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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
+14.72%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$295M
AUM Growth
+$49.7M
Cap. Flow
+$24.9M
Cap. Flow %
8.44%
Top 10 Hldgs %
29.33%
Holding
295
New
50
Increased
167
Reduced
47
Closed
17

Top Buys

Rank Stock Value
1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.48M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.83M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$1.15M
4
MSFT icon
Microsoft
MSFT
+$930K
5
AAPL icon
Apple
AAPL
+$886K

Top Sells

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$6.01M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.93M
3
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$884K
4
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$786K
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$775K

Sector Composition

Rank Sector Weight
1 Technology 22.45%
2 Financials 7.37%
3 Healthcare 6.99%
4 Industrials 6.17%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRO icon
101
iShares Core Dividend Growth ETF
DGRO
$43.8B
$680K 0.23%
8,968
-1,042
-10% -$76.9K
UNH icon
102
UnitedHealth
UNH
$364B
$678K 0.23%
1,631
+355
+28% +$132K
FIX icon
103
Comfort Systems
FIX
$61.2B
$662K 0.22%
334
+59
+21% +$107K
IBMP icon
104
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
$651K 0.22%
25,602
-34,821
-58% -$884K
QUAL icon
105
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$646K 0.22%
2,946
-1,340
-31% -$281K
CB icon
106
Chubb
CB
$132B
$630K 0.21%
1,850
+326
+21% +$106K
F icon
107
Ford
F
$55.1B
$630K 0.21%
45,319
+2,614
+6% +$35.3K
SDG icon
108
iShares MSCI Global Sustainable Development Goals ETF
SDG
$175M
$626K 0.21%
7,003
-336
-5% -$30K
DHR icon
109
Danaher
DHR
$145B
$621K 0.21%
3,260
+1,371
+73% +$249K
AMP icon
110
Ameriprise Financial
AMP
$49.9B
$614K 0.21%
1,338
+321
+32% +$147K
AMAT icon
111
Applied Materials
AMAT
$435B
$613K 0.21%
848
+230
+37% +$106K
MDT icon
112
Medtronic
MDT
$116B
$610K 0.21%
7,798
+2,853
+58% +$230K
WDC icon
113
Western Digital
WDC
$157B
$607K 0.21%
+950
New +$462K
JBHT icon
114
JB Hunt Transport Services
JBHT
$25.9B
$606K 0.21%
2,094
+348
+20% +$89.4K
EW icon
115
Edwards Lifesciences
EW
$53.6B
$604K 0.2%
6,678
+435
+7% +$36.4K
UL icon
116
Unilever
UL
$133B
$600K 0.2%
9,975
+2,496
+33% +$144K
HASI icon
117
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
$597K 0.2%
15,281
+882
+6% +$35.3K
VOO icon
118
Vanguard S&P 500 ETF
VOO
$1.03T
$589K 0.2%
858
– –
IJR icon
119
iShares Core S&P Small-Cap ETF
IJR
$112B
$583K 0.2%
3,932
-396
-9% -$54.3K
FISV
120
Fiserv Inc
FISV
$27.4B
$578K 0.2%
11,780
-861
-7% -$48.1K
ADBE icon
121
Adobe
ADBE
$103B
$576K 0.19%
2,809
-239
-8% -$56.6K
HD icon
122
Home Depot
HD
$342B
$575K 0.19%
1,631
+621
+61% +$202K
DAL icon
123
Delta Air Lines
DAL
$59.1B
$570K 0.19%
6,083
+228
+4% +$17.2K
SCHX icon
124
Schwab US Large- Cap ETF
SCHX
$74.5B
$569K 0.19%
19,321
+4,764
+33% +$136K
ACN icon
125
Accenture
ACN
$110B
$566K 0.19%
4,552
+2,084
+84% +$362K
3 4
5
6 7

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Investment Research Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Investment Research Partners held 295 positions worth $295M, up 20% from $246M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investment Research Partners deployed $24.9M of net new capital in Q2 2026, opening 50 new positions and adding to 167 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares worth $6.48M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $1.93M trimmed.

  • Investment Research Partners's largest Q2 2026 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares worth $6.48M.
  • Investment Research Partners added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.83M increase.
  • Investment Research Partners's biggest Q2 2026 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $1.93M.
  • Investment Research Partners fully exited iShares Core 1-5 Year USD Bond ETF in Q2 2026, selling an estimated $6.01M.
  • Investment Research Partners's ten largest holdings make up 29% of its $295M portfolio in Q2 2026.
  • Investment Research Partners opened 50 new positions and closed 17 in Q2 2026.
  • Investment Research Partners's portfolio value rose 20% quarter-over-quarter to $295M.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.