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Filers›Asset Manager›Investment Research Partners LLC
DOSSIER · 13F-HR · Q1 2026

Investment Research Partners LLC

Investment Research's asset manager based in Omaha, NE — $246M in tracked AUM across 245 positions as of Q1 2026.

IR
Investment Research·Omaha, NE·Asset Manager
CIK 0002069274 · last filed Mar 31, 2026
Total AUM
$246M
▼ 5.9%
vs prior
Holdings
245
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Financials
19% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Investment
haiku-4-5 · 245 positions indexed
Sector mix
  • Financials19%
  • Health Care5%
  • Communications38%
  • Industrials23%
  • Energy8%
  • Other7%
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