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
| Rank | Stock | Shares | Value | % 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
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 | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $105.5M | 45.3% |
| Technology | 28 | $49.8M | 21.4% |
| Healthcare | 27 | $17.2M | 7.4% |
| Industrials | 22 | $10.7M | 4.6% |
| Consumer Cyclical | 15 | $9.7M | 4.2% |
| Unknown | 16 | $9.6M | 4.1% |
| Communication Services | 7 | $8.7M | 3.7% |
| Consumer Defensive | 11 | $7.1M | 3.1% |
| Energy | 11 | $5.0M | 2.2% |
| Utilities | 11 | $4.6M | 2.0% |
| Real Estate | 7 | $2.6M | 1.1% |
| Basic Materials | 6 | $2.2M | 1.0% |