Data as of Q4 2025 (Dec 31, 2025)

Investment Research Partners LLC

•CIK: 2069274•Filing: Q4 2025

**Investment Research Partners LLC** manages $222M across a diversified portfolio of 230 positions. The firm maintains significant exposure to fixed income and broad market indices, highlighted by top holdings in AGG ($9.7M) and IVV ($9.0M). Further allocations include substantial positions in thematic and technology sectors, notably SUB ($8.7M), AAPL ($7.4M), and MSFT ($5.7M). This concentrated approach suggests a tactical focus on defensive income generation alongside core growth equities.

Total AUM
$222.3M
+ $70.2K in options
QoQ Performance
+0.0%
Positions
198
+ 1 option
Top 10 Concentration
31.9%
Latest Filing
Q4 2025

Top Holdings Allocation

AGG4.4%
IVV4.0%
SUB3.9%
AAPL3.3%
PTL3.2%
BCI2.7%
MSFT2.6%
CIEN2.5%

📈 Biggest Buys

CIEN
CIENA CORP
NEW
2.5% of portfolio
TTE
TOTALENERGIES SE
NEW
0.5% of portfolio
HDV
ISHARES TR
+36.7%
1.4% of portfolio
TYG
TORTOISE ENERGY INFRA CORP
NEW
0.4% of portfolio
RSP
INVESCO EXCHANGE TRADED FD T
+22.3%
1.5% of portfolio

📉 Biggest Sells

ADBE
ADOBE INC
-25.7%
0.3% of portfolio
SUB
ISHARES TR
-2.6%
3.9% of portfolio
PG
PROCTER AND GAMBLE CO
-21.7%
0.3% of portfolio
MSFT
MICROSOFT CORP
-2.9%
2.6% of portfolio
PTL
NORTHERN LTS FD TR IV
-1.5%
3.2% of portfolio

Sector Breakdown

Other61.1%
Technology15.5%
Healthcare5.0%
Financial5.0%
ETF5.0%
Consumer3.9%
Industrial2.1%
Consumer Staples0.6%

🚪 Exited Positionssold since Q3 2025

NVDA
NVIDIA CORPORATION
SOLD
$11.5M
TTEN
TOTALENERGIES SE
SOLD
$1.1M
—
TORTOISE SUSTAINABLE & SOCIA
SOLD
$870.0K
UL
UNILEVER PLC
SOLD
$507.8K
VMBS
VANGUARD SCOTTSDALE FDS
SOLD
$415.9K
+29 more exited positions

Changes from Q3 2025

NEW10 new positions
↑103 increased
↓64 decreased

Historical Filings

Q4 2025Q3 2025

📌 Top Holdings

AGG4.4%
ISHARES TR
$9.7M
IVV4.0%
ISHARES TR
$9.0M
SUB3.9%
ISHARES TR
$8.7M
AAPL3.3%
APPLE INC
$7.4M
PTL3.2%
NORTHERN LTS FD TR IV
$7.0M

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