Investment Research Partners LLC

13F filer · CIK 0002069274

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$295MU.S. long equity reported on 13F

Positions22846 new · 12 closed

Net flow last quarter+$25.9MBuys minus sells

Top 10 positions weight19.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026228 positions
NVDANvidia Corp	$11.5M	3.90%	0.00%	+7.4%	Q3 2025
CIENCiena Corp	$10.2M	3.46%	0.01%	+0.3%	Q4 2025
AAPLApple Inc.	$8.51M	2.88%	0.00%	+11.8%	Q3 2025
GOOGLAlphabet Inc.	$5.83M	1.97%	0.00%	+3.1%	Q3 2025
MSFTMicrosoft Corp	$5.25M	1.78%	0.00%	+19.5%	Q3 2025
AVGOBroadcom Inc.	$3.85M	1.30%	0.00%	+0.9%	Q3 2025
METAMeta Platforms, Inc.	$3.18M	1.08%	Not reported	+9.8%	Q3 2025
LRCXLam Research Corp	$3.02M	1.02%	0.00%	+2.4%	Q3 2025
CSCOCisco Systems, Inc.	$2.72M	0.92%	0.00%	-3.4%	Q3 2025
VRTVertiv Holdings Co	$2.34M	0.79%	0.00%	+3.8%	Q3 2025
JNJJohnson & Johnson	$2.26M	0.77%	0.00%	+6.9%	Q3 2025
JPMJPMorgan Chase & Co	$2.23M	0.76%	0.00%	+14.9%	Q3 2025
LLYELI LILLY & Co	$2.22M	0.75%	0.00%	+11.7%	Q3 2025
AMZNAmazon Com Inc	$2.2M	0.74%	0.00%	+30.7%	Q3 2025
IBMInternational Business Machines Corp	$2.12M	0.72%	0.00%	+16.7%	Q3 2025
UPSUnited Parcel Service Inc	$2.06M	0.70%	0.00%	+3.1%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.74M	0.59%	0.00%	+0.1%	Q3 2025
COSTCostco Wholesale Corp	$1.73M	0.58%	0.00%	+8.2%	Q3 2025
ASMLAsml Holding NV	$1.64M	0.55%	0.00%	+19.5%	Q3 2025
AXPAmerican Express Co	$1.62M	0.55%	0.00%	+5.8%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.5M	0.51%	Not reported	+4.1%	Q3 2025
MUMicron Technology Inc	$1.5M	0.51%	0.00%	+14.3%	Q3 2025
AMGNAmgen Inc	$1.41M	0.48%	0.00%	+6.1%	Q3 2025
INTCIntel Corp	$1.39M	0.47%	0.00%	-24.0%	Q3 2025
TTETotalEnergies SE	$1.38M	0.47%	0.00%	+4.6%	Q3 2025
QCOMQualcomm Inc	$1.31M	0.44%	0.00%	+3.2%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.31M	0.44%	Not reported	+20.3%	Q3 2025
AMEAmetek Inc/	$1.31M	0.44%	0.00%	+14.0%	Q3 2025
MCKMckesson Corp	$1.29M	0.44%	0.00%	+6.5%	Q3 2025
WMTWalmart Inc.	$1.29M	0.44%	0.00%	-5.9%	Q3 2025
ABBVAbbVie Inc.	$1.28M	0.43%	0.00%	+5.7%	Q3 2025
GOOGAlphabet Inc.	$1.28M	0.43%	Not reported	+37.3%	Q3 2025
LOWLowes Companies Inc	$1.24M	0.42%	0.00%	+5.9%	Q3 2025
MAMastercard Inc	$1.22M	0.41%	0.00%	+12.7%	Q3 2025
VVisa Inc.	$1.19M	0.40%	0.00%	+12.5%	Q3 2025
DEDeere & Co	$1.16M	0.39%	0.00%	+8.1%	Q3 2025
