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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 | |
|---|---|---|---|---|---|---|
76
iShares MSCI EAFE ETF
EFA
$80.2B
| $728K | 0.33% |
+7,654
| New | +$696K |
|
|
FISV
77
Fiserv Inc
FISV
$27.4B
| $727K | 0.33% |
+10,295
| New | +$1.48M |
|
78
ASML
ASML
$695B
| $716K | 0.32% |
+669
| New | +$526K |
|
79
Alphabet (Google) Class C
GOOG
$4.19T
| $689K | 0.31% |
+2,502
| New | +$526K |
|
80
Bank of America
BAC
$453B
| $686K | 0.31% |
+13,049
| New | +$637K |
|
81
Host Hotels & Resorts
HST
$15.6B
| $682K | 0.31% |
+41,820
| New | +$694K |
|
82
Accenture
ACN
$110B
| $662K | 0.3% |
+2,672
| New | +$697K |
|
83
Invesco QQQ Trust
QQQ
$481B
| $653K | 0.29% |
+1,027
| New | +$588K |
|
84
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$417M
| $651K | 0.29% |
+18,639
| New | +$625K |
|
85
Prudential Financial
PRU
$42.3B
| $646K | 0.29% |
+6,388
| New | +$673K |
|
86
Alexandria Real Estate Equities
ARE
$8.27B
| $638K | 0.29% |
+10,861
| New | +$870K |
|
87
Cboe Global Markets
CBOE
$30.4B
| $638K | 0.29% |
+2,740
| New | +$658K |
|
88
Intel
INTC
$509B
| $637K | 0.29% |
+15,409
| New | +$373K |
|
89
iShares Core Dividend Growth ETF
DGRO
$43.8B
| $629K | 0.28% |
+9,210
| New | +$609K |
|
90
NextEra Energy
NEE
$179B
| $626K | 0.28% |
+7,655
| New | +$559K |
|
91
Honda
HMC
$40.6B
| $608K | 0.27% |
+19,478
| New | +$635K |
|
92
iShares MSCI Global Sustainable Development Goals ETF
SDG
$175M
| $587K | 0.26% |
+6,961
| New | +$559K |
|
93
Quanta Services
PWR
$102B
| $578K | 0.26% |
+1,289
| New | +$501K |
|
94
ORIX
IX
$44.1B
| $575K | 0.26% |
+23,656
| New | +$587K |
|
95
Medtronic
MDT
$116B
| $567K | 0.26% |
+6,179
| New | +$568K |
|
96
Ford
F
$55.1B
| $566K | 0.25% |
+42,778
| New | +$493K |
|
97
UnitedHealth
UNH
$364B
| $554K | 0.25% |
+1,558
| New | +$471K |
|
98
Bristol-Myers Squibb
BMY
$130B
| $552K | 0.25% |
+12,955
| New | +$605K |
|
99
Sun Life Financial
SLF
$44.4B
| $540K | 0.24% |
+8,745
| New | +$526K |
|
100
Shell
SHEL
$249B
| $537K | 0.24% |
+7,105
| New | +$512K |
|
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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.