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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
+14.72%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$295M
AUM Growth
+$49.7M
Cap. Flow
+$24.9M
Cap. Flow %
8.44%
Top 10 Hldgs %
29.33%
Holding
295
New
50
Increased
167
Reduced
47
Closed
17

Top Buys

Rank Stock Value
1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.48M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.83M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$1.15M
4
MSFT icon
Microsoft
MSFT
+$930K
5
AAPL icon
Apple
AAPL
+$886K

Top Sells

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$6.01M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.93M
3
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$884K
4
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$786K
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$775K

Sector Composition

Rank Sector Weight
1 Technology 22.45%
2 Financials 7.37%
3 Healthcare 6.99%
4 Industrials 6.17%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
251
Automatic Data Processing
ADP
$107B
$228K 0.08%
+1,018
New +$218K
NVT icon
252
nVent Electric
NVT
$27.7B
$227K 0.08%
+1,339
New +$209K
DYNF icon
253
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
$220K 0.07%
+3,231
New +$210K
INCY icon
254
Incyte
INCY
$24.5B
$219K 0.07%
+1,933
New +$192K
PH icon
255
Parker-Hannifin
PH
$135B
$219K 0.07%
+224
New +$205K
EQIX icon
256
Equinix
EQIX
$105B
$218K 0.07%
+209
New +$224K
BDN
257
Brandywine Realty Trust
BDN
$541M
$218K 0.07%
68,670
+8,663
+14% +$26K
MRSH
258
Marsh
MRSH
$90.1B
$218K 0.07%
+1,305
New +$218K
EVR icon
259
Evercore
EVR
$11.5B
$217K 0.07%
+636
New +$218K
IUSB icon
260
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$216K 0.07%
4,684
– –
NEM icon
261
Newmont
NEM
$124B
$216K 0.07%
2,311
+399
+21% +$43.5K
BNY
262
Bank of New York Mellon
BNY
$111B
$215K 0.07%
+1,490
New +$204K
EFX icon
263
Equifax
EFX
$21.2B
$210K 0.07%
+1,325
New +$226K
RBRK icon
264
Rubrik
RBRK
$19.9B
$209K 0.07%
+2,606
New +$164K
CFG icon
265
Citizens Financial Group
CFG
$31.1B
$209K 0.07%
+2,982
New +$192K
TEAM icon
266
Atlassian
TEAM
$39.4B
$209K 0.07%
+2,683
New +$219K
DKNG icon
267
DraftKings
DKNG
$12.7B
$209K 0.07%
+8,262
New +$204K
VHT icon
268
Vanguard Health Care ETF
VHT
$19B
$206K 0.07%
+690
New +$192K
BWA icon
269
BorgWarner
BWA
$14B
$206K 0.07%
+3,103
New +$197K
EHC icon
270
Encompass Health
EHC
$12.3B
$201K 0.07%
+1,991
New +$206K
ATO icon
271
Atmos Energy
ATO
$28.7B
$200K 0.07%
+1,163
New +$208K
DRI icon
272
Darden Restaurants
DRI
$25.9B
$200K 0.07%
+972
New +$195K
ET icon
273
Energy Transfer Partners
ET
$72.1B
$196K 0.07%
10,259
-3,337
-25% -$64.6K
TNGY
274
Tortoise Energy ETF
TNGY
$571M
$172K 0.06%
17,750
– –
SAN icon
275
Banco Santander
SAN
$211B
$165K 0.06%
+11,936
New +$148K
8 9 10
11
12

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CA
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DMBA
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SSI
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ECM
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SICM
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Investment Research Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Investment Research Partners held 295 positions worth $295M, up 20% from $246M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investment Research Partners deployed $24.9M of net new capital in Q2 2026, opening 50 new positions and adding to 167 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares worth $6.48M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $1.93M trimmed.

  • Investment Research Partners's largest Q2 2026 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares worth $6.48M.
  • Investment Research Partners added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.83M increase.
  • Investment Research Partners's biggest Q2 2026 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $1.93M.
  • Investment Research Partners fully exited iShares Core 1-5 Year USD Bond ETF in Q2 2026, selling an estimated $6.01M.
  • Investment Research Partners's ten largest holdings make up 29% of its $295M portfolio in Q2 2026.
  • Investment Research Partners opened 50 new positions and closed 17 in Q2 2026.
  • Investment Research Partners's portfolio value rose 20% quarter-over-quarter to $295M.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.