HSTHost Hotels & Resorts, Inc.	$1.16M	0.39%	0.01%	+10.3%	Q3 2025
BEPCBrookfield Renewable Corp	$1.16M	0.39%	0.02%	+5.6%	Q3 2025
NUENucor Corp	$1.12M	0.38%	0.00%	+1.0%	Q3 2025
RFRegions Financial Corp	$1.11M	0.38%	0.00%	+10.7%	Q3 2025
NVSNovartis AG	$1.09M	0.37%	0.00%	+13.5%	Q3 2025
ORCLOracle Corp	$1.09M	0.37%	0.00%	+11.9%	Q3 2025
CVXChevron Corp	$1.07M	0.36%	0.00%	+16.2%	Q3 2025
HPEHewlett Packard Enterprise Co	$1.07M	0.36%	0.00%	+5.5%	Q3 2025
TSLATesla, Inc.	$1.06M	0.36%	0.00%	+28.2%	Q3 2025
IXOrix Corp	$1.04M	0.35%	0.00%	+10.0%	Q3 2025
KHCKraft Heinz Co	$1.04M	0.35%	0.00%	+6.7%	Q3 2025
AWFAlliancebernstein Global High Income Fund Inc	$1.04M	0.35%	Not reported	-4.2%	Q3 2025
AREAlexandria Real Estate Equities, Inc.	$970K	0.33%	0.01%	+28.2%	Q3 2025
VZVerizon Communications Inc	$968K	0.33%	0.00%	+1.6%	Q3 2025

Q1 2026Reported Apr 29, 2026193 positions
NVDANvidia Corp	$9.34M	3.80%	0.00%	-4.6%	Q3 2025
CIENCiena Corp	$8.06M	3.28%	0.01%	-11.5%	Q4 2025
AAPLApple Inc.	$6.68M	2.72%	0.00%	-3.4%	Q3 2025
GOOGLAlphabet Inc.	$4.55M	1.85%	0.00%	+1.9%	Q3 2025
MSFTMicrosoft Corp	$4.36M	1.77%	0.00%	-0.2%	Q3 2025
AVGOBroadcom Inc.	$3.13M	1.27%	0.00%	-8.4%	Q3 2025
METAMeta Platforms, Inc.	$2.94M	1.20%	Not reported	+171.9%	Q3 2025
JNJJohnson & Johnson	$2.04M	0.83%	0.00%	-19.7%	Q3 2025
CSCOCisco Systems, Inc.	$1.86M	0.76%	0.00%	-1.6%	Q3 2025
UPSUnited Parcel Service Inc	$1.83M	0.74%	0.00%	-0.3%	Q3 2025
JPMJPMorgan Chase & Co	$1.75M	0.71%	0.00%	-5.8%	Q3 2025
COSTCostco Wholesale Corp	$1.7M	0.69%	0.00%	+12.8%	Q3 2025
VRTVertiv Holdings Co	$1.69M	0.69%	0.00%	+3.1%	Q3 2025
IBMInternational Business Machines Corp	$1.56M	0.64%	0.00%	-4.5%	Q3 2025
TTETotalEnergies SE	$1.54M	0.63%	0.00%	+0.2%	Q3 2025
LLYELI LILLY & Co	$1.52M	0.62%	0.00%	+0.2%	Q3 2025
WMTWalmart Inc.	$1.51M	0.61%	0.00%	-0.2%	Q3 2025
AMZNAmazon Com Inc	$1.47M	0.60%	0.00%	-15.3%	Q3 2025
LRCXLam Research Corp	$1.46M	0.59%	0.00%	-11.9%	Q3 2025
MCKMckesson Corp	$1.39M	0.57%	0.00%	-1.1%	Q3 2025
AXPAmerican Express Co	$1.37M	0.56%	0.00%	+2.3%	Q3 2025
AMGNAmgen Inc	$1.29M	0.52%	0.00%	-1.1%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.25M	0.51%	Not reported	-3.6%	Q3 2025
LOWLowes Companies Inc	$1.25M	0.51%	0.00%	-3.5%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	0.50%	0.00%	+3.6%	Q3 2025
BEPCBrookfield Renewable Corp	$1.18M	0.48%	0.02%	-16.2%	Q3 2025
CVXChevron Corp	$1.15M	0.47%	0.00%	-3.3%	Q3 2025
