Investment Research Partners LLC
CIK: 0002069274Latest portfolio: $233.0M · Q4 2025
Holdings
230
Total Value
$233.0M
New Positions
19
Closed Positions
13
Top Holdings
View All 230 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 65,433 | $10.5M | 4.52% | NEW | Put |
| 2 | AGGISHARES TR | 97,161 | $9.7M | 4.17% | +5K | |
| 3 | IVVISHARES TR | 13,075 | $9.0M | 3.84% | +236 | |
| 4 | SUBISHARES TR | 81,546 | $8.7M | 3.73% | -2,158 | |
| 5 | AAPLAPPLE INC | 27,221 | $7.4M | 3.18% | +920 | |
| 6 | PTLNORTHERN LTS FD TR IV | 28,309 | $7.0M | 3.02% | -433 | |
| 7 | BCIABRDN ETFS | 305,884 | $6.0M | 2.56% | +9K | |
| 8 | MSFTMICROSOFT CORP | 11,801 | $5.7M | 2.45% | -351 | |
| 9 | CIENCIENA CORP | 45,462 | $5.6M | 2.40% | NEW | Put |
| 10 | ISTBISHARES TR | 107,114 | $5.2M | 2.24% | +2K | |
| 11 | ACWXISHARES TR | 73,805 | $5.0M | 2.13% | +4K | |
| 12 | GOOGLALPHABET INC | 15,538 | $4.9M | 2.09% | +260 | |
| 13 | AVGOBROADCOM INC | 11,044 | $3.8M | 1.64% | +768 | |
| 14 | MUBISHARES TR | 30,526 | $3.3M | 1.40% | +3K | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 16,848 | $3.2M | 1.39% | +3K | |
| 16 | HDVISHARES TR | 25,820 | $3.1M | 1.35% | +7K | |
| 17 | OAIMUNIFIED SER TR | 71,460 | $3.0M | 1.27% | -520 | |
| 18 | SCHOSCHWAB STRATEGIC TR | 111,157 | $2.7M | 1.16% | -2,859 | |
| 19 | JNJJOHNSON & JOHNSON | 10,378 | $2.1M | 0.92% | +166 | |
| 20 | JPMJPMORGAN CHASE & CO. | 6,306 | $2.0M | 0.87% | +131 | |
| 21 | IBMINTERNATIONAL BUSINESS MACHS | 6,753 | $2.0M | 0.86% | -37 | |
| 22 | TPSCTIMOTHY PLAN | 46,730 | $1.9M | 0.83% | -598 | |
| 23 | AMZNAMAZON COM INC | 8,339 | $1.9M | 0.83% | +775 | |
| 24 | CSCOCISCO SYS INC | 24,364 | $1.9M | 0.81% | +471 | |
| 25 | XBISPDR SERIES TRUST | 15,352 | $1.9M | 0.80% | -429 |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($9.704895587007027e+221T)
Technology0.0% ($1.0538740057065588e+86T)
Healthcare0.0% ($2.1471773133112133e+76T)
Industrials0.0% ($1.8511059929915776e+58T)
Unknown0.0% ($1.4081141111085483e+41T)
Consumer Cyclical0.0% ($1.9241324946811688e+37T)
Consumer Defensive0.0% ($1.3531304936733535e+25T)
Energy0.0% ($1.1088795744104034e+24T)
Utilities0.0% ($1.3506153793603394e+23T)
Communication Services0.0% ($48631248870479.4T)
Real Estate0.0% ($773572494311.2T)
Basic Materials0.0% ($783422384.2T)
Filing History
Fund Information
Investment Research Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $233.0M across 230 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 4.5% of the portfolio. Compared to the previous quarter, the fund opened 22 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.