Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $11.5M | 3.9% | +7.4% |
| AGGIshares Tr | $10.3M | 3.5% | +7.5% |
| CIENCiena Corp | $10.2M | 3.5% | |
| IVVIshares Tr | $9.7M | 3.3% | |
| PTLNorthern Lts Fd Tr Iv | $8.6M | 2.9% | |
| AAPLApple Inc | $8.5M | 2.9% | +11.8% |
| SUBIshares Tr | $7.7M | 2.6% | −20.0% |
| BCIAbrdn Etfs | $7.6M | 2.6% | +1.8% |
| IGIBIshares Tr | $6.5M | 2.2% | New |
| ACWXIshares Tr | $6.1M | 2.1% | +4.6% |
| GOOGLAlphabet Inc | $5.8M | 2.0% | +3.1% |
| MSFTMicrosoft Corp | $5.3M | 1.8% | +19.5% |
| MUBIshares Tr | $4.2M | 1.4% | +10.7% |
| RSPInvesco Exchange Traded Fd T | $4.1M | 1.4% | +4.1% |
| AVGOBroadcom Inc | $3.9M | 1.3% | |
| OAIMUnified Ser Tr | $3.5M | 1.2% | −1.0% |
| SCHOSchwab Strategic Tr | $3.4M | 1.2% | +10.5% |
| HDVIshares Tr | $3.4M | 1.1% | −4.5% |
| SHYIshares Tr | $3.3M | 1.1% | +120.3% |
| METAMeta Platforms Inc | $3.2M | 1.1% | +9.8% |
| LRCXLam Research Corp | $3.0M | 1.0% | +2.4% |
| CSCOCisco Sys Inc | $2.7M | 0.9% | −3.4% |
| TPSCTimothy Plan | $2.5M | 0.8% | +2.1% |
| VRTVertiv Holdings Co | $2.3M | 0.8% | +3.8% |
| TBILRbb Fd Inc | $2.3M | 0.8% | +97.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | September 30, 2025 | +223.6% | $3.0M |
| VRTVertiv Holdings Co | September 30, 2025 | +121.9% | $2.3M |
| CIENCiena Corp | December 31, 2025 | +109.8% | $10.2M |
| Asml Hldg NvCUSIP N07059210 | September 30, 2025 | +105.5% | $1.6M |
| CSCOCisco Sys Inc | September 30, 2025 | +71.7% | $2.7M |
| TSMTaiwan Semiconductor Manufac | September 30, 2025 | +71.0% | $1.7M |
| XBISpdr Series Trust | September 30, 2025 | +57.9% | $2.3M |
| LLYEli Lilly & Co | September 30, 2025 | +57.2% | $2.2M |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $5.8M |
| JNJJohnson & Johnson | September 30, 2025 | +37.0% | $2.3M |
Sold off last quarter
- ISTBIshares Tr was $6.0M
- IBMOIshares Tr was $775K
- PLDPrologis Inc. was $488K
- GLDSpdr Gold Tr was $457K
- Exxon Mobil CorpCUSIP 30231G102 was $431K
- SCHGSchwab Strategic Tr was $399K
- FNDXSchwab Strategic Tr was $316K
- Diamond Hill Invt Group IncCUSIP 25264R207 was $304K
- SPYMSpdr Series Trust was $288K
- NXTEInvestment Managers Ser Tr I was $255K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | +1.6% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Investment Research Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2069274&type=13F-HR&dateb=&owner=include&count=40CIK 2069274
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2069274/000206927426000003/Filed August 4, 2026 · accession 0002069274-26-000003