Arkolith/Funds/Investment Research Partners LLC

Investment Research Partners LLC

CIK 2069274
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show Investment Research Partners LLC's latest
holdings, largest changes, and filing provenance.
Opened
65
new positions
Added to
169
existing
Trimmed
45
reduced
Sold out
17
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.3%
+20.4%/yr · since Dec '25
Their reported book
+12.8%
held from quarter-end
S&P 500
+10.4%
same window
$9K$10K$11K$11K$12KDec '25Jan '26Mar '26Apr '26Jun '26Aug '26
Investment Research Partners LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
29%
Top 20 holdings
43%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

62% mapped to company sectors

ETF / fund or unclassified
38%
Information Technology
22%
Financials
7%
Industrials
7%
Health Care
6%
Consumer Discretionary
5%
Communication Services
4%
Utilities
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Investment Research Partners LLC

Manager / fundShared namesTheir $ in those
LPL Financial LLC80 / 80$82.4B
Cetera Investment Advisers80 / 80$22.8B
OSAIC HOLDINGS, INC.80 / 80$16.4B
CWM, LLC80 / 80$7.6B
IFP Advisors, Inc80 / 80$1.3B
HARBOUR INVESTMENTS, INC.80 / 80$1.1B
MORGAN STANLEY79 / 80$612.7B
JPMORGAN CHASE & CO79 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

278 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$11.5M57.5K
3.9%
+7.4%
Added · +4K sh
2Ishares TR
CORE US AGGBD ET
$10.3M104.1K
3.5%
+7.5%
Added · +7K sh
3Ciena Corp
COM NEW
$10.2M20.8K
3.5%
+0.3%
Added · +58 sh
4Ishares TR
CORE S&P500 ETF
$9.7M12.9K
3.3%
−0.6%
Reduced · −83 sh
5Northern LTS FD TR IV
INSPIRE 500 ETF
$8.6M30.0K
2.9%
+0.3%
Added · +88 sh
6Apple Inc
COM
$8.5M29.4K
2.9%
+12%
Added · +3K sh
7Ishares TR
SHRT NAT MUN ETF
$7.7M72.4K
2.6%
−20%
Reduced · −18K sh
8Abrdn Etfs
BBRG ALL COMD K1
$7.6M338.1K
2.6%
+1.8%
Added · +6K sh
9Ishares TR
ISHS 5-10YR INVT
$6.5M121.8K
2.2%
New
New position
10Ishares TR
MSCI ACWI EX US
$6.1M80.4K
2.1%
+4.6%
Added · +4K sh
11Alphabet Inc
CAP STK CL A
$5.8M16.3K
2.0%
+3.1%
Added · +491 sh
12Microsoft Corp
COM
$5.3M14.1K
1.8%
+20%
Added · +2K sh
13Ishares TR
NATIONAL MUN ETF
$4.2M39.2K
1.4%
+11%
Added · +4K sh
14Invesco Exchange Traded FD T
S&P500 EQL WGT
$4.1M19.2K
1.4%
+4.1%
Added · +756 sh
15Broadcom Inc
COM
$3.9M10.2K
1.3%
+0.9%
Added · +90 sh
16Unified Ser TR
ONEASCENT INTL
$3.5M73.1K
1.2%
−1.0%
Reduced · −744 sh
17Schwab Strategic TR
SHT TM US TRES
$3.4M141.0K
1.2%
+10%
Added · +13K sh
18Ishares TR
CORE HIGH DV ETF
$3.4M122.5K
1.1%
+378%
Added · +97K sh
19Ishares TR
1 3 YR TREAS BD
$3.3M40.8K
1.1%
+120%
Added · +22K sh
20Meta Platforms Inc
CL A
$3.2M5.6K
1.1%
+9.8%
Added · +505 sh
21Lam Research Corp
COM NEW
$3.0M7.0K
1.0%
+2.4%
Added · +166 sh
22Cisco Sys Inc
COM
$2.7M23.2K
0.9%
−3.4%
Reduced · −813 sh
23Timothy Plan
U S SM CP CORE
$2.5M51.4K
0.8%
+2.1%
Added · +1K sh
24Vertiv Holdings Co
COM CL A
$2.3M7.0K
0.8%
+3.8%
Added · +259 sh
25RBB FD Inc
F/M US TREASURY
$2.3M46.7K
0.8%
+97%
Added · +23K sh
26SPDR Series Trust
ST STR SP BIOT
$2.3M14.3K
0.8%
−4.3%
Reduced · −638 sh
27Johnson & Johnson
COM
$2.3M8.9K
0.8%
+6.9%
Added · +575 sh
28JPMorgan Chase & Co
COM
$2.2M6.8K
0.8%
+15%
Added · +883 sh
29Eli Lilly & Co
COM
$2.2M1.8K
0.7%
+12%
Added · +194 sh
30Amazon Com Inc
COM
$2.2M9.2K
0.7%
+31%
Added · +2K sh
31International Business Machs
COM
$2.1M7.5K
0.7%
+17%
Added · +1K sh
32United Parcel Svcs Inc
CL B
$2.1M19.2K
0.7%
+3.1%
Added · +578 sh
33Wisdomtree TR
US SMALLCAP DIVD
$2.0M47.9K
0.7%
−5.8%
Reduced · −3K sh
34Taiwan Semiconductor Manufac
SPONSORED ADS
$1.7M3.6K
0.6%
+0.1%
Added · +5 sh
35Costco Wholesale Corporation
COM
$1.7M1.8K
0.6%
+8.2%
Added · +140 sh
36ASML Hldg NV
N Y REGISTRY SHS
$1.6M823
0.6%
+19%
Added · +134 sh
37American Express Co
COM
$1.6M4.8K
0.5%
+5.8%
Added · +262 sh
38State STR SPDR S&P 500 ETF T
TR UNIT
$1.5M2.0K
0.5%
+4.0%
Added · +78 sh
39Micron Technology Inc
COM
$1.5M1.3K
0.5%
+14%
Added · +162 sh
40Ishares TR
INTL SEL DIV ETF
$1.4M35.0K
0.5%
−1.5%
Reduced · −524 sh
41Amgen Inc
COM
$1.4M3.9K
0.5%
+6.1%
Added · +224 sh
42Intel Corp
COM
$1.4M10.0K
0.5%
−24%
Reduced · −3K sh
43Totalenergies SE
ACT
$1.4M17.8K
0.5%
+4.6%
Added · +788 sh
44Qualcomm Inc
COM
$1.3M7.1K
0.4%
+3.2%
Added · +221 sh
45Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.6K
0.4%
+20%
Added · +442 sh
46Ametek Inc
COM
$1.3M5.4K
0.4%
+14%
Added · +662 sh
47McKesson Corp
COM
$1.3M1.7K
0.4%
+6.5%
Added · +104 sh
48Walmart Inc
COM
$1.3M11.4K
0.4%
−5.9%
Reduced · −714 sh
49Abbvie Inc
COM
$1.3M5.1K
0.4%
+5.7%
Added · +273 sh
50Alphabet Inc
CAP STK CL C
$1.3M3.6K
0.4%
+37%
Added · +981 sh
Showing 50 of 278 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026278$295.5M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026245$245.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026233$233.0M13F-HR
Q3 2025Sep 30, 2025Dec 1, 2025224$222.3M13F-HR

Data source

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.