Filed: 4/29/2026ACC: 0002069274-26-000002
📋 What this filing means
INVESTMENT RESEARCH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 245 equity positions with a total reported market value of $245.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
245
Positions
$245.77M
Total AUM (reported)
3.35M
Total Shares
Allocation by class
COM$96.94M39.4%
COM NEW$12.46M5.1%
SHRT NAT MUN ETF$9.64M3.9%
CORE US AGGBD ET$9.61M3.9%
CORE S&P500 ETF$8.48M3.5%
BBRG ALL COMD K1$8.07M3.3%
INSPIRE 500 ETF$7.50M3.1%
Portfolio Concentration
Top 3$28.59M11.6%
4–10$50.07M20.4%
11–25$43.64M17.8%
Rest$123.46M50.2%
Top 3 weight
11.6%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 3.35M
Sole
Full voting authority
3.35M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole245
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings245
Rows:
ISHARES TR
SOLEShares90.49K
TypeSH
Market value$9.64M
3.92%
Sole
90.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.83K
TypeSH
Market value$9.61M
3.91%
Sole
96.83K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares53.56K
TypeSH
Market value$9.34M
3.80%
Sole
53.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.98K
TypeSH
Market value$8.48M
3.45%
Sole
12.98K
Shared
0.00
None
0.00
ABRDN ETFS
SOLEShares332.23K
TypeSH
Market value$8.07M
3.28%
Sole
332.23K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares20.77K
TypeSH
Market value$8.06M
3.28%
Sole
20.77K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares29.95K
TypeSH
Market value$7.50M
3.05%
Sole
29.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.30K
TypeSH
Market value$6.68M
2.72%
Sole
26.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares124.02K
TypeSH
Market value$6.01M
2.45%
Sole
124.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares76.86K
TypeSH
Market value$5.26M
2.14%
Sole
76.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.83K
TypeSH
Market value$4.55M
1.85%
Sole
15.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.78K
TypeSH
Market value$4.36M
1.77%
Sole
11.78K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares35.37K
TypeSH
Market value$3.75M
1.53%
Sole
35.37K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares18.46K
TypeSH
Market value$3.54M
1.44%
Sole
18.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.65K
TypeSH
Market value$3.48M
1.42%
Sole
25.65K
Shared
0.00
None
0.00
UNIFIED SER TR
SOLEShares73.80K
TypeSH
Market value$3.18M
1.29%
Sole
73.80K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares10.11K
TypeSH
Market value$3.13M
1.27%
Sole
10.11K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares127.66K
TypeSH
Market value$3.10M
1.26%
Sole
127.66K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.14K
TypeSH
Market value$2.94M
1.20%
Sole
5.14K
Shared
0.00
None
0.00
TIMOTHY PLAN
SOLEShares50.34K
TypeSH
Market value$2.14M
0.87%
Sole
50.34K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares8.33K
TypeSH
Market value$2.04M
0.83%
Sole
8.33K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares14.96K
TypeSH
Market value$1.91M
0.78%
Sole
14.96K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares23.99K
TypeSH
Market value$1.86M
0.76%
Sole
23.99K
Shared
0.00
None
0.00
UNITED PARCEL SVCS INC
SOLEShares18.61K
TypeSH
Market value$1.83M
0.74%
Sole
18.61K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares50.92K
TypeSH
Market value$1.83M
0.74%
Sole
50.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | SHRT NAT MUN ETF | 90.49K | SH | $9.64M 3.92% | 90.49K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 96.83K | SH | $9.61M 3.91% | 96.83K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 53.56K | SH | $9.34M 3.80% | 53.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.98K | SH | $8.48M 3.45% | 12.98K | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 332.23K | SH | $8.07M 3.28% | 332.23K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 20.77K | SH | $8.06M 3.28% | 20.77K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 29.95K | SH | $7.50M 3.05% | 29.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.30K | SH | $6.68M 2.72% | 26.30K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 124.02K | SH | $6.01M 2.45% | 124.02K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 76.86K | SH | $5.26M 2.14% | 76.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.83K | SH | $4.55M 1.85% | 15.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.78K | SH | $4.36M 1.77% | 11.78K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 35.37K | SH | $3.75M 1.53% | 35.37K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 18.46K | SH | $3.54M 1.44% | 18.46K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 25.65K | SH | $3.48M 1.42% | 25.65K | 0.00 | 0.00 |
UNIFIED SER TRSOLE | ONEASCENT INTL | 73.80K | SH | $3.18M 1.29% | 73.80K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 10.11K | SH | $3.13M 1.27% | 10.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 127.66K | SH | $3.10M 1.26% | 127.66K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.14K | SH | $2.94M 1.20% | 5.14K | 0.00 | 0.00 |
TIMOTHY PLANSOLE | U S SM CP CORE | 50.34K | SH | $2.14M 0.87% | 50.34K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.33K | SH | $2.04M 0.83% | 8.33K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 14.96K | SH | $1.91M 0.78% | 14.96K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 23.99K | SH | $1.86M 0.76% | 23.99K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 18.61K | SH | $1.83M 0.74% | 18.61K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 50.92K | SH | $1.83M 0.74% | 50.92K | 0.00 | 0.00 |
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