Investment Research Partners LLC New Holdings in Q3 2025

Investment Research Partners LLC

  • $222 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
2.95K
New
$332.09 - $358.86 $980K - $1.06M
2.95K $1.01B
IEMG
Ishares Inc

ETFs
14.2K
New
N/A
14.2K $982M
PG
Procter & Gamble CO

Consumer Defensive
6.54K
New
$150.47 - $161.22 $984K - $1.05M
6.54K $973M
MA
Mastercard Inc

Financial Services
1.74K
New
$550.18 - $598.96 $958K - $1.04M
1.74K $966M
KHC
Kraft Heinz CO

Consumer Defensive
38.3K
New
$25.63 - $28.94 $983K - $1.11M
38.3K $935M
ADBE
Adobe Inc.

Technology
2.75K
New
$333.65 - $392.1 $918K - $1.08M
2.75K $929M
GILD
Gilead Sciences, Inc.

Healthcare
7.83K
New
$108.22 - $120.47 $848K - $944K
7.83K $928M
IQLT
Ishares Msci Intl Quality Fact

ETFs
20.2K
New
$41.43 - $44.2 $838K - $894K
20.2K $908M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
71.3K
New
$11.59 - $12.29 $826K - $876K
71.3K $870M
CVX
Chevron Corp

Energy
5.56K
New
$145.57 - $161.83 $809K - $900K
5.56K $862M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.29K
New
$182.33 - $194.5 $783K - $835K
4.29K $851M
AME
Ametek Inc

Industrials
4.56K
New
$176.44 - $192.03 $804K - $875K
4.56K $839M
ROP
Roper Technologies Inc

Industrials
1.86K
New
$495.03 - $573.0 $918K - $1.06M
1.86K $828M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34.6K
New
$22.9 - $23.58 $793K - $817K
34.6K $817M
TSLA
Tesla, Inc.

Consumer Cyclical
1.75K
New
$293.94 - $444.72 $515K - $779K
1.75K $809M
TM
Toyota Motor Corp

Consumer Cyclical
3.8K
New
$167.86 - $202.79 $638K - $770K
3.8K $787M
EXC
Exelon Corp

Utilities
16.6K
New
$42.73 - $45.54 $710K - $756K
16.6K $784M
DE
Deere & CO

Industrials
1.65K
New
$457.26 - $524.37 $753K - $863K
1.65K $779M
RF
Regions Financial Corp

Financial Services
32.1K
New
$24.03 - $27.41 $771K - $879K
32.1K $772M
SHG
Shinhan Financial Group CO LTD

Financial Services
14.4K
New
N/A
14.4K $757M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.89K
New
$89.32 - $107.82 $705K - $851K
7.89K $746M
NVS
Novartis Ag

Healthcare
6.12K
New
$113.5 - $129.73 $695K - $794K
6.12K $745M
MTD
Mettler Toledo International Inc

Healthcare
533
New
$1166.48 - $1324.06 $622K - $706K
533 $743M
NUE
Nucor Corp

Basic Materials
4.81K
New
$133.3 - $150.33 $641K - $723K
4.81K $743M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.65K
New
$87.29 - $93.61 $668K - $716K
7.65K $728M
FISV
Fiserv Inc

Technology
10.3K
New
N/A
10.3K $727M
ASML
Asml Holding Nv

Technology
669
New
$689.63 - $968.09 $461K - $648K
669 $716M
GOOG
Alphabet Inc.

Communication Services
2.5K
New
$175.16 - $255.24 $438K - $639K
2.5K $689M
BAC
Bank Of America Corp

Financial Services
13K
New
$44.92 - $52.42 $586K - $684K
13K $686M
HST
Host Hotels & Resorts, Inc.

Real Estate
41.8K
New
$15.27 - $17.68 $639K - $739K
41.8K $682M
ACN
Accenture PLC

Technology
2.67K
New
$232.56 - $304.78 $621K - $814K
2.67K $662M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
New
$546.99 - $602.2 $562K - $618K
1.03K $653M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
18.6K
New
$32.62 - $34.4 $608K - $641K
18.6K $651M
PRU
Prudential Financial Inc

Financial Services
6.39K
New
$100.68 - $109.89 $643K - $702K
6.39K $646M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
10.9K
New
$71.86 - $87.45 $780K - $950K
10.9K $638M
CBOE
Cboe Global Markets, Inc.

Financial Services
2.74K
New
$231.35 - $253.24 $634K - $694K
2.74K $638M
INTC
Intel Corp

Technology
15.4K
New
$19.31 - $35.5 $298K - $547K
15.4K $637M
DGRO
Ishares Core Dividend Growth E

ETFs
9.21K
New
$64.12 - $68.08 $591K - $627K
9.21K $629M
NEE
Nextera Energy Inc

Utilities
7.66K
New
$69.77 - $77.54 $534K - $594K
7.66K $626M
HMC
Honda Motor CO LTD

Consumer Cyclical
19.5K
New
$29.11 - $34.85 $567K - $679K
19.5K $608M
SDG
Ishares Trust Ishares Msci Glo

ETFs
6.96K
New
$75.87 - $83.26 $528K - $580K
6.96K $587M
PWR
Quanta Services, Inc.

Industrials
1.29K
New
$372.29 - $421.68 $480K - $544K
1.29K $578M
IX
Orix Corp

Financial Services
23.7K
New
$22.28 - $27.06 $527K - $640K
23.7K $575M
MDT
Medtronic PLC

Healthcare
6.18K
New
$87.67 - $95.74 $542K - $592K
6.18K $567M
F
Ford Motor CO

Consumer Cyclical
42.8K
New
$10.82 - $12.09 $463K - $517K
42.8K $566M
UNH
Unitedhealth Group Inc

Healthcare
1.56K
New
$237.77 - $353.61 $370K - $551K
1.56K $554M
BMY
Bristol Myers Squibb CO

Healthcare
13K
New
$43.31 - $48.98 $561K - $635K
13K $552M
SLF
Sun Life Financial Inc

Financial Services
8.75K
New
$56.54 - $66.41 $494K - $581K
8.75K $540M
SHEL
Shell PLC

Energy
7.11K
New
$69.82 - $73.93 $496K - $525K
7.11K $537M
Activity Summary
Buys All Purchases 224 New Holdings 224 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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