Investment Research Partners LLC

CIK: 0002069274SEC EDGAR →

Portfolio Value

$233.0M

Holdings

230

As of

Q4 2025

New Positions

223

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
NVDAPut

NVIDIA CORPORATION

65,433$10.5M
4.52%
2

ISHARES TR

97,161$9.7M
4.17%
3

ISHARES TR

13,075$9.0M
3.84%
4

ISHARES TR

81,546$8.7M
3.73%
5

APPLE INC

27,221$7.4M
3.18%
6

NORTHERN LTS FD TR IV

28,309$7.0M
3.02%
7

ABRDN ETFS

305,884$6.0M
2.56%
8

MICROSOFT CORP

11,801$5.7M
2.45%
9
CIENPut

CIENA CORP

45,462$5.6M
2.40%
10

ISHARES TR

107,114$5.2M
2.24%

Quarterly Changes

Top Buys

NVDANEW
$10.5M
CIENNEW
$5.6M
SPYNEW
$1.4M
TTENEW
$1.1M
HDV↑ Increased
$879K

Top Sells

NVDACLOSED
$11.5M
SPYCLOSED
$1.4M
TTENCLOSED
$1.1M
MSFT↓ Decreased
$875K
XTEAXCLOSED
$870K

New Positions (22)

$10.5M · 65K shares
$5.6M · 45K shares
$1.4M · 7K shares
$1.1M · 17K shares
$841K · 21K shares
$489K · 7K shares
$404K · 27K shares
$360K · 2K shares
$349K · 13K shares
$330K · 8K shares
$304K · 5K shares
$248K · 2K shares
$227K · 2K shares
$227K · 295 shares
$221K · 394 shares
$212K · 3K shares
$210K · 820 shares
$209K · 3K shares
$208K · 2K shares
$207K · 10K shares
$203K · 1K shares
$202K · 4K shares

Closed Positions (16)

$11.5M · 56K shares
$1.4M · 2K shares
$1.1M · 17K shares
$870K · 71K shares
$508K · 8K shares
$416K · 9K shares
$384K · 6K shares
$298K · 2K shares
$279K · 868 shares
$273K · 2K shares
$252K · 2K shares
$242K · 623 shares
$236K · 304 shares
$218K · 759 shares
$201K · 9K shares
$200K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services69$105.5M45.3%
Technology28$49.8M21.4%
Healthcare27$17.2M7.4%
Industrials22$10.7M4.6%
Consumer Cyclical15$9.7M4.2%
Unknown16$9.6M4.1%
Communication Services7$8.7M3.7%
Consumer Defensive11$7.1M3.1%
Energy11$5.0M2.2%
Utilities11$4.6M2.0%
Real Estate7$2.6M1.1%
Basic Materials6$2.2M1.0%