Investment Research Partners LLC
Filing Date
Global Rank
#4,577
/ 8,517
▲ 560
Top Industry
Semiconductors
11.8%
3Y Alpha vs SPY
+17.3%
Period ended 47 days ago
Filed Aug 4, 2026 · 12d
4 quarters · since Sep 2025
Clone Performance
Nov 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+28.0%
SPY
+15.5%
Annualised alpha
+17.6%
Max drawdown
−7.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.
Portfolio Concentration
225 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.1%
−0.3 pts
Top 5
22.0%
−1.3 pts
Top 10
30.1%
−1.4 pts
HHI
154
Diversified−15
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.1% | $65,768,044 |
| Financial Services | 12.6% | $23,646,389 |
| Healthcare | 11.0% | $20,645,652 |
| Industrials | 9.7% | $18,221,085 |
| Consumer Cyclical | 6.8% | $12,772,812 |
| Communication Services | 5.9% | $10,975,523 |
| Consumer Defensive | 5.3% | $9,900,985 |
| Utilities | 3.8% | $7,194,608 |
| Energy | 3.7% | $6,967,072 |
| Real Estate | 2.6% | $4,807,272 |
| Basic Materials | 1.9% | $3,623,929 |
| Unclassified | 1.6% | $2,990,437 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CIG | Energy Co Of Minas Gerais | +164,740 | 204,332 | $429,097 | |
| DOLE | Dole plc | +21,561 | 57,281 | $785,895 | |
| COLD | Americold Realty Trust | +16,833 | 28,884 | $454,056 | |
| BDN | Brandywine Realty Trust | +8,663 | 68,670 | $217,683 | |
| PFE | Pfizer Inc | +7,250 | 22,747 | $547,747 | |
| PCG | PG&E Corp | +6,943 | 29,341 | $493,515 | |
| HMC | Honda Motor Co Ltd | +5,098 | 26,335 | $713,941 | |
| HST | Host Hotels & Resorts, Inc. | +4,590 | 49,042 | $1,162,785 | |
| MOS | Mosaic Co | +4,480 | 25,688 | $544,328 | |
| ARE | Alexandria Real Estate Equities, Inc. | +4,040 | 18,349 | $969,744 | |
| NVDA | Nvidia Corp | +3,963 | 57,526 | $11,510,377 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | +3,930 | 40,918 | $527,023 | |
| RF | Regions Financial Corp | +3,547 | 36,750 | $1,109,850 | |
| HPQ | Hp Inc | +3,285 | 21,093 | $462,780 | |
| AAPL | Apple Inc. | +3,097 | 29,399 | $8,506,894 | |
| BAC | Bank Of America Corp /De/ | +3,068 | 14,498 | $826,096 | |
| MDT | Medtronic plc | +2,853 | 7,798 | $610,037 | |
| KHC | Kraft Heinz Co | +2,767 | 43,912 | $1,037,201 | |
| UGI | Ugi Corp /Pa/ | +2,622 | 12,129 | $418,935 | |
| F | Ford Motor Co | +2,614 | 45,319 | $629,934 | |
| WFC | Wells Fargo & Company/Mn | +2,540 | 8,592 | $710,042 | |
| UL | Unilever PLC | +2,496 | 9,975 | $599,697 | |
| IX | Orix Corp | +2,479 | 27,303 | $1,038,606 | |
| MSFT | Microsoft Corp | +2,299 | 14,078 | $5,251,375 | |
| RELX | Relx PLC | +2,292 | 14,403 | $456,143 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GPMT | Granite Point Mortgage Trust Inc. | −12,945 | 11,225 | $16,837 | |
| AWF | Alliancebernstein Global High Income Fund Inc | −4,368 | 100,660 | $1,036,798 | |
| ET | Energy Transfer LP | −3,337 | 10,259 | $196,152 | |
| INTC | Intel Corp | −3,139 | 9,970 | $1,392,111 | |
| GOOGL | Alphabet Inc. | −2,140 | 16,319 | $5,831,921 | |
| TYG | Tortoise Energy Infrastructure Corp | −1,325 | 19,427 | $832,835 | |
| FISV | Fiserv Inc | −861 | 11,780 | $577,809 | |
| CSCO | Cisco Systems, Inc. | −813 | 23,174 | $2,722,018 | |
