Investment Research Partners LLC

LEMONT, PA · CIK 2069274 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLemont, PA

$295.5m reported value +20.2% vs Q1 2026

278positions

29.3%in top 10

50 new 167 added 47 reduced 17 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	57,526	$11.5m3.90%	3.90%	Added +4.0k	+3,963 7.4%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	104,143	$10.3m3.49%	3.49%	Added +7.3k	+7,310 7.5%
3	CIENA CORP COM NEW CIEN	CIEN	20,831	$10.2m3.46%	3.46%	Added +58	+58 0.3%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	12,901	$9.7m3.27%	3.27%	Reduced -83	-83 -0.6%
5	NORTHERN LTS FD TR IV INSPIRE 500 ETF PTL	PTL	30,037	$8.6m2.91%	2.91%	Added +88	+88 0.3%
6	APPLE INC COM AAPL	AAPL	29,399	$8.5m2.88%	2.88%	Added +3.1k	+3,097 11.8%
7	ISHARES TR SHRT NAT MUN ETF SUB	SUB	72,397	$7.7m2.61%	2.61%	Reduced -18.1k	-18,097 -20.0%
8	ABRDN ETFS BBRG ALL COMD K1 BCI	BCI	338,083	$7.6m2.56%	2.56%	Added +5.9k	+5,853 1.8%
9	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	121,847	$6.5m2.19%	2.19%	New
10	ISHARES TR MSCI ACWI EX US ACWX	ACWX	80,389	$6.1m2.07%	2.07%	Added +3.5k	+3,534 4.6%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,319	$5.8m1.97%	1.97%	Added +491	+491 3.1%
12	MICROSOFT CORP COM MSFT	MSFT	14,078	$5.3m1.78%	1.78%	Added +2.3k	+2,299 19.5%
13	ISHARES TR NATIONAL MUN ETF MUB	MUB	39,159	$4.2m1.43%	1.43%	Added +3.8k	+3,787 10.7%
14	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	19,213	$4.1m1.38%	1.38%	Added +756	+756 4.1%
15	BROADCOM INC COM AVGO	AVGO	10,203	$3.9m1.30%	1.30%	Added +90	+90 0.9%
16	UNIFIED SER TR ONEASCENT INTL OAIM	OAIM	73,058	$3.5m1.18%	1.18%	Reduced -744	-744 -1.0%
17	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	141,048	$3.4m1.15%	1.15%	Added +13.4k	+13,391 10.5%
18	ISHARES TR CORE HIGH DV ETF HDV	HDV	122,482	$3.4m1.14%	1.14%	Reduced -5.8k	-5,758 -4.5%
19	ISHARES TR 1 3 YR TREAS BD SHY	SHY	40,764	$3.3m1.13%	1.13%	Added +22.3k	+22,257 120.3%
20	META PLATFORMS INC CL A META	META	5,649	$3.2m1.08%	1.08%	Added +505	+505 9.8%
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	6,980	$3.0m1.02%	1.02%	Added +166	+166 2.4%
22	CISCO SYS INC COM CSCO	CSCO	23,174	$2.7m0.92%	0.92%	Reduced -813	-813 -3.4%
23	TIMOTHY PLAN U S SM CP CORE TPSC	TPSC	51,415	$2.5m0.83%	0.83%	Added +1.1k	+1,076 2.1%
24	VERTIV HOLDINGS CO COM CL A VRT	VRT	7,001	$2.3m0.79%	0.79%	Added +259	+259 3.8%
25	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	46,666	$2.3m0.79%	0.79%	Added +23.0k	+23,036 97.5%
26	SPDR SER TR S&P BIOTECH XBI	XBI	14,325	$2.3m0.77%	0.77%	Reduced -638	-638 -4.3%
27	JOHNSON & JOHNSON COM JNJ	JNJ	8,904	$2.3m0.77%	0.77%	Added +575	+575 6.9%
28	JPMORGAN CHASE & CO COM JPM	JPM	6,822	$2.2m0.76%	0.76%	Added +883	+883 14.9%
29	ELI LILLY & CO COM LLY	LLY	1,847	$2.2m0.75%	0.75%	Added +194	+194 11.7%
30	AMAZON COM INC COM AMZN	AMZN	9,229	$2.2m0.74%	0.74%	Added +2.2k	+2,167 30.7%
31	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	7,527	$2.1m0.72%	0.72%	Added +1.1k	+1,078 16.7%
32	UNITED PARCEL SERVICE INC CL B UPS	UPS	19,187	$2.1m0.70%	0.70%	Added +578	+578 3.1%
33	WISDOMTREE TR US SMALLCAP DIVD DES	DES	47,948	$2.0m0.66%	0.66%	Reduced -3.0k	-2,968 -5.8%
34	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,646	$1.7m0.59%	0.59%	Added +5	+5 0.1%
