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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
ABBV icon
51
AbbVie
ABBV
$440B
$1.05M 0.43%
4,808
-301
-6% -$66.8K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.04M 0.43%
2,180
-90
-4% -$44.2K
TYG
53
Tortoise Energy Infrastructure Corp
TYG
$1.09B
$1.03M 0.42%
20,752
+177
+0.9% +$8.29K
AME icon
54
Ametek
AME
$59.3B
$1.02M 0.41%
4,747
+219
+5% +$48.7K
DFUS
55
Dimensional US Equity ETF
DFUS
$21.6B
$1.02M 0.41%
14,328
+16
+0.1% +$1.19K
BMY icon
56
Bristol-Myers Squibb
BMY
$130B
$1.02M 0.41%
16,751
+3,617
+28% +$211K
IEMG icon
57
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$980K 0.4%
14,055
-325
-2% -$23.5K
ORCL icon
58
Oracle
ORCL
$442B
$975K 0.4%
6,628
+386
+6% +$62.7K
DE icon
59
Deere & Co
DE
$167B
$956K 0.39%
1,696
+36
+2% +$20.3K
IQLT icon
60
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
$936K 0.38%
20,243
– –
NVS icon
61
Novartis
NVS
$290B
$935K 0.38%
6,123
-72
-1% -$11K
V icon
62
Visa
V
$671B
$930K 0.38%
3,076
-72
-2% -$23.2K
KHC icon
63
Kraft Heinz
KHC
$29.1B
$925K 0.38%
41,145
+2,514
+7% +$59.1K
SCHZ icon
64
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$913K 0.37%
39,314
+2,714
+7% +$63.5K
PG icon
65
Procter & Gamble
PG
$335B
$910K 0.37%
6,303
+1,182
+23% +$179K
ASML icon
66
ASML
ASML
$695B
$910K 0.37%
689
+28
+4% +$38.4K
SHG icon
67
Shinhan Financial Group
SHG
$34.6B
$887K 0.36%
14,471
+238
+2% +$14.6K
QCOM icon
68
Qualcomm
QCOM
$171B
$887K 0.36%
6,890
+101
+1% +$14.7K
RF icon
69
Regions Financial
RF
$26.9B
$867K 0.35%
33,203
+1,380
+4% +$38.5K
IEFA icon
70
iShares Core MSCI EAFE ETF
IEFA
$196B
$864K 0.35%
9,549
– –
GILD icon
71
Gilead Sciences
GILD
$168B
$854K 0.35%
6,125
-1,459
-19% -$204K
HST icon
72
Host Hotels & Resorts
HST
$15.6B
$852K 0.35%
44,452
+813
+2% +$15.5K
NUE icon
73
Nucor
NUE
$61.9B
$845K 0.34%
4,999
+199
+4% +$34.7K
EXC icon
74
Exelon
EXC
$46.6B
$844K 0.34%
17,208
-149
-0.9% -$6.93K
QUAL icon
75
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$822K 0.33%
4,286
-2,091
-33% -$419K
1 2
3
4 5

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DMBA
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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.