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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
CBOE icon
76
Cboe Global Markets
CBOE
$30.4B
$810K 0.33%
2,883
+137
+5% +$38.1K
TM icon
77
Toyota
TM
$223B
$799K 0.33%
3,876
+85
+2% +$19.2K
ROP icon
78
Roper Technologies
ROP
$39.1B
$781K 0.32%
2,206
+150
+7% +$55.3K
IBMO icon
79
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$569M
$775K 0.32%
+30,257
New +$777K
GOOG icon
80
Alphabet (Google) Class C
GOOG
$4.19T
$755K 0.31%
2,631
-144
-5% -$45.2K
NEE icon
81
NextEra Energy
NEE
$179B
$754K 0.31%
8,115
+449
+6% +$39.9K
MRK icon
82
Merck
MRK
$328B
$753K 0.31%
6,261
-449
-7% -$51.8K
IX icon
83
ORIX
IX
$44.1B
$744K 0.3%
24,824
+1,216
+5% +$38.6K
ADBE icon
84
Adobe
ADBE
$103B
$741K 0.3%
3,048
+1,004
+49% +$278K
ORLY icon
85
O'Reilly Automotive
ORLY
$74.5B
$739K 0.3%
8,005
+453
+6% +$42.5K
TSLA icon
86
Tesla
TSLA
$1.29T
$730K 0.3%
1,964
-141
-7% -$58.1K
FISV
87
Fiserv Inc
FISV
$27.4B
$705K 0.29%
12,641
+2,453
+24% +$152K
DGRO icon
88
iShares Core Dividend Growth ETF
DGRO
$43.8B
$702K 0.29%
10,010
+860
+9% +$61.7K
MTD icon
89
Mettler-Toledo International
MTD
$28.8B
$700K 0.28%
555
+24
+5% +$32.4K
EFA icon
90
iShares MSCI EAFE ETF
EFA
$80.2B
$693K 0.28%
7,138
-516
-7% -$51.6K
SHEL icon
91
Shell
SHEL
$249B
$673K 0.27%
7,233
-582
-7% -$47K
PRU icon
92
Prudential Financial
PRU
$42.3B
$667K 0.27%
6,832
+329
+5% +$34.1K
ARE icon
93
Alexandria Real Estate Equities
ARE
$8.27B
$664K 0.27%
14,309
+2,614
+22% +$138K
QQQ icon
94
Invesco QQQ Trust
QQQ
$481B
$650K 0.26%
1,127
+100
+10% +$60.8K
PWR icon
95
Quanta Services
PWR
$102B
$648K 0.26%
1,181
-71
-6% -$36.6K
SDG icon
96
iShares MSCI Global Sustainable Development Goals ETF
SDG
$175M
$616K 0.25%
7,339
+444
+6% +$37.7K
HSY icon
97
Hershey
HSY
$37B
$611K 0.25%
2,940
– –
BCD icon
98
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$417M
$609K 0.25%
17,026
-1,613
-9% -$54.7K
SLF icon
99
Sun Life Financial
SLF
$44.4B
$594K 0.24%
9,487
+680
+8% +$43.5K
INTC icon
100
Intel
INTC
$509B
$579K 0.24%
13,109
-1,314
-9% -$60.2K
2 3
4
5 6

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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.