VZVerizon Communications Inc	$1.13M	0.46%	0.00%	-2.5%	Q3 2025
AWFAlliancebernstein Global High Income Fund Inc	$1.07M	0.43%	Not reported	+1.1%	Q3 2025
MAMastercard Inc	$1.05M	0.43%	0.00%	+16.5%	Q3 2025
ABBVAbbVie Inc.	$1.05M	0.43%	0.00%	-5.9%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.04M	0.43%	Not reported	-4.0%	Q3 2025
TYGTortoise Energy Infrastructure Corp	$1.03M	0.42%	Not reported	+0.9%	Q4 2025
AMEAmetek Inc/	$1.02M	0.41%	0.00%	+4.8%	Q3 2025
BMYBristol Myers Squibb Co	$1.02M	0.41%	0.00%	+27.5%	Q3 2025
ORCLOracle Corp	$975K	0.40%	0.00%	+6.2%	Q3 2025
DEDeere & Co	$956K	0.39%	0.00%	+2.2%	Q3 2025
NVSNovartis AG	$935K	0.38%	0.00%	-1.2%	Q3 2025
VVisa Inc.	$930K	0.38%	0.00%	-2.3%	Q3 2025
KHCKraft Heinz Co	$925K	0.38%	0.00%	+6.5%	Q3 2025
PGPROCTER & GAMBLE Co	$910K	0.37%	0.00%	+23.1%	Q3 2025
ASMLAsml Holding NV	$910K	0.37%	0.00%	+4.2%	Q3 2025
SHGShinhan Financial Group Co Ltd	$887K	0.36%	0.00%	+1.7%	Q3 2025
QCOMQualcomm Inc	$887K	0.36%	0.00%	+1.5%	Q3 2025
RFRegions Financial Corp	$867K	0.35%	0.00%	+4.3%	Q3 2025
GILDGilead Sciences, Inc.	$854K	0.35%	0.00%	-19.2%	Q3 2025
HSTHost Hotels & Resorts, Inc.	$852K	0.35%	0.01%	+1.9%	Q3 2025
NUENucor Corp	$845K	0.34%	0.00%	+4.2%	Q3 2025
EXCExelon Corp	$844K	0.34%	0.00%	-0.9%	Q3 2025
CBOECboe Global Markets, Inc.	$810K	0.33%	0.00%	+5.0%	Q3 2025

Q4 2025Reported Feb 12, 2026182 positions
NVDANvidia Corp	$10.5M	4.49%	0.00%	+0.7%	Q3 2025
AAPLApple Inc.	$7.4M	3.18%	0.00%	+3.5%	Q3 2025
MSFTMicrosoft Corp	$5.71M	2.45%	0.00%	-2.9%	Q3 2025
CIENCiena Corp	$5.49M	2.36%	0.02%	New	Q4 2025
GOOGLAlphabet Inc.	$4.86M	2.09%	0.00%	+1.7%	Q3 2025
AVGOBroadcom Inc.	$3.82M	1.64%	0.00%	+7.5%	Q3 2025
JNJJohnson & Johnson	$2.15M	0.92%	0.00%	+1.6%	Q3 2025
JPMJPMorgan Chase & Co	$2.03M	0.87%	0.00%	+2.1%	Q3 2025
IBMInternational Business Machines Corp	$2M	0.86%	0.00%	-0.5%	Q3 2025
AMZNAmazon Com Inc	$1.92M	0.83%	0.00%	+10.3%	Q3 2025
CSCOCisco Systems, Inc.	$1.88M	0.81%	0.00%	+2.0%	Q3 2025
UPSUnited Parcel Service Inc	$1.85M	0.79%	0.00%	+0.3%	Q3 2025
LLYELI LILLY & Co	$1.77M	0.76%	0.00%	+1.6%	Q3 2025
AXPAmerican Express Co	$1.63M	0.70%	0.00%	+0.5%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.36M	0.59%	Not reported	Not reported	Q3 2025
WMTWalmart Inc.	$1.35M	0.58%	0.00%	+0.8%	Q3 2025
BEPCBrookfield Renewable Corp	$1.35M	0.58%	0.02%	-1.1%	Q3 2025
