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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
+4.75%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$233M
AUM Growth
+$10.7M
Cap. Flow
+$19.9M
Cap. Flow %
8.56%
Top 10 Hldgs %
32.04%
Holding
245
New
21
Increased
113
Reduced
71
Closed
12

Top Buys

Rank Stock Value
1
CIEN icon
Ciena
CIEN
+$4.55M
2
TYG
Tortoise Energy Infrastructure Corp
TYG
+$879K
3
HDV
iShares Core High Dividend ETF
HDV
+$844K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$583K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$542K

Top Sells

Rank Stock Value
1
TEAF
Ecofin Sustainable & Social Impact Term Fund
TEAF
+$870K
2
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$416K
3
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$384K
4
RBLX icon
Roblox
RBLX
+$298K
5
ZS icon
Zscaler
ZS
+$279K

Sector Composition

Rank Sector Weight
1 Technology 21.28%
2 Healthcare 7.95%
3 Financials 7.41%
4 Industrials 4.31%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
101
Hershey
HSY
$37B
$535K 0.23%
2,940
– –
INTC icon
102
Intel
INTC
$509B
$532K 0.23%
14,423
-986
-6% -$37.2K
MDT icon
103
Medtronic
MDT
$116B
$530K 0.23%
5,514
-665
-11% -$64.6K
PWR icon
104
Quanta Services
PWR
$102B
$528K 0.23%
1,252
-37
-3% -$16.3K
HPE icon
105
Hewlett Packard
HPE
$77.8B
$527K 0.23%
21,925
+423
+2% +$9.96K
IJR icon
106
iShares Core S&P Small-Cap ETF
IJR
$112B
$520K 0.22%
4,329
+2
+0% +$239
EW icon
107
Edwards Lifesciences
EW
$53.6B
$510K 0.22%
5,984
+9
+0.2% +$739
CB icon
108
Chubb
CB
$132B
$502K 0.22%
1,608
+160
+11% +$46.8K
KBWB icon
109
Invesco KBW Bank ETF
KBWB
$6.85B
$501K 0.21%
5,939
– –
UNH icon
110
UnitedHealth
UNH
$364B
$498K 0.21%
1,509
-49
-3% -$16.6K
QEFA icon
111
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$495K 0.21%
5,460
– –
PLD icon
112
Prologis
PLD
$134B
$494K 0.21%
3,873
+512
+15% +$63.8K
UL icon
113
Unilever
UL
$133B
$490K 0.21%
7,487
+84
+1% +$5.64K
TMDX icon
114
Transmedics
TMDX
$3.02B
$482K 0.21%
3,966
+18
+0.5% +$2.26K
T icon
115
AT&T
T
$166B
$480K 0.21%
19,306
+1,193
+7% +$30.2K
VOO icon
116
Vanguard S&P 500 ETF
VOO
$1.03T
$472K 0.2%
753
– –
GBDC icon
117
Golub Capital BDC
GBDC
$3.4B
$470K 0.2%
34,603
-345
-1% -$4.78K
IQV icon
118
IQVIA
IQV
$39.8B
$466K 0.2%
2,066
+86
+4% +$18.7K
EXPE icon
119
Expedia Group
EXPE
$39.1B
$464K 0.2%
1,639
+92
+6% +$22.7K
CAT icon
120
Caterpillar
CAT
$393B
$464K 0.2%
810
+94
+13% +$52.2K
SCHG icon
121
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$459K 0.2%
14,067
– –
HPQ icon
122
HP
HPQ
$26.8B
$446K 0.19%
20,018
+2,129
+12% +$54.3K
HASI icon
123
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
$443K 0.19%
14,106
+16
+0.1% +$504
DVYE icon
124
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
$443K 0.19%
14,211
+320
+2% +$9.79K
A icon
125
Agilent Technologies
A
$41.9B
$442K 0.19%
3,248
-32
-1% -$4.6K
3 4
5
6 7

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Investment Research Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Investment Research Partners held 245 positions worth $233M, up 4.8% from $222M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Investment Research Partners deployed $19.9M of net new capital in Q4 2025, opening 21 new positions and adding to 113 existing holdings. Its largest new stake was Ciena: 23,462 shares worth $5.49M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Adobe, an estimated $240K trimmed.

  • Investment Research Partners's largest Q4 2025 buy was Ciena: 23,462 shares worth $5.49M.
  • Investment Research Partners added most to iShares Core High Dividend ETF in Q4 2025, an estimated $844K increase.
  • Investment Research Partners's biggest Q4 2025 reduction was Adobe, cutting an estimated $240K.
  • Investment Research Partners fully exited Ecofin Sustainable & Social Impact Term Fund in Q4 2025, selling an estimated $870K.
  • Investment Research Partners's ten largest holdings make up 32% of its $233M portfolio in Q4 2025.
  • Investment Research Partners opened 21 new positions and closed 12 in Q4 2025.
  • Investment Research Partners's portfolio value rose 4.8% quarter-over-quarter to $233M.

Based on Investment Research Partners's 13F filing for Q4 2025, filed 12 Feb 2026.