Investment Research Partners LLC
247 holdingsFiling period: 2026-03-31Current AUM: $268.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SUB | ISHARES TR | 90.5K | $9.6M | $9.6M | 3.58% | +8.9K | 2026-03-31 |
| 2 | AGG | ISHARES TR | 96.8K | $9.6M | $9.4M | 3.51% | -328 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 53.6K | $9.3M | $10.8M | 4.01% | -11,870 | 2026-03-31 |
| 4 | IVV | ISHARES TR | 13.0K | $8.5M | $9.7M | 3.63% | -91 | 2026-03-31 |
| 5 | BCI | ABRDN ETFS | 332.2K | $8.1M | $7.9M | 2.96% | +26.3K | 2026-03-31 |
| 6 | CIEN | CIENA CORP | 20.8K | $8.1M | $7.8M | 2.92% | -24,689 | 2026-03-31 |
| 7 | PTL | NORTHERN LTS FD TR IV | 29.9K | $7.5M | $8.3M | 3.11% | +1.6K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 26.3K | $6.7M | $8.1M | 3.03% | -919 | 2026-03-31 |
| 9 | ISTB | ISHARES TR | 124.0K | $6.0M | $6.0M | 2.22% | +16.9K | 2026-03-31 |
| 10 | ACWX | ISHARES TR | 76.9K | $5.3M | $5.8M | 2.16% | +3.0K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 15.8K | $4.6M | $5.6M | 2.10% | +290 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 11.8K | $4.4M | $5.5M | 2.04% | -22 | 2026-03-31 |
| 13 | MUB | ISHARES TR | 35.4K | $3.8M | $3.7M | 1.39% | +4.8K | 2026-03-31 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | 18.5K | $3.5M | $4.0M | 1.48% | +1.6K | 2026-03-31 |
| 15 | HDV | ISHARES TR | 25.6K | $3.5M | $3.7M | 1.37% | -172 | 2026-03-31 |
| 16 | OAIM | UNIFIED SER TR | 73.8K | $3.2M | $3.4M | 1.28% | +2.3K | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 10.1K | $3.1M | $3.9M | 1.47% | -931 | 2026-03-31 |
| 18 | SCHO | SCHWAB STRATEGIC TR | 127.7K | $3.1M | $3.1M | 1.15% | +16.5K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 5.1K | $2.9M | $2.9M | 1.07% | +3.3K | 2026-03-31 |
| 20 | TPSC | TIMOTHY PLAN | 50.3K | $2.1M | $2.4M | 0.90% | +3.6K | 2026-03-31 |
| 21 | JNJ | JOHNSON & JOHNSON | 8.3K | $2.0M | $2.1M | 0.80% | -2,049 | 2026-03-31 |
| 22 | XBI | SPDR SERIES TRUST | 15.0K | $1.9M | $2.2M | 0.82% | -389 | 2026-03-31 |
| 23 | CSCO | CISCO SYS INC | 24.0K | $1.9M | $2.8M | 1.04% | -377 | 2026-03-31 |
| 24 | UPS | UNITED PARCEL SVCS INC | 18.6K | $1.8M | $1.9M | 0.72% | -60 | 2026-03-31 |
| 25 | DES | WISDOMTREE TR | 50.9K | $1.8M | $2.1M | 0.77% | +316 | 2026-03-31 |
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