13F HOLDINGS REPORT
Investment Research Partners LLC
Quarter ended Q4 2025 · Filed December 1, 2025 · Accession 0002069274-25-000002
Total Value
$222.3M
Positions
224
Other Managers
0
Confidential Omitted
No
Holdings (224)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 55,754 | $11.5M | 5.19% |
| 2 | ISHARES TR | 464287226 | 91,756 | $9.2M | 4.16% |
| 3 | ISHARES TR | 464288158 | 83,704 | $8.9M | 4.01% |
| 4 | ISHARES TR | 464287200 | 12,839 | $8.9M | 3.99% |
| 5 | NORTHERN LTS FD TR IV | NTRSO | 28,742 | $7.3M | 3.28% |
| 6 | APPLE INC | AAPL | 26,301 | $7.1M | 3.19% |
| 7 | MICROSOFT CORP | MSFT | 12,152 | $6.6M | 2.96% |
| 8 | ABRDN ETFS | 003261104 | 296,882 | $6.5M | 2.92% |
| 9 | ISHARES TR | 46432F859 | 105,004 | $5.1M | 2.31% |
| 10 | ISHARES TR | 464288240 | 70,212 | $4.7M | 2.11% |
| 11 | ALPHABET INC | GOOG | 15,278 | $4.2M | 1.89% |
| 12 | BROADCOM INC | AVGO | 10,276 | $4.0M | 1.78% |
| 13 | ISHARES TR | 464288414 | 27,624 | $3.0M | 1.33% |
| 14 | UNIFIED SER TR | UFI | 71,980 | $2.9M | 1.32% |
| 15 | SCHWAB STRATEGIC TR | 808524862 | 114,016 | $2.8M | 1.25% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 13,779 | $2.6M | 1.17% |
| 17 | ISHARES TR | 46429B663 | 18,882 | $2.3M | 1.02% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 6,790 | $2.1M | 0.94% |
| 19 | TIMOTHY PLAN | 887432342 | 47,328 | $1.9M | 0.87% |
| 20 | JOHNSON & JOHNSON | JNJ | 10,212 | $1.9M | 0.86% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 6,175 | $1.9M | 0.85% |
| 22 | ORACLE CORP | ORCL-PD | 6,754 | $1.9M | 0.84% |
| 23 | UNITED PARCEL SERVICE INC | UPS | 18,612 | $1.8M | 0.82% |
| 24 | SPDR SERIES TRUST | 78464A870 | 15,781 | $1.8M | 0.79% |
| 25 | AMAZON COM INC | AMZN | 7,564 | $1.7M | 0.78% |
| 26 | CISCO SYS INC | CSCO | 23,893 | $1.7M | 0.77% |
| 27 | WISDOMTREE TR | WT | 51,195 | $1.7M | 0.76% |
| 28 | AMERICAN EXPRESS CO | AXP | 4,391 | $1.6M | 0.71% |
| 29 | BROOKFIELD RENEWABLE CORP | BEPC | 35,643 | $1.5M | 0.68% |
| 30 | SPDR S&P 500 ETF TR | SPY | 2,000 | $1.4M | 0.62% |
| 31 | META PLATFORMS INC | META | 1,792 | $1.3M | 0.61% |
| 32 | ISHARES TR | 464287457 | 16,167 | $1.3M | 0.60% |
| 33 | COSTCO WHSL CORP NEW | 22160K105 | 1,464 | $1.3M | 0.60% |
| 34 | ISHARES TR | 464288448 | 35,423 | $1.3M | 0.60% |
| 35 | ELI LILLY & CO | LLY | 1,624 | $1.3M | 0.59% |
| 36 | VERTIV HOLDINGS CO | VRT | 6,540 | $1.3M | 0.59% |
| 37 | MCKESSON CORP | MCK | 1,613 | $1.3M | 0.59% |
| 38 | LAM RESEARCH CORP | LRCX | 7,804 | $1.3M | 0.56% |
| 39 | LOWES COS INC | 548661107 | 5,200 | $1.2M | 0.56% |
| 40 | WALMART INC | WMT | 12,053 | $1.2M | 0.56% |
| 41 | QUALCOMM INC | QCOM | 6,766 | $1.2M | 0.54% |
| 42 | RBB FD INC | 74933W452 | 23,630 | $1.2M | 0.53% |
| 43 | DIMENSIONAL ETF TRUST | 25434V401 | 15,467 | $1.2M | 0.52% |
| 44 | ALLIANCEBERNSTEIN GLOBAL HIG | AWF | 103,754 | $1.1M | 0.51% |
