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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
SNDK
201
Sandisk
SNDK
$196B
$257K 0.1%
405
-671
-62% -$379K
NXTE icon
202
AXS Green Alpha ETF
NXTE
$52.7M
$255K 0.1%
6,510
– –
FBND icon
203
Fidelity Total Bond ETF
FBND
$27.3B
$255K 0.1%
+5,589
New +$258K
VRSN icon
204
VeriSign
VRSN
$25.6B
$255K 0.1%
1,026
-429
-29% -$102K
LKQ icon
205
LKQ Corp
LKQ
$6.25B
$254K 0.1%
8,640
+1,737
+25% +$55.7K
MPC icon
206
Marathon Petroleum
MPC
$97.8B
$250K 0.1%
+1,022
New +$206K
COP icon
207
ConocoPhillips
COP
$153B
$238K 0.1%
+1,805
New +$200K
IWD icon
208
iShares Russell 1000 Value ETF
IWD
$84B
$238K 0.1%
1,114
– –
MAA icon
209
Mid-America Apartment Communities
MAA
$15.4B
$233K 0.09%
+1,906
New +$252K
ZM icon
210
Zoom
ZM
$30.8B
$231K 0.09%
2,876
-515
-15% -$43.1K
CNC icon
211
Centene
CNC
$33.1B
$225K 0.09%
6,864
-1,175
-15% -$48.2K
EME icon
212
Emcor
EME
$36.8B
$224K 0.09%
+304
New +$221K
NOW icon
213
ServiceNow
NOW
$129B
$223K 0.09%
+2,133
New +$251K
DG icon
214
Dollar General
DG
$26.4B
$223K 0.09%
1,877
+3
+0.2% +$428
ETN icon
215
Eaton
ETN
$179B
$223K 0.09%
+623
New +$222K
PNR icon
216
Pentair
PNR
$10.5B
$221K 0.09%
2,541
-502
-16% -$49.2K
D icon
217
Dominion Energy
D
$59.8B
$221K 0.09%
+3,579
New +$221K
REGN icon
218
Regeneron Pharmaceuticals
REGN
$82.2B
$219K 0.09%
284
-11
-4% -$8.42K
VV icon
219
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$217K 0.09%
727
– –
MAS icon
220
Masco
MAS
$14.7B
$217K 0.09%
3,598
-185
-5% -$12.5K
IUSB icon
221
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$216K 0.09%
4,684
– –
PEP icon
222
PepsiCo
PEP
$189B
$216K 0.09%
1,392
-1,639
-54% -$255K
SPGI icon
223
S&P Global
SPGI
$121B
$216K 0.09%
+508
New +$236K
DEA
224
Easterly Government Properties
DEA
$1.16B
$215K 0.09%
10,045
+256
+3% +$5.85K
BEN icon
225
Franklin Resources
BEN
$17.1B
$213K 0.09%
+9,015
New +$232K
7 8
9
10 11

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DMBA
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ECM
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SICM
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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.