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Investment Research Partners 13F Portfolio

Portfolio Manager
Investment Research Partners LLC
Performance
+1.63% (2026 Q3)
AUM (13F)
$295.32M
# of Holdings
280
Performance Rank
N/A
Allocation (Top 20)
42.68%
Latest filing
Q3 2026

Investment Research Partners LLC Holdings Map

Top 50 Investment Research Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.47%57.8K$13.2M
+0.46%(+263)
2025-Q3: 55.8K shares2025-Q4: 56.1K shares2026-Q1: 53.6K shares2026-Q2: 57.5K shares2026-Q3: 57.8K shares
$173.27(+25.29%)
2026-09-30
AAPL
APPLE INC
3.34%29.6K$9.9M
+0.74%(+219)
2025-Q3: 26.3K shares2025-Q4: 27.2K shares2026-Q1: 26.3K shares2026-Q2: 29.4K shares2026-Q3: 29.6K shares
$239.32(+43.30%)
2026-09-30
IVV
ISHARES TR
3.32%12.8K$9.8M
-0.71%(-92)
2025-Q3: 12.8K shares2025-Q4: 13.1K shares2026-Q1: 13.0K shares2026-Q2: 12.9K shares2026-Q3: 12.8K shares
$645.68(+19.26%)
2026-09-30
AGG
ISHARES TR
3.27%102.2K$9.7M
-1.85%(-1.92K)
2025-Q3: 91.8K shares2025-Q4: 97.2K shares2026-Q1: 96.8K shares2026-Q2: 104.1K shares2026-Q3: 102.2K shares
$99.69(-4.60%)
2026-09-30
BCI
ABRDN ETFS
3.02%345.0K$8.9M
+2.06%(+6.95K)
2025-Q3: 296.9K shares2025-Q4: 305.9K shares2026-Q1: 332.2K shares2026-Q2: 338.1K shares2026-Q3: 345.0K shares
$21.28(+23.81%)
2026-09-30
PTL
NORTHERN LTS FD TR IV
2.84%30.8K$8.4M
+2.58%(+775)
2025-Q3: 28.7K shares2025-Q4: 28.3K shares2026-Q1: 29.9K shares2026-Q2: 30.0K shares2026-Q3: 30.8K shares
$240.89(+11.77%)
2026-09-30
SUB
ISHARES TR
2.72%76.9K$8.0M
+6.27%(+4.54K)
2025-Q3: 83.7K shares2025-Q4: 81.5K shares2026-Q1: 90.5K shares2026-Q2: 72.4K shares2026-Q3: 76.9K shares
$106.50(-1.15%)
2026-09-30
MSFT
MICROSOFT CORP
2.52%14.5K$7.4M
+3.02%(+425)
2025-Q3: 12.2K shares2025-Q4: 11.8K shares2026-Q1: 11.8K shares2026-Q2: 14.1K shares2026-Q3: 14.5K shares
$483.32(+10.39%)
2026-09-30
IGIB
ISHARES TR
2.34%137.3K$6.9M
+12.68%(+15.45K)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 121.8K shares2026-Q3: 137.3K shares
$52.90(-4.36%)
2026-09-30
ACWX
ISHARES TR
2.12%82.9K$6.3M
+3.10%(+2.49K)
2025-Q3: 70.2K shares2025-Q4: 73.8K shares2026-Q1: 76.9K shares2026-Q2: 80.4K shares2026-Q3: 82.9K shares
$64.02(+15.74%)
2026-09-30

About Investment Research Partners LLCโ€™s portfolio

Investment Research Partners LLC reports $295.32M in US-listed equity holdings across 280 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.5%), AAPL (3.3%) and IVV (3.3%). The top 20 holdings account for 42.68% of reported assets. Its disclosed equity book has returned +13.78% cumulatively over 4 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
NVDA โ€” 7.5% ($13.20M)AAPL โ€” 5.6% ($9.86M)IVV โ€” 5.5% ($9.81M)AGG โ€” 5.5% ($9.66M)BCI โ€” 5.0% ($8.93M)PTL โ€” 4.7% ($8.39M)SUB โ€” 4.5% ($8.04M)MSFT โ€” 4.2% ($7.44M)IGIB โ€” 3.9% ($6.91M)ACWX โ€” 3.5% ($6.27M)Other โ€” 50.0% ($88.45M)
50%in top 10
  • NVDA7.5%
  • AAPL5.6%
  • IVV5.5%
  • AGG5.5%
  • BCI5.0%
  • PTL4.7%
  • SUB4.5%
  • MSFT4.2%
  • IGIB3.9%
  • ACWX3.5%
  • Other50.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
32
MUBISHARES TR+30.4%
IEIISHARES TR+176.3%
IGIBISHARES TR+12.7%
SUBISHARES TR+6.3%
+28 more
Trimmed
17
SHYISHARES TR-48.6%
METAMETA PLATFORMS INC-13.9%
AGGISHARES TR-1.8%
MUMICRON TECHNOLOGY INC-7.7%
+13 more

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Source filings

Holdings on this page are parsed from Investment Research Partners LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2069274). View Investment Research Partners LLCโ€™s 13F filings on SEC

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