Filed: 2/12/2026ACC: 0002069274-26-000001
📋 What this filing means
INVESTMENT RESEARCH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 230 equity positions with a total reported market value of $232.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
230
Positions
$232.98M
Total AUM (reported)
3.09M
Total Shares
Allocation by class
COM$99.18M42.6%
COM NEW$9.85M4.2%
CORE US AGGBD ET$9.70M4.2%
CORE S&P500 ETF$8.96M3.8%
SHRT NAT MUN ETF$8.70M3.7%
INSPIRE 500 ETF$7.03M3.0%
BBRG ALL COMD K1$5.97M2.6%
Portfolio Concentration
Top 3$29.20M12.5%
4–10$45.62M19.6%
11–25$42.73M18.3%
Rest$115.43M49.5%
Top 3 weight
12.5%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 3.09M
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
3.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole230
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings230
Rows:
NVIDIA CORPORATION
SOLEShares65.43K
TypeSH
Market value$10.54M
4.52%
Sole
0.00
Shared
0.00
None
65.43K
ISHARES TR
SOLEShares97.16K
TypeSH
Market value$9.70M
4.17%
Sole
0.00
Shared
0.00
None
97.16K
ISHARES TR
SOLEShares13.07K
TypeSH
Market value$8.96M
3.84%
Sole
0.00
Shared
0.00
None
13.07K
ISHARES TR
SOLEShares81.55K
TypeSH
Market value$8.70M
3.73%
Sole
0.00
Shared
0.00
None
81.55K
APPLE INC
SOLEShares27.22K
TypeSH
Market value$7.40M
3.18%
Sole
0.00
Shared
0.00
None
27.22K
NORTHERN LTS FD TR IV
SOLEShares28.31K
TypeSH
Market value$7.03M
3.02%
Sole
0.00
Shared
0.00
None
28.31K
ABRDN ETFS
SOLEShares305.88K
TypeSH
Market value$5.97M
2.56%
Sole
0.00
Shared
0.00
None
305.88K
MICROSOFT CORP
SOLEShares11.80K
TypeSH
Market value$5.71M
2.45%
Sole
0.00
Shared
0.00
None
11.80K
CIENA CORP
SOLEShares45.46K
TypeSH
Market value$5.59M
2.40%
Sole
0.00
Shared
0.00
None
45.46K
ISHARES TR
SOLEShares107.11K
TypeSH
Market value$5.22M
2.24%
Sole
0.00
Shared
0.00
None
107.11K
ISHARES TR
SOLEShares73.81K
TypeSH
Market value$4.95M
2.13%
Sole
0.00
Shared
0.00
None
73.81K
ALPHABET INC
SOLEShares15.54K
TypeSH
Market value$4.86M
2.09%
Sole
0.00
Shared
0.00
None
15.54K
BROADCOM INC
SOLEShares11.04K
TypeSH
Market value$3.82M
1.64%
Sole
0.00
Shared
0.00
None
11.04K
ISHARES TR
SOLEShares30.53K
TypeSH
Market value$3.27M
1.40%
Sole
0.00
Shared
0.00
None
30.53K
INVESCO EXCHANGE TRADED FD T
SOLEShares16.85K
TypeSH
Market value$3.23M
1.39%
Sole
0.00
Shared
0.00
None
16.85K
ISHARES TR
SOLEShares25.82K
TypeSH
Market value$3.14M
1.35%
Sole
0.00
Shared
0.00
None
25.82K
UNIFIED SER TR
SOLEShares71.46K
TypeSH
Market value$2.96M
1.27%
Sole
0.00
Shared
0.00
None
71.46K
SCHWAB STRATEGIC TR
SOLEShares111.16K
TypeSH
Market value$2.71M
1.16%
Sole
0.00
Shared
0.00
None
111.16K
JOHNSON & JOHNSON
SOLEShares10.38K
TypeSH
Market value$2.15M
0.92%
Sole
0.00
Shared
0.00
None
10.38K
JPMORGAN CHASE & CO.
