Filed: 12/1/2025ACC: 0002069274-25-000002
📋 What this filing means
INVESTMENT RESEARCH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $222.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$222.26M
Total AUM (reported)
2.99M
Total Shares
Allocation by class
COM$96.64M43.5%
CORE US AGGBD ET$9.25M4.2%
SHRT NAT MUN ETF$8.91M4.0%
CORE S&P500 ETF$8.87M4.0%
INSPIRE 500 ETF$7.29M3.3%
BBRG ALL COMD K1$6.50M2.9%
CORE 1 5 YR USD$5.13M2.3%
Portfolio Concentration
Top 3$29.70M13.4%
4–10$46.16M20.8%
11–25$36.67M16.5%
Rest$109.73M49.4%
Top 3 weight
13.4%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 2.99M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole224
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings224
Rows:
NVIDIA CORPORATION
SOLEShares55.75K
TypeSH
Market value$11.54M
5.19%
Sole
0.00
Shared
0.00
None
55.75K
ISHARES TR
SOLEShares91.76K
TypeSH
Market value$9.25M
4.16%
Sole
0.00
Shared
0.00
None
91.76K
ISHARES TR
SOLEShares83.70K
TypeSH
Market value$8.91M
4.01%
Sole
0.00
Shared
0.00
None
83.70K
ISHARES TR
SOLEShares12.84K
TypeSH
Market value$8.87M
3.99%
Sole
0.00
Shared
0.00
None
12.84K
NORTHERN LTS FD TR IV
SOLEShares28.74K
TypeSH
Market value$7.29M
3.28%
Sole
0.00
Shared
0.00
None
28.74K
APPLE INC
SOLEShares26.30K
TypeSH
Market value$7.09M
3.19%
Sole
0.00
Shared
0.00
None
26.30K
MICROSOFT CORP
SOLEShares12.15K
TypeSH
Market value$6.58M
2.96%
Sole
0.00
Shared
0.00
None
12.15K
ABRDN ETFS
SOLEShares296.88K
TypeSH
Market value$6.50M
2.92%
Sole
0.00
Shared
0.00
None
296.88K
ISHARES TR
SOLEShares105K
TypeSH
Market value$5.13M
2.31%
Sole
0.00
Shared
0.00
None
105K
ISHARES TR
SOLEShares70.21K
TypeSH
Market value$4.70M
2.11%
Sole
0.00
Shared
0.00
None
70.21K
ALPHABET INC
SOLEShares15.28K
TypeSH
Market value$4.19M
1.89%
Sole
0.00
Shared
0.00
None
15.28K
BROADCOM INC
SOLEShares10.28K
TypeSH
Market value$3.97M
1.78%
Sole
0.00
Shared
0.00
None
10.28K
ISHARES TR
SOLEShares27.62K
TypeSH
Market value$2.97M
1.33%
Sole
0.00
Shared
0.00
None
27.62K
UNIFIED SER TR
SOLEShares71.98K
TypeSH
Market value$2.93M
1.32%
Sole
0.00
Shared
0.00
None
71.98K
SCHWAB STRATEGIC TR
SOLEShares114.02K
TypeSH
Market value$2.78M
1.25%
Sole
0.00
Shared
0.00
None
114.02K
INVESCO EXCHANGE TRADED FD T
SOLEShares13.78K
TypeSH
Market value$2.60M
1.17%
Sole
0.00
Shared
0.00
None
13.78K
ISHARES TR
SOLEShares18.88K
TypeSH
Market value$2.26M
1.02%
Sole
0.00
Shared
0.00
None
18.88K
INTERNATIONAL BUSINESS MACHS
SOLEShares6.79K
TypeSH
Market value$2.09M
0.94%
Sole
0.00
Shared
0.00
None
6.79K
TIMOTHY PLAN
SOLEShares47.33K
TypeSH
Market value$1.93M
0.87%
Sole
0.00
Shared
0.00
None
47.33K
JOHNSON & JOHNSON
SOLEShares10.21K
TypeSH
Market value$1.91M
0.86%
Sole
0.00
Shared
0.00
None
10.21K
JPMORGAN CHASE & CO.
