Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investment Research Partners LLC (CIK 2069274) reported $295.5M across 278 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($11.5M, 3.90%), AGG ($10.3M, 3.49%), CIEN ($10.2M, 3.46%), IVV ($9.7M, 3.27%), PTL ($8.6M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $11.5M | 3.90% | 57,526 | Added |
| 2 | AGG | ISHARES TR | $10.3M | 3.49% | 104,143 | Added |
| 3 | CIEN | CIENA CORP | $10.2M | 3.46% | 20,831 | Added |
| 4 | IVV | ISHARES TR | $9.7M | 3.27% | 12,901 | Trimmed |
| 5 | PTL | NORTHERN LTS FD TR IV | $8.6M | 2.91% | 30,037 | Added |
| 6 | AAPL | APPLE INC | $8.5M | 2.88% | 29,399 | Added |
| 7 | SUB | ISHARES TR | $7.7M | 2.61% | 72,397 | Trimmed |
| 8 | BCI | ABRDN ETFS | $7.6M | 2.56% | 338,083 | Added |
| 9 | IGIB | ISHARES TR | $6.5M | 2.19% | 121,847 | New |
| 10 | ACWX | ISHARES TR | $6.1M | 2.07% | 80,389 | Added |
| 11 | GOOGL | ALPHABET INC | $5.8M | 1.97% | 16,319 | Added |
| 12 | MSFT | MICROSOFT CORP | $5.3M | 1.78% | 14,078 | Added |
| 13 | MUB | ISHARES TR | $4.2M | 1.43% | 39,159 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.38% | 19,213 | Added |
| 15 | AVGO | BROADCOM INC | $3.9M | 1.30% | 10,203 | Added |
| 16 | OAIM | UNIFIED SER TR | $3.5M | 1.18% | 73,058 | Trimmed |
| 17 | SCHO | SCHWAB STRATEGIC TR | $3.4M | 1.15% | 141,048 | Added |
| 18 | HDV | ISHARES TR | $3.4M | 1.14% | 122,482 | Added |
| 19 | SHY | ISHARES TR | $3.3M | 1.13% | 40,764 | Added |
| 20 | META | META PLATFORMS INC | $3.2M | 1.08% | 5,649 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $3.0M | 1.02% | 6,980 | Added |
| 22 | CSCO | CISCO SYS INC | $2.7M | 0.92% | 23,174 | Trimmed |
| 23 | TPSC | TIMOTHY PLAN | $2.5M | 0.83% | 51,415 | Added |
| 24 | VRT | VERTIV HOLDINGS CO | $2.3M | 0.79% | 7,001 | Added |
| 25 | TBIL | RBB FD INC | $2.3M | 0.79% | 46,666 | Added |
Source: SEC Form 13F filings · as of 2026-06-30