The Analysis of Investment Research Partners LLC's Holdings
Currently, Investment Research Partners LLC holds 230 types of securities in its portfolio with a total value $232.8M. In the most recent quarter, they have increased their positions in CIEN (+23.5K shares, valued at $5.5M), N/A (+16.9K shares, valued at $1.1M), HDV (+6.9K shares, valued at $843.7K); decreased their positions in ADBE (-706 shares, valued at $247.1K), SUB (-2.2K shares, valued at $230.3K), PG (-1.4K shares, valued at $203.2K); initiated new positions in CIEN (+23.5K shares, valued at $5.5M), N/A (+16.9K shares, valued at $1.1M), TYG (+20.6K shares, valued at $841.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION56.1K shares0.68%2025-12-312026-02-12
AGG ISHARES TR97.2K shares5.89%2025-12-312026-02-12 IVV ISHARES TR13.1K shares1.84%2025-12-312026-02-12 SUB ISHARES TR81.5K shares-2.58%2025-12-312026-02-12 AAPL APPLE INC27.2K shares3.50%2025-12-312026-02-12 PTL NORTHERN LTS FD TR IV28.3K shares-1.51%2025-12-312026-02-12 BCI ABRDN ETFS305.9K shares3.03%2025-12-312026-02-12 MSFT MICROSOFT CORP11.8K shares-2.89%2025-12-312026-02-12 CIEN CIENA CORP23.5K sharesnew addition2025-12-312026-02-12 ISTB ISHARES TR107.1K shares2.01%2025-12-312026-02-12 ACWX ISHARES TR73.8K shares5.12%2025-12-312026-02-12 ALPHABET INC ALPHABET INC15.5K shares1.70%2025-12-312026-02-12 BROADCOM INC BROADCOM INC11.0K shares7.47%2025-12-312026-02-12 MUB ISHARES TR30.5K shares10.51%2025-12-312026-02-12 HDV ISHARES TR25.8K shares36.74%2025-12-312026-02-12 OAIM UNIFIED SER TR71.5K shares-0.72%2025-12-312026-02-12 SCHO SCHWAB STRATEGIC TR111.2K shares-2.51%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON10.4K shares1.63%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.6.3K shares2.12%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS6.8K shares-0.54%2025-12-312026-02-12 TPSC TIMOTHY PLAN46.7K shares-1.26%2025-12-312026-02-12 AMZN AMAZON COM INC8.3K shares10.25%2025-12-312026-02-12 CSCO CISCO SYS INC24.4K shares1.97%2025-12-312026-02-12 XBI SPDR SERIES TRUST15.4K shares-2.72%2025-12-312026-02-12 UPS UNITED PARCEL SERVICE INC18.7K shares0.31%2025-12-312026-02-12 LLY ELI LILLY & CO1.6K shares1.60%2025-12-312026-02-12 DES WISDOMTREE TR50.6K shares-1.16%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO4.4K shares0.50%2025-12-312026-02-12 SHY ISHARES TR17.5K shares8.53%2025-12-312026-02-12 IDV ISHARES TR35.7K shares0.76%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR2.0K shares0.00%2025-12-312026-02-12 WMT WALMART INC12.1K shares0.78%2025-12-312026-02-12 MCK MCKESSON CORP1.6K shares0.68%2025-12-312026-02-12 LOW LOWES COS INC5.5K shares5.62%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW1.5K shares3.35%2025-12-312026-02-12 