Investment Research Partners LLC logo

Investment Research Partners LLC

Hedge FundMulti-Strategy

Investment Research Partners LLC is a Multi-Strategy Hedge Fund based in Lemont, PA led by Martin Anthony Wildy, reporting $359.6M in AUM as of Q3 2025 with 40% ETF concentration.

FounderMartin Anthony Wildy
Portfolio Value
$222.3M
Positions
224
Top Holding
NVDA at 5.19%
Last Reported
Q3 2025
Address801-1 Pike Street, Lemont, PA, 16851, United States

Top Holdings

Largest long holdings in Investment Research Partners LLC's portfolio (34.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$11.5M
5.19%
+$11.5M
New
0.00%
55.8K shares
ETF
ETF
$9.2M
4.16%
+$9.2M
New
91.8K shares
ETF
ETF
$8.9M
4.01%
+$8.9M
New
83.7K shares
ETF
ETF
$8.9M
3.99%
+$8.9M
New
12.8K shares
ETF
ETF
$7.3M
3.28%
+$7.3M
New
28.7K shares
6
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$7.1M
3.19%
+$7.1M
New
0.00%
26.3K shares
Software - Infrastructure
Technology
$6.6M
2.96%
+$6.6M
New
0.00%
12.2K shares
ETF
ETF
$6.5M
2.92%
+$6.5M
New
296.9K shares
ETF
ETF
$5.1M
2.31%
+$5.1M
New
105.0K shares
ETF
ETF
$4.7M
2.11%
+$4.7M
New
70.2K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Investment Research Partners LLC's latest filing

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Market Value
$222.3M
Prior: $222.3M
Q/Q Change
-
-
Net Flows % of MV
+100.0%
Turnover Ratio
50.0%
New Purchases
224 stocks
$222.3M
Added To
0 stocks
+-
Sold Out Of
0 stocks
-
Reduced Holdings
0 stocks
--

Increased Positions

PositionShares Δ
1
Nvidia logo
Nvidia
NVDA
New
New
New
New
New

Decreased Positions

PositionShares Δ
No decreased positions

Analytics

Portfolio insights and performance metrics for Investment Research Partners LLC

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Sector Allocation

ETF: 40.30%ETFTechnology: 19.70%TechnologyHealthcare: 6.70%Financial Services: 6.20%Industrials: 4.90%Communication Services: 3.80%Consumer Cyclical: 3.50%Consumer Defensive: 2.80%Utilities: 2.20%Energy: 1.50%Real Estate: 1.40%Basic Materials: 0.80%
ETF
40.30%
Technology
19.70%
Healthcare
6.70%
Financial Services
6.20%
Industrials
4.90%
Communication Services
3.80%
Consumer Cyclical
3.50%
Consumer Defensive
2.80%
Utilities
2.20%
Energy
1.50%
Real Estate
1.40%
Basic Materials
0.80%

Market Cap Distribution

Mega Cap (> $200B): 29.25%Mega Cap (> $200B)Large Cap ($10B - $200B): 21.72%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.10%Small Cap ($300M - $2B): 0.35%Micro Cap ($50M - $300M): 0.06%N/A (ETF or Unknown): 46.51%N/A (ETF or Unknown)
Mega Cap (> $200B)
29.25%
Large Cap ($10B - $200B)
21.72%
Mid Cap ($2B - $10B)
2.10%
Small Cap ($300M - $2B)
0.35%
Micro Cap ($50M - $300M)
0.06%
N/A (ETF or Unknown)
46.51%

Portfolio Concentration

Top 10 Holdings %
34.12%
Top 20 Holdings %
46.54%
Top 50 Holdings %
64.97%
Top 100 Holdings %
81.56%

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