Investment Research Partners LLC
279 holdingsFiling period: 2026-06-30Current AUM: $296.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 57.5K | $11.5M | $12.4M | 4.19% | +4.0K | 2026-06-30 |
| 2 | AGG | iShares TR | 104.1K | $10.3M | $10.0M | 3.37% | +7.3K | 2026-06-30 |
| 3 | CIEN | Ciena Corp | 20.8K | $10.2M | $7.0M | 2.36% | +58 | 2026-06-30 |
| 4 | IVV | iShares TR | 12.9K | $9.7M | $9.9M | 3.34% | -83 | 2026-06-30 |
| 5 | PTL | Northern Lts FD TR IV | 30.0K | $8.6M | $8.1M | 2.74% | +88 | 2026-06-30 |
| 6 | AAPL | Apple Inc | 29.4K | $8.5M | $10.1M | 3.41% | +3.1K | 2026-06-30 |
| 7 | SUB | iShares TR | 72.4K | $7.7M | $7.7M | 2.59% | -18,097 | 2026-06-30 |
| 8 | BCI | Abrdn ETFs | 338.1K | $7.6M | $8.8M | 2.98% | +5.9K | 2026-06-30 |
| 9 | IGIB | iShares TR | 121.8K | $6.5M | $6.2M | 2.09% | -- | 2026-06-30 |
| 10 | ACWX | iShares TR | 80.4K | $6.1M | $5.9M | 1.99% | +3.5K | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 16.3K | $5.8M | $5.2M | 1.74% | +491 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 14.1K | $5.3M | $7.5M | 2.53% | +2.3K | 2026-06-30 |
| 13 | MUB | iShares TR | 39.2K | $4.2M | $4.1M | 1.37% | +3.8K | 2026-06-30 |
| 14 | RSP | Invesco Exchange Traded FD T | 19.2K | $4.1M | $4.2M | 1.41% | +756 | 2026-06-30 |
| 15 | AVGO | Broadcom Inc | 10.2K | $3.9M | $3.4M | 1.13% | +90 | 2026-06-30 |
| 16 | OAIM | Unified Ser TR | 73.1K | $3.5M | $3.3M | 1.13% | -744 | 2026-06-30 |
| 17 | SCHO | Schwab Strategic TR | 141.0K | $3.4M | $3.4M | 1.14% | +13.4K | 2026-06-30 |
| 18 | HDV | iShares TR | 122.5K | $3.4M | $3.7M | 1.26% | +96.8K | 2026-06-30 |
| 19 | SHY | iShares TR | 40.8K | $3.3M | $3.3M | 1.12% | +22.3K | 2026-06-30 |
| 20 | META | Meta Platforms Inc | 5.6K | $3.2M | $3.6M | 1.20% | +505 | 2026-06-30 |
| 21 | LRCX | Lam Research Corp | 7.0K | $3.0M | $1.7M | 0.56% | +166 | 2026-06-30 |
| 22 | CSCO | Cisco Sys Inc | 23.2K | $2.7M | $2.6M | 0.86% | -813 | 2026-06-30 |
| 23 | TPSC | Timothy Plan | 51.4K | $2.5M | $2.4M | 0.80% | +1.1K | 2026-06-30 |
| 24 | VRT | Vertiv Holdings Co | 7.0K | $2.3M | $1.4M | 0.47% | +259 | 2026-06-30 |
| 25 | TBIL | Rbb FD Inc | 46.7K | $2.3M | $2.3M | 0.79% | +23.0K | 2026-06-30 |
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