Top 50 Investment Research Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TR | 3.92% | 90.5K | $9.6M | +10.97%(+8.95K) | $106.56(-0.29%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.91% | 96.8K | $9.6M | -0.34%(-328) | $99.74(-1.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.8% | 53.6K | $9.3M | -4.58%(-2.57K) | $172.38(+31.01%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.45% | 13.0K | $8.5M | -0.70%(-91) | $645.68(+15.50%) | 2026-03-31 | |
| BCI | ABRDN ETFS | 3.28% | 332.2K | $8.1M | +8.61%(+26.35K) | $21.23(+21.27%) | 2026-03-31 | |
| CIEN | CIENA CORP | 3.28% | 20.8K | $8.1M | -11.46%(-2.69K) | $189.77(+204.53%) | 2026-03-31 | |
| PTL | NORTHERN LTS FD TR IV | 3.05% | 29.9K | $7.5M | +5.79%(+1.64K) | $239.83(+15.48%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.72% | 26.3K | $6.7M | -3.38%(-919) | $235.34(+26.99%) | 2026-03-31 | |
| ISTB | ISHARES TR | 2.45% | 124.0K | $6.0M | +15.79%(+16.91K) | $48.71(-0.95%) | 2026-03-31 | |
| ACWX | ISHARES TR | 2.14% | 76.9K | $5.3M | +4.13%(+3.05K) | $63.31(+19.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.00% | +22.52% |
| Top 20 Holdings Unweighted | +10.90% | +36.41% |
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