Investment Research Partners

LEMONT, PAfiles as Investment Research Partners LLC

$295m in 278 US stocks at the end of 30 June 2026. The top 10 are 29.3% of the money. It changed about 13.1% of the portfolio this quarter.

Value

$295m

Stocks

278

Top 10 share

29.3%

Turnover

13.1%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIGIB
2.2% of the fund
Western DigitalWDC
0.2% of the fund
Ishares TRIEI
0.2% of the fund
Vertex PharmaceuticalsVRTX
0.2% of the fund
Deckers OutdoorDECK
0.1% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
Waste ConnectionsWCN
0.1% of the fund
KLAKLAC
0.1% of the fund
FortinetFTNT
0.1% of the fund
Eversource EnergyES
0.1% of the fund
CumminsCMI
0.1% of the fund
BoeingBA
0.1% of the fund
Arista NetworksANET
0.1% of the fund
AonAON
0.1% of the fund
General MillsGIS
0.1% of the fund
Carpenter TechnologyCRS
0.1% of the fund
TeradyneTER
0.1% of the fund
SnowflakeSNOW
<0.1% of the fund
AmphenolAPH
<0.1% of the fund
Valero EnergyVLO
<0.1% of the fund
Ross StoresROST
<0.1% of the fund
Viking HoldingsVIK
<0.1% of the fund
RayonierRYN
<0.1% of the fund
PNC Financial Services GroupPNC
<0.1% of the fund
MetLifeMET
<0.1% of the fund

Added

Bought more of a stock they already held.

NvidiaNVDA
3.9% of the fund
+7%
Ishares TRAGG
3.5% of the fund
+8%
AppleAAPL
2.9% of the fund
+12%
Ishares TRACWX
2.1% of the fund
+5%
AlphabetGOOGL
2.0% of the fund
+3%
MicrosoftMSFT
1.8% of the fund
+20%
Ishares TRMUB
1.4% of the fund
+11%
Invesco Exchange Traded FD TRSP
1.4% of the fund
+4%
Schwab Strategic TRSCHO
1.2% of the fund
+10%
Ishares TRSHY
1.1% of the fund
+120%
Meta PlatformsMETA
1.1% of the fund
+10%
Lam ResearchLRCX
1.0% of the fund
+2%
Timothy PlanTPSC
0.8% of the fund
+2%
Vertiv HoldingsVRT
0.8% of the fund
+4%
RBB FDTBIL
0.8% of the fund
+97%
Johnson & JohnsonJNJ
0.8% of the fund
+7%
JPMorgan ChaseJPM
0.8% of the fund
+15%
Eli LillyLLY
0.7% of the fund
+12%
Amazon.comAMZN
0.7% of the fund
+31%
International Business MachinesIBM
0.7% of the fund
+17%
United Parcel ServiceUPS
0.7% of the fund
+3%
Costco WholesaleCOST
0.6% of the fund
+8%
ASML Holding NVASML
0.6% of the fund
+19%
American ExpressAXP
0.5% of the fund
+6%
State STR Spdr S&P 500 ETF TSPY
0.5% of the fund
+4%

Cut

Sold some of their stake.

Ishares TRSUB
2.6% of the fund
-20%
Ishares TRHDV
1.1% of the fund
-4%
Cisco SystemsCSCO
0.9% of the fund
-3%
Spdr Series TrustXBI
0.8% of the fund
-4%
Wisdomtree TRDES
0.7% of the fund
-6%
IntelINTC
0.5% of the fund
-24%
WalmartWMT
0.4% of the fund
-6%
Alliancebernstein Global HIGXAWFX
0.4% of the fund
-4%
Tortoise Energy InfrastructureTYG
0.3% of the fund
-6%
Quanta ServicesPWR
0.3% of the fund
-3%
Gilead SciencesGILD
0.2% of the fund
-11%
Ishares TRDGRO
0.2% of the fund
-10%
Ishares TRIBMP
0.2% of the fund
-58%
Ishares TRQUAL
0.2% of the fund
-31%
Ishares TRSDG
0.2% of the fund
-5%
Ishares TRIJR
0.2% of the fund
-9%
FiservFISV
0.2% of the fund
-7%
AdobeADBE
0.2% of the fund
-8%
Abrdn EtfsBCD
0.2% of the fund
-8%
Invesco Exch Traded FD TR IIKBWB
0.2% of the fund
-6%
Seagate Technology HoldingsSTX
0.2% of the fund
-5%
CorningGLW
0.2% of the fund
-9%
IsharesDVYE
0.1% of the fund
-5%
Vanguard World FDVGT
0.1% of the fund
-15%
SandiskSNDK
0.1% of the fund
-54%

Sold out

Sold their entire stake.

