Investment Research Partners LLC

Q3 2026 13F-HR Holdings

Location
Lemont, PA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
280
Total value ($000)
$295,324
Net value change ($000)
-160 (-0.1%)
New positions
23
Sold out positions
21
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,187 41.6%
NVDA 1,688 14.7%
BCI 1,373 18.2%
AAPL 1,356 15.9%
MUB 949 22.5%
IEI 928 166.9%
ISTB 735 NEW
HPQ 533 115.1%
EXXONMOBIL HOLDINGS CORP 504 NEW
IGIB 434 6.7%
Top Reduces (Value $000, Stocks/ETFs)
CIEN -9,951 -97.4%
SHY -1,646 -49.2%
LRCX -836 -27.6%
VRT -723 -30.8%
AGG -644 -6.2%
IBM -432 -20.4%
EIX -432 -100.0%
KLAC -347 -100.0%
WMT -343 -26.5%
BEPC -341 -29.4%
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