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Investment Research Partners LLC

Portfolio Manager
Investment Research Partners LLC
Performance
+1.92% (2026 Q1)
AUM (13F)
$245.77M
# of Holdings
245
Performance Rank
Allocation (Top 20)
45.9%

Investment Research Partners LLC Holdings Map

Top 50 Investment Research Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SUB
ISHARES TR
3.92%90.5K$9.6M
+10.97%(+8.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 83.7K shares2025-Q4: 81.5K shares2026-Q1: 90.5K shares
$106.56(-0.29%)
2026-03-31
AGG
ISHARES TR
3.91%96.8K$9.6M
-0.34%(-328)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 91.8K shares2025-Q4: 97.2K shares2026-Q1: 96.8K shares
$99.74(-1.08%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.8%53.6K$9.3M
-4.58%(-2.57K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 55.8K shares2025-Q4: 56.1K shares2026-Q1: 53.6K shares
$172.38(+31.01%)
2026-03-31
IVV
ISHARES TR
3.45%13.0K$8.5M
-0.70%(-91)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 12.8K shares2025-Q4: 13.1K shares2026-Q1: 13.0K shares
$645.68(+15.50%)
2026-03-31
BCI
ABRDN ETFS
3.28%332.2K$8.1M
+8.61%(+26.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 296.9K shares2025-Q4: 305.9K shares2026-Q1: 332.2K shares
$21.23(+21.27%)
2026-03-31
CIEN
CIENA CORP
3.28%20.8K$8.1M
-11.46%(-2.69K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.5K shares2026-Q1: 20.8K shares
$189.77(+204.53%)
2026-03-31
PTL
NORTHERN LTS FD TR IV
3.05%29.9K$7.5M
+5.79%(+1.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 28.7K shares2025-Q4: 28.3K shares2026-Q1: 29.9K shares
$239.83(+15.48%)
2026-03-31
AAPL
APPLE INC
2.72%26.3K$6.7M
-3.38%(-919)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 26.3K shares2025-Q4: 27.2K shares2026-Q1: 26.3K shares
$235.34(+26.99%)
2026-03-31
ISTB
ISHARES TR
2.45%124.0K$6.0M
+15.79%(+16.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 105.0K shares2025-Q4: 107.1K shares2026-Q1: 124.0K shares
$48.71(-0.95%)
2026-03-31
ACWX
ISHARES TR
2.14%76.9K$5.3M
+4.13%(+3.05K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 70.2K shares2025-Q4: 73.8K shares2026-Q1: 76.9K shares
$63.31(+19.17%)
2026-03-31

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