Institutional Manager · CIK 0002069274
Investment Research Partners LLC
LEMONT, PA · File #028-25893
Latest AUM
$233.0M
Positions
233
Top-10 Concentration
49.6%
Filings
2
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 56,133 | $10.5M | 6.95% |
| 2 | ISHARES TR | 464287226 | 97,161 | $9.7M | 6.45% |
| 3 | ISHARES TR | 464287200 | 13,075 | $9.0M | 5.95% |
| 4 | ISHARES TR | 464288158 | 81,546 | $8.7M | 5.78% |
| 5 | APPLE INC | AAPL | 27,221 | $7.4M | 4.92% |
| 6 | NORTHERN LTS FD TR IV | NTRSO | 28,309 | $7.0M | 4.67% |
| 7 | ABRDN ETFS | 003261104 | 305,884 | $6.0M | 3.97% |
| 8 | MICROSOFT CORP | MSFT | 11,801 | $5.7M | 3.79% |
| 9 | CIENA CORP | CIEN | 23,462 | $5.5M | 3.65% |
| 10 | ISHARES TR | 46432F859 | 107,114 | $5.2M | 3.47% |
| 11 | ISHARES TR | 464288240 | 73,805 | $5.0M | 3.29% |
| 12 | ALPHABET INC | GOOG | 15,538 | $4.9M | 3.23% |
| 13 | BROADCOM INC | AVGO | 11,044 | $3.8M | 2.54% |
| 14 | ISHARES TR | 464288414 | 30,526 | $3.3M | 2.17% |
| 15 | INVESCO EXCHANGE TRADED FD T | IVZ | 16,848 | $3.2M | 2.14% |
| 16 | ISHARES TR | 46429B663 | 25,820 | $3.1M | 2.09% |
| 17 | UNIFIED SER TR | UFI | 71,460 | $3.0M | 1.96% |
| 18 | SCHWAB STRATEGIC TR | 808524862 | 111,157 | $2.7M | 1.80% |
| 19 | JOHNSON & JOHNSON | JNJ | 10,378 | $2.1M | 1.43% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 6,306 | $2.0M | 1.35% |