QUAL ISHARES TR6.4K shares48.58%2025-12-312026-02-12 META META PLATFORMS INC1.9K shares5.58%2025-12-312026-02-12 ORCL ORACLE CORP6.2K shares-7.58%2025-12-312026-02-12 AMGN AMGEN INC3.7K shares2.06%2025-12-312026-02-12 TBIL RBB FD INC23.6K shares0.00%2025-12-312026-02-12 ABBV ABBVIE INC5.1K shares5.32%2025-12-312026-02-12 QCOM QUALCOMM INC6.8K shares0.34%2025-12-312026-02-12 AWF ALLIANCEBERNSTEIN GLOBAL HIG103.9K shares0.13%2025-12-312026-02-12 V VISA INC3.1K shares6.64%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD3.5K shares-1.60%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST14.3K shares-7.47%2025-12-312026-02-12 VRT VERTIV HOLDINGS CO6.5K shares0.00%2025-12-312026-02-12 MA MASTERCARD INCORPORATED1.8K shares3.85%2025-12-312026-02-12 IEMG ISHARES INC14.4K shares1.22%2025-12-312026-02-12 TSLA TESLA INC2.1K shares20.15%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC23.1K shares-8.43%2025-12-312026-02-12 KHC KRAFT HEINZ CO38.6K shares0.74%2025-12-312026-02-12 GILD GILEAD SCIENCES INC7.6K shares-3.18%2025-12-312026-02-12 AME AMETEK INC4.5K shares-0.64%2025-12-312026-02-12 IQLT ISHARES TR20.2K shares0.06%2025-12-312026-02-12 ROP ROPER TECHNOLOGIES INC2.1K shares10.84%2025-12-312026-02-12 CVX CHEVRON CORP NEW5.8K shares3.81%2025-12-312026-02-12 ALPHABET INC ALPHABET INC2.8K shares10.91%2025-12-312026-02-12 RF REGIONS FINANCIAL CORP NEW31.8K shares-0.82%2025-12-312026-02-12 SCHZ SCHWAB STRATEGIC TR36.6K shares5.65%2025-12-312026-02-12 IEFA ISHARES TR9.5K shares-0.68%2025-12-312026-02-12 NVS NOVARTIS AG6.2K shares1.24%2025-12-312026-02-12 TYG TORTOISE ENERGY INFRA CORP20.6K sharesnew addition2025-12-312026-02-12 TM TOYOTA MOTOR CORP3.8K shares-0.18%2025-12-312026-02-12 NUE NUCOR CORP4.8K shares-0.23%2025-12-312026-02-12 HST HOST HOTELS & RESORTS INC43.6K shares4.35%2025-12-312026-02-12 DE DEERE & CO1.7K shares0.85%2025-12-312026-02-12 SHG SHINHAN FINANCIAL GROUP CO L14.2K shares-1.06%2025-12-312026-02-12 EXC EXELON CORP17.4K shares4.50%2025-12-312026-02-12 MTD METTLER TOLEDO INTERNATIONAL531 shares-0.38%2025-12-312026-02-12 EFA ISHARES TR7.7K shares0.00%2025-12-312026-02-12 PRU PRUDENTIAL FINL INC6.5K shares1.80%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO5.1K shares-21.69%2025-12-312026-02-12 BAC BANK AMERICA CORP13.2K shares1.53%2025-12-312026-02-12 ADBE ADOBE INC2.0K shares-25.67%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO13.1K shares1.38%2025-12-312026-02-12 ASML ASML HOLDING N V661 shares-1.20%2025-12-312026-02-12 IX ORIX CORP23.6K shares-0.20%2025-12-312026-02-12 CBOE CBOE GLOBAL MKTS INC2.7K shares0.22%2025-12-312026-02-12 ORLY OREILLY AUTOMOTIVE INC7.6K shares-4.32%2025-12-312026-02-12 FI FISERV INC10.2K shares-1.04%2025-12-312026-02-12 DGRO ISHARES