Investment Research Partners LLC

Q1 2026 13F-HR Holdings

Location
Lemont, PA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
245
Total value ($000)
$245,765
Net value change ($000)
+12,788 (5.5%)
New positions
28
Sold out positions
13
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 2,578 47.0%
BCI 2,096 35.1%
META 1,694 135.6%
IBMP 1,537 NEW
IBMQ 1,148 NEW
SUB 937 10.8%
ISTB 788 15.1%
IBMO 775 NEW
VRT 629 59.3%
MUB 485 14.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,347 -23.6%
NVDA -1,128 -10.8%
AAPL -725 -9.8%
AVGO -693 -18.1%
IVV -475 -5.3%
AMZN -454 -23.6%
QUAL -445 -35.1%
IBM -437 -21.9%
TEAM -360 -100.0%
ACN -328 -40.1%
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