Investment Research Partners LLC has filed its Form 13F-HR report, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Counsel Ashleigh Swayze on October 19, 2026, lists a total of 280 holdings.
The portfolio is concentrated in large-cap technology and financial services companies. The largest position is held in Apple Inc., with 29,618 shares. Microsoft Corporation is the second-largest holding, with 14,503 shares. Other major technology holdings include Alphabet Inc. Class A (16,092 shares) and Broadcom Inc. (10,254 shares).
Financial sector exposure is also significant. The filing shows a position in JPMorgan Chase & Co. with 6,849 shares and Bank of America Corp. with 14,303 shares. Additionally, the firm holds shares in Visa Inc. Class A (2,407 shares) and Mastercard Incorporated Class A (2,407 shares).
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Notable ETF holdings include the iShares Core S&P 500 ETF (12,809 shares) and the iShares Core MSCI EAFE ETF (9,494 shares). The firm also holds substantial positions in energy companies, including Chevron Corporation (6,470 shares) and ExxonMobil Holdings Corp. (3,097 shares).
Investment Research Partners LLC lists its principal business address as 801-1 Pike Street, Lemont, PA 16851.
