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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
+14.72%
1 Year Est. Return
+34.97%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$295M
AUM Growth
+$49.7M
Cap. Flow
+$24.9M
Cap. Flow %
8.44%
Top 10 Hldgs %
29.33%
Holding
295
New
50
Increased
167
Reduced
47
Closed
17

Top Buys

Rank Stock Value
1
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.48M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.83M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$1.15M
4
MSFT icon
Microsoft
MSFT
+$930K
5
AAPL icon
Apple
AAPL
+$886K

Top Sells

Rank Stock Value
1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$6.01M
2
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.93M
3
IBMP icon
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
+$884K
4
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$786K
5
IBMO icon
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
+$775K

Sector Composition

Rank Sector Weight
1 Technology 22.45%
2 Financials 7.37%
3 Healthcare 6.99%
4 Industrials 6.17%
5 Consumer Discretionary 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GD icon
176
General Dynamics
GD
$107B
$390K 0.13%
1,101
+129
+13% +$44.2K
O icon
177
Realty Income
O
$59.2B
$384K 0.13%
6,200
+573
+10% +$35.7K
T icon
178
AT&T
T
$166B
$384K 0.13%
18,538
+179
+1% +$4.44K
TMDX icon
179
Transmedics
TMDX
$3.02B
$383K 0.13%
5,765
+1,413
+32% +$120K
WAB icon
180
Wabtec
WAB
$49.9B
$382K 0.13%
1,415
+154
+12% +$40.7K
WMB icon
181
Williams Companies
WMB
$90.1B
$379K 0.13%
5,102
-163
-3% -$12K
BEN icon
182
Franklin Resources
BEN
$17.1B
$372K 0.13%
11,187
+2,172
+24% +$65K
LYB icon
183
LyondellBasell Industries
LYB
$20.3B
$372K 0.13%
7,064
+1,735
+33% +$120K
VRSN icon
184
VeriSign
VRSN
$25.6B
$370K 0.13%
1,472
+446
+43% +$124K
FTI icon
185
TechnipFMC
FTI
$29.5B
$369K 0.13%
5,572
-71
-1% -$5.03K
IBMQ icon
186
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$662M
$362K 0.12%
14,156
-30,809
-69% -$786K
FCX icon
187
Freeport-McMoran
FCX
$96.9B
$362K 0.12%
5,753
+980
+21% +$63K
XIFR
188
XPLR Infrastructure LP
XIFR
$1.08B
$362K 0.12%
30,631
+1,049
+4% +$11.7K
GEV icon
189
GE Vernova
GEV
$277B
$361K 0.12%
307
+66
+27% +$67.4K
WCN
190
Waste Connections
WCN
$41.6B
$356K 0.12%
+2,138
New +$338K
EMXC icon
191
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$350K 0.12%
3,425
– –
KLAC icon
192
KLA
KLAC
$272B
$347K 0.12%
+1,150
New +$228K
KVUE icon
193
Kenvue
KVUE
$36.5B
$347K 0.12%
18,136
-132
-0.7% -$2.33K
FDX icon
194
FedEx
FDX
$77.3B
$344K 0.12%
1,097
+122
+13% +$44.3K
FTNT icon
195
Fortinet
FTNT
$118B
$340K 0.11%
+2,211
New +$256K
MCD icon
196
McDonald's
MCD
$195B
$339K 0.11%
1,254
+301
+32% +$86.3K
DIS icon
197
Walt Disney
DIS
$178B
$335K 0.11%
3,476
+95
+3% +$9.69K
NTRA icon
198
Natera
NTRA
$45.5B
$330K 0.11%
1,216
+153
+14% +$32.6K
ES icon
199
Eversource Energy
ES
$26.9B
$329K 0.11%
+4,550
New +$315K
TJX icon
200
TJX Companies
TJX
$169B
$328K 0.11%
2,164
+891
+70% +$141K
6 7
8
9 10

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Investment Research Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Investment Research Partners held 295 positions worth $295M, up 20% from $246M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investment Research Partners deployed $24.9M of net new capital in Q2 2026, opening 50 new positions and adding to 167 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares worth $6.48M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Short-Term National Muni Bond ETF, an estimated $1.93M trimmed.

  • Investment Research Partners's largest Q2 2026 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 121,847 shares worth $6.48M.
  • Investment Research Partners added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.83M increase.
  • Investment Research Partners's biggest Q2 2026 reduction was iShares Short-Term National Muni Bond ETF, cutting an estimated $1.93M.
  • Investment Research Partners fully exited iShares Core 1-5 Year USD Bond ETF in Q2 2026, selling an estimated $6.01M.
  • Investment Research Partners's ten largest holdings make up 29% of its $295M portfolio in Q2 2026.
  • Investment Research Partners opened 50 new positions and closed 17 in Q2 2026.
  • Investment Research Partners's portfolio value rose 20% quarter-over-quarter to $295M.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.