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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 | Miscellaneous | 42.09% |
| 2 | Technology | 20.72% |
| 3 | Healthcare | 7.25% |
| 4 | Financials | 7.19% |
| 5 | Industrials | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vanguard Morningstar Large-Cap ETF
VV
$54.1B
| $231K | 0.1% |
+727
| New | +$215K |
|
|
SNDK
202
Sandisk
SNDK
$255B
| $230K | 0.1% |
+1,126
| New | +$65.8K |
|
203
Masco
MAS
$13.3B
| $230K | 0.1% |
+3,525
| New | +$248K |
|
204
iShares Russell 1000 Value ETF
IWD
$80.9B
| $229K | 0.1% |
+1,117
| New | +$222K |
|
205
TechnipFMC
FTI
$26.6B
| $229K | 0.1% |
+5,571
| New | +$204K |
|
206
LyondellBasell Industries
LYB
$18.6B
| $228K | 0.1% |
+4,886
| New | +$276K |
|
207
FedEx
FDX
$67.5B
| $223K | 0.1% |
+894
| New | +$206K |
|
208
iShares Core Universal USD Bond ETF
IUSB
$47.3B
| $220K | 0.1% |
+4,684
| New | +$217K |
|
|
HOLX
209
DELISTED
Hologic
HOLX
| $218K | 0.1% |
+2,945
| New | +$196K |
|
210
Veeva Systems
VEEV
$46.2B
| $218K | 0.1% |
+759
| New | +$214K |
|
211
Wabtec
WAB
$48.5B
| $217K | 0.1% |
+1,079
| New | +$213K |
|
212
Arista Networks
ANET
$257B
| $215K | 0.1% |
+1,329
| New | +$171K |
|
213
Comfort Systems
FIX
$58.2B
| $207K | 0.09% |
+205
| New | +$139K |
|
214
Energy Transfer Partners
ET
$68.1B
| $206K | 0.09% |
+12,173
| New | +$213K |
|
215
Natera
NTRA
$59.6B
| $205K | 0.09% |
+1,063
| New | +$168K |
|
216
LKQ Corp
LKQ
$5.78B
| $204K | 0.09% |
+6,783
| New | +$223K |
|
217
Target
TGT
$71.2B
| $202K | 0.09% |
+2,144
| New | +$211K |
|
218
Franklin Templeton
BEN
$16.3B
| $201K | 0.09% |
+8,743
| New | +$216K |
|
219
Marathon Petroleum
MPC
$111B
| $200K | 0.09% |
+1,022
| New | +$180K |
|
220
ADT
ADT
$4.44B
| $158K | 0.07% |
+18,399
| New | +$158K |
|
|
TNGY
221
Tortoise Energy ETF
TNGY
$543M
| $158K | 0.07% |
+17,750
| New | +$160K |
|
|
BDN
222
Brandywine Realty Trust
BDN
$482M
| $153K | 0.07% |
+44,243
| New | +$186K |
|
|
GPMT
223
Granite Point Mortgage Trust
GPMT
$41.5M
| $137K | 0.06% |
+50,185
| New | +$139K |
|
224
CEMIG Preferred Shares
CIG
$6.01B
| $72K | 0.03% |
+34,774
| New | +$68.3K |
|
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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 Miscellaneous at 42% of assets, followed by Technology and Healthcare.
- 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.