Investment Research Partners LLC
SEC Form 13F institutional filer · CIK 0002069274
13F-HR · 153 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
46.9%
Investment Research Partners LLC — $164M AUM allocation strategy
Investment Research Partners LLC files SEC Form 13F and reports $164M of long US equity value across 153 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.4%, followed by Financials 4.9% and Communication Services 4.6%.
The top 10 holdings account for 47% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Investment Research Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$164M
total across 153 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
47% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +16.8K sh · +$715K+$SCHW +4.11K sh · +$42.1K+$MOS +3.66K sh · +$118K
Biggest trims (shares)
−$CIEN −2.69K sh · +$2.58M−$NVDA −2.57K sh · −$1.13M−$HPQ −2.21K sh · −$104K
Exited to nil (held last quarter, gone now)
$BBY ($281K last qtr)$PLTR ($246K last qtr)$ANET ($241K last qtr)$ADP ($211K last qtr)$LVS ($209K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors7.6%—
- Communications Equipment6.0%—
- Interactive Media & Services4.6%—
- Technology Hardware, Storage & Peripherals4.1%—
- Systems Software2.6%—
- Asset Management & Custody Banks2.5%—
- Pharmaceuticals2.2%—
- Consumer Staples Merchandise Retail2.0%—
- Other holdings68.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 53.6K | $9.34M | -2.57K | 5.7% |
| $CIEN | Ciena Corporation | 20.8K | $8.06M | -2.69K | 4.9% |
| $AAPL | Apple Inc | 26.3K | $6.68M | -919 | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.8K | $4.55M | +290 | 2.8% |
| $MSFT | Microsoft Corporation | 11.8K | $4.36M | -22 | 2.7% |
| $IVZ | Invesco Ltd | 24.4K | $4.01M | +1.57K | 2.4% |
| $AVGO | Broadcom Inc | 10.1K | $3.13M | -931 | 1.9% |
| $META | Meta Platforms Inc | 5.14K | $2.94M | +3.25K | 1.8% |
| $SCHW | Charles Schwab Corporation | 91.8K | $2.38M | +4.11K | 1.5% |
…and 144 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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