Ishares TRISTB
-100%
Ishares TRIBMO
-100%
PrologisPLD
-100%
Spdr Gold TRGLD
-100%
ExxonMobil HoldingsXOM
-100%
Schwab Strategic TRSCHG
-100%
Schwab Strategic TRFNDX
-100%
Diamond Hill Invt Group INC COM New
-100%
Spdr Series TrustSPYM
-100%
Investment Managers SER TR INXTE
-100%
ConocoPhillipsCOP
-100%
ServiceNowNOW
-100%
S&P GlobalSPGI
-100%
Cigna GroupCI
-100%
Hartford Insurance GroupHIG
-100%
SunoptaSTKL
-100%
Alight, Inc. / DelawareALIT
-100%

Holdings

NvidiaNVDA
Share
3.9%
Value
$12m
Shares
57,526
+7%
Ishares TRAGG
Share
3.5%
Value
$10m
Shares
104,143
+8%
CienaCIEN
Share
3.5%
Value
$10m
Shares
20,831
Held
Ishares TRIVV
Share
3.3%
Value
$10m
Shares
12,901
Held
Northern LTS FD TR IVPTL
Share
2.9%
Value
$9m
Shares
30,037
Held
AppleAAPL
Share
2.9%
Value
$9m
Shares
29,399
+12%
Ishares TRSUB
Share
2.6%
Value
$8m
Shares
72,397
-20%
Abrdn EtfsBCI
Share
2.6%
Value
$8m
Shares
338,083
Held
Ishares TRIGIB
Share
2.2%
Value
$6m
Shares
121,847
New
Ishares TRACWX
Share
2.1%
Value
$6m
Shares
80,389
+5%
AlphabetGOOGL
Share
2.0%
Value
$6m
Shares
16,319
+3%
MicrosoftMSFT
Share
1.8%
Value
$5m
Shares
14,078
+20%
Ishares TRMUB
Share
1.4%
Value
$4m
Shares
39,159
+11%
Invesco Exchange Traded FD TRSP
Share
1.4%
Value
$4m
Shares
19,213
+4%
BroadcomAVGO
Share
1.3%
Value
$4m
Shares
10,203
Held
Unified SER TROAIM
Share
1.2%
Value
$3m
Shares
73,058
Held
Schwab Strategic TRSCHO
Share
1.2%
Value
$3m
Shares
141,048
+10%
Ishares TRHDV
Share
1.1%
Value
$3m
Shares
122,482
-4%
Ishares TRSHY
Share
1.1%
Value
$3m
Shares
40,764
+120%
Meta PlatformsMETA
Share
1.1%
Value
$3m
Shares
5,649
+10%
Lam ResearchLRCX
Share
1.0%
Value
$3m
Shares
6,980
+2%
Cisco SystemsCSCO
Share
0.9%
Value
$3m
Shares
23,174
-3%
Timothy PlanTPSC
Share
0.8%
Value
$2m
Shares
51,415
+2%
Vertiv HoldingsVRT
Share
0.8%
Value
$2m
Shares
7,001
+4%
RBB FDTBIL
Share
0.8%
Value
$2m
Shares
46,666
+97%
Spdr Series TrustXBI
Share
0.8%
Value
$2m
Shares
14,325
-4%
Johnson & JohnsonJNJ
Share
0.8%
Value
$2m
Shares
8,904
+7%
JPMorgan ChaseJPM
Share
0.8%
Value
$2m
Shares
6,822
+15%
Eli LillyLLY
Share
0.7%
Value
$2m
Shares
1,847
+12%
Amazon.comAMZN
Share
0.7%
Value
$2m
Shares
9,229
+31%
International Business MachinesIBM
Share
0.7%
Value
$2m
Shares
7,527
+17%
United Parcel ServiceUPS
Share
0.7%
Value
$2m
Shares
19,187
+3%
Wisdomtree TRDES
Share
0.7%
Value
$2m
Shares
47,948
-6%
Taiwan Semiconductor ManufacturingTSM
Share
0.6%
Value
$2m
Shares
3,646
Held
Costco WholesaleCOST
Share
0.6%
Value
$2m
Shares
1,847
+8%
ASML Holding NVASML
Share
0.6%
Value
$2m
Shares
823
+19%
American ExpressAXP
Share
0.5%
Value
$2m
Shares
4,778
+6%
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$1m
Shares
2,006
+4%
Micron TechnologyMU
Share
0.5%
Value
$1m
Shares
1,296
+14%
Ishares TRIDV
Share
0.5%
Value
$1m
Shares
34,966
Held
AmgenAMGN
Share
0.5%
Value
$1m
Shares
3,890
+6%
IntelINTC
Share
0.5%
Value
$1m
Shares
9,970
-24%
TotalEnergies SETTE
Share
0.5%
Value
$1m
Shares
17,768
+5%
QualcommQCOM
Share
0.4%
Value
$1m
Shares
7,111
+3%
Berkshire HathawayBRK-B
Share
0.4%
Value
$1m
Shares
2,622
+20%
AmetekAME
Share
0.4%
Value
$1m
Shares
5,409
+14%
MckessonMCK
Share
0.4%
Value
$1m
Shares
1,710
+6%
WalmartWMT
Share
0.4%
Value
$1m
Shares
