IR
Investment Research Partners LLC SEC 13F Filing (Q2 2026) — Holdings & Portfolio
Investment Research Partners LLCCIK: 0002069274
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$295.5M
Reporting period: 2026-06-30 · Number of holdings: 278
Investment Research Partners LLC disclosed 278 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $295.5M and a quarterly turnover rate of 31.7%.
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Personality snowflake
- Concentration
- 5.16
- Portfolio Stability
- 31.73
- Momentum
- 100
- Sector conviction
- 56.63
- Diversification
- 100
- Sizing Uniformity
- 83.88
Investment Research Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 77 equally-sized positions, well below its 278 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 60% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out ISTB
New buy IGIB
Trim SUB
-20.0% -$1.9M
Trim BCI
+1.8% -$517.1K
Add SHY
+120.3% $1.8M
Add LRCX
+2.4% $1.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.90% | +0.10% | +7.40% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.49% | -0.42% | +7.55% | |
| 3 | CIEN | Ciena CORP | Stock-Tech | 3.46% | +0.18% | +0.28% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.27% | -0.18% | -0.64% | |
| 5 | PTL | Inspire 500 ETF | ETF-Other | 2.91% | -0.14% | +0.29% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.16% | +11.77% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 2.61% | -1.31% | -20.00% | |
| 8 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.56% | -0.72% | +1.76% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.19% | +2.19% | NEW | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.07% | -0.07% | +4.60% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.97% | +0.12% | +3.10% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.01% | +19.52% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.43% | -0.10% | +10.71% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.38% | -0.06% | +4.10% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.03% | +0.89% | |
| 16 | OAIM | Oneascent Intl Eqty ETF | ETF-Other | 1.18% | -0.11% | -1.01% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.15% | -0.11% | +10.49% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 1.14% | -0.28% | +377.55% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.13% | +0.51% | +120.26% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.12% | +9.82% | |
| 21 | LRCX | Lam Research CORP | Stock-Tech | 1.02% | +0.43% | +2.44% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.16% | -3.39% | |
| 23 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.83% | -0.04% | +2.14% | |
| 24 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.79% | +0.10% | +3.84% | |
| 25 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.79% | +0.31% | +97.49% | |
| 26 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.77% | -0.01% | -4.26% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.06% | +6.90% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.05% | +14.87% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.13% | +11.74% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.14% | +30.69% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | +0.08% | +16.72% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.70% | -0.04% | +3.11% | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.66% | -0.08% | -5.83% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.09% | +0.14% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.11% | +8.20% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.55% | +0.18% | +19.45% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.55% | -0.01% | +5.80% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | +4.05% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +0.35% | +14.29% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.49% | -0.12% | -1.48% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.04% | +6.11% | |
| 42 | INTC | Intel CORP | Stock-Tech | 0.47% | +0.23% | -23.95% | |
| 43 | TTE | TotalEnergies SE | Stock-Other | 0.47% | -0.16% | +4.64% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | +0.08% | +3.21% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | +0.01% | +20.28% | |
| 46 | AME | Ametek Inc | Stock-Industrials | 0.44% | +0.03% | +13.95% | |
| 47 | MCK | Mckesson CORP | Stock-Healthcare | 0.44% | -0.13% | +6.48% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.17% | -5.89% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | — | +5.68% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.12% | +37.29% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+0.4%
Performance Last 4 Quarters
+16%
- Stdev
- +12.9%
- Beta
- +0.82
- Alpha
- +6.3%
- Max Drawdown
- -2.8%
- Annualized Perf
- +21.9%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +5.51
- Stutzer
- +0.54
- Treynor
- +0.25
- Sterling
- —
- Calmar
- +7.69
- Information Ratio
- +0.74
- Tracking Error
- +4.4%
- Stdev Down
- +3.8%
- Winning Months %
- +55.6%
- Losing Months %
- +44.4%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.62
- Sharpe
- +1.6
- Stdev Sectors
- +9.4%
- Skewness
- +0.95
- Kurtosis
- +0.32
- Upside Potential
- +7.32
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Investment Research Partners LLC's most significant position changes for 2026-06-30: New buy: Ishares 5-10y Inv Grade CORP (IGIB); Sold out: Ishares Core 1-5 Year Usd Bo (ISTB); Sold out: Ishares Ibonds Dec 2026 Term (IBMO); New buy: Western Digital CORP (WDC); New buy: Ishares 3-7 Year Treasury Bo (IEI).
