CIK: 0002069274
Total reported value
$245.8M
Reporting period: 2026-03-31 · Number of holdings: 245
Investment Research Partners LLC disclosed 245 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $245.8M and a quarterly turnover rate of 18.7%.
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Investment Research Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.015 — mathematically equivalent to about 69 equally-sized positions, well below its 245 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 35% 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.
Add CIEN
-54.3% $2.5M
Add BCI
+8.6% $2.1M
Trim NVDA
-18.1% -$1.2M
Trim MSFT
-0.2% -$1.3M
Add META
+171.9% $1.7M
Trim AAPL
-3.4% -$725.1K
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUB | Ishares Short-term National | ETF-Other | 3.92% | +0.19% | +10.97% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.91% | — | -0.34% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.80% | -0.72% | -18.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.45% | -0.39% | -0.70% | |
| 5 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 3.28% | +0.72% | +8.61% | |
| 6 | CIEN | Ciena CORP | Stock-Tech | 3.28% | +0.88% | -54.31% | |
| 7 | PTL | Inspire 500 ETF | ETF-Other | 3.05% | +0.03% | +5.79% | |
| 8 | AAPL | Apple INC | Stock-Tech | 2.72% | -0.46% | -3.38% | |
| 9 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.45% | +0.21% | +15.79% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.14% | +0.01% | +4.13% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | -0.24% | +1.87% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.68% | -0.19% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.53% | +0.13% | +15.88% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.44% | +0.05% | +9.55% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-Other | 1.42% | +0.07% | -0.67% | |
| 16 | OAIM | Oneascent Intl Eqty ETF | ETF-Other | 1.29% | — | +3.28% | |
| 17 | AVGO | Broadcom INC | Stock-Tech | 1.27% | -0.37% | -8.43% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.26% | +0.10% | +14.84% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | +0.66% | +171.88% | |
| 20 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.87% | — | +7.72% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | — | -19.74% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.78% | — | -2.53% | |
| 23 | CSCO | Cisco Systems INC | Stock-Tech | 0.76% | — | -1.55% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.74% | — | -0.32% | |
| 25 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.74% | — | +0.62% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | -0.16% | -5.82% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.69% | +0.13% | +12.82% | |
| 28 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.69% | +0.24% | +3.09% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | -0.22% | -4.50% | |
| 30 | TTE | Totalenergies Se | Stock-Other | 0.63% | +0.15% | +0.23% | |
| 31 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.63% | +0.63% | NEW | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | — | +5.48% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | -0.14% | +0.18% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.61% | — | -0.57% | |
| 35 | WMT | Walmart INC | Stock-Consumer Staples | 0.61% | — | -0.18% | |
| 36 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.60% | -0.23% | -15.31% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.59% | — | -11.91% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.57% | — | -1.11% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.56% | -0.14% | +2.33% | |
| 40 | AMGN | Amgen INC | Stock-Healthcare | 0.52% | — | -1.13% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | — | -72.85% | |
| 42 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.51% | — | -3.51% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.50% | — | +3.61% | |
| 44 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.48% | — | — | |
| 45 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.48% | — | -16.19% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.47% | +0.09% | -3.34% | |
| 47 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.47% | +0.47% | NEW | |
| 48 | VZ | Verizon Communications INC | Stock-Comm Services | 0.46% | — | -2.50% | |
| 49 | XAWFX | Alliancebernstein Gl Hi INC | Stock-Other | 0.43% | — | +1.10% | |
| 50 | MA | Mastercard INC - A | Stock-Financials | 0.43% | — | +16.53% |
Performance for Q3 2026
+1%
Performance Last 4 Quarters
+12.8%
Based on 78% of reported portfolio value with available pricing
Investment Research Partners LLC's most significant position changes for 2026-03-31: New buy: Ishares Ibonds Dec 2027 Term (IBMP); New buy: Ishares Ibonds Dec 2028 Muni (IBMQ); New buy: Ishares Ibonds Dec 2026 Term (IBMO); New buy: Spdr Gold Shares (GLD); Sold out: Atlassian Corp-cl A (TEAM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CIEN | Ciena CORP | +0.9% | -54.31% | Trim |
| 2 | BCI | Abrdn Bloomberg All Commodit | +0.7% | +8.61% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +171.88% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.2% | +3.09% | Add |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +15.79% | Add |
| 6 | SUB | Ishares Short-term National | +0.2% | +10.97% | Add |
| 7 | TTE | Totalenergies Se | +0.2% | +0.23% | Add |
| 8 | MUB | Ishares National Muni Bond E | +0.1% | +15.88% | Add |
| 9 | COST | Costco Wholesale CORP | +0.1% | +12.82% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +27.54% | Add |
| 11 | SCHO | Schwab Short-term US Treas | +0.1% | +14.84% | Add |
| 12 | CVX | Chevron CORP | +0.1% | -3.34% | Trim |
| 13 | HDV | Ishares Core High Dividend E | +0.1% | -0.67% | Trim |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.55% | Add |
| 15 | PTL | Inspire 500 ETF | 0% | +5.79% | Add |
| 16 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +4.13% | Add |
| 17 | COF | Capital One Financial CORP | -0.1% | -37.76% | Trim |
| 18 | ORCL | Oracle CORP | -0.1% | +6.18% | Add |
| 19 | QCOM | Qualcomm INC | -0.1% | +1.49% | Add |
| 20 | AXP | American Express Co | -0.1% | +2.33% | Add |
| 21 | LLY | Eli Lilly & Co | -0.1% | +0.18% | Add |
| 22 | ACN | Accenture plc | -0.2% | -18.98% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | -0.2% | -5.82% | Trim |
| 24 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -32.79% | Trim |
| 25 | IBM | Intl Business Machines CORP | -0.2% | -4.50% | Trim |
| 26 | AMZN | Amazon.com INC | -0.2% | -15.31% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.87% | Add |
| 28 | AVGO | Broadcom INC | -0.4% | -8.43% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.70% | Trim |
| 30 | AAPL | Apple INC | -0.5% | -3.38% | Trim |
| 31 | MSFT | Microsoft CORP | -0.7% | -0.19% | Trim |
| 32 | NVDA | Nvidia CORP | -0.7% | -18.14% | Trim |
| 33 | IBMP | Ishares Ibonds Dec 2027 Term | — | NEW | New buy |
| 34 | IBMQ | Ishares Ibonds Dec 2028 Muni | — | NEW | New buy |
| 35 | IBMO | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 36 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 37 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 38 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 39 | BBY | Best Buy Co INC | — | EXIT | Sold out |
| 40 | GLW | Corning INC | — | NEW | New buy |
| 41 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 42 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 44 | ANET | Arista Networks INC | — | EXIT | Sold out |
| 45 | COP | Conocophillips | — | NEW | New buy |
| 46 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 47 | EXK | Exact Sciences CORP | — | EXIT | Sold out |
| 48 | EME | Emcor Group INC | — | NEW | New buy |
| 49 | HO1 | Hologic INC | — | EXIT | Sold out |
| 50 | NOW | Servicenow INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-29 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-12-01 | 13F-HR | View on EDGAR |
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