11,411
-6%
AbbVieABBV
Share
0.4%
Value
$1m
Shares
5,081
+6%
AlphabetGOOG
Share
0.4%
Value
$1m
Shares
3,612
+37%
Lowe's CompaniesLOW
Share
0.4%
Value
$1m
Shares
5,609
+6%
MastercardMA
Share
0.4%
Value
$1m
Shares
2,376
+13%
VisaV
Share
0.4%
Value
$1m
Shares
3,460
+12%
Schwab Strategic TRSCHZ
Share
0.4%
Value
$1m
Shares
50,800
+29%
Dimensional ETF TrustDFUS
Share
0.4%
Value
$1m
Shares
14,328
Held
IsharesIEMG
Share
0.4%
Value
$1m
Shares
14,055
Held
DeereDE
Share
0.4%
Value
$1m
Shares
1,833
+8%
Host Hotels & ResortsHST
Share
0.4%
Value
$1m
Shares
49,042
+10%
Brookfield RenewableBEPC
Share
0.4%
Value
$1m
Shares
31,192
+6%
NucorNUE
Share
0.4%
Value
$1m
Shares
5,050
Held
Regions FinancialRF
Share
0.4%
Value
$1m
Shares
36,750
+11%
Novartis AGNVS
Share
0.4%
Value
$1m
Shares
6,950
+14%
OracleORCL
Share
0.4%
Value
$1m
Shares
7,416
+12%
ChevronCVX
Share
0.4%
Value
$1m
Shares
6,483
+16%
Hewlett Packard EnterpriseHPE
Share
0.4%
Value
$1m
Shares
23,716
+5%
TeslaTSLA
Share
0.4%
Value
$1m
Shares
2,517
+28%
OrixIX
Share
0.4%
Value
$1m
Shares
27,303
+10%
Kraft HeinzKHC
Share
0.4%
Value
$1m
Shares
43,912
+7%
Alliancebernstein Global HIGXAWFX
Share
0.4%
Value
$1m
Shares
100,660
-4%
Ishares TRIQLT
Share
0.3%
Value
$993,074
Shares
20,042
Held
Alexandria Real Estate EquitiesARE
Share
0.3%
Value
$969,730
Shares
18,349
+28%
Verizon CommunicationsVZ
Share
0.3%
Value
$968,326
Shares
22,870
Held
Procter & GamblePG
Share
0.3%
Value
$968,180
Shares
6,602
+5%
Bristol-Myers SquibbBMY
Share
0.3%
Value
$962,127
Shares
16,698
Held
Shinhan Financial Group CO LSHG
Share
0.3%
Value
$943,058
Shares
14,910
+3%
Ishares TRIEFA
Share
0.3%
Value
$922,195
Shares
9,549
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$914,609
Shares
1,242
+10%
NextEra EnergyNEE
Share
0.3%
Value
$891,138
Shares
10,153
+25%
CaterpillarCAT
Share
0.3%
Value
$874,815
Shares
822
Held
ExelonEXC
Share
0.3%
Value
$872,012
Shares
18,705
+9%
Roper TechnologiesROP
Share
0.3%
Value
$839,950
Shares
2,482
+13%
O'Reilly AutomotiveORLY
Share
0.3%
Value
$836,730
Shares
9,086
+14%
Tortoise Energy InfrastructureTYG
Share
0.3%
Value
$832,857
Shares
19,427
-6%
Bank of AmericaBAC
Share
0.3%
Value
$826,094
Shares
14,498
+27%
Quanta ServicesPWR
Share
0.3%
Value
$825,886
Shares
1,147
-3%
Sun Life FinancialSLF
Share
0.3%
Value
$814,784
Shares
10,390
+10%
Toyota MotorTM
Share
0.3%
Value
$807,574
Shares
4,795
+24%
MerckMRK
Share
0.3%
Value
$797,577
Shares
6,207
Held
Mettler Toledo InternationalMTD
Share
0.3%
Value
$790,779
Shares
619
+12%
J M SmuckerSJM
Share
0.3%
Value
$787,717
Shares
7,002
+42%
DoleDOLE
Share
0.3%
Value
$785,895
Shares
57,281
+60%
Prudential FinancialPRU
Share
0.3%
Value
$751,226
Shares
6,960
Held
Ishares TREFA
Share
0.3%
Value
$741,495
Shares
7,138
Held
Cboe Global MktsCBOE
Share
0.2%
Value
$733,404
Shares
3,022
+5%
ShellSHEL
Share
0.2%
Value
$731,446
Shares
9,433
+30%
Honda MotorHMC
Share
0.2%
Value
$713,942
Shares
26,335
+24%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$710,043
Shares
8,592
+42%
BHP Billiton LimitedBHP
Share
0.2%
Value
$709,088
Shares
8,511
+27%
Gilead SciencesGILD
Share
0.2%
Value
$690,743
Shares
5,467
-11%
Phillips 66PSX
Share
0.2%
Value
$690,059
Shares
4,082
+29%

