Investment Research Partners LLC

CIK

2069274

Location

LEMONT, PA

Portfolio Value

Small $295,759,826

Diversification

Diversified

Filing Date

Global Rank

#5,263 / 8,794 ▲ 622 · as of Jun 2026

Top Industry

Semiconductors 11.6%

Period ended 3 months ago

Filed Aug 4, 2026 · 2mo

4 quarters · since Sep 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

247 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.8%

+14.8 pts

Top 5

33.0%

+11.2 pts

Top 10

43.2%

+9.6 pts

HHI

485

Diversified+322

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.9%	$109,166,598	24
Technology	22.3%	$66,061,264	37
Financial Services	8.2%	$24,163,636	36
Healthcare	7.0%	$20,645,652	28
Industrials	6.2%	$18,221,085	32
Consumer Cyclical	4.3%	$12,772,812	23
Communication Services	4.1%	$12,251,750	6
Consumer Defensive	3.3%	$9,900,985	15
Utilities	2.4%	$7,194,608	15
Energy	2.4%	$6,967,072	13
Real Estate	1.6%	$4,790,435	11
Basic Materials	1.2%	$3,623,929	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CIG-C	Energy Co Of Minas Gerais	+164,740	204,332	$429,097
—		+96,827	125,355	$3,800,534
DYTA	SGI Dynamic Tactical ETF	+23,036	46,666	$2,326,766
DOLE	Dole plc	+21,561	57,281	$785,895
COLD	Americold Realty Trust	+16,833	28,884	$454,056
BDN	Brandywine Realty Trust	+8,663	68,670	$217,683
PFE	Pfizer Inc	+7,250	22,747	$547,747
PCG	PG&E Corp	+6,943	29,341	$493,515
FNDA	Schwab Fundamental U.S. Small Company ETF	+5,227	224,723	$5,638,225
HMC	Honda Motor Co Ltd	+5,098	26,335	$713,941
HST	Host Hotels & Resorts, Inc.	+4,590	49,042	$1,162,785
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	+4,496	353,752	$8,087,870
MOS	Mosaic Co	+4,480	25,688	$544,328
ARE	Alexandria Real Estate Equities, Inc.	+4,040	18,349	$969,744
NVDA	Nvidia Corp	+3,963	57,526	$11,510,377
GBDC	GOLUB CAPITAL BDC, Inc.	+3,930	40,918	$527,023
EDV	Vanguard World Funds Extended Duration ETF	+3,765	4,295	$637,185
RF	Regions Financial Corp	+3,547	36,750	$1,109,850
HPQ	Hp Inc	+3,285	21,093	$462,780
AAPL	Apple Inc.	+3,097	29,399	$8,506,894
BAC	Bank Of America Corp /De/	+3,068	14,498	$826,096
MDT	Medtronic plc	+2,853	7,798	$610,037
KHC	Kraft Heinz Co	+2,767	43,912	$1,037,201
UGI	Ugi Corp /Pa/	+2,622	12,129	$418,935
F	Ford Motor Co	+2,614	45,319	$629,934
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−81,834	651,090	$58,689,870
GPMT	Granite Point Mortgage Trust Inc.	−12,945	11,225	$0
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−4,396	14,325	$2,266,931