| 45 | ABBVIE INC | ABBV | 4,851 | $1.1M | 0.49% |
| 46 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,571 | $1.1M | 0.49% |
| 47 | TOTALENERGIES SE | TTE | 17,093 | $1.1M | 0.48% |
| 48 | AMGEN INC | AMGN | 3,633 | $1.1M | 0.48% |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,185 | $1.0M | 0.47% |
| 50 | VERIZON COMMUNICATIONS INC | VZ | 25,212 | $1.0M | 0.46% |
| 51 | VISA INC | V | 2,952 | $1.0M | 0.45% |
| 52 | ISHARES INC | 46434G103 | 14,206 | $982,203 | 0.44% |
| 53 | PROCTER AND GAMBLE CO | 742718109 | 6,539 | $972,854 | 0.44% |
| 54 | MASTERCARD INCORPORATED | MA | 1,742 | $966,085 | 0.43% |
| 55 | KRAFT HEINZ CO | KHC | 38,349 | $934,954 | 0.42% |
| 56 | ADOBE INC | ADBE | 2,750 | $929,115 | 0.42% |
| 57 | GILEAD SCIENCES INC | GILD | 7,833 | $928,218 | 0.42% |
| 58 | ISHARES TR | 46434V456 | 20,230 | $908,320 | 0.41% |
| 59 | TORTOISE SUSTAINABLE & SOCIA | 27901F109 | 71,272 | $870,013 | 0.39% |
| 60 | CHEVRON CORP NEW | CVX | 5,560 | $862,355 | 0.39% |
| 61 | ISHARES TR | 46432F842 | 9,614 | $852,238 | 0.38% |
| 62 | ISHARES TR | 46432F339 | 4,292 | $851,169 | 0.38% |
| 63 | AMETEK INC | AME | 4,557 | $839,364 | 0.38% |
| 64 | ROPER TECHNOLOGIES INC | ROP | 1,855 | $827,906 | 0.37% |
| 65 | SCHWAB STRATEGIC TR | 808524839 | 34,643 | $817,228 | 0.37% |
| 66 | TESLA INC | TSLA | 1,752 | $808,782 | 0.36% |
| 67 | TOYOTA MOTOR CORP | TOYOF | 3,798 | $786,528 | 0.35% |
| 68 | EXELON CORP | EXC | 16,609 | $783,932 | 0.35% |
| 69 | DEERE & CO | DE | 1,646 | $779,473 | 0.35% |
| 70 | REGIONS FINANCIAL CORP NEW | RF-PF | 32,086 | $772,307 | 0.35% |
| 71 | SHINHAN FINANCIAL GROUP CO L | SHG | 14,386 | $757,423 | 0.34% |
| 72 | OREILLY AUTOMOTIVE INC | 67103H107 | 7,893 | $746,046 | 0.34% |
| 73 | NOVARTIS AG | NVSEF | 6,119 | $745,294 | 0.34% |
| 74 | METTLER TOLEDO INTERNATIONAL | MTD | 533 | $743,093 | 0.33% |
| 75 | NUCOR CORP | NUE | 4,811 | $742,942 | 0.33% |
| 76 | ISHARES TR | 464287465 | 7,654 | $728,048 | 0.33% |
| 77 | FISERV INC | FISV | 10,295 | $726,827 | 0.33% |
| 78 | ASML HOLDING N V | ASMLF | 669 | $716,392 | 0.32% |
| 79 | ALPHABET INC | GOOG | 2,502 | $688,575 | 0.31% |
| 80 | BANK AMERICA CORP | 060505104 | 13,049 | $686,119 | 0.31% |
| 81 | HOST HOTELS & RESORTS INC | HST | 41,820 | $682,079 | 0.31% |
| 82 | ACCENTURE PLC IRELAND | ACN | 2,672 | $661,988 | 0.30% |
| 83 | INVESCO QQQ TR | IVZ | 1,027 | $652,974 | 0.29% |
| 84 | ABRDN ETFS | 003261203 | 18,639 | $650,687 | 0.29% |
| 85 | PRUDENTIAL FINL INC | PUKPF | 6,388 | $646,358 | 0.29% |
| 86 | ALEXANDRIA REAL ESTATE EQ IN | 015271109 | 10,861 | $638,165 | 0.29% |
| 87 | CBOE GLOBAL MKTS INC | 12503M108 | 2,740 | $637,558 | 0.29% |
| 88 | INTEL CORP | INTC | 15,409 | $637,008 | 0.29% |
| 89 | ISHARES TR | 46434V621 | 9,210 | $629,040 | 0.28% |
