Investment Research Partners LLC
CIK 0002069274 · LEMONT, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$295.5M
2026 Q2
Positions
278
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
3.9%
AGG
ISHARES TR
3.5%
CIEN
CIENA CORP
3.5%
IVV
ISHARES TR
3.3%
PTL
NORTHERN LTS FD TR IV
2.9%
AAPL
APPLE INC
2.9%
SUB
ISHARES TR
2.6%
BCI
ABRDN ETFS
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.