AWF	Alliancebernstein Global High Income Fund Inc	−4,368	100,660	$1,036,798
ET	Energy Transfer LP	−3,337	10,259	$196,152
INTC	Intel Corp	−3,139	9,970	$1,392,111
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−2,968	47,948	$1,950,524
TYG	Tortoise Energy Infrastructure Corp	−1,325	19,427	$832,835
FISV	Fiserv Inc	−861	11,780	$577,809
CSCO	Cisco Systems, Inc.	−813	23,174	$2,722,018
ABEQ	Absolute Select Value ETF	−744	73,058	$3,494,364
WMT	Walmart Inc.	−714	11,411	$1,292,409
GILD	Gilead Sciences, Inc.	−658	5,467	$690,700
NFLX	Netflix Inc	−619	3,851	$274,961
IVZ	Invesco Ltd.	−336	5,563	$517,247
ADBE	Adobe Inc.	−239	2,809	$575,901
SNDK	Sandisk Corp	−218	187	$425,187
GLW	Corning Inc /Ny	−183	1,762	$450,067
WMB	Williams Companies, Inc.	−163	5,102	$379,282
KVUE	Kenvue Inc.	−132	18,136	$346,578
CNC	Centene Corp	−125	6,739	$432,576
CF	CF Industries Holdings, Inc.	−99	2,735	$296,091
FTI	TechnipFMC plc	−71	5,572	$369,423
MRK	Merck & Co., Inc.	−54	6,207	$797,599
BMY	Bristol Myers Squibb Co	−53	16,698	$962,138
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WDC	Western Digital Corp	950	$606,784
APH	Amphenol Corp /De/	1,663	$586,440
VRTX	Vertex Pharmaceuticals Inc / Ma	956	$474,873
DECK	Deckers Outdoor Corp	4,197	$416,720
AMD	Advanced Micro Devices Inc	677	$393,276
WCN	Waste Connections, Inc.	2,138	$356,383
KLAC	Kla Corp	1,150	$346,966
FTNT	Fortinet, Inc.	2,211	$339,653
ES	Eversource Energy	4,550	$328,828
CMI	Cummins Inc	453	$323,084
BA	Boeing Co	1,464	$316,912
ANET	Arista Networks, Inc.	1,779	$302,216
AON	Aon plc	910	$301,837
GIS	General Mills Inc	8,632	$300,393
CRS	Carpenter Technology Corp	482	$297,316
TER	Teradyne, Inc	614	$297,077
SNOW	Snowflake Inc.	1,154	$293,693
VLO	Valero Energy Corp/Tx	1,049	$273,201
ROST	Ross Stores, Inc.	1,248	$265,636
VIK	Viking Holdings Ltd	2,528	$264,605
RYN	Rayonier Inc	12,284	$261,403
PNC	Pnc Financial Services Group, Inc.	1,032	$254,099
MET	Metlife Inc	2,987	$252,730
SNPS	Synopsys Inc	559	$249,353
EOG	Eog Resources Inc	1,843	$239,092
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
PLD	Prologis, Inc.	3,689	$487,612
GLD	Spdr Gold Trust	1,063	$457,398
XOM	ExxonMobil Holdings Corp	2,543	$431,445
COP	Conocophillips	1,805	$238,260
NOW	ServiceNow, Inc.	2,133	$223,005
SPGI	S&P Global Inc.	508	$216,072
CI	Cigna Group	786	$209,665
HIG	Hartford Insurance Group, Inc.	1,479	$200,005
ALIT	Alight, Inc. / Delaware	21,339	$12,440
—		11,994	$0
AAOX	Tradr 2X Long AAOI Daily ETF	6,510	$0
—		1,769	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