| 90 | NEXTERA ENERGY INC | NEE-PW | 7,655 | $625,897 | 0.28% |
| 91 | HONDA MOTOR LTD | HNDAF | 19,478 | $607,519 | 0.27% |
| 92 | ISHARES TR | 46435G532 | 6,961 | $587,368 | 0.26% |
| 93 | QUANTA SVCS INC | 74762E102 | 1,289 | $578,361 | 0.26% |
| 94 | ORIX CORP | ORXCF | 23,656 | $575,077 | 0.26% |
| 95 | MEDTRONIC PLC | MDT | 6,179 | $566,808 | 0.26% |
| 96 | FORD MTR CO | 345370860 | 42,778 | $566,385 | 0.25% |
| 97 | UNITEDHEALTH GROUP INC | UNH | 1,558 | $553,546 | 0.25% |
| 98 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 12,955 | $551,865 | 0.25% |
| 99 | SUN LIFE FINANCIAL INC. | SUNFF | 8,745 | $539,829 | 0.24% |
| 100 | SHELL PLC | RYDAF | 7,105 | $536,749 | 0.24% |
| 101 | TRANSMEDICS GROUP INC | TMDX | 3,948 | $530,295 | 0.24% |
| 102 | MERCK & CO INC | MRK | 6,114 | $529,376 | 0.24% |
| 103 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 21,502 | $521,863 | 0.23% |
| 104 | WELLS FARGO CO NEW | 949746101 | 6,066 | $521,676 | 0.23% |
| 105 | MOSAIC CO NEW | MOS | 18,149 | $519,982 | 0.23% |
| 106 | HERSHEY CO | HSY | 2,940 | $515,323 | 0.23% |
| 107 | ISHARES TR | 464287804 | 4,327 | $514,483 | 0.23% |
| 108 | UNILEVER PLC | UNLYF | 8,328 | $507,758 | 0.23% |
| 109 | HP INC | HPQ | 17,889 | $495,521 | 0.22% |
| 110 | EDWARDS LIFESCIENCES CORP | EW | 5,975 | $494,073 | 0.22% |
| 111 | GOLUB CAP BDC INC | 38173M102 | 34,948 | $492,068 | 0.22% |
| 112 | NETFLIX INC | NFLX | 442 | $486,381 | 0.22% |
| 113 | SPDR INDEX SHS FDS | 78463X434 | 5,460 | $484,848 | 0.22% |
| 114 | VANGUARD INDEX FDS | 922908363 | 753 | $476,004 | 0.21% |
| 115 | SCHWAB STRATEGIC TR | 808524300 | 14,067 | $473,917 | 0.21% |
| 116 | AGILENT TECHNOLOGIES INC | A | 3,280 | $469,708 | 0.21% |
| 117 | AT&T INC | T-PC | 18,113 | $455,363 | 0.20% |
| 118 | RELX PLC | RLXXF | 10,168 | $454,408 | 0.20% |
| 119 | INVESCO EXCH TRADED FD TR II | IVZ | 5,939 | $452,789 | 0.20% |
| 120 | PEPSICO INC | PEP | 3,041 | $444,473 | 0.20% |
| 121 | SMUCKER J M CO | 832696405 | 4,371 | $442,389 | 0.20% |
| 122 | IQVIA HLDGS INC | IQV | 1,980 | $431,303 | 0.19% |
| 123 | ISHARES INC | 464286319 | 13,891 | $425,760 | 0.19% |
| 124 | VANGUARD WORLD FD | 92204A702 | 530 | $424,806 | 0.19% |
| 125 | STRYKER CORPORATION | SYK | 1,145 | $423,188 | 0.19% |
| 126 | CATERPILLAR INC | CAT | 716 | $418,918 | 0.19% |
| 127 | ISHARES TR | 464288802 | 2,997 | $418,111 | 0.19% |
| 128 | VANGUARD SCOTTSDALE FDS | 92206C771 | 8,827 | $415,928 | 0.19% |
| 129 | PROLOGIS INC. | PLDGP | 3,361 | $415,010 | 0.19% |
| 130 | ENBRIDGE INC | ENNPF | 8,789 | $410,183 | 0.18% |
| 131 | HOME DEPOT INC | HD | 1,077 | $407,149 | 0.18% |
| 132 | CHUBB LIMITED | CB | 1,448 | $402,544 | 0.18% |
| 133 | CHENIERE ENERGY INC | LNG | 1,889 | $398,825 | 0.18% |
| 134 | HA SUSTAINABLE INFRA CAP INC | 41068X100 | 14,090 | $396,352 | 0.18% |
