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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
+4.34%
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
MAR icon
126
Marriott International
MAR
$92.5B
$462K 0.19%
1,412
-10
-0.7% -$3.29K
ENB icon
127
Enbridge
ENB
$112B
$459K 0.19%
8,480
-102
-1% -$5.2K
GLD icon
128
SPDR Gold Trust
GLD
$144B
$457K 0.19%
+1,063
New +$476K
AMP icon
129
Ameriprise Financial
AMP
$49.9B
$452K 0.18%
1,017
-79
-7% -$38.1K
GSK icon
130
GSK
GSK
$101B
$452K 0.18%
8,189
-67
-0.8% -$3.63K
PFE icon
131
Pfizer
PFE
$150B
$435K 0.18%
15,497
-360
-2% -$9.58K
TMDX icon
132
Transmedics
TMDX
$3.02B
$433K 0.18%
4,352
+386
+10% +$50.3K
XOM icon
133
ExxonMobil
XOM
$657B
$431K 0.18%
2,543
+23
+0.9% +$3.36K
NFLX icon
134
Netflix
NFLX
$309B
$430K 0.17%
4,470
+23
+0.5% +$2.03K
LYB icon
135
LyondellBasell Industries
LYB
$20.3B
$429K 0.17%
5,329
+229
+4% +$13.6K
MDT icon
136
Medtronic
MDT
$116B
$429K 0.17%
4,945
-569
-10% -$54.5K
UL icon
137
Unilever
UL
$133B
$426K 0.17%
7,479
-8
-0.1% -$536
SYK icon
138
Stryker
SYK
$133B
$425K 0.17%
1,292
+96
+8% +$34.5K
LMT icon
139
Lockheed Martin
LMT
$140B
$410K 0.17%
679
-113
-14% -$69.6K
RELX icon
140
RELX
RELX
$60.2B
$401K 0.16%
12,111
+1,708
+16% +$60K
EIX icon
141
Edison International
EIX
$26.7B
$401K 0.16%
5,473
+394
+8% +$26.6K
SCHG icon
142
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$399K 0.16%
13,697
-370
-3% -$11.5K
PCG icon
143
PG&E
PCG
$38.3B
$394K 0.16%
22,398
+2,921
+15% +$49.7K
FTI icon
144
TechnipFMC
FTI
$29.5B
$390K 0.16%
5,643
+35
+0.6% +$2.1K
DAL icon
145
Delta Air Lines
DAL
$59.1B
$389K 0.16%
5,855
+302
+5% +$20.3K
ING icon
146
ING
ING
$102B
$389K 0.16%
14,933
-325
-2% -$9.14K
WMB icon
147
Williams Companies
WMB
$90.1B
$383K 0.16%
5,265
-108
-2% -$7.48K
MU icon
148
Micron Technology
MU
$1.03T
$383K 0.16%
1,134
– –
SUSA icon
149
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$380K 0.15%
2,880
– –
FIX icon
150
Comfort Systems
FIX
$61.2B
$379K 0.15%
275
– –
4 5
6
7 8

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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.