TR9.2K shares-0.65%2025-12-312026-02-12 NEE NEXTERA ENERGY INC7.7K shares0.14%2025-12-312026-02-12 SDG ISHARES TR6.9K shares-0.95%2025-12-312026-02-12 BCD ABRDN ETFS18.6K shares0.00%2025-12-312026-02-12 SHEL SHELL PLC7.8K shares9.99%2025-12-312026-02-12 ARE ALEXANDRIA REAL ESTATE EQ IN11.7K shares7.68%2025-12-312026-02-12 HMC HONDA MOTOR LTD19.4K shares-0.37%2025-12-312026-02-12 WFC WELLS FARGO CO NEW6.1K shares0.00%2025-12-312026-02-12 F FORD MTR CO42.5K shares-0.64%2025-12-312026-02-12 SLF SUN LIFE FINANCIAL INC.8.8K shares0.71%2025-12-312026-02-12 AMP AMERIPRISE FINL INC1.1K shares47.11%2025-12-312026-02-12 HSY HERSHEY CO2.9K shares0.00%2025-12-312026-02-12 INTC INTEL CORP14.4K shares-6.40%2025-12-312026-02-12 MEDTRONIC PLC MEDTRONIC PLC5.5K shares-10.76%2025-12-312026-02-12 PWR QUANTA SVCS INC1.3K shares-2.87%2025-12-312026-02-12 HPE HEWLETT PACKARD ENTERPRISE C21.9K shares1.97%2025-12-312026-02-12 IJR ISHARES TR4.3K shares0.05%2025-12-312026-02-12 EW EDWARDS LIFESCIENCES CORP6.0K shares0.15%2025-12-312026-02-12 CB CHUBB LIMITED1.6K shares11.05%2025-12-312026-02-12 KBWB INVESCO EXCH TRADED FD TR II5.9K shares0.00%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC1.5K shares-3.15%2025-12-312026-02-12 QEFA SPDR INDEX SHS FDS5.5K shares0.00%2025-12-312026-02-12 PLD PROLOGIS INC.3.9K shares15.23%2025-12-312026-02-12 UNILEVER PLC UNILEVER PLC7.5K sharesnew addition2025-12-312026-02-12 TMDX TRANSMEDICS GROUP INC4.0K shares0.46%2025-12-312026-02-12 T AT&T INC19.3K shares6.59%2025-12-312026-02-12 GBDC GOLUB CAP BDC INC34.6K shares-0.99%2025-12-312026-02-12 IQV IQVIA HLDGS INC2.1K shares4.34%2025-12-312026-02-12 EXPE EXPEDIA GROUP INC1.6K shares5.95%2025-12-312026-02-12 CAT CATERPILLAR INC810 shares13.13%2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR14.1K shares0.00%2025-12-312026-02-12 HP INC HP INC20.0K shares11.90%2025-12-312026-02-12 HASI HA SUSTAINABLE INFRA CAP INC14.1K shares0.11%2025-12-312026-02-12 DVYE ISHARES INC14.2K shares2.30%2025-12-312026-02-12 A AGILENT TECHNOLOGIES INC3.2K shares-0.98%2025-12-312026-02-12 MAR MARRIOTT INTL INC NEW1.4K shares0.92%2025-12-312026-02-12 COF CAPITAL ONE FINL CORP1.8K shares12.66%2025-12-312026-02-12 PEP PEPSICO INC3.0K shares-0.33%2025-12-312026-02-12 DHR DANAHER CORPORATION1.9K shares9.65%2025-12-312026-02-12 BKNG BOOKING HOLDINGS INC80 shares70.21%2025-12-312026-02-12 ING ING GROEP N.V.15.3K shares0.85%2025-12-312026-02-12 SJM SMUCKER J M CO4.3K shares-0.53%2025-12-312026-02-12 MOS MOSAIC CO NEW17.5K shares-3.32%2025-12-312026-02-12 RELX RELX PLC10.4K shares2.31%2025-12-312026-02-12 SYK STRYKER CORPORATION1.2K shares4.45%2025-12-312026-02-12 HTGC HERCULES CAPITAL INC22.3K shares0.52%2025-12-312026-02-12 NFLX NETFLIX INC4.4K