Company	Share of fund	Value	Shares	Change
NvidiaNVDA	3.9%	$12m	57,526	+7%
Ishares TRAGG	3.5%	$10m	104,143	+8%
CienaCIEN	3.5%	$10m	20,831	Held
Ishares TRIVV	3.3%	$10m	12,901	Held
Northern LTS FD TR IVPTL	2.9%	$9m	30,037	Held
AppleAAPL	2.9%	$9m	29,399	+12%
Ishares TRSUB	2.6%	$8m	72,397	-20%
Abrdn EtfsBCI	2.6%	$8m	338,083	Held
Ishares TRIGIB	2.2%	$6m	121,847	New
Ishares TRACWX	2.1%	$6m	80,389	+5%
AlphabetGOOGL	2.0%	$6m	16,319	+3%
MicrosoftMSFT	1.8%	$5m	14,078	+20%
Ishares TRMUB	1.4%	$4m	39,159	+11%
Invesco Exchange Traded FD TRSP	1.4%	$4m	19,213	+4%
BroadcomAVGO	1.3%	$4m	10,203	Held
Unified SER TROAIM	1.2%	$3m	73,058	Held
Schwab Strategic TRSCHO	1.2%	$3m	141,048	+10%
Ishares TRHDV	1.1%	$3m	122,482	-4%
Ishares TRSHY	1.1%	$3m	40,764	+120%
Meta PlatformsMETA	1.1%	$3m	5,649	+10%
Lam ResearchLRCX	1.0%	$3m	6,980	+2%
Cisco SystemsCSCO	0.9%	$3m	23,174	-3%
Timothy PlanTPSC	0.8%	$2m	51,415	+2%
Vertiv HoldingsVRT	0.8%	$2m	7,001	+4%
RBB FDTBIL	0.8%	$2m	46,666	+97%
Spdr Series TrustXBI	0.8%	$2m	14,325	-4%
Johnson & JohnsonJNJ	0.8%	$2m	8,904	+7%
JPMorgan ChaseJPM	0.8%	$2m	6,822	+15%
Eli LillyLLY	0.7%	$2m	1,847	+12%
Amazon.comAMZN	0.7%	$2m	9,229	+31%
International Business MachinesIBM	0.7%	$2m	7,527	+17%
United Parcel ServiceUPS	0.7%	$2m	19,187	+3%
Wisdomtree TRDES	0.7%	$2m	47,948	-6%
Taiwan Semiconductor ManufacturingTSM	0.6%	$2m	3,646	Held
Costco WholesaleCOST	0.6%	$2m	1,847	+8%
ASML Holding NVASML	0.6%	$2m	823	+19%
American ExpressAXP	0.5%	$2m	4,778	+6%
State STR Spdr S&P 500 ETF TSPY	0.5%	$1m	2,006	+4%
Micron TechnologyMU	0.5%	$1m	1,296	+14%
Ishares TRIDV	0.5%	$1m	34,966	Held
AmgenAMGN	0.5%	$1m	3,890	+6%
IntelINTC	0.5%	$1m	9,970	-24%
TotalEnergies SETTE	0.5%	$1m	17,768	+5%
QualcommQCOM	0.4%	$1m	7,111	+3%
Berkshire HathawayBRK-B	0.4%	$1m	2,622	+20%
AmetekAME	0.4%	$1m	5,409	+14%
MckessonMCK	0.4%	$1m	1,710	+6%
WalmartWMT	0.4%	$1m	11,411	-6%
AbbVieABBV	0.4%	$1m	5,081	+6%
AlphabetGOOG	0.4%	$1m	3,612	+37%
Lowe's CompaniesLOW	0.4%	$1m	5,609	+6%
MastercardMA	0.4%	$1m	2,376	+13%
VisaV	0.4%	$1m	3,460	+12%
Schwab Strategic TRSCHZ	0.4%	$1m	50,800	+29%
Dimensional ETF TrustDFUS	0.4%	$1m	14,328	Held
IsharesIEMG	0.4%	$1m	14,055	Held
DeereDE	0.4%	$1m	1,833	+8%
Host Hotels & ResortsHST	0.4%	$1m	49,042	+10%
