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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
PTON icon
276
Peloton Interactive
PTON
$2.38B
$78.3K 0.03%
13,252
+2,167
+20% +$11.7K
LYG icon
277
Lloyds Banking Group
LYG
$89.8B
$75.6K 0.03%
+12,961
New +$70.3K
GPMT
278
Granite Point Mortgage Trust
GPMT
$58.8M
$16.8K 0.01%
11,225
-12,945
-54% -$18.6K
ALIT icon
279
Alight
ALIT
$377M
– –
-1,067
Closed -$12.4K
CI icon
280
Cigna
CI
$73.3B
– –
-786
Closed -$210K
COP icon
281
ConocoPhillips
COP
$153B
– –
-1,805
Closed -$238K
DHIL
282
DELISTED
Diamond Hill
DHIL
– –
-1,769
Closed -$304K
FNDX icon
283
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
– –
-11,362
Closed -$316K
GLD icon
284
SPDR Gold Trust
GLD
$144B
– –
-1,063
Closed -$457K
HIG icon
285
Hartford Financial Services
HIG
$37.7B
– –
-1,479
Closed -$200K
IBMO icon
286
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
– –
-30,257
Closed -$775K
ISTB icon
287
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
– –
-124,023
Closed -$6.01M
NOW icon
288
ServiceNow
NOW
$129B
– –
-2,133
Closed -$223K
NXTE icon
289
AXS Green Alpha ETF
NXTE
$52.7M
– –
-6,510
Closed -$255K
PLD icon
290
Prologis
PLD
$134B
– –
-3,689
Closed -$488K
SCHG icon
291
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
– –
-13,697
Closed -$399K
SPGI icon
292
S&P Global
SPGI
$121B
– –
-508
Closed -$216K
SPYM
293
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
– –
-3,758
Closed -$288K
STKL
294
DELISTED
SunOpta
STKL
– –
-11,994
Closed -$77.7K
XOM icon
295
ExxonMobil
XOM
$657B
– –
-2,543
Closed -$431K
8 9 10 11
12

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DMBA
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SSI
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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.