SOLEShares6.31K
TypeSH
Market value$2.03M
0.87%
Sole
0.00
Shared
0.00
None
6.31K
INTERNATIONAL BUSINESS MACHS
SOLEShares6.75K
TypeSH
Market value$2.00M
0.86%
Sole
0.00
Shared
0.00
None
6.75K
TIMOTHY PLAN
SOLEShares46.73K
TypeSH
Market value$1.94M
0.83%
Sole
0.00
Shared
0.00
None
46.73K
AMAZON COM INC
SOLEShares8.34K
TypeSH
Market value$1.92M
0.83%
Sole
0.00
Shared
0.00
None
8.34K
CISCO SYS INC
SOLEShares24.36K
TypeSH
Market value$1.88M
0.81%
Sole
0.00
Shared
0.00
None
24.36K
SPDR SERIES TRUST
SOLEShares15.35K
TypeSH
Market value$1.87M
0.80%
Sole
0.00
Shared
0.00
None
15.35K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 65.43K | SH | $10.54M 4.52% | 0.00 | 0.00 | 65.43K |
ISHARES TRSOLE | CORE US AGGBD ET | 97.16K | SH | $9.70M 4.17% | 0.00 | 0.00 | 97.16K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.07K | SH | $8.96M 3.84% | 0.00 | 0.00 | 13.07K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 81.55K | SH | $8.70M 3.73% | 0.00 | 0.00 | 81.55K |
APPLE INCSOLE | COM | 27.22K | SH | $7.40M 3.18% | 0.00 | 0.00 | 27.22K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 28.31K | SH | $7.03M 3.02% | 0.00 | 0.00 | 28.31K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 305.88K | SH | $5.97M 2.56% | 0.00 | 0.00 | 305.88K |
MICROSOFT CORPSOLE | COM | 11.80K | SH | $5.71M 2.45% | 0.00 | 0.00 | 11.80K |
CIENA CORPSOLE | COM NEW | 45.46K | SH | $5.59M 2.40% | 0.00 | 0.00 | 45.46K |
ISHARES TRSOLE | CORE 1 5 YR USD | 107.11K | SH | $5.22M 2.24% | 0.00 | 0.00 | 107.11K |
ISHARES TRSOLE | MSCI ACWI EX US | 73.81K | SH | $4.95M 2.13% | 0.00 | 0.00 | 73.81K |
ALPHABET INCSOLE | CAP STK CL A | 15.54K | SH | $4.86M 2.09% | 0.00 | 0.00 | 15.54K |
BROADCOM INCSOLE | COM | 11.04K | SH | $3.82M 1.64% | 0.00 | 0.00 | 11.04K |
ISHARES TRSOLE | NATIONAL MUN ETF | 30.53K | SH | $3.27M 1.40% | 0.00 | 0.00 | 30.53K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 16.85K | SH | $3.23M 1.39% | 0.00 | 0.00 | 16.85K |
ISHARES TRSOLE | CORE HIGH DV ETF | 25.82K | SH | $3.14M 1.35% | 0.00 | 0.00 | 25.82K |
UNIFIED SER TRSOLE | ONEASCENT INTL | 71.46K | SH | $2.96M 1.27% | 0.00 | 0.00 | 71.46K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 111.16K | SH | $2.71M 1.16% | 0.00 | 0.00 | 111.16K |
JOHNSON & JOHNSONSOLE | COM | 10.38K | SH | $2.15M 0.92% | 0.00 | 0.00 | 10.38K |
JPMORGAN CHASE & CO.SOLE | COM | 6.31K | SH | $2.03M 0.87% | 0.00 | 0.00 | 6.31K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 6.75K | SH | $2.00M 0.86% | 0.00 | 0.00 | 6.75K |
TIMOTHY PLANSOLE | U S SM CP CORE | 46.73K | SH | $1.94M 0.83% | 0.00 | 0.00 | 46.73K |
AMAZON COM INCSOLE | COM | 8.34K | SH | $1.92M 0.83% | 0.00 | 0.00 | 8.34K |
CISCO SYS INCSOLE | COM | 24.36K | SH | $1.88M 0.81% | 0.00 | 0.00 | 24.36K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 15.35K | SH | $1.87M 0.80% | 0.00 | 0.00 | 15.35K |
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