MCKMckesson Corp	$1.33M	0.57%	0.00%	+0.7%	Q3 2025
LOWLowes Companies Inc	$1.32M	0.57%	0.00%	+5.6%	Q3 2025
LRCXLam Research Corp	$1.32M	0.57%	0.00%	-0.9%	Q3 2025
COSTCostco Wholesale Corp	$1.3M	0.56%	0.00%	+3.4%	Q3 2025
METAMeta Platforms, Inc.	$1.25M	0.54%	Not reported	+5.6%	Q3 2025
ORCLOracle Corp	$1.22M	0.52%	0.00%	-7.6%	Q3 2025
AMGNAmgen Inc	$1.21M	0.52%	0.00%	+2.1%	Q3 2025
ABBVAbbVie Inc.	$1.17M	0.50%	0.00%	+5.3%	Q3 2025
QCOMQualcomm Inc	$1.16M	0.50%	0.00%	+0.3%	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.14M	0.49%	Not reported	+3.9%	Q3 2025
AWFAlliancebernstein Global High Income Fund Inc	$1.11M	0.48%	Not reported	+0.1%	Q3 2025
TTETotalEnergies SE	$1.11M	0.48%	0.00%	-0.9%	Q3 2025
VVisa Inc.	$1.1M	0.47%	0.00%	+6.6%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.46%	0.00%	-1.6%	Q3 2025
VRTVertiv Holdings Co	$1.06M	0.45%	0.00%	Not reported	Q3 2025
MAMastercard Inc	$1.03M	0.44%	0.00%	+3.9%	Q3 2025
TSLATesla, Inc.	$947K	0.41%	0.00%	+20.2%	Q3 2025
VZVerizon Communications Inc	$940K	0.40%	0.00%	-8.4%	Q3 2025
KHCKraft Heinz Co	$937K	0.40%	0.00%	+0.7%	Q3 2025
GILDGilead Sciences, Inc.	$931K	0.40%	0.00%	-3.2%	Q3 2025
AMEAmetek Inc/	$930K	0.40%	0.00%	-0.6%	Q3 2025
ROPRoper Technologies Inc	$915K	0.39%	0.00%	+10.8%	Q3 2025
CVXChevron Corp	$880K	0.38%	0.00%	+3.8%	Q3 2025
GOOGAlphabet Inc.	$871K	0.37%	Not reported	+10.9%	Q3 2025
RFRegions Financial Corp	$862K	0.37%	0.00%	-0.8%	Q3 2025
NVSNovartis AG	$854K	0.37%	0.00%	+1.2%	Q3 2025
TYGTortoise Energy Infrastructure Corp	$842K	0.36%	Not reported	New	Q4 2025
ACNAccenture plc	$817K	0.35%	0.00%	+14.0%	Q3 2025
TMToyota Motor Corp/	$812K	0.35%	0.00%	-0.2%	Q3 2025
NUENucor Corp	$783K	0.34%	0.00%	-0.2%	Q3 2025
HSTHost Hotels & Resorts, Inc.	$774K	0.33%	0.01%	+4.4%	Q3 2025
DEDeere & Co	$773K	0.33%	0.00%	+0.9%	Q3 2025
SHGShinhan Financial Group Co Ltd	$763K	0.33%	0.00%	-1.1%	Q3 2025

Q3 2025Reported Dec 1, 2025174 positions
NVDANvidia Corp	$11.5M	5.19%	0.00%	New	Q3 2025
AAPLApple Inc.	$7.09M	3.19%	0.00%	New	Q3 2025
MSFTMicrosoft Corp	$6.58M	2.96%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$4.19M	1.89%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$3.97M	1.78%	0.00%	New	Q3 2025
IBMInternational Business Machines Corp	$2.09M	0.94%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$1.91M	0.86%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$1.89M	0.85%	0.00%	New	Q3 2025