35	COSTCO WHSL CORP NEW COM COST	COST	1,847	$1.7m0.58%	0.58%	Added +140	+140 8.2%
36	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	823	$1.6m0.55%	0.55%	Added +134	+134 19.4%
37	AMERICAN EXPRESS CO COM AXP	AXP	4,778	$1.6m0.55%	0.55%	Added +262	+262 5.8%
38	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,006	$1.5m0.51%	0.51%	Added +78	+78 4.0%
39	MICRON TECHNOLOGY INC COM MU	MU	1,296	$1.5m0.51%	0.51%	Added +162	+162 14.3%
40	ISHARES TR INTL SEL DIV ETF IDV	IDV	34,966	$1.4m0.49%	0.49%	Reduced -524	-524 -1.5%
41	AMGEN INC COM AMGN	AMGN	3,890	$1.4m0.48%	0.48%	Added +224	+224 6.1%
42	INTEL CORP COM INTC	INTC	9,970	$1.4m0.47%	0.47%	Reduced -3.1k	-3,139 -23.9%
43	TOTALENERGIES SE ACT TTE	TTE	17,768	$1.4m0.47%	0.47%	Added +788	+788 4.6%
44	QUALCOMM INC COM QCOM	QCOM	7,111	$1.3m0.44%	0.44%	Added +221	+221 3.2%
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,622	$1.3m0.44%	0.44%	Added +442	+442 20.3%
46	AMETEK INC COM AME	AME	5,409	$1.3m0.44%	0.44%	Added +662	+662 13.9%
47	MCKESSON CORP COM MCK	MCK	1,710	$1.3m0.44%	0.44%	Added +104	+104 6.5%
48	WALMART INC COM WMT	WMT	11,411	$1.3m0.44%	0.44%	Reduced -714	-714 -5.9%
49	ABBVIE INC COM ABBV	ABBV	5,081	$1.3m0.43%	0.43%	Added +273	+273 5.7%
50	ALPHABET INC CAP STK CL C GOOG	GOOG	3,612	$1.3m0.43%	0.43%	Added +981	+981 37.3%
51	LOWES COS INC COM LOW	LOW	5,609	$1.2m0.42%	0.42%	Added +310	+310 5.8%
52	MASTERCARD INCORPORATED CL A MA	MA	2,376	$1.2m0.41%	0.41%	Added +268	+268 12.7%
53	VISA INC COM CL A V	V	3,460	$1.2m0.40%	0.40%	Added +384	+384 12.5%
54	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	50,800	$1.2m0.40%	0.40%	Added +11.5k	+11,486 29.2%
55	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	14,328	$1.2m0.40%	0.40%	Unchanged
56	ISHARES INC CORE MSCI EMKT IEMG	IEMG	14,055	$1.2m0.39%	0.39%	Unchanged
57	DEERE & CO COM DE	DE	1,833	$1.2m0.39%	0.39%	Added +137	+137 8.1%
58	HOST HOTELS & RESORTS INC COM HST	HST	49,042	$1.2m0.39%	0.39%	Added +4.6k	+4,590 10.3%
59	BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BEPC	BEPC	31,192	$1.2m0.39%	0.39%	Added +1.7k	+1,659 5.6%
60	NUCOR CORP COM NUE	NUE	5,050	$1.1m0.38%	0.38%	Added +51	+51 1.0%
61	REGIONS FINANCIAL CORP NEW COM RF	RF	36,750	$1.1m0.38%	0.38%	Added +3.5k	+3,547 10.7%
62	NOVARTIS AG SPONSORED ADR NVS	NVS	6,950	$1.1m0.37%	0.37%	Added +827	+827 13.5%
63	ORACLE CORP COM ORCL	ORCL	7,416	$1.1m0.37%	0.37%	Added +788	+788 11.9%
64	CHEVRON CORP NEW COM CVX	CVX	6,483	$1.1m0.36%	0.36%	Added +904	+904 16.2%
65	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	23,716	$1.1m0.36%	0.36%	Added +1.2k	+1,231 5.5%
66	TESLA INC COM TSLA	TSLA	2,517	$1.1m0.36%	0.36%	Added +553	+553 28.2%
67	ORIX CORP SPONSORED ADR IX	IX	27,303	$1.0m0.35%	0.35%	Added +2.5k	+2,479 10.0%
68	KRAFT HEINZ CO COM KHC	KHC	43,912	$1.0m0.35%	0.35%	Added +2.8k	+2,767 6.7%
69	ALLIANCEBERNSTEIN GLOBAL HIG COM XAWFX	XAWFX	100,660	$1.0m0.35%	0.35%	Reduced -4.4k	-4,368 -4.2%
70	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	20,042	$993.1k0.34%	0.34%	Reduced -201	-201 -1.0%
71	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	18,349	$969.7k0.33%	0.33%	Added +4.0k	+4,040 28.2%
72	VERIZON COMMUNICATIONS INC COM VZ	VZ	22,870	$968.3k0.33%	0.33%	Added +360	+360 1.6%
73	PROCTER AND GAMBLE CO COM PG	PG	6,602	$968.2k0.33%	0.33%	Added +299	+299 4.7%
