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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 | |
|---|---|---|---|---|---|---|
176
Palantir
PLTR
$411B
| $279K | 0.13% |
+1,403
| New | +$227K |
|
177
Zscaler
ZS
$28.7B
| $279K | 0.13% |
+868
| New | +$247K |
|
178
Generac Holdings
GNRC
$13.1B
| $278K | 0.13% |
+1,539
| New | +$270K |
|
179
General Motors
GM
$76.1B
| $277K | 0.12% |
+4,002
| New | +$223K |
|
180
Vanguard Russell 1000 Value ETF
VONV
$22B
| $276K | 0.12% |
+3,070
| New | +$268K |
|
181
AXS Green Alpha ETF
NXTE
$52.7M
| $274K | 0.12% |
+6,760
| New | +$241K |
|
182
PG&E
PCG
$38.3B
| $274K | 0.12% |
+17,387
| New | +$254K |
|
183
Snowflake
SNOW
$115B
| $273K | 0.12% |
+1,013
| New | +$218K |
|
184
PNC Financial Services
PNC
$102B
| $273K | 0.12% |
+1,506
| New | +$298K |
|
185
Johnson Controls International
JCI
$92.6B
| $266K | 0.12% |
+2,344
| New | +$250K |
|
186
Zoom
ZM
$30.8B
| $266K | 0.12% |
+3,188
| New | +$249K |
|
187
BP
BP
$111B
| $259K | 0.12% |
+7,370
| New | +$247K |
|
188
Entergy
ETR
$50.3B
| $259K | 0.12% |
+2,710
| New | +$238K |
|
189
Micron Technology
MU
$1.03T
| $256K | 0.12% |
+1,131
| New | +$145K |
|
190
Airbnb
ABNB
$108B
| $252K | 0.11% |
+1,996
| New | +$258K |
|
191
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
| $249K | 0.11% |
+3,425
| New | +$221K |
|
192
McDonald's
MCD
$195B
| $245K | 0.11% |
+809
| New | +$246K |
|
193
Travelers Companies
TRV
$77.2B
| $244K | 0.11% |
+909
| New | +$243K |
|
194
Eaton
ETN
$179B
| $242K | 0.11% |
+623
| New | +$227K |
|
195
Alerian MLP ETF
AMLP
$13.2B
| $240K | 0.11% |
+5,133
| New | +$248K |
|
|
DHIL
196
DELISTED
Diamond Hill
DHIL
| $240K | 0.11% |
+1,841
| New | +$269K |
|
197
Booking.com
BKNG
$159B
| $239K | 0.11% |
+1,175
| New | +$262K |
|
198
CF Industries
CF
$18.2B
| $238K | 0.11% |
+2,834
| New | +$253K |
|
199
Kenvue
KVUE
$36.5B
| $237K | 0.11% |
+16,538
| New | +$338K |
|
200
Emcor
EME
$36.8B
| $236K | 0.11% |
+304
| New | +$184K |
|
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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.