Investment Research Partners LLC

Q4 2025 13F-HR Holdings

Location
Lemont, PA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
233
Total value ($000)
$232,977
Net value change ($000)
+10,719 (4.8%)
New positions
20
Sold out positions
14
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/1/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
CIEN 5,487 NEW
TOTALENERGIES SE 1,108 NEW
HDV 880 38.9%
TYG 842 NEW
GOOGL 669 15.9%
RSP 632 24.4%
UL 490 NEW
AGG 457 4.9%
LLY 452 34.2%
QUAL 416 48.9%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,074 -9.3%
TTE -1,064 -100.0%
MSFT -874 -13.3%
XTEAX -870 -100.0%
ORCL -642 -34.5%
BCI -525 -8.1%
Unilever PLC -508 -100.0%
VMBS -416 -100.0%
DYNF -384 -100.0%
RBLX -298 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 172 (0.1% of total reported value)
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type