§ 13F · FUND PROFILE
Investment Research Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $222M (13F)Positions · 224Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SUB | ISHARES TR | 90K | $10M | 3.9% | +11% |
| 2 | AGG | ISHARES TR | 97K | $10M | 3.9% | ±0% |
| 3 | NVDA | NVIDIA CORPORATION | 54K | $9M | 3.8% | −18% |
| 4 | IVV | ISHARES TR | 13K | $8M | 3.5% | −1% |
| 5 | BCI | ABRDN ETFS | 332K | $8M | 3.3% | +9% |
| 6 | CIEN | CIENA CORP | 21K | $8M | 3.3% | −54% |
| 7 | PTL | NORTHERN LTS FD TR IV | 30K | $8M | 3.1% | +6% |
| 8 | AAPL | APPLE INC | 26K | $7M | 2.7% | −3% |
| 9 | ISTB | ISHARES TR | 124K | $6M | 2.4% | +16% |
| 10 | ACWX | ISHARES TR | 77K | $5M | 2.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Research Partners LLC is a Other fund managing $222 million in assets. The fund runs a broad portfolio of 224 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed