SPONSORED ADR |
| DOLE PLC | 26967 | 404236 | ORD SHS |
| PHILLIPS 66 | 3130 | 403851 | COM |
| ISHARES TR | 2880 | 401314 | ESG OPTIMIZED |
| VANGUARD WORLD FD | 530 | 399503 | INF TECH ETF |
| PFIZER INC | 15857 | 394846 | COM |
| DISNEY WALT CO | 3451 | 392633 | COM |
| DELTA AIR LINES INC DEL | 5553 | 385369 | COM NEW |
| BHP GROUP LTD | 6369 | 384511 | SPONSORED ADS |
| LOCKHEED MARTIN CORP | 792 | 383066 | COM |
| CLEARWAY ENERGY INC | 11410 | 379499 | CL C |
| ISHARES TR | 6846 | 377558 | US REGNL BKS ETF |
| THERMO FISHER SCIENTIFIC INC | 641 | 371430 | COM |
| CITIGROUP INC | 3138 | 366188 | COM NEW |
| SCHWAB STRATEGIC TR | 12697 | 361609 | US SML CAP ETF |
| UGI CORP NEW | 9626 | 360303 | COM |
| ATLASSIAN CORPORATION | 2222 | 360274 | CL A |
| MORGAN STANLEY | 2023 | 359098 | COM NEW |
| VERISIGN INC | 1455 | 353495 | COM |
| SCHWAB STRATEGIC TR | 13000 | 349831 | US LRG CAP ETF |
| CONSTELLATION ENERGY CORP | 962 | 339846 | COM |
| HUNT J B TRANS SVCS INC | 1746 | 339317 | COM |
| CHENIERE ENERGY INC | 1714 | 333191 | COM NEW |
| CENTENE CORP DEL | 8039 | 330805 | COM |
| GENERAL DYNAMICS CORP | 973 | 327573 | COM |
| RTX CORPORATION | 1785 | 327369 | COM |
| MICRON TECHNOLOGY INC | 1134 | 323655 | COM |
| WILLIAMS COS INC | 5373 | 322975 | COM |
| CROWN CASTLE INC | 3591 | 319131 | COM |
| PENTAIR PLC | 3043 | 316906 | SHS |
| DIAMOND HILL INVT GROUP INC | 1860 | 315286 | COM NEW |
| PG&E CORP | 19477 | 312994 | COM |
| REALTY INCOME CORP | 5524 | 311393 | COM |
| ZOETIS INC | 2458 | 309281 | CL A |
| SCHWAB STRATEGIC TR | 11362 | 309160 | FUNDAMENTAL US L |
| EDISON INTL | 5079 | 304842 | COM |
| XPLR INFRASTRUCTURE LP | 30352 | 303520 | COM UNIT PART IN |
| EXXON MOBIL CORP | 2520 | 303277 | COM |
| ZOOM COMMUNICATIONS INC | 3391 | 292611 | CL A |
| GE AEROSPACE | 928 | 285851 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 3070 | 283361 | VNG RUS1000VAL |
| FEDEX CORP | 977 | 282216 | COM |
| ISHARES TR | 2965 | 281942 | ESG AW MSCI EAFE |
| BEST BUY INC | 4194 | 280702 | COM |
| JOHNSON CTLS INTL PLC | 2344 | 280695 | SHS |
| MCDONALDS CORP | 881 | 269263 | COM |
| WABTEC | 1255 | 267903 | COM |
| AMERICAN ELEC PWR CO INC | 2317 | 267172 | COM |
| TRAVELERS COMPANIES INC | 909 | 263665 | COM |
| KENVUE INC | 15077 | 260081 | COM |
| COMFORT SYS USA INC | 275 | 256655 | COM |
| SANDISK CORP | 1076 | 255421 | COM |
| BP PLC | 7261 | 252188 | SPONSORED ADR |
| INVESTMENT MANAGERS SER TR I | 6510 | 251169 | AXS GREEN ALPHA |
| ENTERGY CORP NEW | 2710 | 250487 | COM |
| TECHNIPFMC PLC | 5608 | 249891 | COM |
| ISHARES INC | 3425 | 248928 | MSCI EMRG CHN |
| DOLLAR GEN CORP NEW | 1874 | 248810 | COM |
| PALANTIR TECHNOLOGIES INC | 1386 | 246363 | CL A |
| NATERA INC | 1063 | 243522 | COM |
| ALPS ETF TR | 5133 | 241353 | ALERIAN MLP |
| ARISTA NETWORKS INC | 1839 | 240964 | COM SHS |
| MASCO CORP | 3783 | 240103 | COM |
| ISHARES TR | 1114 | 234242 | RUS 1000 VAL ETF |
| TARGET CORP | 2371 | 231848 | COM |
| VANGUARD INDEX FDS | 727 | 228860 | LARGE CAP ETF |
| REGENERON PHARMACEUTICALS | 295 | 227700 | COM |
| EXACT SCIENCES CORP | 2241 | 227595 | COM |
| HOLOGIC INC | 3002 | 223617 | COM |
| MEDPACE HLDGS INC | 394 | 221291 | COM |
| LYONDELLBASELL INDUSTRIES N | 5100 | 220815 | SHS - A - |
| CF INDS HLDGS INC | 2834 | 219182 | COM |
| ISHARES TR | 4684 | 217993 | CORE UNIVRSL USD |
| ELASTIC N V | 2821 | 212815 | ORD SHS |
| AUTOMATIC DATA PROCESSING IN | 820 | 210956 | COM |
| LAS VEGAS SANDS CORP | 3215 | 209265 | COM |
| LKQ CORP | 6903 | 208472 | COM |
| ENCOMPASS HEALTH CORP | 1964 | 208456 | COM |
| EASTERLY GOVT PPTYS INC | 9789 | 207440 | COM SHS |
| SNOWFLAKE INC | 944 | 207075 | COM SHS |
| HARTFORD INSURANCE GROUP INC | 1479 | 203806 | COM |
| FREEPORT-MCMORAN INC | 3982 | 202245 | CL B |
| GENERAC HLDGS INC | 1475 | 201143 | COM |
| ENERGY TRANSFER L P | 12112 | 199734 | COM UT LTD PTN |
| TORTOISE CAPITAL SERIES TRUS | 17750 | 160460 | ENERGY FD |
| BRANDYWINE RLTY TR | 51371 | 150002 | SH BEN INT NEW |
| ADT INC DEL | 15055 | 121493 | COM |
| GRANITE PT MTG TR INC | 50139 | 120331 | COM STK |
| CIA ENERGETICA DE MINAS GERA | 36371 | 72742 | SP ADR N-V PFD |
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