Filed: 8/4/2026ACC: 0002069274-26-000003
📋 What this filing means
INVESTMENT RESEARCH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 278 equity positions with a total reported market value of $295.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
278
Positions
$295.48M
Total AUM (reported)
3.80M
Total Shares
Allocation by class
COM$125.72M42.5%
COM NEW$17.44M5.9%
CORE US AGGBD ET$10.31M3.5%
CORE S&P500 ETF$9.66M3.3%
INSPIRE 500 ETF$8.59M2.9%
SHRT NAT MUN ETF$7.71M2.6%
BBRG ALL COMD K1$7.55M2.6%
Portfolio Concentration
Top 3$32.04M10.8%
4–10$54.62M18.5%
11–25$52.91M17.9%
Rest$155.92M52.8%
Top 3 weight
10.8%
Top 10 weight
29.3%
Voting Authority Distribution
Total shares with voting rights: 3.80M
Sole
Full voting authority
3.80M
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)
Sole278
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings278
Rows:
NVIDIA CORPORATION
SOLEShares57.53K
TypeSH
Market value$11.51M
3.90%
Sole
57.53K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares104.14K
TypeSH
Market value$10.31M
3.49%
Sole
104.14K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares20.83K
TypeSH
Market value$10.22M
3.46%
Sole
20.83K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.90K
TypeSH
Market value$9.66M
3.27%
Sole
12.90K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares30.04K
TypeSH
Market value$8.59M
2.91%
Sole
30.04K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.40K
TypeSH
Market value$8.51M
2.88%
Sole
29.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.40K
TypeSH
Market value$7.71M
2.61%
Sole
72.40K
Shared
0.00
None
0.00
ABRDN ETFS
SOLEShares338.08K
TypeSH
Market value$7.55M
2.56%
Sole
338.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares121.85K
TypeSH
Market value$6.48M
2.19%
Sole
121.85K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.39K
TypeSH
Market value$6.12M
2.07%
Sole
80.39K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.32K
TypeSH
Market value$5.83M
1.97%
Sole
16.32K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.08K
TypeSH
Market value$5.25M
1.78%
Sole
14.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares39.16K
TypeSH
Market value$4.21M
1.43%
Sole
39.16K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares19.21K
TypeSH
Market value$4.09M
1.38%
Sole
19.21K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares10.20K
TypeSH
Market value$3.85M
1.30%
Sole
10.20K
Shared
0.00
None
0.00
UNIFIED SER TR
SOLEShares73.06K
TypeSH
Market value$3.49M
1.18%
Sole
73.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares141.05K
TypeSH
Market value$3.40M
1.15%
Sole
141.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares122.48K
TypeSH
Market value$3.36M
1.14%
Sole
122.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.76K
TypeSH
Market value$3.35M
1.13%
Sole
40.76K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.65K
TypeSH
Market value$3.18M
1.08%
Sole
5.65K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares6.98K
TypeSH
Market value$3.02M
1.02%
Sole
6.98K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares23.17K
TypeSH
Market value$2.72M
0.92%
Sole
23.17K
Shared
0.00
None
0.00
TIMOTHY PLAN
SOLEShares51.41K
TypeSH
Market value$2.47M
0.83%
Sole
51.41K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares7K
TypeSH
Market value$2.34M
0.79%
Sole
7K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares46.67K
TypeSH
Market value$2.33M
0.79%
Sole
46.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 57.53K | SH | $11.51M 3.90% | 57.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 104.14K | SH | $10.31M 3.49% | 104.14K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 20.83K | SH | $10.22M 3.46% | 20.83K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.90K | SH | $9.66M 3.27% | 12.90K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 30.04K | SH | $8.59M 2.91% | 30.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.40K | SH | $8.51M 2.88% | 29.40K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 72.40K | SH | $7.71M 2.61% | 72.40K | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 338.08K | SH | $7.55M 2.56% | 338.08K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 121.85K | SH | $6.48M 2.19% | 121.85K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 80.39K | SH | $6.12M 2.07% | 80.39K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.32K | SH | $5.83M 1.97% | 16.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.08K | SH | $5.25M 1.78% | 14.08K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 39.16K | SH | $4.21M 1.43% | 39.16K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 19.21K | SH | $4.09M 1.38% | 19.21K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 10.20K | SH | $3.85M 1.30% | 10.20K | 0.00 | 0.00 |
UNIFIED SER TRSOLE | ONEASCENT INTL | 73.06K | SH | $3.49M 1.18% | 73.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 141.05K | SH | $3.40M 1.15% | 141.05K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 122.48K | SH | $3.36M 1.14% | 122.48K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 40.76K | SH | $3.35M 1.13% | 40.76K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.65K | SH | $3.18M 1.08% | 5.65K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 6.98K | SH | $3.02M 1.02% | 6.98K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 23.17K | SH | $2.72M 0.92% | 23.17K | 0.00 | 0.00 |
TIMOTHY PLANSOLE | U S SM CP CORE | 51.41K | SH | $2.47M 0.83% | 51.41K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 7K | SH | $2.34M 0.79% | 7K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M US TREASURY | 46.67K | SH | $2.33M 0.79% | 46.67K | 0.00 | 0.00 |
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