74	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	16,698	$962.1k0.33%	0.33%	Reduced -53	-53 -0.3%
75	SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD SHG	SHG	14,910	$943.1k0.32%	0.32%	Added +439	+439 3.0%
76	ISHARES TR CORE MSCI EAFE IEFA	IEFA	9,549	$922.2k0.31%	0.31%	Unchanged
77	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,242	$914.6k0.31%	0.31%	Added +115	+115 10.2%
78	NEXTERA ENERGY INC COM NEE	NEE	10,153	$891.1k0.30%	0.30%	Added +2.0k	+2,038 25.1%
79	CATERPILLAR INC COM CAT	CAT	822	$874.8k0.30%	0.30%	Added +12	+12 1.5%
80	EXELON CORP COM EXC	EXC	18,705	$872.0k0.30%	0.30%	Added +1.5k	+1,497 8.7%
81	ROPER TECHNOLOGIES INC COM ROP	ROP	2,482	$840.0k0.28%	0.28%	Added +276	+276 12.5%
82	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	9,086	$836.7k0.28%	0.28%	Added +1.1k	+1,081 13.5%
83	TORTOISE ENERGY INFRA CORP COM TYG	TYG	19,427	$832.9k0.28%	0.28%	Reduced -1.3k	-1,325 -6.4%
84	BANK AMERICA CORP COM BAC	BAC	14,498	$826.1k0.28%	0.28%	Added +3.1k	+3,068 26.8%
85	QUANTA SVCS INC COM PWR	PWR	1,147	$825.9k0.28%	0.28%	Reduced -34	-34 -2.9%
86	SUN LIFE FINANCIAL INC. COM SLF	SLF	10,390	$814.8k0.28%	0.28%	Added +903	+903 9.5%
87	TOYOTA MOTOR CORP ADS TM	TM	4,795	$807.6k0.27%	0.27%	Added +919	+919 23.7%
88	MERCK & CO INC COM MRK	MRK	6,207	$797.6k0.27%	0.27%	Reduced -54	-54 -0.9%
89	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	619	$790.8k0.27%	0.27%	Added +64	+64 11.5%
90	SMUCKER J M CO COM NEW SJM	SJM	7,002	$787.7k0.27%	0.27%	Added +2.1k	+2,080 42.3%
91	DOLE PLC ORD SHS DOLE	DOLE	57,281	$785.9k0.27%	0.27%	Added +21.6k	+21,561 60.4%
92	PRUDENTIAL FINL INC COM PRU	PRU	6,960	$751.2k0.25%	0.25%	Added +128	+128 1.9%
93	ISHARES TR MSCI EAFE ETF EFA	EFA	7,138	$741.5k0.25%	0.25%	Unchanged
94	CBOE GLOBAL MKTS INC COM CBOE	CBOE	3,022	$733.4k0.25%	0.25%	Added +139	+139 4.8%
95	SHELL PLC SPON ADS SHEL	SHEL	9,433	$731.4k0.25%	0.25%	Added +2.2k	+2,200 30.4%
96	HONDA MOTOR LTD ADR ECH CNV IN 3 HMC	HMC	26,335	$713.9k0.24%	0.24%	Added +5.1k	+5,098 24.0%
97	WELLS FARGO CO NEW COM WFC	WFC	8,592	$710.0k0.24%	0.24%	Added +2.5k	+2,540 42.0%
98	BHP GROUP LTD SPONSORED ADS BHP	BHP	8,511	$709.1k0.24%	0.24%	Added +1.8k	+1,807 26.9%
99	GILEAD SCIENCES INC COM GILD	GILD	5,467	$690.7k0.23%	0.23%	Reduced -658	-658 -10.7%
100	PHILLIPS 66 COM PSX	PSX	4,082	$690.1k0.23%	0.23%	Added +925	+925 29.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ISTB	ISTB	124,023	$6.0m124.0k shares
ISHARES TR IBMO	IBMO	30,257	$775.5k30.3k shares
PROLOGIS INC. PLD	PLD	3,689	$487.6k3.7k shares
SPDR GOLD TR GLD	GLD	1,063	$457.4k1.1k shares
EXXON MOBIL CORP XOM	XOM	2,543	$431.5k2.5k shares
SCHWAB STRATEGIC TR SCHG	SCHG	13,697	$399.0k13.7k shares
SCHWAB STRATEGIC TR FNDX	FNDX	11,362	$316.4k11.4k shares
DIAMOND HILL INVT GROUP INC DHIL	DHIL	1,769	$304.4k1.8k shares
SPDR SERIES TRUST SPYM	SPYM	3,758	$287.6k3.8k shares
INVESTMENT MANAGERS SER TR I NXTE	NXTE	6,510	$255.0k6.5k shares
CONOCOPHILLIPS COP	COP	1,805	$238.3k1.8k shares
SERVICENOW INC NOW	NOW	2,133	$223.0k2.1k shares
S&P GLOBAL INC SPGI	SPGI	508	$216.1k508 shares
THE CIGNA GROUP CI	CI	786	$209.7k786 shares
HARTFORD INSURANCE GROUP INC HIG	HIG	1,479	$200.0k1.5k shares
SUNOPTA INC STKL	STKL	11,994	$77.7k12.0k shares
ALIGHT INC ALIT	ALIT	21,339	$12.4k21.3k shares