Investment Research Partners LLC
Filing Date
Global Rank
#4,588
/ 8,232
▲ 155
Top Industry
Semiconductors
11.1%
3Y Alpha vs SPY
+4.0%
Period ended 2 months ago
Filed Apr 29, 2026 · 45d
3 quarters · since Sep 2025
Clone Performance
Nov 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.3%
SPY
+11.0%
Annualised alpha
+4.3%
Max drawdown
−7.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
189 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
−1.6 pts
Top 5
23.0%
−4.1 pts
Top 10
31.2%
−5.7 pts
HHI
168
Diversified−53
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.0% | $45,964,751 |
| Financial Services | 13.0% | $18,583,867 |
| Healthcare | 11.9% | $17,105,191 |
| Industrials | 8.5% | $12,240,019 |
| Communication Services | 6.9% | $9,912,414 |
| Consumer Cyclical | 6.1% | $8,739,972 |
| Consumer Defensive | 5.9% | $8,458,930 |
| Energy | 5.0% | $7,219,755 |
| Utilities | 3.9% | $5,614,116 |
| Real Estate | 2.4% | $3,430,237 |
| Basic Materials | 2.2% | $3,158,582 |
| Unclassified | 2.1% | $3,067,101 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DOLE | Dole plc | +8,753 | 35,720 | $510,438 | |
| BDN | Brandywine Realty Trust | +8,636 | 60,007 | $162,618 | |
| MOS | Mosaic Co | +3,661 | 21,208 | $540,804 | |
| BMY | Bristol Myers Squibb Co | +3,617 | 16,751 | $1,015,948 | |
| META | Meta Platforms, Inc. | +3,252 | 5,144 | $2,943,036 | |
| CIG | Energy Co Of Minas Gerais | +3,221 | 39,592 | $94,624 | |
| KVUE | Kenvue Inc. | +3,191 | 18,268 | $314,940 | |
| PCG | PG&E Corp | +2,921 | 22,398 | $393,532 | |
| ARE | Alexandria Real Estate Equities, Inc. | +2,614 | 14,309 | $664,223 | |
| KHC | Kraft Heinz Co | +2,514 | 41,145 | $925,351 | |
| FISV | Fiserv Inc | +2,453 | 12,641 | $705,367 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | +2,385 | 36,988 | $468,268 | |
| HMC | Honda Motor Co Ltd | +1,831 | 21,237 | $516,271 | |
| HTGC | Hercules Capital, Inc. | +1,788 | 24,085 | $355,735 | |
| LKQ | Lkq Corp | +1,737 | 8,640 | $253,756 | |
| RELX | Relx PLC | +1,708 | 12,111 | $401,479 | |
| CWEN | Clearway Energy, Inc. | +1,508 | 12,918 | $507,548 | |
| ET | Energy Transfer LP | +1,484 | 13,596 | $262,402 | |
| RF | Regions Financial Corp | +1,380 | 33,203 | $867,262 | |
| IX | Orix Corp | +1,216 | 24,824 | $744,471 | |
| PG | PROCTER & GAMBLE Co | +1,182 | 6,303 | $910,405 | |
| AWF | Alliancebernstein Global High Income Fund Inc | +1,141 | 105,028 | $1,068,134 | |
| ADBE | Adobe Inc. | +1,004 | 3,048 | $740,907 | |
| HST | Host Hotels & Resorts, Inc. | +813 | 44,452 | $851,700 | |
| FCX | Freeport-Mcmoran Inc | +791 | 4,773 | $280,556 | |
| 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. | −25,969 | 24,170 | $35,046 | |
| CIEN | Ciena Corp | −24,689 | 20,773 | $8,064,701 | |
| NVDA | Nvidia Corp | −11,870 | 53,563 | $9,341,387 | |
| BEPC | Brookfield Renewable Corp | −5,704 | 29,533 | $1,176,299 | |
| SPY | Spdr S&P 500 ETF Trust | −5,172 | 1,928 | $1,253,855 | |
| HPQ | Hp Inc | −2,210 | 17,808 | $342,091 | |
| JNJ | Johnson & Johnson | −2,049 | 8,329 | $2,035,940 | |
| BAC | Bank Of America Corp /De/ | −1,818 | 11,430 | $557,212 | |
| PEP | Pepsico Inc | −1,639 | 1,392 | $216,163 | |
| GILD | Gilead Sciences, Inc. | −1,459 | 6,125 | $853,641 | |
| INTC | Intel Corp | −1,314 | 13,109 | $578,500 | |
| AMZN | Amazon Com Inc | −1,277 | 7,062 | $1,470,802 | |
| CNC | Centene Corp | −1,175 | 6,864 | $224,727 | |
| GM | General Motors Co | −1,086 | 4,037 | $300,756 | |
| T | At&T Inc. | −947 | 18,359 | $532,227 | |
| AVGO | Broadcom Inc. | −931 | 10,113 | $3,130,074 | |
| LRCX | Lam Research Corp | −921 | 6,814 | $1,455,879 | |
| AAPL | Apple Inc. | −919 | 26,302 | $6,675,184 | |
| COF | Capital One Financial Corp | −682 | 1,124 | $205,051 | |
| SNDK | Sandisk Corp | −671 | 405 | $257,312 | |
| SHEL | Shell plc | −582 | 7,233 | $672,669 | |
| ACN | Accenture plc | −578 | 2,468 | $489,379 | |
| VZ | Verizon Communications Inc | −577 | 22,510 | $1,130,002 | |
| MDT | Medtronic plc | −569 | 4,945 | $428,484 | |
| ZM | Zoom Communications, Inc. | −515 | 2,876 | $231,201 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLD | Spdr Gold Trust | 1,063 | $457,398 | |
| ABNB | Airbnb, Inc. | 2,491 | $314,563 | |
| GLW | Corning Inc /Ny | 1,945 | $264,461 | |
| MPC | Marathon Petroleum Corp | 1,022 | $249,551 | |
| COP | Conocophillips | 1,805 | $238,260 | |
| MAA | Mid America Apartment Communities Inc. | 1,906 | $232,760 | |
| EME | EMCOR Group, Inc. | 304 | $224,446 | |
| NOW | ServiceNow, Inc. | 2,133 | $223,005 | |
| ETN | Eaton Corp plc | 623 | $222,828 | |
| D | Dominion Energy, Inc | 3,579 | $221,253 | |
| SPGI | S&P Global Inc. | 508 | $216,072 | |
| BEN | Franklin Resources Inc | 9,015 | $212,934 | |
| AMAT | Applied Materials Inc /De | 618 | $211,226 | |
| KO | Coca Cola Co | 2,767 | $210,430 | |
| GEV | GE Vernova Inc. | 241 | $210,368 | |
| CI | Cigna Group | 786 | $209,665 | |
| NEM | NEWMONT Corp /DE/ | 1,912 | $206,974 | |
| STX | Seagate Technology Holdings plc | 525 | $205,674 | |
| MTZ | Mastec Inc | 639 | $205,591 | |
| TJX | Tjx Companies Inc /De/ | 1,273 | $203,298 | |
| COLD | Americold Realty Trust | 12,051 | $138,104 | |
| STKL | SunOpta Inc. | 11,994 | $77,721 | |
| PTON | Peloton Interactive, Inc. | 11,085 | $47,554 | |
| ALIT | Alight, Inc. / Delaware | 21,339 | $12,440 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TEAM | Atlassian Corp | 2,222 | $360,275 | |
| BBY | Best Buy Co Inc | 4,194 | $280,704 | |
| PLTR | Palantir Technologies Inc. | 1,386 | $246,361 | |
| ANET | Arista Networks, Inc. | 1,839 | $240,964 | |
| EXAS | EXACT SCIENCES CORP | 2,241 | $227,595 | |
| HOLX | HOLOGIC INC | 3,002 | $223,618 | |
| MEDP | Medpace Holdings, Inc. | 394 | $221,290 | |
| ESTC | Elastic N.V. | 2,821 | $212,816 | |
| ADP | Automatic Data Processing Inc | 820 | $210,928 | |
| LVS | Las Vegas Sands Corp | 3,215 | $209,264 | |
| EHC | Encompass Health Corp | 1,964 | $208,458 | |
| SNOW | Snowflake Inc. | 944 | $207,075 | |
| ADT | ADT Inc. | 15,055 | $121,493 | |
| No positions match the current search. | ||||
189 positions ·
$143,494,935 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 189 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 53,563 | $9,341,387 | 6.51% | |
| CIEN |
Ciena Corp
Technology
|
Reduced | 20,773 | $8,064,701 | 5.62% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 26,302 | $6,675,184 | 4.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,828 | $4,551,499 | 3.17% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,779 | $4,360,232 | 3.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 10,113 | $3,130,074 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,144 | $2,943,036 | 2.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 8,329 | $2,035,940 | 1.42% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 23,987 | $1,861,151 | 1.30% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 18,609 | $1,830,753 | 1.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,939 | $1,747,016 | 1.22% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,707 | $1,700,906 | 1.19% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 6,742 | $1,689,410 | 1.18% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 6,449 | $1,563,173 | 1.09% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 16,980 | $1,544,840 | 1.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,653 | $1,520,379 | 1.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 12,125 | $1,506,895 | 1.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,062 | $1,470,802 | 1.02% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 6,814 | $1,455,879 | 1.01% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 1,606 | $1,389,768 | 0.97% | |
| AXP |
American Express Co
Financial Services
|
Added | 4,516 | $1,365,999 | 0.95% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 3,666 | $1,289,882 | 0.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,928 | $1,253,855 | 0.87% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 5,299 | $1,252,047 | 0.87% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,641 | $1,230,475 | 0.86% | |
| BEPC |
Brookfield Renewable Corp
Utilities
|
Reduced | 29,533 | $1,176,299 | 0.82% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 5,579 | $1,154,295 | 0.80% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 22,510 | $1,130,002 | 0.79% | |
| AWF |
Alliancebernstein Global High Income Fund Inc
Financial Services
|
Added | 105,028 | $1,068,134 | 0.74% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,108 | $1,053,283 | 0.73% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,808 | $1,045,691 | 0.73% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,180 | $1,044,656 | 0.73% | |
| TYG |
Tortoise Energy Infrastructure Corp
Financial Services
|
Added | 20,752 | $1,034,487 | 0.72% | |
| AME |
Ametek Inc/
Industrials
|
Added | 4,747 | $1,017,566 | 0.71% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 16,751 | $1,015,948 | 0.71% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,628 | $975,045 | 0.68% | |
| DE |
Deere & Co
Industrials
|
Added | 1,696 | $955,356 | 0.67% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 6,123 | $935,288 | 0.65% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,076 | $929,690 | 0.65% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Added | 41,145 | $925,351 | 0.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,303 | $910,405 | 0.63% | |
| ASML |
Asml Holding NV
Technology
|
Added | 689 | $910,051 | 0.63% | |
| SHG |
Shinhan Financial Group Co Ltd
Financial Services
|
Added | 14,471 | $887,361 | 0.62% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 6,890 | $887,294 | 0.62% | |
| RF |
Regions Financial Corp
Financial Services
|
Added | 33,203 | $867,262 | 0.60% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 6,125 | $853,641 | 0.59% | |
| HST |
Host Hotels & Resorts, Inc.
Real Estate
|
Added | 44,452 | $851,700 | 0.59% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 4,999 | $845,330 | 0.59% | |
| EXC |
Exelon Corp
Utilities
|
Reduced | 17,208 | $843,536 | 0.59% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 2,883 | $810,324 | 0.56% |