| 135 | XPLR INFRASTRUCTURE LP | NEE-PW | 39,789 | $393,911 | 0.18% |
| 136 | HERCULES CAPITAL INC | HCXY | 22,181 | $393,713 | 0.18% |
| 137 | CONSTELLATION ENERGY CORP | CEG | 962 | $386,176 | 0.17% |
| 138 | ZOETIS INC | ZTS | 2,682 | $386,055 | 0.17% |
| 139 | BLACKROCK ETF TRUST | BLK | 6,276 | $384,468 | 0.17% |
| 140 | GSK PLC | GLAXF | 8,302 | $381,311 | 0.17% |
| 141 | CLEARWAY ENERGY INC | CWEN-A | 11,855 | $377,463 | 0.17% |
| 142 | REALTY INCOME CORP | O | 6,459 | $376,947 | 0.17% |
| 143 | PHILLIPS 66 | PSX | 2,720 | $375,292 | 0.17% |
| 144 | BHP GROUP LTD | BHPLF | 6,469 | $374,956 | 0.17% |
| 145 | MARRIOTT INTL INC NEW | 571903202 | 1,409 | $370,837 | 0.17% |
| 146 | DANAHER CORPORATION | 235851102 | 1,720 | $368,097 | 0.17% |
| 147 | ING GROEP N.V. | INGVF | 15,129 | $365,668 | 0.16% |
| 148 | DISNEY WALT CO | 254687106 | 3,272 | $360,706 | 0.16% |
| 149 | THERMO FISHER SCIENTIFIC INC | TMO | 642 | $358,435 | 0.16% |
| 150 | AMERIPRISE FINL INC | 03076C106 | 745 | $356,527 | 0.16% |
| 151 | VERISIGN INC | VRSN | 1,526 | $355,283 | 0.16% |
| 152 | LOCKHEED MARTIN CORP | LMT | 731 | $354,776 | 0.16% |
| 153 | CAPITAL ONE FINL CORP | 14040H105 | 1,603 | $350,400 | 0.16% |
| 154 | SCHWAB STRATEGIC TR | 808524607 | 12,367 | $348,131 | 0.16% |
| 155 | EXPEDIA GROUP INC | EXPE | 1,547 | $339,969 | 0.15% |
| 156 | ISHARES TR | 464288778 | 6,846 | $336,139 | 0.15% |
| 157 | GENERAL DYNAMICS CORP | GD | 972 | $333,863 | 0.15% |
| 158 | PFIZER INC | PFE | 13,683 | $332,360 | 0.15% |
| 159 | GE AEROSPACE | 369604301 | 1,057 | $332,194 | 0.15% |
| 160 | MORGAN STANLEY | MS-PQ | 2,021 | $331,455 | 0.15% |
| 161 | CITIGROUP INC | C-PR | 3,343 | $331,365 | 0.15% |
| 162 | UGI CORP NEW | 902681105 | 9,785 | $324,960 | 0.15% |
| 163 | BEST BUY INC | BBY | 3,831 | $321,804 | 0.14% |
| 164 | RTX CORPORATION | RTX | 1,785 | $314,803 | 0.14% |
| 165 | SPDR SERIES TRUST | 78464A854 | 3,864 | $312,444 | 0.14% |
| 166 | CROWN CASTLE INC | CCI | 3,378 | $311,857 | 0.14% |
| 167 | WILLIAMS COS INC | 969457100 | 5,387 | $306,951 | 0.14% |
| 168 | SCHWAB STRATEGIC TR | 808524771 | 11,362 | $303,706 | 0.14% |
| 169 | PENTAIR PLC | PNR | 2,794 | $300,694 | 0.14% |
| 170 | ROBLOX CORP | RBLX | 2,226 | $297,705 | 0.13% |
| 171 | DELTA AIR LINES INC DEL | DAL | 5,027 | $295,370 | 0.13% |
| 172 | HUNT J B TRANS SVCS INC | 445658107 | 1,742 | $294,189 | 0.13% |
| 173 | ISHARES TR | 46435G516 | 3,099 | $293,506 | 0.13% |
| 174 | EXXON MOBIL CORP | XOM | 2,513 | $292,648 | 0.13% |
| 175 | AMERICAN ELEC PWR CO INC | 025537101 | 2,338 | $285,493 | 0.13% |
| 176 | PALANTIR TECHNOLOGIES INC | PLTR | 1,403 | $278,930 | 0.13% |
| 177 | ZSCALER INC | ZS | 868 | $278,593 | 0.13% |
| 178 | GENERAC HLDGS INC | GNRC | 1,539 | $278,344 | 0.13% |
| 179 | GENERAL MTRS CO | 37045V100 | 4,002 | $276,658 | 0.12% |