shares906.11%2025-12-312026-02-12 GM GENERAL MTRS CO5.1K shares28.01%2025-12-312026-02-12 HD HOME DEPOT INC1.2K shares11.88%2025-12-312026-02-12 ENB ENBRIDGE INC8.6K shares-2.36%2025-12-312026-02-12 GSK PLC GSK PLC8.3K shares-0.55%2025-12-312026-02-12 DOLE DOLE PLC27.0K sharesnew addition2025-12-312026-02-12 PSX PHILLIPS 663.1K shares15.07%2025-12-312026-02-12 SUSA ISHARES TR2.9K shares-3.90%2025-12-312026-02-12 VGT VANGUARD WORLD FD530 shares0.00%2025-12-312026-02-12 PFE PFIZER INC15.9K shares15.89%2025-12-312026-02-12 DIS DISNEY WALT CO3.5K shares5.47%2025-12-312026-02-12 DAL DELTA AIR LINES INC DEL5.6K shares10.46%2025-12-312026-02-12 BHP BHP GROUP LTD6.4K shares-1.55%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP792 shares8.34%2025-12-312026-02-12 CWEN CLEARWAY ENERGY INC11.4K shares-3.75%2025-12-312026-02-12 IAT ISHARES TR6.8K shares0.00%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC641 shares-0.16%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR12.7K shares2.67%2025-12-312026-02-12 UGI UGI CORP NEW9.6K shares-1.62%2025-12-312026-02-12 MS MORGAN STANLEY2.0K shares0.10%2025-12-312026-02-12 VRSN VERISIGN INC1.5K shares-4.65%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR13.0K sharesnew addition2025-12-312026-02-12 CEG CONSTELLATION ENERGY CORP962 shares0.00%2025-12-312026-02-12 JBHT HUNT J B TRANS SVCS INC1.7K shares0.23%2025-12-312026-02-12 LNG CHENIERE ENERGY INC1.7K shares-9.26%2025-12-312026-02-12 CNC CENTENE CORP DEL8.0K sharesnew addition2025-12-312026-02-12 RTX RTX CORPORATION1.8K shares0.00%2025-12-312026-02-12 MU MICRON TECHNOLOGY INC1.1K shares0.27%2025-12-312026-02-12 WMB WILLIAMS COS INC5.4K shares-0.26%2025-12-312026-02-12 PNR PENTAIR PLC3.0K shares8.91%2025-12-312026-02-12 DHIL DIAMOND HILL INVT GROUP INC1.9K shares1.03%2025-12-312026-02-12 PCG PG&E CORP19.5K shares12.02%2025-12-312026-02-12 O REALTY INCOME CORP5.5K shares-14.48%2025-12-312026-02-12 SPYM SPDR SERIES TRUST3.9K shares0.36%2025-12-312026-02-12 ZTS ZOETIS INC2.5K shares-8.35%2025-12-312026-02-12 FNDX SCHWAB STRATEGIC TR11.4K shares0.00%2025-12-312026-02-12 EIX EDISON INTL5.1K sharesnew addition2025-12-312026-02-12 XIFR XPLR INFRASTRUCTURE LP30.4K shares-23.72%2025-12-312026-02-12 XOM EXXON MOBIL CORP2.5K shares0.28%2025-12-312026-02-12 ZM ZOOM COMMUNICATIONS INC3.4K shares6.37%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE928 shares-12.20%2025-12-312026-02-12 VONV VANGUARD SCOTTSDALE FDS3.1K shares0.00%2025-12-312026-02-12 FDX FEDEX CORP977 shares9.28%2025-12-312026-02-12 ESGD ISHARES TR3.0K shares-4.32%2025-12-312026-02-12 BBY BEST BUY INC4.2K shares9.48%2025-12-312026-02-12 JCI JOHNSON CTLS INTL PLC2.3K shares0.00%2025-12-312026-02-12 MCD MCDONALDS CORP881 shares8.90%2025-12-312026-02-12 