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Portfolio (Quarterly) Guide ↗

Investment Research Partners LLC

· CIK 0002069274
13F Portfolio $295M AUM 278 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 278 New
Page 3 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC Healthcare 3,890.0 $1.4M 0.48% NEW $362.12 +21.0%
42 INTC INTEL CORP Technology 9,970.0 $1.4M 0.47% NEW $139.63 -36.3%
43 TOTALENERGIES SE 17,768.0 $1.4M 0.47% NEW $77.76
44 QCOM QUALCOMM INC Technology 7,111.0 $1.3M 0.45% NEW $184.78 -9.8%
45 BERKSHIRE HATHAWAY INC DEL 2,622.0 $1.3M 0.44% NEW $500.41
46 AME AMETEK INC Industrials 5,409.0 $1.3M 0.44% NEW $241.95 -4.4%
47 MCK MCKESSON CORP Healthcare 1,710.0 $1.3M 0.44% NEW $755.80 +20.0%
48 WMT WALMART INC Consumer Defensive 11,411.0 $1.3M 0.44% NEW $113.26 -6.5%
49 ABBV ABBVIE INC Healthcare 5,081.0 $1.3M 0.43% NEW $251.62 +3.3%
50 GOOG ALPHABET INC 3,612.0 $1.3M 0.43% NEW $353.35
51 LOW LOWES COS INC Consumer Cyclical 5,609.0 $1.2M 0.42% NEW $220.50 -9.3%
52 MA MASTERCARD INCORPORATED Financial Services 2,376.0 $1.2M 0.41% NEW $513.61 +13.1%
53 V VISA INC Financial Services 3,460.0 $1.2M 0.40% NEW $343.07 +8.6%
54 SCHZ SCHWAB STRATEGIC TR 50,800.0 $1.2M 0.40% NEW $23.13 -2.2%
55 DFUS DIMENSIONAL ETF TRUST 14,328.0 $1.2M 0.40% NEW $81.94 +1.3%
56 IEMG ISHARES INC 14,055.0 $1.2M 0.39% NEW $82.84 -1.7%
57 DE DEERE & CO Industrials 1,833.0 $1.2M 0.39% NEW $634.44 +6.6%
58 HST HOST HOTELS & RESORTS INC Real Estate 49,042.0 $1.2M 0.39% NEW $23.71 -8.7%
59 BEPC BROOKFIELD RENEWABLE CORP Utilities 31,192.0 $1.2M 0.39% NEW $37.12 -14.8%
60 NUE NUCOR CORP Basic Materials 5,050.0 $1.1M 0.38% NEW $222.73 +13.1%
Page 3 of 14  ·  278 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 13.6%
Healthcare 11.1%
Industrials 10.1%
Consumer Cyclical 6.9%
Communication Services 6.3%
Consumer Defensive 5.1%
Utilities 3.8%
Energy 2.9%
Real Estate 2.6%