ORCLOracle Corp	$1.86M	0.84%	0.00%	New	Q3 2025
UPSUnited Parcel Service Inc	$1.81M	0.82%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$1.74M	0.78%	0.00%	New	Q3 2025
CSCOCisco Systems, Inc.	$1.7M	0.77%	0.00%	New	Q3 2025
AXPAmerican Express Co	$1.57M	0.71%	0.00%	New	Q3 2025
BEPCBrookfield Renewable Corp	$1.52M	0.68%	0.02%	New	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.37M	0.62%	Not reported	New	Q3 2025
METAMeta Platforms, Inc.	$1.35M	0.61%	Not reported	New	Q3 2025
COSTCostco Wholesale Corp	$1.34M	0.60%	0.00%	New	Q3 2025
LLYELI LILLY & Co	$1.32M	0.59%	0.00%	New	Q3 2025
VRTVertiv Holdings Co	$1.3M	0.59%	0.00%	New	Q3 2025
MCKMckesson Corp	$1.3M	0.59%	0.00%	New	Q3 2025
LRCXLam Research Corp	$1.25M	0.56%	0.00%	New	Q3 2025
LOWLowes Companies Inc	$1.24M	0.56%	0.00%	New	Q3 2025
WMTWalmart Inc.	$1.23M	0.56%	0.00%	New	Q3 2025
QCOMQualcomm Inc	$1.21M	0.54%	0.00%	New	Q3 2025
AWFAlliancebernstein Global High Income Fund Inc	$1.14M	0.51%	Not reported	New	Q3 2025
ABBVAbbVie Inc.	$1.09M	0.49%	0.00%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.09M	0.49%	0.00%	New	Q3 2025
TTETotalEnergies SE	$1.06M	0.48%	0.00%	New	Q3 2025
AMGNAmgen Inc	$1.06M	0.48%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$1.04M	0.47%	Not reported	New	Q3 2025
VZVerizon Communications Inc	$1.01M	0.46%	0.00%	New	Q3 2025
VVisa Inc.	$1.01M	0.45%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$973K	0.44%	0.00%	New	Q3 2025
MAMastercard Inc	$966K	0.43%	0.00%	New	Q3 2025
KHCKraft Heinz Co	$935K	0.42%	0.00%	New	Q3 2025
ADBEAdobe Inc.	$929K	0.42%	0.00%	New	Q3 2025
GILDGilead Sciences, Inc.	$928K	0.42%	0.00%	New	Q3 2025
CVXChevron Corp	$862K	0.39%	0.00%	New	Q3 2025
AMEAmetek Inc/	$839K	0.38%	0.00%	New	Q3 2025
ROPRoper Technologies Inc	$828K	0.37%	0.00%	New	Q3 2025
TSLATesla, Inc.	$809K	0.36%	0.00%	New	Q3 2025
TMToyota Motor Corp/	$787K	0.35%	0.00%	New	Q3 2025
EXCExelon Corp	$784K	0.35%	0.00%	New	Q3 2025
DEDeere & Co	$779K	0.35%	0.00%	New	Q3 2025
RFRegions Financial Corp	$772K	0.35%	0.00%	New	Q3 2025
SHGShinhan Financial Group Co Ltd	$757K	0.34%	0.00%	New	Q3 2025
ORLYO Reilly Automotive Inc	$746K	0.34%	0.00%	New	Q3 2025
NVSNovartis AG	$745K	0.34%	0.00%	New	Q3 2025
MTDMettler Toledo International Inc/	$743K	0.33%	0.00%	New	Q3 2025
NUENucor Corp	$743K	0.33%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed