DOSSIER · 13F-HR · Q1 2026

Investment Research Partners LLC

$246M in tracked AUM across 245 positions as of Q1 2026.

IR
CIK 0002069274 · last filed Mar 31, 2026
Total AUM
$246M
as of Q1 2026
Holdings
245
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Investment Research Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SUB
ISHARES TR
$10M90K3.9%
02
AGG
ISHARES TR
$10M97K3.9%
03
NVDA
NVIDIA CORPORATION
$9M54K3.8%
04
IVV
ISHARES TR
$8M13K3.5%
05
BCI
ABRDN ETFS
$8M332K3.3%
06
CIEN
CIENA CORP
$8M21K3.3%
07
PTL
NORTHERN LTS FD TR IV
$8M30K3.1%
08
AAPL
APPLE INC
$7M26K2.7%
09
ISTB
ISHARES TR
$6M124K2.4%
10
ACWX
ISHARES TR
$5M77K2.1%

Filing history

2026Q1Mar 31
$246M 5.5%
245 positionsView →
2025Q4Dec 31
$233M 134.7%
233 positionsView →
2025Q3Sep 30
$99M
104 positionsView →