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IRP

Investment Research Partners Portfolio holdings

AUM $295M
1-Year Est. Return 34.97%
This Fund
S&P 500
This Quarter Est. Return
+4.75%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
+$10.7M
Cap. Flow
+$19.9M
Cap. Flow %
8.56%
Top 10 Hldgs %
32.04%
Holding
245
New
21
Increased
113
Reduced
71
Closed
12

Top Buys

Rank Stock Value
1
CIEN icon
Ciena
CIEN
+$4.55M
2
TYG
Tortoise Energy Infrastructure Corp
TYG
+$879K
3
HDV
iShares Core High Dividend ETF
HDV
+$844K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$583K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$542K

Top Sells

Rank Stock Value
1
TEAF
Ecofin Sustainable & Social Impact Term Fund
TEAF
+$870K
2
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$416K
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$384K
4
RBLX icon
Roblox
RBLX
+$298K
5
ZS icon
Zscaler
ZS
+$279K

Sector Composition

Rank Sector Weight
1 Technology 21.28%
2 Healthcare 7.95%
3 Financials 7.41%
4 Industrials 4.31%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNGY
226
Tortoise Energy ETF
TNGY
$571M
$160K 0.07%
17,750
– –
BDN
227
Brandywine Realty Trust
BDN
$541M
$150K 0.06%
51,371
+7,128
+16% +$24.2K
ADT icon
228
ADT
ADT
$5.34B
$121K 0.05%
15,055
-3,344
-18% -$27.8K
GPMT
229
Granite Point Mortgage Trust
GPMT
$58.8M
$120K 0.05%
50,139
-46
-0.1% -$123
CIEN icon
230
PUT
Ciena
CIEN
$61.2B
$101K 0.04%
+22,000
New +$4.27M
CIG icon
231
CEMIG Preferred Shares
CIG
$5.61B
$72.7K 0.03%
36,371
+1,597
+5% +$3.27K
NVDA icon
232
PUT
NVIDIA
NVDA
$5.43T
$70.2K 0.03%
+9,300
New +$1.73M
SPY icon
233
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$945 ﹤0.01%
+5,100
New +$3.45M
ABNB icon
234
Airbnb
ABNB
$108B
– –
-1,996
Closed -$252K
BEN icon
235
Franklin Resources
BEN
$17.1B
– –
-8,743
Closed -$201K
DYNF icon
236
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
– –
-6,276
Closed -$384K
EME icon
237
Emcor
EME
$36.8B
– –
-304
Closed -$236K
ETN icon
238
Eaton
ETN
$179B
– –
-623
Closed -$242K
MPC icon
239
Marathon Petroleum
MPC
$97.8B
– –
-1,022
Closed -$200K
PNC icon
240
PNC Financial Services
PNC
$102B
– –
-1,506
Closed -$273K
RBLX icon
241
Roblox
RBLX
$25.4B
– –
-2,226
Closed -$298K
TEAF
242
DELISTED
Ecofin Sustainable & Social Impact Term Fund
TEAF
– –
-71,272
Closed -$870K
VEEV icon
243
Veeva Systems
VEEV
$39.2B
– –
-759
Closed -$218K
VMBS icon
244
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
– –
-8,827
Closed -$416K
ZS icon
245
Zscaler
ZS
$28.7B
– –
-868
Closed -$279K
6 7 8 9
10

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FRA
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SM
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CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
SM
Selkirk Management Chatham, New Jersey $294M AUM 26.84% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $293M AUM 68.31% 1-Year Est. Return
SICM
Sustainable Insight Capital Management New York $298M AUM 20.03% 1-Year Est. Return

Investment Research Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Investment Research Partners held 245 positions worth $233M, up 4.8% from $222M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investment Research Partners deployed $19.9M of net new capital in Q4 2025, opening 21 new positions and adding to 113 existing holdings. Its largest new stake was Ciena: 23,462 shares worth $5.49M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Adobe, an estimated $240K trimmed.

  • Investment Research Partners's largest Q4 2025 buy was Ciena: 23,462 shares worth $5.49M.
  • Investment Research Partners added most to iShares Core High Dividend ETF in Q4 2025, an estimated $844K increase.
  • Investment Research Partners's biggest Q4 2025 reduction was Adobe, cutting an estimated $240K.
  • Investment Research Partners fully exited Ecofin Sustainable & Social Impact Term Fund in Q4 2025, selling an estimated $870K.
  • Investment Research Partners's ten largest holdings make up 32% of its $233M portfolio in Q4 2025.
  • Investment Research Partners opened 21 new positions and closed 12 in Q4 2025.
  • Investment Research Partners's portfolio value rose 4.8% quarter-over-quarter to $233M.

Based on Investment Research Partners's 13F filing for Q4 2025, filed 12 Feb 2026.