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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 Miscellaneous 37.56%
2 Technology 22.45%
3 Financials 7.37%
4 Healthcare 6.99%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
51
Lowe's Companies
LOW
$103B
$1.24M 0.42%
5,609
+310
+6% +$70.4K
MA icon
52
Mastercard
MA
$483B
$1.22M 0.41%
2,376
+268
+13% +$134K
V icon
53
Visa
V
$675B
$1.19M 0.4%
3,460
+384
+12% +$123K
SCHZ icon
54
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.18M 0.4%
50,800
+11,486
+29% +$266K
DFUS
55
Dimensional US Equity ETF
DFUS
$21.3B
$1.17M 0.4%
14,328
– –
IEMG icon
56
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$1.16M 0.39%
14,055
– –
DE icon
57
Deere & Co
DE
$181B
$1.16M 0.39%
1,833
+137
+8% +$79.4K
HST icon
58
Host Hotels & Resorts
HST
$15.3B
$1.16M 0.39%
49,042
+4,590
+10% +$102K
BEPC icon
59
Brookfield Renewable
BEPC
$5.24B
$1.16M 0.39%
31,192
+1,659
+6% +$64.2K
NUE icon
60
Nucor
NUE
$53B
$1.12M 0.38%
5,050
+51
+1% +$11.5K
RF icon
61
Regions Financial
RF
$22.9B
$1.11M 0.38%
36,750
+3,547
+11% +$99.6K
NVS icon
62
Novartis
NVS
$271B
$1.09M 0.37%
6,950
+827
+14% +$124K
ORCL icon
63
Oracle
ORCL
$416B
$1.09M 0.37%
7,416
+788
+12% +$143K
CVX icon
64
Chevron
CVX
$401B
$1.07M 0.36%
6,483
+904
+16% +$168K
HPE icon
65
Hewlett Packard
HPE
$84.8B
$1.07M 0.36%
23,716
+1,231
+5% +$44.5K
TSLA icon
66
Tesla
TSLA
$1.4T
$1.06M 0.36%
2,517
+553
+28% +$220K
IX icon
67
ORIX
IX
$39.2B
$1.04M 0.35%
27,303
+2,479
+10% +$88.2K
KHC icon
68
The Kraft Heinz Company
KHC
$26.9B
$1.04M 0.35%
43,912
+2,767
+7% +$63.9K
AWF
69
AllianceBernstein Global High Income Fund
AWF
$839M
$1.04M 0.35%
100,660
-4,368
-4% -$44.8K
IQLT icon
70
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$993K 0.34%
20,042
-201
-1% -$9.82K
ARE icon
71
Alexandria Real Estate Equities
ARE
$8.17B
$970K 0.33%
18,349
+4,040
+28% +$193K
VZ icon
72
Verizon
VZ
$191B
$968K 0.33%
22,870
+360
+2% +$16.9K
PG icon
73
Procter & Gamble
PG
$337B
$968K 0.33%
6,602
+299
+5% +$43.5K
BMY icon
74
Bristol-Myers Squibb
BMY
$127B
$962K 0.33%
16,698
-53
-0.3% -$3.04K
SHG icon
75
Shinhan Financial Group
SHG
$36.5B
$943K 0.32%
14,910
+439
+3% +$28.8K
1 2
3
4 5

Similar funds

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CC
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WSL
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PI
PJT Investments Toronto $296M AUM 9.02% 1-Year Est. Return
TC
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CNBT
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DWA
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CG
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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 Miscellaneous at 38% of assets, down from 43% a quarter earlier, followed by Technology and Financials.

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.