Investment Research Partners LLC Portfolio Holdings by Sector
Investment Research Partners LLC
- $222 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AGG SUB IVV BCI ISTB ACWX MUB SCHO 48 stocks |
$79.7 Million
38.58% of portfolio
|
48
|
- |
48
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TSM INTC MU 6 stocks |
$18.7 Million
9.05% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE VRSN PLTR ZS 6 stocks |
$10.3 Million
4.98% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV AMGN GILD NVS BMY MRK 9 stocks |
$8.47 Million
4.1% of portfolio
|
9
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.09 Million
3.43% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$6.23 Million
3.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA IX COF 5 stocks |
$4.47 Million
2.16% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC ING C 5 stocks |
$3.79 Million
1.84% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AWF TEAF GBDC HTGC AMP DHIL BEN 7 stocks |
$3.7 Million
1.79% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV ACN 3 stocks |
$3.48 Million
1.69% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM HMC F GM 5 stocks |
$3.05 Million
1.47% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
TTE CVX SHEL XOM BP 5 stocks |
$3.01 Million
1.46% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME ROP GE PNR GNRC ETN 6 stocks |
$2.82 Million
1.37% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$2.77 Million
1.34% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MTD A IQV DHR TMO NTRA 6 stocks |
$2.58 Million
1.25% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS JBHT FDX 3 stocks |
$2.33 Million
1.13% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EXC NEE AEP PCG ETR 5 stocks |
$2.23 Million
1.08% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE 2 stocks |
$2.23 Million
1.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT TMDX EW SYK 4 stocks |
$2.01 Million
0.98% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
RF SHG PNC 3 stocks |
$1.8 Million
0.87% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.74 Million
0.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1.65 Million
0.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF 2 stocks |
$1.58 Million
0.76% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$1.48 Million
0.72% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.47 Million
0.71% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC SJM 2 stocks |
$1.38 Million
0.67% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB LNG WMB ET 4 stocks |
$1.32 Million
0.64% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$1.3 Million
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1.3 Million
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.2 Million
0.58% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
NEP CEG CWEN 3 stocks |
$1.16 Million
0.56% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY BBY 2 stocks |
$1.07 Million
0.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR EME FIX 3 stocks |
$1.02 Million
0.49% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT GD RTX 3 stocks |
$1 Million
0.49% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$847,087
0.41% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE ABNB BKNG 3 stocks |
$830,988
0.4% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ARE BDN 2 stocks |
$791,246
0.38% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
MOS CF 2 stocks |
$758,463
0.37% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$742,942
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$716,392
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI CCI 2 stocks |
$708,209
0.34% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$682,079
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$646,358
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB TRV 2 stocks |
$646,074
0.31% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CBOE 1 stocks |
$637,558
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$575,349
0.28% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$553,546
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SNOW ZM 2 stocks |
$538,830
0.26% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$515,323
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI MAS 2 stocks |
$495,584
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ 1 stocks |
$495,521
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$454,408
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$444,473
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$415,010
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$386,055
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$376,947
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$374,956
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$370,837
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$331,455
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
UGI 1 stocks |
$324,960
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$297,705
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$295,370
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$244,601
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
FTI 1 stocks |
$228,634
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB 1 stocks |
$228,225
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX 1 stocks |
$217,871
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$217,583
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB 1 stocks |
$217,479
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LKQ 1 stocks |
$203,761
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ADT 1 stocks |
$158,047
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
GPMT 1 stocks |
$137,005
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
CIG 1 stocks |
$71,982
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|