Investment Research Partners LLC

Q3 2025 13F-HR Holdings

Location
Lemont, PA
Holdings as of
9/30/2025
Date filed
12/1/2025
Form type
13F-HR
Num holdings
224
Total value ($000)
$222,258
Net value change ($000)
—
New positions
224
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 11,543 —
AGG 9,248 —
SUB 8,908 —
IVV 8,868 —
PTL 7,291 —
AAPL 7,093 —
MSFT 6,581 —
BCI 6,499 —
ISTB 5,133 —
ACWX 4,696 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type