Showing top 200 changes by size (of 295 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +2.2% | NEW | New buy |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +120.26% | Add |
| 3 | LRCX | Lam Research CORP | +0.4% | +2.44% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | +14.29% | Add |
| 5 | TBIL | F/m US Treasury 3 Month Bill | +0.3% | +97.49% | Add |
| 6 | INTC | Intel CORP | +0.2% | -23.95% | Trim |
| 7 | WDC | Western Digital CORP | +0.2% | NEW | New buy |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | NEW | New buy |
| 9 | CIEN | Ciena CORP | +0.2% | +0.28% | Add |
| 10 | ASML | ASML Holding N.V. | +0.2% | +19.45% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +11.77% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | -3.39% | Trim |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | +30.69% | Add |
| 15 | HPE | Hewlett Packard Enterprise | +0.1% | +5.47% | Add |
| 16 | DECK | Deckers Outdoor CORP | +0.1% | NEW | New buy |
| 17 | LLY | Eli Lilly & Co | +0.1% | +11.74% | Add |
| 18 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.10% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +37.29% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | +37.22% | Add |
| 22 | WCN | Waste Connections Inc | +0.1% | NEW | New buy |
| 23 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 24 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 25 | CIG | Cia Energetica De-spon Adr | +0.1% | +416.09% | Add |
| 26 | ES | Eversource Energy | +0.1% | NEW | New buy |
| 27 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 28 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 29 | NVDA | Nvidia CORP | +0.1% | +7.40% | Add |
| 30 | VRT | Vertiv Holdings Co-a | +0.1% | +3.84% | Add |
| 31 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 32 | AON | Aon plc | +0.1% | NEW | New buy |
| 33 | GIS | General Mills Inc | +0.1% | NEW | New buy |
| 34 | CRS | Carpenter Technology | +0.1% | NEW | New buy |
| 35 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 36 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 37 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.14% | Add |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +27.82% | Add |
| 40 | COLD | Americold Realty Trust Inc | +0.1% | +139.68% | Add |
| 41 | MAA | Mid-america Apartment Comm | +0.1% | +102.78% | Add |
| 42 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 43 | ROST | Ross Stores Inc | +0.1% | NEW | New buy |
| 44 | VIK | Viking Holdings Ltd | +0.1% | NEW | New buy |
| 45 | RYN | Rayonier Inc | +0.1% | NEW | New buy |
| 46 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 47 | MET | Metlife Inc | +0.1% | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | +0.1% | +16.72% | Add |
| 49 | QCOM | Qualcomm Inc | +0.1% | +3.21% | Add |
| 50 | SJM | Jm Smucker Co/the | +0.1% | +42.26% | Add |
1–50 of 200
Filing History
FAQ
What is Investment Research Partners LLC and what type of investor is it?
Investment Research Partners LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $295.5M, spread across 278 disclosed positions.
What are Investment Research Partners LLC's largest equity positions?
Based on the latest 13F filing, Investment Research Partners LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $11.5M (3.9%)
2. Ishares Core U.s. Aggregate (AGG) — $10.3M (3.5%)
3. Ciena CORP (CIEN) — $10.2M (3.5%)
4. Ishares Core S&p 500 ETF (IVV) — $9.7M (3.3%)
5. Inspire 500 ETF (PTL) — $8.6M (2.9%)
What changes did Investment Research Partners LLC make in its most recent portfolio filing?
In the latest reported quarter, Investment Research Partners LLC made 197 notable position adjustments: 49 new positions were initiated, 111 existing holdings were added to, 22 positions were partially reduced, and 15 were completely exited. The largest of these moves: New buy: Ishares 5-10y Inv Grade CORP (IGIB); Sold out: Ishares Core 1-5 Year Usd Bo (ISTB); Sold out: Ishares Ibonds Dec 2026 Term (IBMO); New buy: Western Digital CORP (WDC); New buy: Ishares 3-7 Year Treasury Bo (IEI)
What sectors does Investment Research Partners LLC focus on?
Investment Research Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.1%
• Health Care: 11.9%
• Financials: 10.4%
• Industrials: 10.0%
• Consumer Discretionary: 7.5%
• Communication Services: 6.9%
Investment Profile
Investment Research Partners LLC returned an annualized 21.9% over the trailing 9 months — outperforming the S&P 500 by 6.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.82 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 37.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 32 over the past 3 quarters — a shift toward more active trading.
It has added to its CIEN position over the past two quarters (+$4.6M, now $10.2M), while trimming QUAL over the same stretch (-$620.1K, still holding $646.4K).
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Developer Access
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