Investment Research Partners LLC

Est. AUM

$245.8M

13F long equity, this entity only

Positions

245

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	SHRT NAT MUN ETF	$9.6M	90494	3.92%	SOLE
2	ISHARES TR	CORE US AGGBD ET	$9.6M	96833	3.91%	SOLE
3	NVIDIA CORPORATION	COM	$9.3M	53563	3.80%	SOLE
4	ISHARES TR	CORE S&P500 ETF	$8.5M	12984	3.45%	SOLE
5	ABRDN ETFS	BBRG ALL COMD K1	$8.1M	332230	3.28%	SOLE
6	CIENA CORP	COM NEW	$8.1M	20773	3.28%	SOLE
7	NORTHERN LTS FD TR IV	INSPIRE 500 ETF	$7.5M	29949	3.05%	SOLE
8	APPLE INC	COM	$6.7M	26302	2.72%	SOLE
9	ISHARES TR	CORE 1 5 YR USD	$6.0M	124023	2.45%	SOLE
10	ISHARES TR	MSCI ACWI EX US	$5.3M	76855	2.14%	SOLE
11	ALPHABET INC	CAP STK CL A	$4.6M	15828	1.85%	SOLE
12	MICROSOFT CORP	COM	$4.4M	11779	1.77%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$3.8M	35372	1.53%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.5M	18457	1.44%	SOLE
15	ISHARES TR	CORE HIGH DV ETF	$3.5M	25648	1.42%	SOLE
16	UNIFIED SER TR	ONEASCENT INTL	$3.2M	73802	1.29%	SOLE
17	BROADCOM INC	COM	$3.1M	10113	1.27%	SOLE
18	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.1M	127657	1.26%	SOLE
19	META PLATFORMS INC	CL A	$2.9M	5144	1.20%	SOLE
20	TIMOTHY PLAN	U S SM CP CORE	$2.1M	50339	0.87%	SOLE
21	JOHNSON & JOHNSON	COM	$2.0M	8329	0.83%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	14963	0.78%	SOLE
23	CISCO SYS INC	COM	$1.9M	23987	0.76%	SOLE
24	UNITED PARCEL SVCS INC	CL B	$1.8M	18609	0.75%	SOLE
25	WISDOMTREE TR	US SMALLCAP DIVD	$1.8M	50916	0.74%	SOLE
26	JPMORGAN CHASE & CO	COM	$1.7M	5939	0.71%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$1.7M	1707	0.69%	SOLE
28	VERTIV HOLDINGS CO	COM CL A	$1.7M	6742	0.69%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$1.6M	6449	0.64%	SOLE
30	TOTALENERGIES SE	ACT	$1.5M	16980	0.63%	SOLE
31	ISHARES TR	IBONDS DEC 27	$1.5M	60423	0.63%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$1.5M	18507	0.62%	SOLE
33	ELI LILLY & CO	COM	$1.5M	1653	0.62%	SOLE
34	ISHARES TR	INTL SEL DIV ETF	$1.5M	35490	0.61%	SOLE
35	WALMART INC	COM	$1.5M	12125	0.61%	SOLE
36	AMAZON COM INC	COM	$1.5M	7062	0.60%	SOLE
37	LAM RESEARCH CORP	COM NEW	$1.5M	6814	0.59%	SOLE
38	MCKESSON CORP	COM	$1.4M	1606	0.57%	SOLE
39	AMERICAN EXPRESS CO	COM	$1.4M	4516	0.56%	SOLE
40	AMGEN INC	COM	$1.3M	3666	0.52%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	1928	0.51%	SOLE
42	LOWES COS INC	COM	$1.3M	5299	0.51%	SOLE
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.2M	3641	0.50%	SOLE
44	RBB FD INC	F/M US TREASURY	$1.2M	23630	0.48%	SOLE
45	BROOKFIELD RENEWABLE CORP	CL A EX SUB VTG	$1.2M	29533	0.48%	SOLE
46	CHEVRON CORPORATION	COM	$1.2M	5579	0.47%	SOLE
47	ISHARES TR	IBONDS DEC 28	$1.1M	44965	0.47%	SOLE
48	VERIZON COMMUNICATIONS INC	COM	$1.1M	22510	0.46%	SOLE
49	ALLIANCEBERNSTEIN GLOBAL HIG	COM	$1.1M	105028	0.43%	SOLE
50	MASTERCARD INCORPORATED	CL A	$1.1M	2108	0.43%	SOLE

1–50 of 245

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.