Investment Research Partners LLC Portfolio Holdings
Q3 2025•224 long positions•$222.3M portfolio value
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Holding224 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $11.5M 5.19% | +$11.5M New | 0.0% 55.8K shares | 0 → 55.8K +$11.5M | New | $4.54T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $9.2M 4.16% | +$9.2M New | — 91.8K shares | 0 → 91.8K +$9.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.9M 4.01% | +$8.9M New | — 83.7K shares | 0 → 83.7K +$8.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.9M 3.99% | +$8.9M New | — 12.8K shares | 0 → 12.8K +$8.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.3M 3.28% | +$7.3M New | — 28.7K shares | 0 → 28.7K +$7.3M | New | — — | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $7.1M 3.19% | +$7.1M New | 0.0% 26.3K shares | 0 → 26.3K +$7.1M | New | $3.78T Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $6.6M 2.96% | +$6.6M New | 0.0% 12.2K shares | 0 → 12.2K +$6.6M | New | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $6.5M 2.92% | +$6.5M New | — 296.9K shares | 0 → 296.9K +$6.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.1M 2.31% | +$5.1M New | — 105.0K shares | 0 → 105.0K +$5.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.7M 2.11% | +$4.7M New | — 70.2K shares | 0 → 70.2K +$4.7M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $4.2M 1.89% | +$4.2M New | 0.0% 15.3K shares | 0 → 15.3K +$4.2M | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $4.0M 1.78% | +$4.0M New | 0.0% 10.3K shares | 0 → 10.3K +$4.0M | New | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.0M 1.33% | +$3.0M New | — 27.6K shares | 0 → 27.6K +$3.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.9M 1.32% | +$2.9M New | — 72.0K shares | 0 → 72.0K +$2.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.8M 1.25% | +$2.8M New | — 114.0K shares | 0 → 114.0K +$2.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 1.17% | +$2.6M New | — 13.8K shares | 0 → 13.8K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.3M 1.02% | +$2.3M New | — 18.9K shares | 0 → 18.9K +$2.3M | New | — — | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $2.1M 0.941% | +$2.1M New | 0.001% 6.8K shares | 0 → 6.8K +$2.1M | New | $262.84B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.9M 0.869% | +$1.9M New | — 47.3K shares | 0 → 47.3K +$1.9M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.9M 0.857% | +$1.9M New | 0.0% 10.2K shares | 0 → 10.2K +$1.9M | New | $446.55B Mega Cap | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.9M 0.849% | +$1.9M New | 0.0% 6.2K shares | 0 → 6.2K +$1.9M | New | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $1.9M 0.836% | +$1.9M New | 0.0% 6.8K shares | 0 → 6.8K +$1.9M | New | $801.76B Mega Cap | Q3 2025 Held for 2 months | |
Integrated Freight & Logistics Industrials | $1.8M 0.815% | +$1.8M New | 0.002% 18.6K shares | 0 → 18.6K +$1.8M | New | $70.8B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.8M 0.788% | +$1.8M New | — 15.8K shares | 0 → 15.8K +$1.8M | New | — — | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $1.7M 0.784% | +$1.7M New | 0.0% 7.6K shares | 0 → 7.6K +$1.7M | New | $2.34T Mega Cap | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $1.7M 0.767% | +$1.7M New | 0.001% 23.9K shares | 0 → 23.9K +$1.7M | New | $270.48B Mega Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.7M 0.758% | +$1.7M New | — 51.2K shares | 0 → 51.2K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
Financial - Credit Services Financial Services | $1.6M 0.708% | +$1.6M New | 0.001% 4.4K shares | 0 → 4.4K +$1.6M | New | $231.14B Mega Cap | Q3 2025 Held for 2 months | |
Renewable Utilities Utilities | $1.5M 0.684% | +$1.5M New | 0.02% 35.6K shares | 0 → 35.6K +$1.5M | New | $6.2B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.4M 0.618% | +$1.4M New | — 2.0K shares | 0 → 2.0K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $1.3M 0.606% | +$1.3M New | 0.0% 1.8K shares | 0 → 1.8K +$1.3M | New | $1.84T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.603% | +$1.3M New | — 16.2K shares | 0 → 16.2K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $1.3M 0.601% | +$1.3M New | 0.0% 1.5K shares | 0 → 1.5K +$1.3M | New | $410.27B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.599% | +$1.3M New | — 35.4K shares | 0 → 35.4K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.3M 0.594% | +$1.3M New | 0.0% 1.6K shares | 0 → 1.6K +$1.3M | New | $684.00B Mega Cap | Q3 2025 Held for 2 months | |
Electrical Equipment & Parts Industrials | $1.3M 0.586% | +$1.3M New | 0.002% 6.5K shares | 0 → 6.5K +$1.3M | New | $57.6B Large Cap | Q3 2025 Held for 2 months | |
Medical - Distribution Healthcare | $1.3M 0.586% | +$1.3M New | 0.001% 1.6K shares | 0 → 1.6K +$1.3M | New | $96.1B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.3M 0.564% | +$1.3M New | 0.001% 7.8K shares | 0 → 7.8K +$1.3M | New | $168.85B Large Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $1.2M 0.558% | +$1.2M New | 0.001% 5.2K shares | 0 → 5.2K +$1.2M | New | $140.94B Large Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $1.2M 0.555% | +$1.2M New | 0.0% 12.1K shares | 0 → 12.1K +$1.2M | New | $821.68B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.2M 0.544% | +$1.2M New | 0.001% 6.8K shares | 0 → 6.8K +$1.2M | New | $179.50B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.531% | +$1.2M New | — 23.6K shares | 0 → 23.6K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.519% | +$1.2M New | — 15.5K shares | 0 → 15.5K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.1M 0.515% | +$1.1M New | — 103.8K shares | 0 → 103.8K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.1M 0.491% | +$1.1M New | 0.0% 4.9K shares | 0 → 4.9K +$1.1M | New | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.1M 0.49% | +$1.1M New | — 3.6K shares | 0 → 3.6K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $1.1M 0.478% | +$1.1M New | — 17.1K shares | 0 → 17.1K +$1.1M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.1M 0.477% | +$1.1M New | 0.001% 3.6K shares | 0 → 3.6K +$1.1M | New | $151.93B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $1.0M 0.468% | +$1.0M New | 0.0% 2.2K shares | 0 → 2.2K +$1.0M | New | $1.08T Mega Cap | Q3 2025 Held for 2 months | |
Telecommunications Services Communication Services | $1.0M 0.456% | +$1.0M New | 0.001% 25.2K shares | 0 → 25.2K +$1.0M | New | $185.31B Large Cap | Q3 2025 Held for 2 months |
