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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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.51T
| $11.5M | 5.19% |
+55,754
| New | +$9.72M |
|
|
2
iShares Core US Aggregate Bond ETF
AGG
$136B
| $9.25M | 4.16% |
+91,756
| New | +$9.1M |
|
|
3
iShares Short-Term National Muni Bond ETF
SUB
$11.7B
| $8.91M | 4.01% |
+83,704
| New | +$8.94M |
|
|
4
iShares Core S&P 500 ETF
IVV
$877B
| $8.87M | 3.99% |
+12,839
| New | +$8.27M |
|
|
5
Inspire 500 ETF
PTL
$871M
| $7.29M | 3.28% |
+28,742
| New | +$6.9M |
|
6
Apple
AAPL
$4.86T
| $7.09M | 3.19% |
+26,301
| New | +$5.94M |
|
7
Microsoft
MSFT
$3.81T
| $6.58M | 2.96% |
+12,152
| New | +$6.2M |
|
8
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.4B
| $6.5M | 2.92% |
+296,882
| New | +$6.23M |
|
9
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.15B
| $5.13M | 2.31% |
+105,004
| New | +$5.11M |
|
10
iShares MSCI ACWI ex US ETF
ACWX
$16B
| $4.7M | 2.11% |
+70,212
| New | +$4.39M |
|
11
Alphabet (Google) Class A
GOOGL
$4.21T
| $4.19M | 1.89% |
+15,278
| New | +$3.2M |
|
12
Broadcom
AVGO
$1.68T
| $3.97M | 1.78% |
+10,276
| New | +$3.15M |
|
13
iShares National Muni Bond ETF
MUB
$45.6B
| $2.97M | 1.33% |
+27,624
| New | +$2.89M |
|
14
OneAscent International Equity ETF
OAIM
$385M
| $2.93M | 1.32% |
+71,980
| New | +$2.81M |
|
15
Schwab Short-Term US Treasury ETF
SCHO
$15.3B
| $2.78M | 1.25% |
+114,016
| New | +$2.77M |
|
16
Invesco S&P 500 Equal Weight ETF
RSP
$95.1B
| $2.6M | 1.17% |
+13,779
| New | +$2.57M |
|
|
HDV
17
iShares Core High Dividend ETF
HDV
$14.6B
| $2.26M | 1.02% |
+94,410
| New | +$2.28M |
|
18
IBM
IBM
$207B
| $2.09M | 0.94% |
+6,790
| New | +$1.78M |
|
19
Timothy Plan US Small Cap Core ETF
TPSC
$358M
| $1.93M | 0.87% |
+47,328
| New | +$1.92M |
|
20
Johnson & Johnson
JNJ
$638B
| $1.91M | 0.86% |
+10,212
| New | +$1.75M |
|
21
JPMorgan Chase
JPM
$879B
| $1.89M | 0.85% |
+6,175
| New | +$1.84M |
|
22
Oracle
ORCL
$416B
| $1.86M | 0.84% |
+6,754
| New | +$1.72M |
|
23
United Parcel Service
UPS
$79.5B
| $1.81M | 0.82% |
+18,612
| New | +$1.69M |
|
24
State Street SPDR S&P Biotech ETF
XBI
$10.7B
| $1.75M | 0.79% |
+15,781
| New | +$1.42M |
|
25
Amazon
AMZN
$2.69T
| $1.74M | 0.78% |
+7,564
| New | +$1.71M |
|
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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.