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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
+$9.17M
Cap. Flow %
3.73%
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 Miscellaneous 42.99%
2 Technology 18.99%
3 Healthcare 6.96%
4 Financials 6.71%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTRA icon
226
Natera
NTRA
$59.6B
$213K 0.09%
1,063
– –
AMAT icon
227
Applied Materials
AMAT
$406B
$211K 0.09%
+618
New +$208K
BKNG icon
228
Booking.com
BKNG
$122B
$211K 0.09%
1,250
-750
-38% -$138K
KO icon
229
Coca-Cola
KO
$370B
$210K 0.09%
+2,767
New +$209K
GEV icon
230
GE Vernova
GEV
$253B
$210K 0.09%
+241
New +$188K
CI icon
231
Cigna
CI
$71.8B
$210K 0.09%
+786
New +$217K
NEM icon
232
Newmont
NEM
$122B
$207K 0.08%
+1,912
New +$220K
STX icon
233
Seagate
STX
$210B
$206K 0.08%
+525
New +$200K
MTZ icon
234
MasTec
MTZ
$17.2B
$206K 0.08%
+639
New +$173K
COF icon
235
Capital One
COF
$118B
$205K 0.08%
1,124
-682
-38% -$143K
TJX icon
236
TJX Companies
TJX
$146B
$203K 0.08%
+1,273
New +$198K
HIG icon
237
Hartford Financial Services
HIG
$33.1B
$200K 0.08%
1,479
– –
TNGY
238
Tortoise Energy ETF
TNGY
$543M
$185K 0.08%
17,750
– –
BDN
239
Brandywine Realty Trust
BDN
$482M
$163K 0.07%
60,007
+8,636
+17% +$25.8K
COLD icon
240
Americold
COLD
$3.99B
$138K 0.06%
+12,051
New +$151K
CIG icon
241
CEMIG Preferred Shares
CIG
$6.01B
$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
$2.19B
$47.6K 0.02%
+11,085
New +$54K
GPMT
244
Granite Point Mortgage Trust
GPMT
$41.5M
$35K 0.01%
24,170
-25,969
-52% -$50K
ALIT icon
245
Alight
ALIT
$236M
$12.4K 0.01%
+1,067
New +$25.4K
ADP icon
246
Automatic Data Processing
ADP
$102B
– –
-820
Closed -$211K
ADT icon
247
ADT
ADT
$4.44B
– –
-15,055
Closed -$121K
ANET icon
248
Arista Networks
ANET
$257B
– –
-1,839
Closed -$241K
BBY icon
249
Best Buy
BBY
$18.5B
– –
-4,194
Closed -$281K
CIEN icon
250
PUT
Ciena
CIEN
$49.9B
– –
-22,000
Closed -$101K
7 8 9
10
11

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WSL
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PI
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TC
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CNBT
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DWA
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CG
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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 $9.17M 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 Miscellaneous at 43% of assets, up from 41% a quarter earlier, followed by Technology and Healthcare.

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.