Filed: 10/19/2026ACC: 0002069274-26-000005
📋 What this filing means
INVESTMENT RESEARCH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $295.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
280
Positions
$295.32M
Total AUM (reported)
4.06M
Total Shares
Allocation by class
COM$132.46M44.9%
CORE S&P500 ETF$9.81M3.3%
CORE US AGGBD ET$9.66M3.3%
BBRG ALL COMD K1$8.93M3.0%
INSPIRE 500 ETF$8.39M2.8%
SHRT NAT MUN ETF$8.04M2.7%
CL A$6.96M2.4%
Portfolio Concentration
Top 3$32.87M11.1%
4–10$55.64M18.8%
11–25$49.19M16.7%
Rest$157.63M53.4%
Top 3 weight
11.1%
Top 10 weight
30.0%
Voting Authority Distribution
Total shares with voting rights: 4.06M
Sole
Full voting authority
4.06M
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)
Sole280
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings280
Rows:
NVIDIA CORPORATION
SOLEShares57.79K
TypeSH
Market value$13.20M
4.47%
Sole
57.79K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.62K
TypeSH
Market value$9.86M
3.34%
Sole
29.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.81K
TypeSH
Market value$9.81M
3.32%
Sole
12.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares102.22K
TypeSH
Market value$9.66M
3.27%
Sole
102.22K
Shared
0.00
None
0.00
ABRDN ETFS
SOLEShares345.04K
TypeSH
Market value$8.93M
3.02%
Sole
345.04K
Shared
0.00
None
0.00
NORTHERN LTS FD TR IV
SOLEShares30.81K
TypeSH
Market value$8.39M
2.84%
Sole
30.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares76.94K
TypeSH
Market value$8.04M
2.72%
Sole
76.94K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.50K
TypeSH
Market value$7.44M
2.52%
Sole
14.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares137.30K
TypeSH
Market value$6.91M
2.34%
Sole
137.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares82.88K
TypeSH
Market value$6.27M
2.12%
Sole
82.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares16.09K
TypeSH
Market value$5.54M
1.87%
Sole
16.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.07K
TypeSH
Market value$5.16M
1.75%
Sole
51.07K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares20.05K
TypeSH
Market value$4.17M
1.41%
Sole
20.05K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares10.25K
TypeSH
Market value$3.60M
1.22%
Sole
10.25K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares150.22K
TypeSH
Market value$3.58M
1.21%
Sole
150.22K
Shared
0.00
None
0.00
UNIFIED SER TR
SOLEShares74.04K
TypeSH
Market value$3.54M
1.20%
Sole
74.04K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.86K
TypeSH
Market value$3.52M
1.19%
Sole
4.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares121.44K
TypeSH
Market value$3.40M
1.15%
Sole
121.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.36K
TypeSH
Market value$2.58M
0.87%
Sole
10.36K
Shared
0.00
None
0.00
RBB FD INC
SOLEShares50.10K
TypeSH
Market value$2.50M
0.85%
Sole
50.10K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares23K
TypeSH
Market value$2.48M
0.84%
Sole
23K
Shared
0.00
None
0.00
TIMOTHY PLAN
SOLEShares52.89K
TypeSH
Market value$2.36M
0.80%
Sole
52.89K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares8.57K
TypeSH
Market value$2.27M
0.77%
Sole
8.57K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares6.85K
TypeSH
Market value$2.27M
0.77%
Sole
6.85K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares14.07K
TypeSH
Market value$2.22M
0.75%
Sole
14.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 57.79K | SH | $13.20M 4.47% | 57.79K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.62K | SH | $9.86M 3.34% | 29.62K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 12.81K | SH | $9.81M 3.32% | 12.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 102.22K | SH | $9.66M 3.27% | 102.22K | 0.00 | 0.00 |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 345.04K | SH | $8.93M 3.02% | 345.04K | 0.00 | 0.00 |
NORTHERN LTS FD TR IVSOLE | INSPIRE 500 ETF | 30.81K | SH | $8.39M 2.84% | 30.81K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 76.94K | SH | $8.04M 2.72% | 76.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.50K | SH | $7.44M 2.52% | 14.50K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 5-10YR INVT | 137.30K | SH | $6.91M 2.34% | 137.30K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 82.88K | SH | $6.27M 2.12% | 82.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 16.09K | SH | $5.54M 1.87% | 16.09K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 51.07K | SH | $5.16M 1.75% | 51.07K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 20.05K | SH | $4.17M 1.41% | 20.05K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 10.25K | SH | $3.60M 1.22% | 10.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 150.22K | SH | $3.58M 1.21% | 150.22K | 0.00 | 0.00 |
UNIFIED SER TRSOLE | ONEASCENT INTL | 74.04K | SH | $3.54M 1.20% | 74.04K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.86K | SH | $3.52M 1.19% | 4.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 121.44K | SH | $3.40M 1.15% | 121.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.36K | SH | $2.58M 0.87% | 10.36K | 0.00 | 0.00 |
RBB FD INCSOLE | F/M US TREASURY | 50.10K | SH | $2.50M 0.85% | 50.10K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 23K | SH | $2.48M 0.84% | 23K | 0.00 | 0.00 |
TIMOTHY PLANSOLE | U S SM CP CORE | 52.89K | SH | $2.36M 0.80% | 52.89K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 8.57K | SH | $2.27M 0.77% | 8.57K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.85K | SH | $2.27M 0.77% | 6.85K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR SP BIOT | 14.07K | SH | $2.22M 0.75% | 14.07K | 0.00 | 0.00 |
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