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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
+$9.17M
Cap. Flow %
3.73%
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 Miscellaneous 42.99%
2 Technology 18.99%
3 Healthcare 6.96%
4 Financials 6.71%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$462B
$1.05M 0.43%
4,808
-301
-6% -$66.8K
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.04M 0.43%
2,180
-90
-4% -$44.2K
TYG
53
Tortoise Energy Infrastructure Corp
TYG
$973M
$1.03M 0.42%
20,752
+177
+0.9% +$8.29K
AME icon
54
Ametek
AME
$56.8B
$1.02M 0.41%
4,747
+219
+5% +$48.7K
DFUS
55
Dimensional US Equity ETF
DFUS
$21.3B
$1.02M 0.41%
14,328
+16
+0.1% +$1.19K
BMY icon
56
Bristol-Myers Squibb
BMY
$127B
$1.02M 0.41%
16,751
+3,617
+28% +$211K
IEMG icon
57
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$980K 0.4%
14,055
-325
-2% -$23.5K
ORCL icon
58
Oracle
ORCL
$416B
$975K 0.4%
6,628
+386
+6% +$62.7K
DE icon
59
Deere & Co
DE
$181B
$956K 0.39%
1,696
+36
+2% +$20.3K
IQLT icon
60
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$936K 0.38%
20,243
– –
NVS icon
61
Novartis
NVS
$271B
$935K 0.38%
6,123
-72
-1% -$11K
V icon
62
Visa
V
$675B
$930K 0.38%
3,076
-72
-2% -$23.2K
KHC icon
63
The Kraft Heinz Company
KHC
$26.9B
$925K 0.38%
41,145
+2,514
+7% +$59.1K
SCHZ icon
64
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$913K 0.37%
39,314
+2,714
+7% +$63.5K
PG icon
65
Procter & Gamble
PG
$337B
$910K 0.37%
6,303
+1,182
+23% +$179K
ASML icon
66
ASML
ASML
$696B
$910K 0.37%
689
+28
+4% +$38.4K
SHG icon
67
Shinhan Financial Group
SHG
$36.5B
$887K 0.36%
14,471
+238
+2% +$14.6K
QCOM icon
68
Qualcomm
QCOM
$197B
$887K 0.36%
6,890
+101
+1% +$14.7K
RF icon
69
Regions Financial
RF
$22.9B
$867K 0.35%
33,203
+1,380
+4% +$38.5K
IEFA icon
70
iShares Core MSCI EAFE ETF
IEFA
$190B
$864K 0.35%
9,549
– –
GILD icon
71
Gilead Sciences
GILD
$185B
$854K 0.35%
6,125
-1,459
-19% -$204K
HST icon
72
Host Hotels & Resorts
HST
$15.3B
$852K 0.35%
44,452
+813
+2% +$15.5K
NUE icon
73
Nucor
NUE
$53B
$845K 0.34%
4,999
+199
+4% +$34.7K
EXC icon
74
Exelon
EXC
$41.6B
$844K 0.34%
17,208
-149
-0.9% -$6.93K
QUAL icon
75
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$822K 0.33%
4,286
-2,091
-33% -$419K
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 $9.17M 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 Miscellaneous at 43% of assets, up from 41% a quarter earlier, followed by Technology and Healthcare.

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.