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Investment Research Partners LLC

hedge fundUpdated 17 days ago

Managed by Investment Research Partners Llc • Latest filing Q3 2026

Portfolio value
$295.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
32.9%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$222.3M
Q4 2025$233M
Q1 2026$245.8M
Q2 2026$295.5M
Q3 2026$295.3M

Top holdings

280 positions as of Q3 2026

View filing
N

NVIDIA CORPORATION

+0.5%
Value
$13.2M
Shares
57.8K
% Port
4.47%
A

APPLE INC

+0.7%
Value
$9.9M
Shares
29.6K
% Port
3.34%
E

ISHARES TR

-0.7%
Value
$9.8M
Shares
12.8K
% Port
3.32%
E

ISHARES TR

-1.9%
Value
$9.7M
Shares
102.2K
% Port
3.27%
?
5.N/A

ABRDN ETFS

+2.1%
Value
$8.9M
Shares
345.0K
% Port
3.02%
N

NORTHERN LTS FD TR IV

+2.6%
Value
$8.4M
Shares
30.8K
% Port
2.84%
E

ISHARES TR

+6.3%
Value
$8M
Shares
76.9K
% Port
2.72%
M

MICROSOFT CORP

+3.0%
Value
$7.4M
Shares
14.5K
% Port
2.52%
E

ISHARES TR

+12.7%
Value
$6.9M
Shares
137.3K
% Port
2.34%
E

ISHARES TR

+3.1%
Value
$6.3M
Shares
82.9K
% Port
2.12%
G

ALPHABET INC

-1.4%
Value
$5.5M
Shares
16.1K
% Port
1.87%
E

ISHARES TR

+30.4%
Value
$5.2M
Shares
51.1K
% Port
1.75%
I

INVESCO EXCHANGE TRADED FD T

+4.3%
Value
$4.2M
Shares
20.0K
% Port
1.41%
A

BROADCOM INC

+0.5%
Value
$3.6M
Shares
10.3K
% Port
1.22%
S

SCHWAB STRATEGIC TR

+6.5%
Value
$3.6M
Shares
150.2K
% Port
1.21%
?
16.N/A

UNIFIED SER TR

+1.4%
Value
$3.5M
Shares
74.0K
% Port
1.20%
M

META PLATFORMS INC

-13.9%
Value
$3.5M
Shares
4.9K
% Port
1.19%
E

ISHARES TR

-0.8%
Value
$3.4M
Shares
121.4K
% Port
1.15%
A

AMAZON COM INC

+12.3%
Value
$2.6M
Shares
10.4K
% Port
0.87%
A

RBB FD INC

+7.4%
Value
$2.5M
Shares
50.1K
% Port
0.85%

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