Investment Research Partners LLC
Long book
$245.8M
Q1 2026
Positions
245
Top-10 weight
32%
concentration
Last quarter
+9.3%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsInvestment Research Partners LLC is an institutional manager, running a $245.8M US long book across 245 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES SHORT-TERM NATIONAL, ISHARES CORE U.S. AGGREGATE, NVIDIA CORP, ISHARES CORE S&P 500 ETF, ABRDN BLOOMBERG ALL COMMODIT.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+3.5%
Q4 2025
+2.0%
Q1 2026
+9.3%
Sector allocation
Technology 41%
Industrials 12%
Healthcare 10%
Financials 9%
Consumer discretionary 8%
Utilities 5%
Services media 4%
Energy 4%
Long book by quarter
What does Investment Research own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 53.6K | $9.3M | 3.8% | -4.6% |
| CIEN CIENA CORP | Technology | 20.8K | $8.1M | 3.3% | -11.5% |
| AAPL APPLE INC | Technology | 26.3K | $6.7M | 2.7% | -3.4% |
| GOOGL ALPHABET INC-CL A | Technology | 15.8K | $4.6M | 1.9% | +1.9% |
| MSFT MICROSOFT CORP | Technology | 11.8K | $4.4M | 1.8% | -0.2% |
| AVGO BROADCOM INC | Technology | 10.1K | $3.1M | 1.3% | -8.4% |
| META META PLATFORMS INC-CLASS A | Technology | 5.1K | $2.9M | 1.2% | +171.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 8.3K | $2.0M | 0.8% | -19.7% |
| CSCO CISCO SYSTEMS INC | Technology | 24.0K | $1.9M | 0.8% | -1.5% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 18.6K | $1.8M | 0.7% | -0.3% |
| JPM JPMORGAN CHASE & CO | Financials | 5.9K | $1.7M | 0.7% | -5.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.7K | $1.7M | 0.7% | +12.8% |
| VRT VERTIV HOLDINGS CO-A | Technology | 6.7K | $1.7M | 0.7% | +3.1% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 6.4K | $1.6M | 0.6% | -4.5% |
| TTE TOTALENERGIES SE | Energy | 17.0K | $1.5M | 0.6% | +0.2% |
| LLY ELI LILLY & CO | Healthcare | 1.7K | $1.5M | 0.6% | +0.2% |
| WMT WALMART INC | Consumer discretionary | 12.1K | $1.5M | 0.6% | -0.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 7.1K | $1.5M | 0.6% | -15.3% |
| LRCX LAM RESEARCH CORP | Industrials | 6.8K | $1.5M | 0.6% | -11.9% |
| MCK MCKESSON CORP | Consumer discretionary | 1.6K | $1.4M | 0.6% | -1.1% |
| AXP AMERICAN EXPRESS CO | Financials | 4.5K | $1.4M | 0.6% | +2.3% |
| AMGN AMGEN INC | Healthcare | 3.7K | $1.3M | 0.5% | -1.1% |
| LOW LOWE'S COS INC | Consumer discretionary | 5.3K | $1.3M | 0.5% | -3.5% |
| BEPC BROOKFIELD RENEWABLE CORP | Utilities | 29.5K | $1.2M | 0.5% | -16.2% |
| CVX CHEVRON CORP | Energy | 5.6K | $1.2M | 0.5% | -3.3% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 22.5K | $1.1M | 0.5% | -2.5% |
| MA MASTERCARD INC - A | Services media | 2.1K | $1.1M | 0.4% | +16.5% |
| ABBV ABBVIE INC | Healthcare | 4.8K | $1.0M | 0.4% | -5.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.2K | $1.0M | 0.4% | -4.0% |
| AME AMETEK INC | Technology | 4.7K | $1.0M | 0.4% | +4.8% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 16.8K | $1.0M | 0.4% | +27.5% |
| ORCL ORACLE CORP | Technology | 6.6K | $975K | 0.4% | +6.2% |
| DE DEERE & CO | Industrials | 1.7K | $956K | 0.4% | +2.2% |
| V VISA INC-CLASS A SHARES | Services media | 3.1K | $930K | 0.4% | -2.3% |
| KHC KRAFT HEINZ CO/THE | Consumer staples | 41.1K | $925K | 0.4% | +6.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 6.3K | $910K | 0.4% | +23.1% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 689 | $910K | 0.4% | +4.2% |
| QCOM QUALCOMM INC | Technology | 6.9K | $887K | 0.4% | +1.5% |
| RF REGIONS FINANCIAL CORP | Financials | 33.2K | $867K | 0.4% | +4.3% |
| GILD GILEAD SCIENCES INC | Healthcare | 6.1K | $854K | 0.3% | -19.2% |
| NUE NUCOR CORP | Industrials | 5.0K | $845K | 0.3% | +4.1% |
| EXC EXELON CORP | Utilities | 17.2K | $844K | 0.3% | -0.9% |
| CBOE CBOE GLOBAL MARKETS INC | Financials | 2.9K | $810K | 0.3% | +5.0% |
| ROP ROPER TECHNOLOGIES INC | Technology | 2.2K | $781K | 0.3% | +7.3% |
| GOOG ALPHABET INC-CL C | Technology | 2.6K | $755K | 0.3% | -5.2% |
| NEE NEXTERA ENERGY INC | Utilities | 8.1K | $754K | 0.3% | +5.9% |
| MRK MERCK & CO. INC. | Healthcare | 6.3K | $753K | 0.3% | -6.7% |
| ADBE ADOBE INC | Technology | 3.0K | $741K | 0.3% | +49.1% |
| ORLY O'REILLY AUTOMOTIVE INC | Consumer discretionary | 8.0K | $739K | 0.3% | +6.0% |
| TSLA TESLA INC | Industrials | 2.0K | $730K | 0.3% | -6.7% |
13F filing history
Similar funds
MASSACHUSETTS FINANCIAL SERVICES CO /MA/JENNISON ASSOCIATES LLCNational Pension ServiceFIL LtdClearbridge Investments, LLCDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainNORDEA INVESTMENT MANAGEMENT ABBoston PartnersSwedbank AB1832 Asset Management L.P. HARRIS ASSOCIATES L PLOOMIS SAYLES & CO L P