Investment Research Partners LLC - Portfolio overview

Investment Research Partners LLC has 245 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SUB - ISHARES TR, 3.92%
  2. AGG - ISHARES TR, 3.91%
  3. NVDA - NVIDIA CORPORATION, 3.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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