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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
SCHA icon
151
Schwab U.S Small- Cap ETF
SCHA
$23.3B
$375K 0.15%
12,909
+212
+2% +$6.36K
SCHX icon
152
Schwab US Large- Cap ETF
SCHX
$74.5B
$373K 0.15%
14,557
+1,557
+12% +$41.8K
JBHT icon
153
JB Hunt Transport Services
JBHT
$25.9B
$370K 0.15%
1,746
– –
VGT icon
154
Vanguard Information Technology ETF
VGT
$149B
$370K 0.15%
4,240
– –
A icon
155
Agilent Technologies
A
$41.9B
$369K 0.15%
3,238
-10
-0.3% -$1.27K
IAT icon
156
iShares US Regional Banks ETF
IAT
$687M
$369K 0.15%
6,846
– –
CF icon
157
CF Industries
CF
$18.2B
$368K 0.15%
2,834
– –
DHR icon
158
Danaher
DHR
$145B
$358K 0.15%
1,889
+3
+0.2% +$639
HTGC icon
159
Hercules Capital
HTGC
$3.11B
$356K 0.14%
24,085
+1,788
+8% +$29.2K
TGT icon
160
Target
TGT
$69.9B
$351K 0.14%
2,895
+524
+22% +$59.1K
FDX icon
161
FedEx
FDX
$77.3B
$347K 0.14%
975
-2
-0.2% -$694
IQV icon
162
IQVIA
IQV
$39.8B
$347K 0.14%
2,035
-31
-2% -$6.05K
UGI icon
163
UGI
UGI
$7.53B
$346K 0.14%
9,507
-119
-1% -$4.48K
UNH icon
164
UnitedHealth
UNH
$364B
$345K 0.14%
1,276
-233
-15% -$69.4K
RTX icon
165
RTX Corp
RTX
$300B
$344K 0.14%
1,785
– –
O icon
166
Realty Income
O
$59.2B
$344K 0.14%
5,627
+103
+2% +$6.45K
HPQ icon
167
HP
HPQ
$26.8B
$342K 0.14%
17,808
-2,210
-11% -$43K
BP icon
168
BP
BP
$111B
$340K 0.14%
7,235
-26
-0.4% -$1.02K
GD icon
169
General Dynamics
GD
$107B
$334K 0.14%
972
-1
-0.1% -$355
MS icon
170
Morgan Stanley
MS
$342B
$333K 0.14%
2,023
– –
HD icon
171
Home Depot
HD
$342B
$332K 0.14%
1,010
-195
-16% -$71.1K
JCI icon
172
Johnson Controls International
JCI
$92.6B
$328K 0.13%
2,501
+157
+7% +$20.3K
DIS icon
173
Walt Disney
DIS
$178B
$326K 0.13%
3,381
-70
-2% -$7.4K
EXPE icon
174
Expedia Group
EXPE
$39.1B
$320K 0.13%
1,384
-255
-16% -$62.6K
ZTS icon
175
Zoetis
ZTS
$30.4B
$317K 0.13%
2,685
+227
+9% +$28.1K
5 6
7
8 9

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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.