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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
CWEN icon
151
Clearway Energy Class C
CWEN
$7.06B
$379K 0.16%
11,410
-445
-4% -$14.8K
IAT icon
152
iShares US Regional Banks ETF
IAT
$687M
$378K 0.16%
6,846
– –
TMO icon
153
Thermo Fisher Scientific
TMO
$223B
$371K 0.16%
641
-1
-0.2% -$566
C icon
154
Citigroup
C
$231B
$366K 0.16%
3,138
-205
-6% -$21.3K
SCHA icon
155
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$362K 0.16%
12,697
+330
+3% +$9.32K
UGI icon
156
UGI
UGI
$7.53B
$360K 0.15%
9,626
-159
-2% -$5.63K
TEAM icon
157
Atlassian
TEAM
$39.4B
$360K 0.15%
+2,222
New +$349K
MS icon
158
Morgan Stanley
MS
$342B
$359K 0.15%
2,023
+2
+0.1% +$334
VRSN icon
159
VeriSign
VRSN
$25.6B
$353K 0.15%
1,455
-71
-5% -$17.8K
SCHX icon
160
Schwab US Large- Cap ETF
SCHX
$74.5B
$350K 0.15%
+13,000
New +$347K
CEG icon
161
Constellation Energy
CEG
$98.7B
$340K 0.15%
962
– –
JBHT icon
162
JB Hunt Transport Services
JBHT
$25.9B
$339K 0.15%
1,746
+4
+0.2% +$687
LNG icon
163
Cheniere Energy
LNG
$55.4B
$333K 0.14%
1,714
-175
-9% -$36.7K
CNC icon
164
Centene
CNC
$33.1B
$331K 0.14%
+8,039
New +$301K
GD icon
165
General Dynamics
GD
$107B
$328K 0.14%
973
+1
+0.1% +$341
RTX icon
166
RTX Corp
RTX
$300B
$327K 0.14%
1,785
– –
MU icon
167
Micron Technology
MU
$1.03T
$324K 0.14%
1,134
+3
+0.3% +$688
WMB icon
168
Williams Companies
WMB
$90.1B
$323K 0.14%
5,373
-14
-0.3% -$846
CCI icon
169
Crown Castle
CCI
$31.5B
$319K 0.14%
3,591
+213
+6% +$19.6K
PNR icon
170
Pentair
PNR
$10.5B
$317K 0.14%
3,043
+249
+9% +$26.6K
DHIL
171
DELISTED
Diamond Hill
DHIL
$315K 0.14%
1,860
+19
+1% +$2.63K
PCG icon
172
PG&E
PCG
$38.3B
$313K 0.13%
19,477
+2,090
+12% +$33.4K
O icon
173
Realty Income
O
$59.2B
$311K 0.13%
5,524
-935
-14% -$54.1K
SPYM
174
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$311K 0.13%
3,878
+14
+0.4% +$1.11K
ZTS icon
175
Zoetis
ZTS
$30.4B
$309K 0.13%
2,458
-224
-8% -$29.2K
5 6
7
8 9

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SICM
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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.