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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
+$9.17M
Cap. Flow %
3.73%
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 Miscellaneous 42.99%
2 Technology 18.99%
3 Healthcare 6.96%
4 Financials 6.71%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHA icon
151
Schwab U.S Small- Cap ETF
SCHA
$21.7B
$375K 0.15%
12,909
+212
+2% +$6.36K
SCHX icon
152
Schwab US Large- Cap ETF
SCHX
$73.8B
$373K 0.15%
14,557
+1,557
+12% +$41.8K
JBHT icon
153
JB Hunt Transport Services
JBHT
$21B
$370K 0.15%
1,746
– –
VGT icon
154
Vanguard Information Technology ETF
VGT
$154B
$370K 0.15%
4,240
– –
A icon
155
Agilent Technologies
A
$48.6B
$369K 0.15%
3,238
-10
-0.3% -$1.27K
IAT icon
156
iShares US Regional Banks ETF
IAT
$607M
$369K 0.15%
6,846
– –
CF icon
157
CF Industries
CF
$17.4B
$368K 0.15%
2,834
– –
DHR icon
158
Danaher
DHR
$156B
$358K 0.15%
1,889
+3
+0.2% +$639
HTGC icon
159
Hercules Capital
HTGC
$3.15B
$356K 0.14%
24,085
+1,788
+8% +$29.2K
TGT icon
160
Target
TGT
$71.2B
$351K 0.14%
2,895
+524
+22% +$59.1K
FDX icon
161
FedEx
FDX
$67.5B
$347K 0.14%
975
-2
-0.2% -$694
IQV icon
162
IQVIA
IQV
$44.3B
$347K 0.14%
2,035
-31
-2% -$6.05K
UGI icon
163
UGI
UGI
$7.65B
$346K 0.14%
9,507
-119
-1% -$4.48K
UNH icon
164
UnitedHealth
UNH
$329B
$345K 0.14%
1,276
-233
-15% -$69.4K
RTX icon
165
RTX Corp
RTX
$250B
$344K 0.14%
1,785
– –
O icon
166
Realty Income
O
$51.4B
$344K 0.14%
5,627
+103
+2% +$6.45K
HPQ icon
167
HP
HPQ
$28.2B
$342K 0.14%
17,808
-2,210
-11% -$43K
BP icon
168
BP
BP
$113B
$340K 0.14%
7,235
-26
-0.4% -$1.02K
GD icon
169
General Dynamics
GD
$89.8B
$334K 0.14%
972
-1
-0.1% -$355
MS icon
170
Morgan Stanley
MS
$295B
$333K 0.14%
2,023
– –
HD icon
171
Home Depot
HD
$284B
$332K 0.14%
1,010
-195
-16% -$71.1K
JCI icon
172
Johnson Controls International
JCI
$90B
$328K 0.13%
2,501
+157
+7% +$20.3K
DIS icon
173
Walt Disney
DIS
$181B
$326K 0.13%
3,381
-70
-2% -$7.4K
EXPE icon
174
Expedia Group
EXPE
$31.6B
$320K 0.13%
1,384
-255
-16% -$62.6K
ZTS icon
175
Zoetis
ZTS
$28.9B
$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 $9.17M 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 Miscellaneous at 43% of assets, up from 41% a quarter earlier, followed by Technology and Healthcare.

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.