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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
FNDX icon
176
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$309K 0.13%
11,362
– –
EIX icon
177
Edison International
EIX
$26.7B
$305K 0.13%
+5,079
New +$291K
XIFR
178
XPLR Infrastructure LP
XIFR
$1.08B
$304K 0.13%
30,352
-9,437
-24% -$91.5K
XOM icon
179
ExxonMobil
XOM
$657B
$303K 0.13%
2,520
+7
+0.3% +$812
ZM icon
180
Zoom
ZM
$30.8B
$293K 0.13%
3,391
+203
+6% +$17.1K
GE icon
181
GE Aerospace
GE
$379B
$286K 0.12%
928
-129
-12% -$38.8K
VONV icon
182
Vanguard Russell 1000 Value ETF
VONV
$22B
$283K 0.12%
3,070
– –
FDX icon
183
FedEx
FDX
$77.3B
$282K 0.12%
977
+83
+9% +$21.8K
ESGD icon
184
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$282K 0.12%
2,965
-134
-4% -$12.6K
BBY icon
185
Best Buy
BBY
$17.5B
$281K 0.12%
4,194
+363
+9% +$27.7K
JCI icon
186
Johnson Controls International
JCI
$92.6B
$281K 0.12%
2,344
– –
MCD icon
187
McDonald's
MCD
$195B
$269K 0.12%
881
+72
+9% +$22.1K
WAB icon
188
Wabtec
WAB
$49.9B
$268K 0.12%
1,255
+176
+16% +$36.2K
AEP icon
189
American Electric Power
AEP
$67.9B
$267K 0.11%
2,317
-21
-0.9% -$2.48K
TRV icon
190
Travelers Companies
TRV
$77.2B
$264K 0.11%
909
– –
KVUE icon
191
Kenvue
KVUE
$36.5B
$260K 0.11%
15,077
-1,461
-9% -$23.9K
FIX icon
192
Comfort Systems
FIX
$61.2B
$257K 0.11%
275
+70
+34% +$64.6K
SNDK
193
Sandisk
SNDK
$196B
$255K 0.11%
1,076
-50
-4% -$10K
BP icon
194
BP
BP
$111B
$252K 0.11%
7,261
-109
-1% -$3.82K
NXTE icon
195
AXS Green Alpha ETF
NXTE
$52.7M
$251K 0.11%
6,510
-250
-4% -$9.82K
ETR icon
196
Entergy
ETR
$50.3B
$250K 0.11%
2,710
– –
FTI icon
197
TechnipFMC
FTI
$29.5B
$250K 0.11%
5,608
+37
+0.7% +$1.56K
EMXC icon
198
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$249K 0.11%
3,425
– –
DG icon
199
Dollar General
DG
$26.4B
$249K 0.11%
+1,874
New +$209K
PLTR icon
200
Palantir
PLTR
$411B
$246K 0.11%
1,386
-17
-1% -$3.08K
6 7
8
9 10

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DMBA
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SSI
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ECM
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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.