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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
JPM icon
26
JPMorgan Chase
JPM
$971B
$1.75M 0.71%
5,939
-367
-6% -$111K
COST icon
27
Costco
COST
$421B
$1.7M 0.69%
1,707
+194
+13% +$189K
VRT icon
28
Vertiv
VRT
$111B
$1.69M 0.69%
6,742
+202
+3% +$44.8K
IBM icon
29
IBM
IBM
$222B
$1.56M 0.64%
6,449
-304
-5% -$82.3K
TTE icon
30
TotalEnergies
TTE
$194B
$1.54M 0.63%
16,980
+39
+0.2% +$2.98K
IBMP icon
31
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
$1.54M 0.63%
+60,423
New +$1.54M
SHY icon
32
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$1.53M 0.62%
18,507
+961
+5% +$79.6K
LLY icon
33
Eli Lilly
LLY
$1.09T
$1.52M 0.62%
1,653
+3
+0.2% +$3.04K
IDV icon
34
iShares International Select Dividend ETF
IDV
$8.51B
$1.51M 0.61%
35,490
-203
-0.6% -$8.53K
WMT icon
35
Walmart Inc
WMT
$923B
$1.51M 0.61%
12,125
-22
-0.2% -$2.7K
AMZN icon
36
Amazon
AMZN
$2.88T
$1.47M 0.6%
7,062
-1,277
-15% -$281K
LRCX icon
37
Lam Research
LRCX
$408B
$1.46M 0.59%
6,814
-921
-12% -$206K
MCK icon
38
McKesson
MCK
$102B
$1.39M 0.57%
1,606
-18
-1% -$16.1K
AXP icon
39
American Express
AXP
$232B
$1.37M 0.56%
4,516
+103
+2% +$34.5K
AMGN icon
40
Amgen
AMGN
$225B
$1.29M 0.52%
3,666
-42
-1% -$15K
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$1.25M 0.51%
1,928
-72
-4% -$49K
LOW icon
42
Lowe's Companies
LOW
$121B
$1.25M 0.51%
5,299
-193
-4% -$50.3K
TSM icon
43
TSMC
TSM
$2.23T
$1.23M 0.5%
3,641
+127
+4% +$43.7K
TBIL
44
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$1.18M 0.48%
23,630
– –
BEPC icon
45
Brookfield Renewable
BEPC
$6.5B
$1.18M 0.48%
29,533
-5,704
-16% -$232K
CVX icon
46
Chevron
CVX
$386B
$1.15M 0.47%
5,579
-193
-3% -$35.2K
IBMQ icon
47
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
$1.15M 0.47%
+44,965
New +$1.15M
VZ icon
48
Verizon
VZ
$195B
$1.13M 0.46%
22,510
-577
-2% -$26.7K
AWF
49
AllianceBernstein Global High Income Fund
AWF
$876M
$1.07M 0.43%
105,028
+1,141
+1% +$11.9K
MA icon
50
Mastercard
MA
$490B
$1.05M 0.43%
2,108
+299
+17% +$157K
1
2
3 4 5

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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 $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.