Investment Research Partners LLC reported 221 positions worth $181.47M for the quarter ended Sep 30, 2026, down 1.6% on the prior quarter. It opened 20 new positions, added to 122, trimmed 68 and exited 21. Its largest holding is Nvidia Corp at 7.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +3,097 | – | $504.04K | 0.278% |
| AMT American Tower Corp | +2,166 | – | $354.55K | 0.195% |
| OXY Occidental Petroleum Corp | +6,399 | – | $353.99K | 0.195% |
| HPQ Hp Inc | +10.7K | +50.9% | $336.07K | 0.549% |
| VEEV Veeva Systems Inc | +1,016 | – | $290.02K | 0.16% |
| GS Goldman Sachs Group Inc | +321 | – | $288.72K | 0.159% |
| AMZN Amazon Com Inc | +1,135 | +12.3% | $282.79K | 1.42% |
| TROW Price T Rowe Group Inc | +2,669 | – | $277.75K | 0.153% |
| NET Cloudflare, Inc. | +778 | – | $270.18K | 0.149% |
| SJM J M SMUCKER Co | +2,164 | +30.9% | $257.33K | 0.601% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CIEN Ciena Corp | -20.1K | -96.3% | $7.06M | 0.148% |
| META Meta Platforms, Inc. | -788 | -13.9% | $571.41K | 1.94% |
| EIX Edison International | -5,803 | -100.0% | $432.03K | Exited |
| KLAC Kla Corp | -1,150 | -100.0% | $346.97K | Exited |
| TJX Tjx Companies Inc | -2,164 | -100.0% | $327.85K | Exited |
| CMI Cummins Inc | -453 | -100.0% | $323.08K | Exited |
| BA Boeing Co | -1,464 | -100.0% | $316.91K | Exited |
| PEP Pepsico Inc | -2,233 | -100.0% | $302.35K | Exited |
| AON Aon plc | -910 | -100.0% | $301.84K | Exited |
| CRS Carpenter Technology Corp | -482 | -100.0% | $297.32K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +3,097 | $504.04K | 0.278% |
| AMT American Tower Corp | +2,166 | $354.55K | 0.195% |
| OXY Occidental Petroleum Corp | +6,399 | $353.99K | 0.195% |
| VEEV Veeva Systems Inc | +1,016 | $290.02K | 0.16% |
| GS Goldman Sachs Group Inc | +321 | $288.72K | 0.159% |
| TROW Price T Rowe Group Inc | +2,669 | $277.75K | 0.153% |
| NET Cloudflare, Inc. | +778 | $270.18K | 0.149% |
| ZS Zscaler, Inc. | +1,285 | $256.26K | 0.141% |
| EMR Emerson Electric Co | +1,615 | $250.49K | 0.138% |
| TXN Texas Instruments Inc | +889 | $249.00K | 0.137% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EIX Edison International | -5,803 | $432.03K | 0.234% |
| KLAC Kla Corp | -1,150 | $346.97K | 0.188% |
| TJX Tjx Companies Inc | -2,164 | $327.85K | 0.178% |
| CMI Cummins Inc | -453 | $323.08K | 0.175% |
| BA Boeing Co | -1,464 | $316.91K | 0.172% |
| PEP Pepsico Inc | -2,233 | $302.35K | 0.164% |
| AON Aon plc | -910 | $301.84K | 0.164% |
| CRS Carpenter Technology Corp | -482 | $297.32K | 0.161% |
| TER Teradyne, Inc | -614 | $297.08K | 0.161% |
| VIK Viking Holdings Ltd | -2,528 | $264.61K | 0.143% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 57.8K | $13.20M | 7.27% | +263 | +0.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 29.6K | $9.86M | 5.44% | +219 | +0.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 14.5K | $7.44M | 4.1% | +425 | +3.0% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 16.1K | $5.54M | 3.05% | -227 | -1.4% | Reduced | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 10.3K | $3.60M | 1.98% | +51 | +0.5% | Added | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 4,861 | $3.52M | 1.94% | -788 | -13.9% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 10.4K | $2.58M | 1.42% | +1,135 | +12.3% | Added | 0% |
| 8 | CSCO Cisco Systems, Inc. | Technology | 23.0K | $2.48M | 1.36% | -170 | -0.7% | Reduced | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 8,566 | $2.27M | 1.25% | -338 | -3.8% | Reduced | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 6,849 | $2.27M | 1.25% | +27 | +0.4% | Added | 0% |
| 11 | LRCX Lam Research Corp | Technology | 6,664 | $2.19M | 1.21% | -316 | -4.5% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 1,852 | $2.14M | 1.18% | +5 | +0.3% | Added | 0% |
| 13 | UPS United Parcel Service Inc | Industrials | 19.6K | $1.83M | 1.01% | +363 | +1.9% | Added | 0% |
| 14 | IBM International Business Machines Corp | Technology | 7,663 | $1.69M | 0.929% | +136 | +1.8% | Added | 0% |
| 15 | AMGN Amgen Inc | Healthcare | 3,928 | $1.66M | 0.912% | +38 | +1.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Investment Research Partners.
As of its Q3 2026 13F filing, Investment Research Partners LLC’s five largest positions were Nvidia Corp (NVDA) at 7.3%, Apple Inc. (AAPL) at 5.4%, Microsoft Corp (MSFT) at 4.1%, Alphabet Inc. (GOOGL) at 3.1%, Broadcom Inc. (AVGO) at 2.0% of the reported portfolio.
Investment Research Partners LLC reported a 13F portfolio worth $181.47M across 221 positions for Q3 2026. That is down 1.6% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($504.04K), American Tower Corp ($354.55K), Occidental Petroleum Corp ($353.99K). It opened 20 new positions.
Its largest sales by value were Ciena Corp ($7.06M), Meta Platforms, Inc. ($571.41K), Edison International ($432.03K). It exited 21 positions entirely.
From the Form 13F-HR reports Investment Research Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.