Investment Research Partners LLC logo

Investment Research Partners LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Investment Research Partners LLC with $222.3M in long positions as of Q3 2025, 40% allocated to ETF, and 34% concentrated in top 10 positions.

Portfolio Value
$222.3M
Top 10 Concentration
34%
Top Sector
ETF (40%)
US Exposure
98%
Market Cap Focus
N/A
Countries
6

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

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%

Industry Breakdown

67 industries across all sectors

ETF: 40.34%ETFSemiconductors: 8.98%SemiconductorsSoftware - Infrastructure: 4.62%Drug Manufacturers - General: 3.47%Consumer Electronics: 3.19%Internet Content & Information: 2.80%Financial - Credit Services: 1.75%Banks - Diversified: 1.54%Specialty Retail: 1.26%Discount Stores: 1.25%Information Technology Services: 1.24%Medical - Diagnostics & Research: 1.16%Industrial - Machinery: 1.12%Integrated Freight & Logistics: 1.05%Renewable Utilities: 1.03%Regulated Electric: 1.00%Communication Equipment: 1.00%Medical - Devices: 0.91%Asset Management: 0.76%Auto - Manufacturers: 0.74%47 more: 14.73%47 more
ETF
ETF
40.34%
Semiconductors
Technology
8.98%
Software - Infrastructure
Technology
4.62%
Drug Manufacturers - General
Healthcare
3.47%
Consumer Electronics
Technology
3.19%
Internet Content & Information
Communication Services
2.80%
Financial - Credit Services
Financial Services
1.75%
Banks - Diversified
Financial Services
1.54%
Specialty Retail
Consumer Cyclical
1.26%
Discount Stores
Consumer Defensive
1.25%
Information Technology Services
Technology
1.24%
Medical - Diagnostics & Research
Healthcare
1.16%

Filter by Sector

Select a sector to filter industries

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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
97.88%
International
2.12%
Countries
6
Largest Int'l Market
Ireland - 0.78%
United States of America
97.88% ($217.6M)
214 holdings
Ireland
0.78% ($1.7M)
4 holdings
Taiwan
0.49% ($1.1M)
1 holdings
Canada
0.43% ($950.0K)
2 holdings
United Kingdom
0.24% ($529.3K)
2 holdings
Switzerland
0.18% ($402.5K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
0 quarters
Avg. Top 20
0 quarters
Avg. All Positions
0 quarters
Median Holding Period
0 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
Ford Motor Company logo
Ford Motor CompanyF - 0 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.45%
Avg. Position Weight
0.45%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 5.19%
Largest Ownership Stake
Granite Point Mortgage Trust Inc. Common Stock logo
Granite Point Mortgage Trust Inc. Common StockGPMT - 0.11%
Avg. Ownership Stake
0.001%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q3 2025)

Avg. New Position
0.45%
Avg. Ownership Stake
0.001%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 5.19% (Q3 2025)
Largest Ownership Stake
Granite Point Mortgage Trust Inc. Common Stock logo
Granite Point Mortgage Trust Inc. Common StockGPMT - 0.11% (Q3 2025)

Portfolio Turnover

No data available

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