WAB WABTEC1.3K shares16.31%2025-12-312026-02-12 AEP AMERICAN ELEC PWR CO INC2.3K shares-0.90%2025-12-312026-02-12 TRV TRAVELERS COMPANIES INC909 shares0.00%2025-12-312026-02-12 KVUE KENVUE INC15.1K shares-8.83%2025-12-312026-02-12 FIX COMFORT SYS USA INC275 shares34.15%2025-12-312026-02-12 SNDK SANDISK CORP1.1K shares-4.44%2025-12-312026-02-12 BP BP PLC7.3K shares-1.48%2025-12-312026-02-12 NXTE INVESTMENT MANAGERS SER TR I6.5K shares-3.70%2025-12-312026-02-12 ETR ENTERGY CORP NEW2.7K shares0.00%2025-12-312026-02-12 FTI TECHNIPFMC PLC5.6K shares0.66%2025-12-312026-02-12 EMXC ISHARES INC3.4K shares0.00%2025-12-312026-02-12 DG DOLLAR GEN CORP NEW1.9K sharesnew addition2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC1.4K shares-1.21%2025-12-312026-02-12 NTRA NATERA INC1.1K shares0.00%2025-12-312026-02-12 ALPS ETF TR ALPS ETF TR5.1K shares0.00%2025-12-312026-02-12 MAS MASCO CORP3.8K shares7.32%2025-12-312026-02-12 IWD ISHARES TR1.1K shares-0.27%2025-12-312026-02-12 TGT TARGET CORP2.4K shares10.59%2025-12-312026-02-12 VV VANGUARD INDEX FDS727 shares0.00%2025-12-312026-02-12 REGN REGENERON PHARMACEUTICALS295 sharesnew addition2025-12-312026-02-12 EXAS EXACT SCIENCES CORP2.2K sharesnew addition2025-12-312026-02-12 HOLX HOLOGIC INC3.0K shares1.94%2025-12-312026-02-12 MEDP MEDPACE HLDGS INC394 sharesnew addition2025-12-312026-02-12 LYB LYONDELLBASELL INDUSTRIES N5.1K shares4.38%2025-12-312026-02-12 CF CF INDS HLDGS INC2.8K shares0.00%2025-12-312026-02-12 IUSB ISHARES TR4.7K shares0.00%2025-12-312026-02-12 ESTC ELASTIC N V2.8K sharesnew addition2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN820 sharesnew addition2025-12-312026-02-12 LVS LAS VEGAS SANDS CORP3.2K sharesnew addition2025-12-312026-02-12 LKQ LKQ CORP6.9K shares1.77%2025-12-312026-02-12 EHC ENCOMPASS HEALTH CORP2.0K sharesnew addition2025-12-312026-02-12 SNOW SNOWFLAKE INC944 shares-6.81%2025-12-312026-02-12 HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2025-12-312026-02-12 FCX FREEPORT-MCMORAN INC4.0K sharesnew addition2025-12-312026-02-12 GNRC GENERAC HLDGS INC1.5K shares-4.16%2025-12-312026-02-12 ET ENERGY TRANSFER L P12.1K shares-0.50%2025-12-312026-02-12 TNGY TORTOISE CAPITAL SERIES TRUS17.8K shares0.00%2025-12-312026-02-12 BDN BRANDYWINE RLTY TR51.4K shares16.11%2025-12-312026-02-12 ADT ADT INC DEL15.1K shares-18.17%2025-12-312026-02-12 GPMT GRANITE PT MTG TR INC50.1K shares-0.09%2025-12-312026-02-12 CIG CIA ENERGETICA DE MINAS GERA36.4K shares4.59%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
CIEN Put PutCIENA CORP22.0K sharesnew addition2025-12-312026-02-12 NVDA Put PutNVIDIA CORPORATION9.3K sharesnew addition2025-12-312026-02-12 SPY Put PutSPDR S&P 500 ETF TR5.1K sharesnew addition2025-12-312026-02-12