We are live on ! Find out more
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
PSX icon
101
Phillips 66
PSX
$90B
$575K 0.23%
3,157
+27
+0.9% +$4.23K
CAT icon
102
Caterpillar
CAT
$393B
$573K 0.23%
810
– –
BAC icon
103
Bank of America
BAC
$453B
$557K 0.23%
11,430
-1,818
-14% -$93.8K
MOS icon
104
The Mosaic Company
MOS
$7.18B
$541K 0.22%
21,208
+3,661
+21% +$100K
IJR icon
105
iShares Core S&P Small-Cap ETF
IJR
$112B
$538K 0.22%
4,328
-1
-0% -$127
HPE icon
106
Hewlett Packard
HPE
$77.8B
$535K 0.22%
22,485
+560
+3% +$12.4K
T icon
107
AT&T
T
$166B
$532K 0.22%
18,359
-947
-5% -$25.3K
HASI icon
108
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
$529K 0.22%
14,399
+293
+2% +$10.4K
LNG icon
109
Cheniere Energy
LNG
$55.4B
$519K 0.21%
1,828
+114
+7% +$26.3K
HMC icon
110
Honda
HMC
$40.6B
$516K 0.21%
21,237
+1,831
+9% +$53K
VOO icon
111
Vanguard S&P 500 ETF
VOO
$1.03T
$513K 0.21%
858
+105
+14% +$65.7K
DOLE icon
112
Dole
DOLE
$1.23B
$510K 0.21%
35,720
+8,753
+32% +$133K
QEFA icon
113
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.08B
$509K 0.21%
5,460
– –
CWEN icon
114
Clearway Energy Class C
CWEN
$7.06B
$508K 0.21%
12,918
+1,508
+13% +$56.3K
EW icon
115
Edwards Lifesciences
EW
$53.6B
$500K 0.2%
6,243
+259
+4% +$21.4K
CB icon
116
Chubb
CB
$132B
$497K 0.2%
1,524
-84
-5% -$26.9K
F icon
117
Ford
F
$55.1B
$493K 0.2%
42,705
+201
+0.5% +$2.65K
ACN icon
118
Accenture
ACN
$110B
$489K 0.2%
2,468
-578
-19% -$135K
BHP icon
119
BHP
BHP
$229B
$488K 0.2%
6,704
+335
+5% +$23.7K
PLD icon
120
Prologis
PLD
$134B
$488K 0.2%
3,689
-184
-5% -$24.6K
DVYE icon
121
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
$487K 0.2%
14,164
-47
-0.3% -$1.59K
WFC icon
122
Wells Fargo
WFC
$269B
$482K 0.2%
6,052
-14
-0.2% -$1.2K
SJM icon
123
J.M. Smucker
SJM
$12.7B
$475K 0.19%
4,922
+574
+13% +$60.1K
GBDC icon
124
Golub Capital BDC
GBDC
$3.4B
$468K 0.19%
36,988
+2,385
+7% +$30.6K
KBWB icon
125
Invesco KBW Bank ETF
KBWB
$6.85B
$467K 0.19%
5,899
-40
-0.7% -$3.34K
3 4
5
6 7

Similar funds

FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
SM
Selkirk Management Chatham, New Jersey $294M AUM 26.84% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
ECM
Engle Capital Management Greenwich, Connecticut $293M AUM 68.31% 1-Year Est. Return
SICM
Sustainable Insight Capital Management New York $298M AUM 20.03% 1-Year Est. Return

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.