| WMT | Walmart Inc. | −714 | 11,411 | $1,292,409 | |
| GILD | Gilead Sciences, Inc. | −658 | 5,467 | $690,700 | |
| NFLX | Netflix Inc | −619 | 3,851 | $274,961 | |
| ADBE | Adobe Inc. | −239 | 2,809 | $575,901 | |
| SNDK | Sandisk Corp | −218 | 187 | $425,187 | |
| GLW | Corning Inc /Ny | −183 | 1,762 | $450,067 | |
| WMB | Williams Companies, Inc. | −163 | 5,102 | $379,282 | |
| KVUE | Kenvue Inc. | −132 | 18,136 | $346,578 | |
| CNC | Centene Corp | −125 | 6,739 | $432,576 | |
| CF | CF Industries Holdings, Inc. | −99 | 2,735 | $296,091 | |
| FTI | TechnipFMC plc | −71 | 5,572 | $369,423 | |
| MRK | Merck & Co., Inc. | −54 | 6,207 | $797,599 | |
| BMY | Bristol Myers Squibb Co | −53 | 16,698 | $962,138 | |
| ETR | Entergy Corp /De/ | −50 | 2,660 | $305,527 | |
| AEP | American Electric Power Co Inc | −36 | 2,281 | $312,063 | |
| PWR | Quanta Services, Inc. | −34 | 1,147 | $825,885 | |
| MTZ | Mastec Inc | −30 | 609 | $253,380 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WDC | Western Digital Corp | 950 | $606,784 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 956 | $474,873 | |
| DECK | Deckers Outdoor Corp | 4,197 | $416,720 | |
| AMD | Advanced Micro Devices Inc | 677 | $393,276 | |
| WCN | Waste Connections, Inc. | 2,138 | $356,383 | |
| KLAC | Kla Corp | 1,150 | $346,966 | |
| FTNT | Fortinet, Inc. | 2,211 | $339,653 | |
| ES | Eversource Energy | 4,550 | $328,828 | |
| CMI | Cummins Inc | 453 | $323,084 | |
| BA | Boeing Co | 1,464 | $316,912 | |
| ANET | Arista Networks, Inc. | 1,779 | $302,216 | |
| AON | Aon plc | 910 | $301,837 | |
| GIS | General Mills Inc | 8,632 | $300,393 | |
| CRS | Carpenter Technology Corp | 482 | $297,316 | |
| TER | Teradyne, Inc | 614 | $297,077 | |
| SNOW | Snowflake Inc. | 1,154 | $293,693 | |
| APH | Amphenol Corp /De/ | 1,663 | $293,220 | |
| VLO | Valero Energy Corp/Tx | 1,049 | $273,201 | |
| ROST | Ross Stores, Inc. | 1,248 | $265,636 | |
| VIK | Viking Holdings Ltd | 2,528 | $264,605 | |
| RYN | Rayonier Inc | 12,284 | $261,403 | |
| PNC | Pnc Financial Services Group, Inc. | 1,032 | $254,099 | |
| MET | Metlife Inc | 2,987 | $252,730 | |
| SNPS | Synopsys Inc | 559 | $249,353 | |
| EOG | Eog Resources Inc | 1,843 | $239,092 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 17,026 | $609,190 | |
| PLD | Prologis, Inc. | 3,689 | $487,612 | |
| GLD | Spdr Gold Trust | 1,063 | $457,398 | |
| XOM | ExxonMobil Holdings Corp | 2,543 | $431,445 | |
| COP | Conocophillips | 1,805 | $238,260 | |
| NOW | ServiceNow, Inc. | 2,133 | $223,005 | |
| SPGI | S&P Global Inc. | 508 | $216,072 | |
| CI | Cigna Group | 786 | $209,665 | |
| HIG | Hartford Insurance Group, Inc. | 1,479 | $200,005 | |
| ALIT | Alight, Inc. / Delaware | 21,339 | $12,440 | |
| STKL | SunOpta Inc. | 11,994 | $0 | |
| DHIL | DIAMOND HILL INVESTMENT GROUP INC | 1,769 | $0 | |
| No positions match the current search. | ||||
225 tracked positions ·
$187,513,808 total
· filing declares
278 positions · $295,484,167
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 225 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 57,526 | $11,510,377 | 6.14% | |
| CIEN |
Ciena Corp
Technology
|
Added | 20,831 | $10,218,855 | 5.45% | |
| AAPL |
Apple Inc.
