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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 | |
|---|---|---|---|---|---|---|
51
Visa
V
$671B
| $1.01M | 0.45% |
+2,952
| New | +$1.02M |
|
52
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $982K | 0.44% |
+14,206
| New | +$886K |
|
53
Procter & Gamble
PG
$335B
| $973K | 0.44% |
+6,539
| New | +$1.02M |
|
54
Mastercard
MA
$490B
| $966K | 0.43% |
+1,742
| New | +$1M |
|
55
Kraft Heinz
KHC
$29.1B
| $935K | 0.42% |
+38,349
| New | +$1.04M |
|
56
Adobe
ADBE
$103B
| $929K | 0.42% |
+2,750
| New | +$987K |
|
57
Gilead Sciences
GILD
$168B
| $928K | 0.42% |
+7,833
| New | +$890K |
|
58
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
| $908K | 0.41% |
+20,230
| New | +$873K |
|
|
TEAF
59
DELISTED
Ecofin Sustainable & Social Impact Term Fund
TEAF
| $870K | 0.39% |
+71,272
| New | +$858K |
|
60
Chevron
CVX
$386B
| $862K | 0.39% |
+5,560
| New | +$861K |
|
61
iShares Core MSCI EAFE ETF
IEFA
$196B
| $852K | 0.38% |
+9,614
| New | +$817K |
|
62
iShares MSCI USA Quality Factor ETF
QUAL
$48B
| $851K | 0.38% |
+4,292
| New | +$805K |
|
63
Ametek
AME
$59.3B
| $839K | 0.38% |
+4,557
| New | +$838K |
|
64
Roper Technologies
ROP
$39.1B
| $828K | 0.37% |
+1,855
| New | +$989K |
|
65
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $817K | 0.37% |
+34,643
| New | +$805K |
|
66
Tesla
TSLA
$1.29T
| $809K | 0.36% |
+1,752
| New | +$608K |
|
67
Toyota
TM
$223B
| $787K | 0.35% |
+3,798
| New | +$716K |
|
68
Exelon
EXC
$46.6B
| $784K | 0.35% |
+16,609
| New | +$729K |
|
69
Deere & Co
DE
$167B
| $779K | 0.35% |
+1,646
| New | +$812K |
|
70
Regions Financial
RF
$26.9B
| $772K | 0.35% |
+32,086
| New | +$833K |
|
71
Shinhan Financial Group
SHG
$34.6B
| $757K | 0.34% |
+14,386
| New | +$704K |
|
72
O'Reilly Automotive
ORLY
$74.5B
| $746K | 0.34% |
+7,893
| New | +$793K |
|
73
Novartis
NVS
$290B
| $745K | 0.34% |
+6,119
| New | +$747K |
|
74
Mettler-Toledo International
MTD
$28.8B
| $743K | 0.33% |
+533
| New | +$668K |
|
75
Nucor
NUE
$61.9B
| $743K | 0.33% |
+4,811
| New | +$681K |
|
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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.