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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 | |
|---|---|---|---|---|---|---|
101
Transmedics
TMDX
$3.02B
| $530K | 0.24% |
+3,948
| New | +$462K |
|
102
Merck
MRK
$328B
| $529K | 0.24% |
+6,114
| New | +$504K |
|
103
Hewlett Packard
HPE
$77.8B
| $522K | 0.23% |
+21,502
| New | +$475K |
|
104
Wells Fargo
WFC
$269B
| $522K | 0.23% |
+6,066
| New | +$492K |
|
105
The Mosaic Company
MOS
$7.18B
| $520K | 0.23% |
+18,149
| New | +$625K |
|
106
Hershey
HSY
$37B
| $515K | 0.23% |
+2,940
| New | +$534K |
|
107
iShares Core S&P Small-Cap ETF
IJR
$112B
| $514K | 0.23% |
+4,327
| New | +$498K |
|
108
Unilever
UL
$133B
| $508K | 0.23% |
+7,403
| New | +$511K |
|
109
HP
HPQ
$26.8B
| $496K | 0.22% |
+17,889
| New | +$477K |
|
110
Edwards Lifesciences
EW
$53.6B
| $494K | 0.22% |
+5,975
| New | +$467K |
|
111
Golub Capital BDC
GBDC
$3.4B
| $492K | 0.22% |
+34,948
| New | +$515K |
|
112
Netflix
NFLX
$309B
| $486K | 0.22% |
+4,420
| New | +$539K |
|
113
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
| $485K | 0.22% |
+5,460
| New | +$470K |
|
114
Vanguard S&P 500 ETF
VOO
$1.03T
| $476K | 0.21% |
+753
| New | +$444K |
|
115
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
| $474K | 0.21% |
+14,067
| New | +$429K |
|
116
Agilent Technologies
A
$41.9B
| $470K | 0.21% |
+3,280
| New | +$396K |
|
117
AT&T
T
$166B
| $455K | 0.2% |
+18,113
| New | +$514K |
|
118
RELX
RELX
$60.2B
| $454K | 0.2% |
+10,168
| New | +$503K |
|
119
Invesco KBW Bank ETF
KBWB
$6.85B
| $453K | 0.2% |
+5,939
| New | +$448K |
|
120
PepsiCo
PEP
$189B
| $444K | 0.2% |
+3,041
| New | +$434K |
|
121
J.M. Smucker
SJM
$12.7B
| $442K | 0.2% |
+4,371
| New | +$475K |
|
122
IQVIA
IQV
$39.8B
| $431K | 0.19% |
+1,980
| New | +$360K |
|
123
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
| $426K | 0.19% |
+13,891
| New | +$409K |
|
124
Vanguard Information Technology ETF
VGT
$149B
| $425K | 0.19% |
+4,240
| New | +$370K |
|
125
Stryker
SYK
$133B
| $423K | 0.19% |
+1,145
| New | +$442K |
|
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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.