Investment Research Partners LLC
CIK: 0002069274SEC EDGAR →
Portfolio Value
$233.0B
Holdings
230
As of
Q4 2025
New Positions
223
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVDAPut NVIDIA CORPORATION | 65,433 | $10.5B | 4.52% |
| 2 | ISHARES TR | 97,161 | $9.7B | 4.17% |
| 3 | ISHARES TR | 13,075 | $9.0B | 3.84% |
| 4 | ISHARES TR | 81,546 | $8.7B | 3.73% |
| 5 | APPLE INC | 27,221 | $7.4B | 3.18% |
| 6 | NORTHERN LTS FD TR IV | 28,309 | $7.0B | 3.02% |
| 7 | ABRDN ETFS | 305,884 | $6.0B | 2.56% |
| 8 | MICROSOFT CORP | 11,801 | $5.7B | 2.45% |
| 9 | CIENPut CIENA CORP | 45,462 | $5.6B | 2.40% |
| 10 | ISHARES TR | 107,114 | $5.2B | 2.24% |
Quarterly Changes
New Positions (22)
$10.5B · 65K shares
$5.6B · 45K shares
$1.4B · 7K shares
$1.1B · 17K shares
$841.0M · 21K shares
$489.0M · 7K shares
$404.0M · 27K shares
$360.0M · 2K shares
$349.0M · 13K shares
$330.0M · 8K shares
$304.0M · 5K shares
$248.0M · 2K shares
$227.0M · 2K shares
$227.0M · 295 shares
$221.0M · 394 shares
$212.0M · 3K shares
$210.0M · 820 shares
$209.0M · 3K shares
$208.0M · 2K shares
$207.0M · 10K shares
$203.0M · 1K shares
$202.0M · 4K shares
Closed Positions (16)
$11.5B · 56K shares
$1.4B · 2K shares
$1.1B · 17K shares
$870.0M · 71K shares
$507.8M · 8K shares
$415.9M · 9K shares
$384.5M · 6K shares
$297.7M · 2K shares
$278.6M · 868 shares
$272.6M · 2K shares
$252.5M · 2K shares
$241.6M · 623 shares
$236.2M · 304 shares
$217.6M · 759 shares
$200.6M · 9K shares
$200.1M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $105.5B | 45.3% |
| Technology | 28 | $49.8B | 21.4% |
| Healthcare | 27 | $17.2B | 7.4% |
| Industrials | 22 | $10.7B | 4.6% |
| Consumer Cyclical | 15 | $9.7B | 4.2% |
| Unknown | 16 | $9.6B | 4.1% |
| Communication Services | 7 | $8.7B | 3.7% |
| Consumer Defensive | 11 | $7.1B | 3.1% |
| Energy | 11 | $5.0B | 2.2% |
| Utilities | 11 | $4.6B | 2.0% |
| Real Estate | 7 | $2.6B | 1.1% |
| Basic Materials | 6 | $2.2B | 1.0% |