Brookfield RenewableBEPC	0.4%	$1m	31,192	+6%
NucorNUE	0.4%	$1m	5,050	Held
Regions FinancialRF	0.4%	$1m	36,750	+11%
Novartis AGNVS	0.4%	$1m	6,950	+14%
OracleORCL	0.4%	$1m	7,416	+12%
ChevronCVX	0.4%	$1m	6,483	+16%
Hewlett Packard EnterpriseHPE	0.4%	$1m	23,716	+5%
TeslaTSLA	0.4%	$1m	2,517	+28%
OrixIX	0.4%	$1m	27,303	+10%
Kraft HeinzKHC	0.4%	$1m	43,912	+7%
Alliancebernstein Global HIGXAWFX	0.4%	$1m	100,660	-4%
Ishares TRIQLT	0.3%	$993,074	20,042	Held
Alexandria Real Estate EquitiesARE	0.3%	$969,730	18,349	+28%
Verizon CommunicationsVZ	0.3%	$968,326	22,870	Held
Procter & GamblePG	0.3%	$968,180	6,602	+5%
Bristol-Myers SquibbBMY	0.3%	$962,127	16,698	Held
Shinhan Financial Group CO LSHG	0.3%	$943,058	14,910	+3%
Ishares TRIEFA	0.3%	$922,195	9,549	Held
Invesco QQQ TRQQQ	0.3%	$914,609	1,242	+10%
NextEra EnergyNEE	0.3%	$891,138	10,153	+25%
CaterpillarCAT	0.3%	$874,815	822	Held
ExelonEXC	0.3%	$872,012	18,705	+9%
Roper TechnologiesROP	0.3%	$839,950	2,482	+13%
O'Reilly AutomotiveORLY	0.3%	$836,730	9,086	+14%
Tortoise Energy InfrastructureTYG	0.3%	$832,857	19,427	-6%
Bank of AmericaBAC	0.3%	$826,094	14,498	+27%
Quanta ServicesPWR	0.3%	$825,886	1,147	-3%
Sun Life FinancialSLF	0.3%	$814,784	10,390	+10%
Toyota MotorTM	0.3%	$807,574	4,795	+24%
MerckMRK	0.3%	$797,577	6,207	Held
Mettler Toledo InternationalMTD	0.3%	$790,779	619	+12%
J M SmuckerSJM	0.3%	$787,717	7,002	+42%
DoleDOLE	0.3%	$785,895	57,281	+60%
Prudential FinancialPRU	0.3%	$751,226	6,960	Held
Ishares TREFA	0.3%	$741,495	7,138	Held
Cboe Global MktsCBOE	0.2%	$733,404	3,022	+5%
ShellSHEL	0.2%	$731,446	9,433	+30%
Honda MotorHMC	0.2%	$713,942	26,335	+24%
Wells Fargo & CompanyWFC	0.2%	$710,043	8,592	+42%
BHP Billiton LimitedBHP	0.2%	$709,088	8,511	+27%
Gilead SciencesGILD	0.2%	$690,743	5,467	-11%
Phillips 66PSX	0.2%	$690,059	4,082	+29%

Showing the largest 100 of 278.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 32.9% since 30 September 2025.

Where the money is

Technology21.6%

Health care6.8%

Industrials6.7%

Financial services6.3%

Media & telecom4.1%

Retail & consumer4.1%

Everyday goods3.1%

Utilities2.3%

Energy2.0%

Real estate1.7%

Materials1.0%

Other40.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.