Investment Research Partners LLC

CIK

2069274

Location

LEMONT, PA

Portfolio Value

Micro $5,614,116

Diversification

Diversified

Filing Date

Global Rank

#4,588 / 8,232 ▲ 155

Top Industry

Semiconductors 11.1%

3Y Alpha vs SPY

+4.3%

Period ended 2 months ago

Filed Apr 29, 2026 · 46d

3 quarters · since Sep 2025

Clone Performance

Nov 2025–Jun 2026 · vs SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	32.0%	$45,964,751	27
Financial Services	13.0%	$18,583,867	29
Healthcare	11.9%	$17,105,191	26
Industrials	8.5%	$12,240,019	24
Communication Services	6.9%	$9,912,414	6
Consumer Cyclical	6.1%	$8,739,972	17
Consumer Defensive	5.9%	$8,458,930	14
Energy	5.0%	$7,219,755	13
Utilities	3.9%	$5,614,116	12
Real Estate	2.4%	$3,430,237	10
Basic Materials	2.2%	$3,158,582	7
Unclassified	2.1%	$3,067,101	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $5,614,116 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BEPC	Brookfield Renewable Corp Utilities	Reduced	29,533	-5,704	$1,176,299	−12.9%	20.95%
EXC	Exelon Corp Utilities	Reduced	17,208	-149	$843,536	+11.5%	15.03%
NEE	Nextera Energy Inc Utilities	Added	8,115	+449	$753,721	+22.5%	13.43%
CWEN	Clearway Energy, Inc. Utilities	Added	12,918	+1,508	$507,548	+33.7%	9.04%
EIX	Edison International Utilities	Added	5,473	+394	$400,514	+31.4%	7.13%
PCG	PG&E Corp Utilities	Added	22,398	+2,921	$393,532	+25.7%	7.01%
UGI	Ugi Corp /Pa/ Utilities	Reduced	9,507	-119	$346,244	−3.9%	6.17%
ETR	Entergy Corp /De/ Utilities	Held	2,710	0	$304,495	+21.6%	5.42%
AEP	American Electric Power Co Inc Utilities	Held	2,317	0	$303,712	+13.7%	5.41%
CEG	Constellation Energy Corp Utilities	Held	962	0	$268,638	−21.0%	4.79%
D	Dominion Energy, Inc Utilities	NEW	3,579	NEW	$221,253	NEW	3.94%
CIG	Energy Co Of Minas Gerais Utilities	Added	39,592	+3,221	$94,624	+30.1%	1.69%