StockDriftsStockDriftsTop 50 Investment Research Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.9% | 57.5K | $11.5M | +7.40%(+3.96K) | $173.09(+30.61%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.49% | 104.1K | $10.3M | +7.55%(+7.31K) | $99.69(-2.29%) | 2026-06-30 | |
| CIEN | CIENA CORP | 3.46% | 20.8K | $10.2M | +0.28%(+58) | $190.43(+120.15%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.27% | 12.9K | $9.7M | -0.64%(-83) | $645.68(+20.64%) | 2026-06-30 | |
| PTL | NORTHERN LTS FD TR IV | 2.91% | 30.0K | $8.6M | +0.29%(+88) | $239.90(+21.79%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.88% | 29.4K | $8.5M | +11.77%(+3.10K) | $238.78(+27.89%) | 2026-06-30 | |
| SUB | ISHARES TR | 2.61% | 72.4K | $7.7M | -20.00%(-18.10K) | $106.56(-0.31%) | 2026-06-30 | |
| BCI | ABRDN ETFS | 2.56% | 338.1K | $7.6M | +1.76%(+5.85K) | $21.22(+15.70%) | 2026-06-30 | |
| IGIB | ISHARES TR | 2.19% | 121.8K | $6.5M | new | $53.05(-1.81%) | 2026-06-30 | |
| ACWX | ISHARES TR | 2.07% | 80.4K | $6.1M | +4.60%(+3.53K) | $63.66(+23.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.94% |
Investment Research Partners LLC reports $295.48M in US-listed equity holdings across 278 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.9%), AGG (3.5%) and CIEN (3.5%). The top 20 holdings account for 42.88% of reported assets. Its disclosed equity book has returned +11.95% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Research Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2069274). View Investment Research Partners LLC’s 13F filings on SEC