SOLEShares6.17K
TypeSH
Market value$1.89M
0.85%
Sole
0.00
Shared
0.00
None
6.17K
ORACLE CORP
SOLEShares6.75K
TypeSH
Market value$1.86M
0.84%
Sole
0.00
Shared
0.00
None
6.75K
UNITED PARCEL SERVICE INC
SOLEShares18.61K
TypeSH
Market value$1.81M
0.82%
Sole
0.00
Shared
0.00
None
18.61K
SPDR SERIES TRUST
SOLEShares15.78K
TypeSH
Market value$1.75M
0.79%
Sole
0.00
Shared
0.00
None
15.78K
AMAZON COM INC
SOLEShares7.56K
TypeSH
Market value$1.74M
0.78%
Sole
0.00
Shared
0.00
None
7.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 55.75K | SH | $11.54M 5.19% | 0.00 | 0.00 | 55.75K |
ISHARES TRSOLE | CORE US AGGBD ET | 91.76K | SH | $9.25M 4.16% | 0.00 | 0.00 | 91.76K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 83.70K | SH | $8.91M 4.01% | 0.00 | 0.00 | 83.70K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.84K | SH | $8.87M 3.99% | 0.00 | 0.00 | 12.84K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 28.74K | SH | $7.29M 3.28% | 0.00 | 0.00 | 28.74K |
APPLE INCSOLE | COM | 26.30K | SH | $7.09M 3.19% | 0.00 | 0.00 | 26.30K |
MICROSOFT CORPSOLE | COM | 12.15K | SH | $6.58M 2.96% | 0.00 | 0.00 | 12.15K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 296.88K | SH | $6.50M 2.92% | 0.00 | 0.00 | 296.88K |
ISHARES TRSOLE | CORE 1 5 YR USD | 105K | SH | $5.13M 2.31% | 0.00 | 0.00 | 105K |
ISHARES TRSOLE | MSCI ACWI EX US | 70.21K | SH | $4.70M 2.11% | 0.00 | 0.00 | 70.21K |
ALPHABET INCSOLE | CAP STK CL A | 15.28K | SH | $4.19M 1.89% | 0.00 | 0.00 | 15.28K |
BROADCOM INCSOLE | COM | 10.28K | SH | $3.97M 1.78% | 0.00 | 0.00 | 10.28K |
ISHARES TRSOLE | NATIONAL MUN ETF | 27.62K | SH | $2.97M 1.33% | 0.00 | 0.00 | 27.62K |
UNIFIED SER TRSOLE | ONEASCENT INTL | 71.98K | SH | $2.93M 1.32% | 0.00 | 0.00 | 71.98K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 114.02K | SH | $2.78M 1.25% | 0.00 | 0.00 | 114.02K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 13.78K | SH | $2.60M 1.17% | 0.00 | 0.00 | 13.78K |
ISHARES TRSOLE | CORE HIGH DV ETF | 18.88K | SH | $2.26M 1.02% | 0.00 | 0.00 | 18.88K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 6.79K | SH | $2.09M 0.94% | 0.00 | 0.00 | 6.79K |
TIMOTHY PLANSOLE | U S SM CP CORE | 47.33K | SH | $1.93M 0.87% | 0.00 | 0.00 | 47.33K |
JOHNSON & JOHNSONSOLE | COM | 10.21K | SH | $1.91M 0.86% | 0.00 | 0.00 | 10.21K |
JPMORGAN CHASE & CO.SOLE | COM | 6.17K | SH | $1.89M 0.85% | 0.00 | 0.00 | 6.17K |
ORACLE CORPSOLE | COM | 6.75K | SH | $1.86M 0.84% | 0.00 | 0.00 | 6.75K |
UNITED PARCEL SERVICE INCSOLE | CL B | 18.61K | SH | $1.81M 0.82% | 0.00 | 0.00 | 18.61K |
SPDR SERIES TRUSTSOLE | S&P BIOTECH | 15.78K | SH | $1.75M 0.79% | 0.00 | 0.00 | 15.78K |
AMAZON COM INCSOLE | COM | 7.56K | SH | $1.74M 0.78% | 0.00 | 0.00 | 7.56K |
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