Investment Research Partners LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 3 quarters from 2025-09-30 to 2026-06-30, Investment Research Partners LLC opened 84 positions, added to 292, reduced 139 and sold out of 33.
- Q2 2026: Stock PLD; Country of operation United States; Class COM; Shares before 3,689.
- Q2 2026: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 1,063.
- Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 2,543.
- Q2 2026: Stock DHIL; Country of operation United States; Class COM NEW; Shares before 1,769.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2069274), 3 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-09-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | PLD
PROLOGIS INC. | United States | COM | 3,689 | 0 | -3,689 | $487,563 | $0 | -$487,563 | 2026-08-04 |
|---|
| Q2 2026 | GLD
SPDR GOLD TR | United States | GOLD SHS | 1,063 | 0 | -1,063 | $457,398 | $0 | -$457,398 | 2026-08-04 |
|---|
| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,543 | 0 | -2,543 | $431,485 | $0 | -$431,485 | 2026-08-04 |
|---|
| Q2 2026 | DHIL
DIAMOND HILL INVT GROUP INC | United States | COM NEW | 1,769 | 0 | -1,769 | $304,445 | $0 | -$304,445 | 2026-08-04 |
|---|
| Q2 2026 | COP
CONOCOPHILLIPS | United States | COM | 1,805 | 0 | -1,805 | $238,319 | $0 | -$238,319 | 2026-08-04 |
|---|
| Q2 2026 | NOW
SERVICENOW INC | United States | COM | 2,133 | 0 | -2,133 | $223,005 | $0 | -$223,005 | 2026-08-04 |
|---|
| Q2 2026 | SPGI
S&P GLOBAL INC | United States | COM | 508 | 0 | -508 | $216,073 | $0 | -$216,073 | 2026-08-04 |
|---|
| Q2 2026 | CI
THE CIGNA GROUP | United States | COM | 786 | 0 | -786 | $209,666 | $0 | -$209,666 | 2026-08-04 |
|---|
| Q2 2026 | HIG
HARTFORD INSURANCE GROUP INC | United States | COM | 1,479 | 0 | -1,479 | $200,005 | $0 | -$200,005 | 2026-08-04 |
|---|
| Q2 2026 | STKL
SUNOPTA INC | | COM | 11,994 | 0 | -11,994 | $77,721 | $0 | -$77,721 | 2026-08-04 |
|---|
| Q1 2026 | TEAM
ATLASSIAN CORPORATION | | CL A | 2,222 | 0 | -2,222 | $360,274 | $0 | -$360,274 | 2026-04-29 |
|---|
| Q1 2026 | BBY
BEST BUY INC | United States | COM | 4,194 | 0 | -4,194 | $280,702 | $0 | -$280,702 | 2026-04-29 |
|---|
| Q1 2026 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 1,386 | 0 | -1,386 | $246,363 | $0 | -$246,363 | 2026-04-29 |
|---|
| Q1 2026 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 1,839 | 0 | -1,839 | $240,964 | $0 | -$240,964 | 2026-04-29 |
|---|
| Q1 2026 | EXAS
EXACT SCIENCES CORP | United States | COM | 2,241 | 0 | -2,241 | $227,595 | $0 | -$227,595 | 2026-04-29 |
|---|
| Q1 2026 | HOLX
HOLOGIC INC | United States | COM | 3,002 | 0 | -3,002 | $223,617 | $0 | -$223,617 | 2026-04-29 |
|---|
| Q1 2026 | MEDP
MEDPACE HLDGS INC | United States | COM | 394 | 0 | -394 | $221,291 | $0 | -$221,291 | 2026-04-29 |
|---|
| Q1 2026 | ESTC
ELASTIC N V | United States | ORD SHS | 2,821 | 0 | -2,821 | $212,815 | $0 | -$212,815 | 2026-04-29 |
|---|
| Q1 2026 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 820 | 0 | -820 | $210,956 | $0 | -$210,956 | 2026-04-29 |
|---|
| Q1 2026 | LVS
LAS VEGAS SANDS CORP | United States | COM | 3,215 | 0 | -3,215 | $209,265 | $0 | -$209,265 | 2026-04-29 |
|---|
| Q1 2026 | EHC
ENCOMPASS HEALTH CORP | United States | COM | 1,964 | 0 | -1,964 | $208,456 | $0 | -$208,456 | 2026-04-29 |
|---|
| Q1 2026 | SNOW
SNOWFLAKE INC | United States | COM SHS | 944 | 0 | -944 | $207,075 | $0 | -$207,075 | 2026-04-29 |
|---|
| Q1 2026 | ADT
ADT INC DEL | United States | COM | 15,055 | 0 | -15,055 | $121,493 | $0 | -$121,493 | 2026-04-29 |
|---|
| Q4 2025 | TEAF
TORTOISE SUSTAINABLE & SOCIA | United States | COM SH BEN INT | 71,272 | 0 | -71,272 | $870,013 | $0 | -$870,013 | 2026-02-12 |
|---|
| Q4 2025 | RBLX
ROBLOX CORP | United States | CL A | 2,226 | 0 | -2,226 | $297,705 | $0 | -$297,705 | 2026-02-12 |
|---|
| Q4 2025 | ZS
ZSCALER INC | United States | COM | 868 | 0 | -868 | $278,593 | $0 | -$278,593 | 2026-02-12 |
|---|
| Q4 2025 | PNC
PNC FINL SVCS GROUP INC | United States | COM | 1,506 | 0 | -1,506 | $272,616 | $0 | -$272,616 | 2026-02-12 |
|---|
| Q4 2025 | ABNB
AIRBNB INC | United States | COM CL A | 1,996 | 0 | -1,996 | $252,454 | $0 | -$252,454 | 2026-02-12 |
|---|
| Q4 2025 | ETN
EATON CORP PLC | | SHS | 623 | 0 | -623 | $241,568 | $0 | -$241,568 | 2026-02-12 |
|---|
| Q4 2025 | EME
EMCOR GROUP INC | United States | COM | 304 | 0 | -304 | $236,208 | $0 | -$236,208 | 2026-02-12 |
|---|
| Q4 2025 | VEEV
VEEVA SYS INC | United States | CL A COM | 759 | 0 | -759 | $217,583 | $0 | -$217,583 | 2026-02-12 |
|---|
| Q4 2025 | BEN
FRANKLIN RESOURCES INC | United States | COM | 8,743 | 0 | -8,743 | $200,564 | $0 | -$200,564 | 2026-02-12 |
|---|
| Q4 2025 | MPC
MARATHON PETE CORP | United States | COM | 1,022 | 0 | -1,022 | $200,057 | $0 | -$200,057 | 2026-02-12 |
|---|