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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
VONV icon
201
Vanguard Russell 1000 Value ETF
VONV
$22B
$326K 0.11%
3,070
– –
CMI icon
202
Cummins
CMI
$87.8B
$323K 0.11%
+453
New +$298K
BA icon
203
Boeing
BA
$183B
$317K 0.11%
+1,464
New +$326K
TMO icon
204
Thermo Fisher Scientific
TMO
$223B
$315K 0.11%
629
+40
+7% +$19.2K
AEP icon
205
American Electric Power
AEP
$67.9B
$312K 0.11%
2,281
-36
-2% -$4.74K
BP icon
206
BP
BP
$111B
$311K 0.11%
8,430
+1,195
+17% +$52.4K
KO icon
207
Coca-Cola
KO
$373B
$310K 0.1%
3,809
+1,042
+38% +$82.3K
ETR icon
208
Entergy
ETR
$50.3B
$306K 0.1%
2,660
-50
-2% -$5.64K
MAS icon
209
Masco
MAS
$14.7B
$305K 0.1%
3,743
+145
+4% +$10.1K
PEP icon
210
PepsiCo
PEP
$189B
$302K 0.1%
2,233
+841
+60% +$126K
ANET icon
211
Arista Networks
ANET
$265B
$302K 0.1%
+1,779
New +$279K
AON icon
212
Aon
AON
$74.7B
$302K 0.1%
+910
New +$294K
REGN icon
213
Regeneron Pharmaceuticals
REGN
$82.2B
$301K 0.1%
483
+199
+70% +$135K
GIS icon
214
General Mills
GIS
$20.4B
$300K 0.1%
+8,632
New +$298K
PNR icon
215
Pentair
PNR
$10.5B
$300K 0.1%
3,911
+1,370
+54% +$108K
CRS icon
216
Carpenter Technology
CRS
$26.3B
$297K 0.1%
+482
New +$227K
TER icon
217
Teradyne
TER
$63B
$297K 0.1%
+614
New +$232K
DEA
218
Easterly Government Properties
DEA
$1.16B
$297K 0.1%
11,907
+1,862
+19% +$43.7K
CF icon
219
CF Industries
CF
$18.2B
$296K 0.1%
2,735
-99
-3% -$11.7K
SNOW icon
220
Snowflake
SNOW
$115B
$294K 0.1%
+1,154
New +$212K
APH icon
221
Amphenol
APH
$210B
$293K 0.1%
+1,663
New +$240K
CCI icon
222
Crown Castle
CCI
$31.5B
$289K 0.1%
3,815
+142
+4% +$12.5K
D icon
223
Dominion Energy
D
$59.8B
$288K 0.1%
4,223
+644
+18% +$41.9K
ESGD icon
224
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$288K 0.1%
2,801
-164
-6% -$16.7K
ZTS icon
225
Zoetis
ZTS
$30.4B
$276K 0.09%
3,842
+1,157
+43% +$109K
7 8
9
10 11

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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.