Technology
|
Added | 29,399 | $8,506,894 | 4.54% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 16,319 | $5,831,921 | 3.11% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,078 | $5,251,375 | 2.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 10,203 | $3,854,183 | 2.06% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,649 | $3,182,025 | 1.70% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 6,980 | $3,024,643 | 1.61% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 23,174 | $2,722,018 | 1.45% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 7,001 | $2,344,074 | 1.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 8,904 | $2,261,348 | 1.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,822 | $2,233,045 | 1.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,847 | $2,215,347 | 1.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,229 | $2,199,639 | 1.17% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 7,527 | $2,116,667 | 1.13% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 19,187 | $2,062,602 | 1.10% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,646 | $1,741,220 | 0.93% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,847 | $1,727,813 | 0.92% | |
| ASML |
Asml Holding NV
Technology
|
Added | 823 | $1,637,309 | 0.87% | |
| AXP |
American Express Co
Financial Services
|
Added | 4,778 | $1,616,158 | 0.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,006 | $1,498,020 | 0.80% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,296 | $1,495,959 | 0.80% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,890 | $1,408,646 | 0.75% | |
| INTC |
Intel Corp
Technology
|
Reduced | 9,970 | $1,392,111 | 0.74% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 17,768 | $1,381,639 | 0.74% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 7,111 | $1,314,041 | 0.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,622 | $1,312,022 | 0.70% | |
| AME |
Ametek Inc/
Industrials
|
Added | 5,409 | $1,308,653 | 0.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 11,411 | $1,292,409 | 0.69% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 1,710 | $1,292,076 | 0.69% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,081 | $1,278,582 | 0.68% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 5,609 | $1,236,728 | 0.66% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,376 | $1,220,313 | 0.65% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,460 | $1,187,091 | 0.63% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Added | 49,042 | $1,162,785 | 0.62% | |
| DE |
Deere & Co
Industrials
|
Added | 1,833 | $1,162,726 | 0.62% | |
| BEPC |
Brookfield Renewable Corp
Utilities
|
Added | 31,192 | $1,157,847 | 0.62% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 5,050 | $1,124,887 | 0.60% | |
| RF |
Regions Financial Corp
Financial Services
|
Added | 36,750 | $1,109,850 | 0.59% | |
| NVS |
Novartis AG
Healthcare
|
Added | 6,950 | $1,089,204 | 0.58% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,416 | $1,086,814 | 0.58% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,483 | $1,074,622 | 0.57% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
Added | 23,716 | $1,069,828 | 0.57% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,517 | $1,058,650 | 0.56% | |
| IX |
Orix Corp
Financial Services
|
Added | 27,303 | $1,038,606 | 0.55% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 43,912 | $1,037,201 | 0.55% | |
| AWF |
Alliancebernstein Global High Income Fund Inc
Financial Services
|
Reduced | 100,660 | $1,036,798 | 0.55% | |
| ARE |
Alexandria Real Estate Equities, Inc.
Real Estate
|
Added | 18,349 | $969,744 | 0.52% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 22,870 | $968,315 | 0.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,602 | $968,117 | 0.52% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.