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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
+4.34%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$246M
AUM Growth
+$12.8M
Cap. Flow
+$9M
Cap. Flow %
3.66%
Top 10 Hldgs %
32.01%
Holding
261
New
28
Increased
97
Reduced
90
Closed
16

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.08M
2
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$1.54M
3
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$1.15M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$958K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$824K

Top Sells

Rank Stock Value
1
CIEN icon
Ciena
CIEN
+$822K
2
JNJ icon
Johnson & Johnson
JNJ
+$477K
3
NVDA icon
NVIDIA
NVDA
+$471K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$419K
5
SNDK
Sandisk
SNDK
+$379K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Healthcare 6.96%
3 Financials 6.71%
4 Industrials 4.98%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTRA icon
226
Natera
NTRA
$45.5B
$213K 0.09%
1,063
– –
AMAT icon
227
Applied Materials
AMAT
$435B
$211K 0.09%
+618
New +$208K
BKNG icon
228
Booking.com
BKNG
$159B
$211K 0.09%
1,250
-750
-38% -$138K
KO icon
229
Coca-Cola
KO
$373B
$210K 0.09%
+2,767
New +$209K
GEV icon
230
GE Vernova
GEV
$277B
$210K 0.09%
+241
New +$188K
CI icon
231
Cigna
CI
$73.3B
$210K 0.09%
+786
New +$217K
NEM icon
232
Newmont
NEM
$124B
$207K 0.08%
+1,912
New +$220K
STX icon
233
Seagate
STX
$199B
$206K 0.08%
+525
New +$200K
MTZ icon
234
MasTec
MTZ
$22.6B
$206K 0.08%
+639
New +$173K
COF icon
235
Capital One
COF
$136B
$205K 0.08%
1,124
-682
-38% -$143K
TJX icon
236
TJX Companies
TJX
$169B
$203K 0.08%
+1,273
New +$198K
HIG icon
237
Hartford Financial Services
HIG
$37.7B
$200K 0.08%
1,479
– –
TNGY
238
Tortoise Energy ETF
TNGY
$571M
$185K 0.08%
17,750
– –
BDN
239
Brandywine Realty Trust
BDN
$541M
$163K 0.07%
60,007
+8,636
+17% +$25.8K
COLD icon
240
Americold
COLD
$4.17B
$138K 0.06%
+12,051
New +$151K
CIG icon
241
CEMIG Preferred Shares
CIG
$5.61B
$94.6K 0.04%
39,592
+3,221
+9% +$7.09K
STKL
242
DELISTED
SunOpta
STKL
$77.7K 0.03%
+11,994
New +$67.8K
PTON icon
243
Peloton Interactive
PTON
$2.38B
$47.6K 0.02%
+11,085
New +$54K
GPMT
244
Granite Point Mortgage Trust
GPMT
$58.8M
$35K 0.01%
24,170
-25,969
-52% -$50K
ALIT icon
245
Alight
ALIT
$377M
$12.4K 0.01%
+1,067
New +$25.4K
ADP icon
246
Automatic Data Processing
ADP
$107B
– –
-820
Closed -$211K
ADT icon
247
ADT
ADT
$5.34B
– –
-15,055
Closed -$121K
ANET icon
248
Arista Networks
ANET
$265B
– –
-1,839
Closed -$241K
BBY icon
249
Best Buy
BBY
$17.5B
– –
-4,194
Closed -$281K
CIEN icon
250
PUT
Ciena
CIEN
$61.2B
– –
-22,000
Closed -$101K
7 8 9
10
11

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FRA
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SM
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CA
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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
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ECM
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SICM
Sustainable Insight Capital Management New York $298M AUM 20.03% 1-Year Est. Return

Investment Research Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Investment Research Partners held 261 positions worth $246M, up 5.5% from $233M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investment Research Partners deployed $9M of net new capital in Q1 2026, opening 28 new positions and adding to 97 existing holdings. Its largest new stake was iShares iBonds Dec 2027 Term Muni Bond ETF: 60,423 shares worth $1.54M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Ciena, an estimated $822K trimmed.

  • Investment Research Partners's largest Q1 2026 buy was iShares iBonds Dec 2027 Term Muni Bond ETF: 60,423 shares worth $1.54M.
  • Investment Research Partners added most to Meta Platforms (Facebook) in Q1 2026, an estimated $2.08M increase.
  • Investment Research Partners's biggest Q1 2026 reduction was Ciena, cutting an estimated $822K.
  • Investment Research Partners fully exited Atlassian in Q1 2026, selling an estimated $360K.
  • Investment Research Partners's ten largest holdings make up 32% of its $246M portfolio in Q1 2026.
  • Investment Research Partners opened 28 new positions and closed 16 in Q1 2026.
  • Investment Research Partners's portfolio value rose 5.5% quarter-over-quarter to $246M.

Based on Investment Research Partners's 13F filing for Q1 2026, filed 29 Apr 2026.