Investment Research Partners LLC

Investment Research Partners LLC reported 278 holdings worth US$295M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Investment Research Partners LLC reported 278 holdings worth US$295M as of Jun 30, 2026. Largest: Nvidia Corporation, Ciena Corporation and Apple Inc. Filed Aug 4, 2026 (Form 13F).

Holdings
278
Value as reported
US$295M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation57,526US$11.5M3.9%
Ciena Corporation20,831US$10.2M3.5%
Apple Inc29,399US$8.51M2.9%
Alphabet Inc (google) Class C19,890US$7.11M2.4%
Microsoft Corp.14,078US$5.25M1.8%
Broadcom Inc.10,203US$3.85M1.3%
Meta Platforms, Inc.5,649US$3.18M1.1%
Lam Research Corporation6,980US$3.02M1.0%
Cisco Systems, Inc.23,174US$2.72M0.92%
Vertiv Holdings, Llc7,001US$2.34M0.79%
Johnson & Johnson8,904US$2.26M0.77%
Jp Morgan Chase & Co.6,822US$2.23M0.76%
Eli Lilly And Company1,847US$2.22M0.75%
Amazon.com, Inc.9,229US$2.2M0.74%
International Business Machines Corporation7,527US$2.12M0.72%
United Parcel Service, Inc.19,187US$2.06M0.70%
Taiwan Semiconductor Manufacturing Co., Ltd.3,646US$1.74M0.59%
Costco Wholesale Corporation1,847US$1.73M0.58%
Asml Holding Nv823US$1.64M0.55%
American Express Company4,778US$1.62M0.55%
Micron Technology, Inc.1,296US$1.5M0.51%
Amgen Inc.3,890US$1.41M0.48%
Intel Corporation9,970US$1.39M0.47%
Qualcomm Incorporated7,111US$1.31M0.44%
Berkshire Hathaway Inc.2,622US$1.31M0.44%
Ametek, Inc.5,409US$1.31M0.44%
Mckesson Corporation1,710US$1.29M0.44%
Walmart Inc.11,411US$1.29M0.44%
Abbvie Inc.5,081US$1.28M0.43%
Lowe's Companies, Inc.5,609US$1.24M0.42%
Mastercard Incorporated2,376US$1.22M0.41%
Visa Inc.3,460US$1.19M0.40%
Deere & Company1,833US$1.16M0.39%
Host Hotels & Resorts, Inc.49,042US$1.16M0.39%
Brookfield Renewable Corporation31,192US$1.16M0.39%
Nucor Corporation5,050US$1.12M0.38%
Regions Financial Corporation36,750US$1.11M0.38%
Novartis Ag6,950US$1.09M0.37%
Oracle Corporation7,416US$1.09M0.37%
Chevron Corporation6,483US$1.07M0.36%
Hewlett Packard Enterprise Company23,716US$1.07M0.36%
Tesla, Inc.2,517US$1.06M0.36%
Orix Corporation27,303US$1.04M0.35%
The Kraft Heinz Company43,912US$1.04M0.35%
Alexandria Real Estate Equities, Inc.18,349US$970K0.33%
Verizon Communications Inc.22,870US$968K0.33%
Procter & Gamble Company (the)6,602US$968K0.33%
Bristol-myers Squibb Company16,698US$962K0.33%
Shinhan Financial Group Co., Ltd.14,910US$943K0.32%
Nextera Energy, Inc.10,153US$891K0.30%
Caterpillar, Inc.822US$875K0.30%
Exelon Corporation18,705US$872K0.30%
Roper Technologies, Inc.2,482US$840K0.28%
O'reilly Automotive, Inc.9,086US$837K0.28%
Bank Of America Corporation14,498US$826K0.28%
Quanta Services, Inc.1,147US$826K0.28%
Sun Life Financial Inc.10,390US$815K0.28%
Toyota Motor Corp.4,795US$808K0.27%
Merck & Company, Inc.6,207US$798K0.27%
Mettler-toledo International, Inc.619US$791K0.27%
The J.m. Smucker Company7,002US$788K0.27%
Prudential Financial, Inc.6,960US$751K0.25%
Cboe Global Markets, Inc.3,022US$733K0.25%
Shell Plc9,433US$731K0.25%
Honda Motor Co., Ltd.26,335US$714K0.24%
Wells Fargo & Company8,592US$710K0.24%
Bhp Group Ltd8,511US$709K0.24%
Gilead Sciences, Inc.5,467US$691K0.23%
Phillips 664,082US$690K0.23%
Unitedhealth Group Incorporated1,631US$678K0.23%
Comfort Systems Usa, Inc.334US$662K0.22%
Ford Mtr Co Del45,319US$630K0.21%
Danaher Corporation3,260US$621K0.21%
Ameriprise Financial, Inc.1,338US$614K0.21%
Applied Materials, Inc.848US$613K0.21%
Western Digital Corporation950US$607K0.21%
J.b. Hunt Transport Services, Inc.2,094US$606K0.21%
Edwards Lifesciences Corporation6,678US$604K0.20%
Unilever Plc9,975US$600K0.20%
Ha Sustainable Infrastructure Capital, Inc.15,281US$597K0.20%
Fiserv, Inc.11,780US$578K0.20%
Adobe Inc.2,809US$576K0.19%
Home Depot, Inc. (the)1,631US$575K0.19%
Delta Air Lines, Inc.6,083US$570K0.19%
Expedia Group, Inc.2,168US$555K0.19%
Pfizer, Inc.22,747US$548K0.19%
Mosaic Company (the)25,688US$544K0.18%
Mid-america Apartment Communities, Inc.3,865US$537K0.18%
Ge Aerospace1,433US$536K0.18%
Marriott International1,441US$534K0.18%
Enbridge Inc.9,773US$530K0.18%
Golub Capital Bdc, Inc.40,918US$527K0.18%
The Hershey Company2,940US$516K0.17%
Cheniere Energy, Inc.2,158US$516K0.17%
Ing Groep N.v.15,929US$500K0.17%
Pacific Gas & Electric Co.29,341US$494K0.17%
Gsk Plc9,385US$492K0.17%
Agilent Technologies, Inc.3,583US$476K0.16%
Vertex Pharmaceuticals Incorporated956US$475K0.16%
Generac Holdings Inc.1,601US$469K0.16%

Every holding of Investment Research Partners LLC

Source

View original at SEC

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