Institutional Fund
Investment Research Partners LLC
Lemont, PACIK 20692743 filings on record
Portfolio Value
$245.77M
Q1 2026
Holdings
245
Reported positions
New Buys
28
Opened this quarter
QoQ Change
+5.6%
from $232.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr3.9%
- Ishares Tr3.9%
- Nvidia Corporation3.8%
- Ishares Tr3.5%
- Abrdn Etfs3.3%
- Ciena Corp3.3%
- Other78.4%
Portfolio Holdings
245 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 90.5K | $9.64M | 3.9% | +8.9K | Added |
| 2 | Ishares Tr | 96.8K | $9.61M | 3.9% | −328 | Reduced |
| 3 | Nvidia Corporation | 53.6K | $9.34M | 3.8% | −2.6K | Reduced |
| 4 | Ishares Tr | 13.0K | $8.48M | 3.5% | −91 | Reduced |
| 5 | Abrdn Etfs | 332.2K | $8.07M | 3.3% | +26.3K | Added |
| 6 | Ciena Corp | 20.8K | $8.06M | 3.3% | −2.7K | Reduced |
| 7 | Northern Lts Fd Tr IV | 29.9K | $7.50M | 3.1% | +1.6K | Added |
| 8 | Apple Inc | 26.3K | $6.68M | 2.7% | −919 | Reduced |
| 9 | Ishares Tr | 124.0K | $6.01M | 2.4% | +16.9K | Added |
| 10 | Ishares Tr | 76.9K | $5.26M | 2.1% | +3.0K | Added |
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