Investment Research Partners LLC holds a diversified book of 278 reported positions 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 reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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
+5 sectors below the cut, 10% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Investment Research Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 10 / 80 | $642.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 42 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $239.1M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Howard Hughes Medical Institute | 17 / 80 | $394.5M |
| Ketron Financial | 22 / 80 | $284.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Investment Research Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Investment Research Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.