account_balance

Investment manager · 13F filer · SEC CIK 2069274

Investment Research Partners LLC

Reported value$295Mas of Sep 30, 2026

Positions280 23 new, 21 sold out

Top 10 weight30.0%NVDA alone is 4%

FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

NVDANVIDIA Corp

4.5%

AAPLApple Inc.

3.3%

IVViShares Tr

3.3%

AGGiShares Tr

3.3%

BCIAbrdn Etfs

3.0%Added +2%

PTLNorthern LTS Fd Tr IV

2.8%Added +3%

SUBiShares Tr

2.7%Added +6%

MSFTMicrosoft Corp

2.5%Added +3%

IGIBiShares Tr

2.3%Added +13%

ACWXiShares Tr

2.1%Added +3%

GOOGLAlphabet Inc.

1.9%

MUBiShares Tr

1.7%

NVDANVIDIA Corp

4.5%

AAPLApple Inc.

3.3%

IVViShares Tr

3.3%

AGGiShares Tr

3.3%

BCIAbrdn Etfs

3.0%Added +2%

PTLNorthern LTS Fd Tr IV

2.8%+3%

SUBiShares Tr

2.7%

MSFTMicrosoft Corp

2.5%

IGIBiShares Tr

2.3%

ACWXiShares Tr

2.1%

GOOGLAlphabet Inc.

1.9%

MUBiShares Tr

1.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

NVDA NVIDIA Corp 4.5% Held AAPL Apple Inc. 3.3% Held

IVV iShares Tr 3.3% Held

AGG iShares Tr 3.3% Held

BCI Abrdn Etfs 3.0% Added +2%

PTL Northern LTS Fd Tr IV 2.8% Added +3%

SUB iShares Tr 2.7% Added +6%

MSFT Microsoft Corp 2.5% Added +3%

IGIB iShares Tr 2.3% Added +13%

ACWX iShares Tr 2.1% Added +3%

GOOGL Alphabet Inc. 1.9% Held

MUB iShares Tr 1.7% Added +30%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Aug 4, 2026 filing

add_circleNew

ISTB $735K
XOM $504K
AMT $355K
OXY $354K

arrow_upwardAdded

IEI +176%
HPQ +51%
CIG +48%
PFE +34%

arrow_downwardTrimmed

SHY −49%
WMT −20%
IEMG −14%
META −14%

remove_circleSold out

EIX $432K
KLAC $347K
TJX $328K
CMI $323K

Investment Research Partners LLC

Where the money is

Biggest moves since Jun 30, 2026

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