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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 | |
|---|---|---|---|---|---|---|
151
VeriSign
VRSN
$25.6B
| $355K | 0.16% |
+1,526
| New | +$426K |
|
152
Lockheed Martin
LMT
$140B
| $355K | 0.16% |
+731
| New | +$332K |
|
153
Capital One
COF
$136B
| $350K | 0.16% |
+1,603
| New | +$351K |
|
154
Schwab U.S Small- Cap ETF
SCHA
$23.3B
| $348K | 0.16% |
+12,367
| New | +$331K |
|
155
Expedia Group
EXPE
$39.1B
| $340K | 0.15% |
+1,547
| New | +$311K |
|
156
iShares US Regional Banks ETF
IAT
$687M
| $336K | 0.15% |
+6,846
| New | +$357K |
|
157
General Dynamics
GD
$107B
| $334K | 0.15% |
+972
| New | +$306K |
|
158
Pfizer
PFE
$150B
| $332K | 0.15% |
+13,683
| New | +$338K |
|
159
GE Aerospace
GE
$379B
| $332K | 0.15% |
+1,057
| New | +$289K |
|
160
Morgan Stanley
MS
$342B
| $331K | 0.15% |
+2,021
| New | +$298K |
|
161
Citigroup
C
$231B
| $331K | 0.15% |
+3,343
| New | +$317K |
|
162
UGI
UGI
$7.53B
| $325K | 0.15% |
+9,785
| New | +$342K |
|
163
Best Buy
BBY
$17.5B
| $322K | 0.14% |
+3,831
| New | +$275K |
|
164
RTX Corp
RTX
$300B
| $315K | 0.14% |
+1,785
| New | +$277K |
|
|
SPYM
165
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
| $312K | 0.14% |
+3,864
| New | +$291K |
|
166
Crown Castle
CCI
$31.5B
| $312K | 0.14% |
+3,378
| New | +$342K |
|
167
Williams Companies
WMB
$90.1B
| $307K | 0.14% |
+5,387
| New | +$316K |
|
168
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
| $304K | 0.14% |
+11,362
| New | +$288K |
|
169
Pentair
PNR
$10.5B
| $301K | 0.14% |
+2,794
| New | +$298K |
|
170
Roblox
RBLX
$25.4B
| $298K | 0.13% |
+2,226
| New | +$277K |
|
171
Delta Air Lines
DAL
$59.1B
| $295K | 0.13% |
+5,027
| New | +$287K |
|
172
JB Hunt Transport Services
JBHT
$25.9B
| $294K | 0.13% |
+1,742
| New | +$250K |
|
173
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
| $294K | 0.13% |
+3,099
| New | +$280K |
|
174
ExxonMobil
XOM
$657B
| $293K | 0.13% |
+2,513
| New | +$279K |
|
175
American Electric Power
AEP
$67.9B
| $285K | 0.13% |
+2,338
| New | +$256K |
|
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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.