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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
FNDX icon
176
Schwab Fundamental US Large Company Index ETF
FNDX
$27.4B
$316K 0.13%
11,362
– –
WAB icon
177
Wabtec
WAB
$49.9B
$315K 0.13%
1,261
+6
+0.5% +$1.45K
KVUE icon
178
Kenvue
KVUE
$36.5B
$315K 0.13%
18,268
+3,191
+21% +$56.8K
ABNB icon
179
Airbnb
ABNB
$108B
$315K 0.13%
+2,491
New +$324K
XIFR
180
XPLR Infrastructure LP
XIFR
$1.08B
$314K 0.13%
29,582
-770
-3% -$7.93K
GNRC icon
181
Generac Holdings
GNRC
$13.1B
$308K 0.13%
1,575
+100
+7% +$19.2K
C icon
182
Citigroup
C
$231B
$305K 0.12%
2,692
-446
-14% -$50.8K
ETR icon
183
Entergy
ETR
$50.3B
$304K 0.12%
2,710
– –
DHIL
184
DELISTED
Diamond Hill
DHIL
$304K 0.12%
1,769
-91
-5% -$15.6K
AEP icon
185
American Electric Power
AEP
$67.9B
$304K 0.12%
2,317
– –
GM icon
186
General Motors
GM
$76.1B
$301K 0.12%
4,037
-1,086
-21% -$86.3K
CCI icon
187
Crown Castle
CCI
$31.5B
$299K 0.12%
3,673
+82
+2% +$7.06K
GE icon
188
GE Aerospace
GE
$379B
$297K 0.12%
1,047
+119
+13% +$37.4K
MCD icon
189
McDonald's
MCD
$195B
$296K 0.12%
953
+72
+8% +$22.9K
TMO icon
190
Thermo Fisher Scientific
TMO
$223B
$290K 0.12%
589
-52
-8% -$28.2K
VONV icon
191
Vanguard Russell 1000 Value ETF
VONV
$22B
$288K 0.12%
3,070
– –
SPYM
192
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$288K 0.12%
3,758
-120
-3% -$9.6K
ESGD icon
193
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$284K 0.12%
2,965
– –
FCX icon
194
Freeport-McMoran
FCX
$96.9B
$281K 0.11%
4,773
+791
+20% +$47.8K
AMLP icon
195
Alerian MLP ETF
AMLP
$13.2B
$270K 0.11%
5,133
– –
EMXC icon
196
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$269K 0.11%
3,425
– –
CEG icon
197
Constellation Energy
CEG
$98.7B
$269K 0.11%
962
– –
GLW icon
198
Corning
GLW
$144B
$264K 0.11%
+1,945
New +$235K
TRV icon
199
Travelers Companies
TRV
$77.2B
$264K 0.11%
904
-5
-0.6% -$1.47K
ET icon
200
Energy Transfer Partners
ET
$72.1B
$262K 0.11%
13,596
+1,484
+12% +$27.2K
6 7
8
9 10

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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.