247 tracked positions · $295,759,826 total · filing declares 278 positions · $295,484,167 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 247 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	651,090	-81,834	$58,689,870	—	19.84%
NVDA	Nvidia Corp Technology	Added	57,526	+3,963	$11,510,377	+23.2%	3.89%
CIEN	Ciena Corp Technology	Added	20,831	+58	$10,218,855	+26.7%	3.46%
FMCE	FM Compounders Equity ETF	Added	30,037	+88	$8,593,285	+14.5%	2.91%
AAPL	Apple Inc. Technology	Added	29,399	+3,097	$8,506,894	+27.4%	2.88%
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	Added	353,752	+4,496	$8,087,870	−6.8%	2.73%
GOOGL	Alphabet Inc. Communication Services	Added	19,931	+1,472	$7,108,148	+34.0%	2.40%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	224,723	+5,227	$5,638,225	+3.0%	1.91%
MSFT	Microsoft Corp Technology	Added	14,078	+2,299	$5,251,375	+20.4%	1.78%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	19,213	+756	$4,087,950	+15.4%	1.38%
AVGO	Broadcom Inc. Technology	Added	10,203	+90	$3,854,183	+23.1%	1.30%
		Added	125,355	+96,827	$3,800,534	+253.0%	1.29%
ABEQ	Absolute Select Value ETF	Reduced	73,058	-744	$3,494,364	+10.0%	1.18%
META	Meta Platforms, Inc. Communication Services	Added	5,649	+505	$3,182,025	+8.1%	1.08%
LRCX	Lam Research Corp Technology	Added	6,980	+166	$3,024,643	+107.8%	1.02%
CSCO	Cisco Systems, Inc. Technology	Reduced	23,174	-813	$2,722,018	+46.3%	0.92%
TPHD	Timothy Plan High Dividend Stock ETF	Added	51,415	+1,076	$2,466,994	+15.5%	0.83%
VRT	Vertiv Holdings Co Industrials	Added	7,001	+259	$2,344,074	+38.8%	0.79%
DYTA	SGI Dynamic Tactical ETF	Added	46,666	+23,036	$2,326,766	+97.5%	0.79%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	14,325	-4,396	$2,266,931	+3.1%	0.77%
JNJ	Johnson & Johnson Healthcare	Added	8,904	+575	$2,261,348	+11.1%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,822	+883	$2,233,045	+27.8%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	1,847	+194	$2,215,347	+45.7%	0.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,229	+2,167	$2,199,639	+49.6%	0.74%
IBM	International Business Machines Corp Technology	Added	7,527	+1,078	$2,116,667	+35.4%	0.72%
UPS	United Parcel Service Inc Industrials	Added	19,187	+578	$2,062,602	+12.7%	0.70%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	47,948	-2,968	$1,950,524	+6.6%	0.66%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,646	+5	$1,741,220	+41.5%	0.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,847	+140	$1,727,813	+1.6%	0.58%
ASML	Asml Holding NV Technology	Added	823	+134	$1,637,309	+79.9%	0.55%
AXP	American Express Co Financial Services	Added	4,778	+262	$1,616,158	+18.3%	0.55%
SPY	Spdr S&P 500 ETF Trust	Added	2,006	+78	$1,498,020	+19.5%	0.51%
MU	Micron Technology Inc Technology	Added	1,296	+162	$1,495,959	+290.5%	0.51%
AMGN	Amgen Inc Healthcare	Added	3,890	+224	$1,408,646	+9.2%	0.48%
INTC	Intel Corp Technology	Reduced	9,970	-3,139	$1,392,111	+140.6%	0.47%
TTE	TotalEnergies SE Energy	Added	17,768	+788	$1,381,639	−10.6%	0.47%
QCOM	Qualcomm Inc/De Technology	Added	7,111	+221	$1,314,041	+48.1%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,622	+442	$1,312,022	+25.6%	0.44%
AME	Ametek Inc/ Industrials	Added	5,409	+662	$1,308,653	+28.6%	0.44%
WMT	Walmart Inc. Consumer Defensive	Reduced	11,411	-714	$1,292,409	−14.2%	0.44%
MCK	Mckesson Corp Healthcare	Added	1,710	+104	$1,292,076	−7.0%	0.44%
ABBV	AbbVie Inc. Healthcare	Added	5,081	+273	$1,278,582	+22.3%	0.43%
LOW	Lowes Companies Inc Consumer Cyclical	Added	5,609	+310	$1,236,728	−1.2%	0.42%
MA	Mastercard Inc Financial Services	Added	2,376	+268	$1,220,313	+15.9%	0.41%
V	Visa Inc. Financial Services	Added	3,460	+384	$1,187,091	+27.7%	0.40%
DCOR	Dimensional US Core Equity 1 ETF	Held	14,328	0	$1,174,036	+15.6%	0.40%
HST	Host Hotels & Resorts, Inc. Real Estate	Added	49,042	+4,590	$1,162,785	+36.5%	0.39%
DE	Deere & Co Industrials	Added	1,833	+137	$1,162,726	+21.7%	0.39%
BEPC	Brookfield Renewable Corp Utilities	Added	31,192	+1,659	$1,157,847	−1.6%	0.39%
NUE	Nucor Corp Basic Materials	Added	5,050	+51	$1,124,887	+33.1%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.