Investment Research Partners LLC holds a diversified book of 278 stocks worth $295.5M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ishares 5-10Y Inv Grade Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Nvidia Corp at 4% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+20.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2069274/holdings"
Use Arkolith to show Investment Research Partners LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Investment Research Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Investment Research Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $82.4B |
| Cetera Investment Advisers | 80 / 80 | $22.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.4B |
| CWM, LLC | 80 / 80 | $7.6B |
| IFP Advisors, Inc | 80 / 80 | $1.3B |
| HARBOUR INVESTMENTS, INC. | 80 / 80 | $1.1B |
| MORGAN STANLEY | 79 / 80 | $612.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $579.7B |
Ranked by how many of Investment Research Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $11.5M | 57.5K | 3.9% | ▲+7.4% Added · +4K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $10.3M | 104.1K | 3.5% | ▲+7.5% Added · +7K sh | |
| 3 | Ciena Corp COM NEW | $10.2M | 20.8K | 3.5% | ▲+0.3% Added · +58 sh | |
| 4 | Ishares TR CORE S&P500 ETF | $9.7M | 12.9K | 3.3% | ▼−0.6% Reduced · −83 sh | |
| 5 | Northern LTS FD TR IV INSPIRE 500 ETF | $8.6M | 30.0K | 2.9% | ▲+0.3% Added · +88 sh | |
| 6 | Apple Inc COM | $8.5M | 29.4K | 2.9% | ▲+12% Added · +3K sh | |
| 7 | Ishares TR SHRT NAT MUN ETF | $7.7M | 72.4K | 2.6% | ▼−20% Reduced · −18K sh | |
| 8 | Abrdn Etfs BBRG ALL COMD K1 | $7.6M | 338.1K | 2.6% | ▲+1.8% Added · +6K sh | |
| 9 | Ishares TR ISHS 5-10YR INVT | $6.5M | 121.8K | 2.2% | ▲New New position | |
| 10 | Ishares TR MSCI ACWI EX US | $6.1M | 80.4K | 2.1% | ▲+4.6% Added · +4K sh | |
| 11 | Alphabet Inc CAP STK CL A | $5.8M | 16.3K | 2.0% | ▲+3.1% Added · +491 sh | |
| 12 | Microsoft Corp COM | $5.3M | 14.1K | 1.8% | ▲+20% Added · +2K sh | |
| 13 | Ishares TR NATIONAL MUN ETF | $4.2M | 39.2K | 1.4% | ▲+11% Added · +4K sh | |
| 14 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.1M | 19.2K | 1.4% | ▲+4.1% Added · +756 sh | |
| 15 | Broadcom Inc COM | $3.9M | 10.2K | 1.3% | ▲+0.9% Added · +90 sh | |
| 16 | Unified Ser TR ONEASCENT INTL | $3.5M | 73.1K | 1.2% | ▼−1.0% Reduced · −744 sh | |
| 17 | Schwab Strategic TR SHT TM US TRES | $3.4M | 141.0K | 1.2% | ▲+10% Added · +13K sh | |
| 18 | Ishares TR CORE HIGH DV ETF | $3.4M | 122.5K | 1.1% | ▲+378% Added · +97K sh | |
| 19 | Ishares TR 1 3 YR TREAS BD | $3.3M | 40.8K | 1.1% | ▲+120% Added · +22K sh | |
| 20 | Meta Platforms Inc CL A | $3.2M | 5.6K | 1.1% | ▲+9.8% Added · +505 sh | |
| 21 | Lam Research Corp COM NEW | $3.0M | 7.0K | 1.0% | ▲+2.4% Added · +166 sh | |
| 22 | Cisco Sys Inc COM | $2.7M | 23.2K | 0.9% | ▼−3.4% Reduced · −813 sh | |
| 23 | Timothy Plan U S SM CP CORE | $2.5M | 51.4K | 0.8% | ▲+2.1% Added · +1K sh | |
| 24 | Vertiv Holdings Co COM CL A | $2.3M | 7.0K | 0.8% | ▲+3.8% Added · +259 sh | |
| 25 | RBB FD Inc F/M US TREASURY | $2.3M | 46.7K | 0.8% | ▲+97% Added · +23K sh | |
| 26 | SPDR Series Trust ST STR SP BIOT | $2.3M | 14.3K | 0.8% | ▼−4.3% Reduced · −638 sh | |
| 27 | Johnson & Johnson COM | $2.3M | 8.9K | 0.8% | ▲+6.9% Added · +575 sh | |
| 28 | JPMorgan Chase & Co COM | $2.2M | 6.8K | 0.8% | ▲+15% Added · +883 sh | |
| 29 | Eli Lilly & Co COM | $2.2M | 1.8K | 0.7% | ▲+12% Added · +194 sh | |
| 30 | Amazon Com Inc COM | $2.2M | 9.2K | 0.7% | ▲+31% Added · +2K sh | |
| 31 | International Business Machs COM | $2.1M | 7.5K | 0.7% | ▲+17% Added · +1K sh | |
| 32 | United Parcel Svcs Inc CL B | $2.1M | 19.2K | 0.7% | ▲+3.1% Added · +578 sh | |
| 33 | Wisdomtree TR US SMALLCAP DIVD | $2.0M | 47.9K | 0.7% | ▼−5.8% Reduced · −3K sh | |
| 34 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.7M | 3.6K | 0.6% | ▲+0.1% Added · +5 sh | |
| 35 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.6% | ▲+8.2% Added · +140 sh | |
| 36 | ASML Hldg NV N Y REGISTRY SHS | $1.6M | 823 | 0.6% | ▲+19% Added · +134 sh | |
| 37 | American Express Co COM | $1.6M | 4.8K | 0.5% | ▲+5.8% Added · +262 sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.5% | ▲+4.0% Added · +78 sh | |
| 39 | Micron Technology Inc COM | $1.5M | 1.3K | 0.5% | ▲+14% Added · +162 sh | |
| 40 | Ishares TR INTL SEL DIV ETF | $1.4M | 35.0K | 0.5% | ▼−1.5% Reduced · −524 sh | |
| 41 | Amgen Inc COM | $1.4M | 3.9K | 0.5% | ▲+6.1% Added · +224 sh | |
| 42 | Intel Corp COM | $1.4M | 10.0K | 0.5% | ▼−24% Reduced · −3K sh | |
| 43 | Totalenergies SE ACT | $1.4M | 17.8K | 0.5% | ▲+4.6% Added · +788 sh | |
| 44 | Qualcomm Inc COM | $1.3M | 7.1K | 0.4% | ▲+3.2% Added · +221 sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $1.3M | 2.6K | 0.4% | ▲+20% Added · +442 sh | |
| 46 | Ametek Inc COM | $1.3M | 5.4K | 0.4% | ▲+14% Added · +662 sh | |
| 47 | McKesson Corp COM | $1.3M | 1.7K | 0.4% | ▲+6.5% Added · +104 sh | |
| 48 | Walmart Inc COM | $1.3M | 11.4K | 0.4% | ▼−5.9% Reduced · −714 sh | |
| 49 | Abbvie Inc COM | $1.3M | 5.1K | 0.4% | ▲+5.7% Added · +273 sh | |
| 50 | Alphabet Inc CAP STK CL C | $1.3M | 3.6K | 0.4% | ▲+37% Added · +981 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.