Investment Research Partners LLC

Q2 2026 13F-HR Holdings

Location
Lemont, PA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
278
Total value ($000)
$295,484
Net value change ($000)
+49,719 (20.2%)
New positions
50
Sold out positions
17
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGIB 6,479 NEW
NVDA 2,169 23.2%
CIEN 2,154 26.7%
AAPL 1,832 27.4%
SHY 1,819 119.0%
LRCX 1,569 107.8%
GOOGL 1,281 28.1%
IVV 1,181 13.9%
TBIL 1,149 97.5%
MU 1,113 290.6%
Top Reduces (Value $000, Stocks/ETFs)
ISTB -6,010 -100.0%
SUB -1,930 -20.0%
IBMP -886 -57.6%
IBMQ -786 -68.5%
IBMO -775 -100.0%
BCI -517 -6.4%
PLD -488 -100.0%
GLD -457 -100.0%
XOM -431 -100.0%
SCHG -399 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type