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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
+4.75%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
+$10.7M
Cap. Flow
+$19.9M
Cap. Flow %
8.56%
Top 10 Hldgs %
32.04%
Holding
245
New
21
Increased
113
Reduced
71
Closed
12

Top Buys

Rank Stock Value
1
CIEN icon
Ciena
CIEN
+$4.55M
2
TYG
Tortoise Energy Infrastructure Corp
TYG
+$879K
3
HDV
iShares Core High Dividend ETF
HDV
+$844K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$583K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$542K

Top Sells

Rank Stock Value
1
TEAF
Ecofin Sustainable & Social Impact Term Fund
TEAF
+$870K
2
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$416K
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$384K
4
RBLX icon
Roblox
RBLX
+$298K
5
ZS icon
Zscaler
ZS
+$279K

Sector Composition

Rank Sector Weight
1 Technology 21.28%
2 Healthcare 7.95%
3 Financials 7.41%
4 Industrials 4.31%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFUS
51
Dimensional US Equity ETF
DFUS
$21.6B
$1.06M 0.46%
14,312
-1,155
-7% -$84.9K
VRT icon
52
Vertiv
VRT
$111B
$1.06M 0.45%
6,540
– –
MA icon
53
Mastercard
MA
$490B
$1.03M 0.44%
1,809
+67
+4% +$37.5K
IEMG icon
54
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$967K 0.41%
14,380
+174
+1% +$11.7K
TSLA icon
55
Tesla
TSLA
$1.29T
$947K 0.41%
2,105
+353
+20% +$156K
VZ icon
56
Verizon
VZ
$195B
$940K 0.4%
23,087
-2,125
-8% -$86.2K
KHC icon
57
Kraft Heinz
KHC
$29.1B
$937K 0.4%
38,631
+282
+0.7% +$7.01K
GILD icon
58
Gilead Sciences
GILD
$168B
$931K 0.4%
7,584
-249
-3% -$30.3K
AME icon
59
Ametek
AME
$59.3B
$930K 0.4%
4,528
-29
-0.6% -$5.64K
IQLT icon
60
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$920K 0.39%
20,243
+13
+0.1% +$583
ROP icon
61
Roper Technologies
ROP
$39.1B
$915K 0.39%
2,056
+201
+11% +$93.1K
CVX icon
62
Chevron
CVX
$386B
$880K 0.38%
5,772
+212
+4% +$32.3K
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.19T
$871K 0.37%
2,775
+273
+11% +$78.2K
RF icon
64
Regions Financial
RF
$26.9B
$862K 0.37%
31,823
-263
-0.8% -$6.72K
SCHZ icon
65
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$855K 0.37%
36,600
+1,957
+6% +$46K
IEFA icon
66
iShares Core MSCI EAFE ETF
IEFA
$196B
$854K 0.37%
9,549
-65
-0.7% -$5.75K
NVS icon
67
Novartis
NVS
$290B
$854K 0.37%
6,195
+76
+1% +$9.95K
TYG
68
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$842K 0.36%
+20,575
New +$879K
ACN icon
69
Accenture
ACN
$110B
$817K 0.35%
3,046
+374
+14% +$95K
TM icon
70
Toyota
TM
$223B
$812K 0.35%
3,791
-7
-0.2% -$1.42K
NUE icon
71
Nucor
NUE
$61.9B
$783K 0.34%
4,800
-11
-0.2% -$1.65K
HST icon
72
Host Hotels & Resorts
HST
$15.6B
$774K 0.33%
43,639
+1,819
+4% +$31.4K
DE icon
73
Deere & Co
DE
$167B
$773K 0.33%
1,660
+14
+0.9% +$6.57K
SHG icon
74
Shinhan Financial Group
SHG
$34.6B
$763K 0.33%
14,233
-153
-1% -$8.07K
EXC icon
75
Exelon
EXC
$46.6B
$757K 0.32%
17,357
+748
+5% +$34.1K
1 2
3
4 5

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DMBA
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SSI
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ECM
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SICM
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Investment Research Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Investment Research Partners held 245 positions worth $233M, up 4.8% from $222M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investment Research Partners deployed $19.9M of net new capital in Q4 2025, opening 21 new positions and adding to 113 existing holdings. Its largest new stake was Ciena: 23,462 shares worth $5.49M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Adobe, an estimated $240K trimmed.

  • Investment Research Partners's largest Q4 2025 buy was Ciena: 23,462 shares worth $5.49M.
  • Investment Research Partners added most to iShares Core High Dividend ETF in Q4 2025, an estimated $844K increase.
  • Investment Research Partners's biggest Q4 2025 reduction was Adobe, cutting an estimated $240K.
  • Investment Research Partners fully exited Ecofin Sustainable & Social Impact Term Fund in Q4 2025, selling an estimated $870K.
  • Investment Research Partners's ten largest holdings make up 32% of its $233M portfolio in Q4 2025.
  • Investment Research Partners opened 21 new positions and closed 12 in Q4 2025.
  • Investment Research Partners's portfolio value rose 4.8% quarter-over-quarter to $233M.

Based on Investment Research Partners's 13F filing for Q4 2025, filed 12 Feb 2026.