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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 | |
|---|---|---|---|---|---|---|
126
Caterpillar
CAT
$393B
| $419K | 0.19% |
+716
| New | +$306K |
|
127
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
| $418K | 0.19% |
+2,997
| New | +$391K |
|
128
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
| $416K | 0.19% |
+8,827
| New | +$410K |
|
129
Prologis
PLD
$134B
| $415K | 0.19% |
+3,361
| New | +$369K |
|
130
Enbridge
ENB
$112B
| $410K | 0.18% |
+8,789
| New | +$414K |
|
131
Home Depot
HD
$342B
| $407K | 0.18% |
+1,077
| New | +$423K |
|
132
Chubb
CB
$132B
| $403K | 0.18% |
+1,448
| New | +$399K |
|
133
Cheniere Energy
LNG
$55.4B
| $399K | 0.18% |
+1,889
| New | +$444K |
|
134
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.37B
| $396K | 0.18% |
+14,090
| New | +$389K |
|
|
XIFR
135
XPLR Infrastructure LP
XIFR
$1.08B
| $394K | 0.18% |
+39,789
| New | +$385K |
|
136
Hercules Capital
HTGC
$3.11B
| $394K | 0.18% |
+22,181
| New | +$425K |
|
137
Constellation Energy
CEG
$98.7B
| $386K | 0.17% |
+962
| New | +$310K |
|
138
Zoetis
ZTS
$30.4B
| $386K | 0.17% |
+2,682
| New | +$405K |
|
139
BlackRock US Equity Factor Rotation ETF
DYNF
$40.3B
| $384K | 0.17% |
+6,276
| New | +$356K |
|
140
GSK
GSK
$101B
| $381K | 0.17% |
+8,302
| New | +$324K |
|
141
Clearway Energy Class C
CWEN
$7.06B
| $377K | 0.17% |
+11,855
| New | +$359K |
|
142
Realty Income
O
$59.2B
| $377K | 0.17% |
+6,459
| New | +$376K |
|
143
Phillips 66
PSX
$90B
| $375K | 0.17% |
+2,720
| New | +$348K |
|
144
BHP
BHP
$229B
| $375K | 0.17% |
+6,469
| New | +$344K |
|
145
Marriott International
MAR
$92.5B
| $371K | 0.17% |
+1,409
| New | +$378K |
|
146
Danaher
DHR
$145B
| $368K | 0.17% |
+1,720
| New | +$342K |
|
147
ING
ING
$102B
| $366K | 0.16% |
+15,129
| New | +$364K |
|
148
Walt Disney
DIS
$178B
| $361K | 0.16% |
+3,272
| New | +$385K |
|
149
Thermo Fisher Scientific
TMO
$223B
| $358K | 0.16% |
+642
| New | +$299K |
|
150
Ameriprise Financial
AMP
$49.9B
| $357K | 0.16% |
+745
| New | +$382K |
|
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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.