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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
+7.65%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$222M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
94.54%
Top 10 Holdings %
Top 10 Hldgs %
34.13%
Holding
224
New
224
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$9.72M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$9.1M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$8.94M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.27M |
| 5 |
Inspire 500 ETF
PTL
|
+$6.9M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.72% |
| 2 | Healthcare | 7.25% |
| 3 | Financials | 7.19% |
| 4 | Industrials | 4.71% |
| 5 | Consumer Discretionary | 4.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Cisco
CSCO
$488B
| $1.7M | 0.77% |
+23,893
| New | +$1.63M |
|
27
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
| $1.68M | 0.76% |
+51,195
| New | +$1.7M |
|
28
American Express
AXP
$232B
| $1.57M | 0.71% |
+4,391
| New | +$1.4M |
|
29
Brookfield Renewable
BEPC
$6.5B
| $1.52M | 0.68% |
+35,643
| New | +$1.22M |
|
30
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $1.37M | 0.62% |
+2,000
| New | +$1.28M |
|
31
Meta Platforms (Facebook)
META
$1.47T
| $1.35M | 0.61% |
+1,792
| New | +$1.33M |
|
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $1.34M | 0.6% |
+16,167
| New | +$1.34M |
|
33
Costco
COST
$421B
| $1.34M | 0.6% |
+1,464
| New | +$1.4M |
|
34
iShares International Select Dividend ETF
IDV
$8.51B
| $1.33M | 0.6% |
+35,423
| New | +$1.27M |
|
35
Eli Lilly
LLY
$1.09T
| $1.32M | 0.59% |
+1,624
| New | +$1.21M |
|
36
Vertiv
VRT
$111B
| $1.3M | 0.59% |
+6,540
| New | +$872K |
|
37
McKesson
MCK
$102B
| $1.3M | 0.59% |
+1,613
| New | +$1.14M |
|
38
Lam Research
LRCX
$408B
| $1.25M | 0.56% |
+7,804
| New | +$826K |
|
39
Lowe's Companies
LOW
$121B
| $1.24M | 0.56% |
+5,200
| New | +$1.28M |
|
40
Walmart Inc
WMT
$923B
| $1.23M | 0.56% |
+12,053
| New | +$1.2M |
|
41
Qualcomm
QCOM
$171B
| $1.21M | 0.54% |
+6,766
| New | +$1.07M |
|
|
TBIL
42
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
| $1.18M | 0.53% |
+23,630
| New | +$1.18M |
|
|
DFUS
43
Dimensional US Equity ETF
DFUS
$21.6B
| $1.15M | 0.52% |
+15,467
| New | +$1.08M |
|
|
AWF
44
AllianceBernstein Global High Income Fund
AWF
$876M
| $1.14M | 0.51% |
+103,754
| New | +$1.16M |
|
45
AbbVie
ABBV
$440B
| $1.09M | 0.49% |
+4,851
| New | +$988K |
|
46
TSMC
TSM
$2.23T
| $1.09M | 0.49% |
+3,571
| New | +$873K |
|
47
TotalEnergies
TTE
$194B
| $1.06M | 0.48% |
+17,093
| New | +$1.05M |
|
48
Amgen
AMGN
$225B
| $1.06M | 0.48% |
+3,633
| New | +$1.05M |
|
49
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.04M | 0.47% |
+2,185
| New | +$1.06M |
|
50
Verizon
VZ
$195B
| $1.01M | 0.46% |
+25,212
| New | +$1.09M |
|
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Investment Research Partners's Q3 2025 Portfolio in Review
Q3 2025 is the first quarter with a 13F filing on record for Investment Research Partners, which disclosed 224 positions worth $222M. Its ten largest holdings account for 34% of the portfolio.
Its largest position is NVIDIA: 55,754 shares worth $11.5M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Healthcare and Financials.
- Investment Research Partners's largest Q3 2025 buy was NVIDIA: 55,754 shares worth $11.5M.
- Investment Research Partners's ten largest holdings make up 34% of its $222M portfolio in Q3 2025.
- Investment Research Partners disclosed 224 positions in Q3 2025, its first 13F filing on record.
Based on Investment Research Partners's 13F filing for Q3 2025, filed 1 Dec 2025.