| 180 | VANGUARD SCOTTSDALE FDS | 92206C714 | 3,070 | $275,901 | 0.12% |
| 181 | INVESTMENT MANAGERS SER TR I | 46144X586 | 6,760 | $274,118 | 0.12% |
| 182 | PG&E CORP | PCG-PX | 17,387 | $274,019 | 0.12% |
| 183 | SNOWFLAKE INC | SNOW | 1,013 | $273,206 | 0.12% |
| 184 | PNC FINL SVCS GROUP INC | 693475105 | 1,506 | $272,616 | 0.12% |
| 185 | JOHNSON CTLS INTL PLC | G51502105 | 2,344 | $265,669 | 0.12% |
| 186 | ZOOM COMMUNICATIONS INC | ZM | 3,188 | $265,624 | 0.12% |
| 187 | BP PLC | BPPFF | 7,370 | $259,424 | 0.12% |
| 188 | ENTERGY CORP NEW | ENO | 2,710 | $258,697 | 0.12% |
| 189 | MICRON TECHNOLOGY INC | MU | 1,131 | $256,319 | 0.12% |
| 190 | AIRBNB INC | ABNB | 1,996 | $252,454 | 0.11% |
| 191 | ISHARES INC | 46434G764 | 3,425 | $249,203 | 0.11% |
| 192 | MCDONALDS CORP | MCD | 809 | $244,601 | 0.11% |
| 193 | TRAVELERS COMPANIES INC | TRV | 909 | $243,530 | 0.11% |
| 194 | EATON CORP PLC | ETN | 623 | $241,568 | 0.11% |
| 195 | ALPS ETF TR | 00162Q452 | 5,133 | $239,557 | 0.11% |
| 196 | DIAMOND HILL INVT GROUP INC | 25264R207 | 1,841 | $239,514 | 0.11% |
| 197 | BOOKING HOLDINGS INC | BKNG | 47 | $238,565 | 0.11% |
| 198 | CF INDS HLDGS INC | 125269100 | 2,834 | $238,481 | 0.11% |
| 199 | KENVUE INC | KVUE | 16,538 | $236,659 | 0.11% |
| 200 | EMCOR GROUP INC | EME | 304 | $236,208 | 0.11% |
| 201 | VANGUARD INDEX FDS | 922908637 | 727 | $231,171 | 0.10% |
| 202 | SANDISK CORP | SNDK | 1,126 | $230,109 | 0.10% |
| 203 | MASCO CORP | MAS | 3,525 | $229,915 | 0.10% |
| 204 | ISHARES TR | 464287598 | 1,117 | $228,776 | 0.10% |
| 205 | TECHNIPFMC PLC | FTI | 5,571 | $228,634 | 0.10% |
| 206 | LYONDELLBASELL INDUSTRIES N | LYB | 4,886 | $228,225 | 0.10% |
| 207 | FEDEX CORP | FDX | 894 | $223,178 | 0.10% |
| 208 | ISHARES TR | 46434V613 | 4,684 | $220,007 | 0.10% |
| 209 | HOLOGIC INC | HOLX | 2,945 | $217,871 | 0.10% |
| 210 | VEEVA SYS INC | VEEV | 759 | $217,583 | 0.10% |
| 211 | WABTEC | 929740108 | 1,079 | $217,479 | 0.10% |
| 212 | ARISTA NETWORKS INC | ANET | 1,329 | $215,338 | 0.10% |
| 213 | COMFORT SYS USA INC | 199908104 | 205 | $207,181 | 0.09% |
| 214 | ENERGY TRANSFER L P | ET-PI | 12,173 | $206,089 | 0.09% |
| 215 | NATERA INC | NTRA | 1,063 | $204,957 | 0.09% |
| 216 | LKQ CORP | LKQ | 6,783 | $203,761 | 0.09% |
| 217 | TARGET CORP | TGT | 2,144 | $201,826 | 0.09% |
| 218 | FRANKLIN RESOURCES INC | BEN | 8,743 | $200,564 | 0.09% |
| 219 | MARATHON PETE CORP | MARA | 1,022 | $200,057 | 0.09% |
| 220 | ADT INC DEL | ADT | 18,399 | $158,047 | 0.07% |
| 221 | TORTOISE CAPITAL SERIES TRUS | 890930209 | 17,750 | $157,975 | 0.07% |
| 222 | BRANDYWINE RLTY TR | 105368203 | 44,243 | $153,081 | 0.07% |
| 223 | GRANITE PT MTG TR INC | 38741L107 | 50,185 | $137,005 | 0.06% |
| 224 | CIA ENERGETICA DE MINAS GERA | 204409601 | 34,774 | $71,982 | 0.03% |