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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
NTRA icon
201
Natera
NTRA
$45.5B
$244K 0.1%
1,063
– –
AMLP icon
202
Alerian MLP ETF
AMLP
$13.2B
$241K 0.1%
5,133
– –
ANET icon
203
Arista Networks
ANET
$265B
$241K 0.1%
1,839
+510
+38% +$70.2K
MAS icon
204
Masco
MAS
$14.7B
$240K 0.1%
3,783
+258
+7% +$16.7K
IWD icon
205
iShares Russell 1000 Value ETF
IWD
$84B
$234K 0.1%
1,114
-3
-0.3% -$620
TGT icon
206
Target
TGT
$69.9B
$232K 0.1%
2,371
+227
+11% +$20.9K
VV icon
207
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$229K 0.1%
727
– –
REGN icon
208
Regeneron Pharmaceuticals
REGN
$82.2B
$228K 0.1%
+295
New +$200K
EXAS
209
DELISTED
Exact Sciences
EXAS
$228K 0.1%
+2,241
New +$180K
HOLX
210
DELISTED
Hologic
HOLX
$224K 0.1%
3,002
+57
+2% +$4.17K
MEDP icon
211
Medpace
MEDP
$16.7B
$221K 0.1%
+394
New +$224K
LYB icon
212
LyondellBasell Industries
LYB
$20.3B
$221K 0.09%
5,100
+214
+4% +$9.69K
CF icon
213
CF Industries
CF
$18.2B
$219K 0.09%
2,834
– –
IUSB icon
214
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$218K 0.09%
4,684
– –
ESTC icon
215
Elastic
ESTC
$8.02B
$213K 0.09%
+2,821
New +$230K
ADP icon
216
Automatic Data Processing
ADP
$107B
$211K 0.09%
+820
New +$218K
LVS icon
217
Las Vegas Sands
LVS
$29.6B
$209K 0.09%
+3,215
New +$197K
LKQ icon
218
LKQ Corp
LKQ
$6.25B
$208K 0.09%
6,903
+120
+2% +$3.62K
EHC icon
219
Encompass Health
EHC
$12.3B
$208K 0.09%
+1,964
New +$228K
DEA
220
Easterly Government Properties
DEA
$1.16B
$207K 0.09%
+9,789
New +$212K
SNOW icon
221
Snowflake
SNOW
$115B
$207K 0.09%
944
-69
-7% -$16.8K
HIG icon
222
Hartford Financial Services
HIG
$37.7B
$204K 0.09%
+1,479
New +$195K
FCX icon
223
Freeport-McMoran
FCX
$96.9B
$202K 0.09%
+3,982
New +$173K
GNRC icon
224
Generac Holdings
GNRC
$13.1B
$201K 0.09%
1,475
-64
-4% -$10.3K
ET icon
225
Energy Transfer Partners
ET
$72.1B
$200K 0.09%
12,112
-61
-0.5% -$1.01K
6 7 8
9
10

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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.