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Portfolio (Quarterly) Guide ↗

Investment Research Partners LLC

· CIK 0002069274
13F Portfolio $295M AUM 278 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 278 New
Page 4 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RF REGIONS FINANCIAL CORP NEW Financial Services 36,750.0 $1.1M 0.38% NEW $30.20 -3.0%
62 NVS NOVARTIS AG Healthcare 6,950.0 $1.1M 0.37% NEW $156.72 +2.9%
63 ORCL ORACLE CORP Technology 7,416.0 $1.1M 0.37% NEW $146.54 -3.6%
64 CVX CHEVRON CORPORATION Energy 6,483.0 $1.1M 0.36% NEW $165.77 +27.3%
65 HPE HEWLETT PACKARD ENTERPRISE C Technology 23,716.0 $1.1M 0.36% NEW $45.11 +12.7%
66 TSLA TESLA INC Consumer Cyclical 2,517.0 $1.1M 0.36% NEW $420.60 -15.3%
67 IX ORIX CORP Financial Services 27,303.0 $1.0M 0.35% NEW $38.04 +2.9%
68 KHC KRAFT HEINZ CO Consumer Defensive 43,912.0 $1.0M 0.35% NEW $23.62 +9.5%
69 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 100,660.0 $1.0M 0.35% NEW $10.30 -1.9%
70 ISHARES TR 20,042.0 $993K 0.34% NEW $49.55
71 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 18,349.0 $970K 0.33% NEW $52.85 -2.3%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 22,870.0 $968K 0.33% NEW $42.34 +18.8%
73 PG PROCTER & GAMBLE CO Consumer Defensive 6,602.0 $968K 0.33% NEW $146.65 -0.3%
74 BMY BRISTOL-MYERS SQUIBB CO Healthcare 16,698.0 $962K 0.33% NEW $57.62 +16.1%
75 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 14,910.0 $943K 0.32% NEW $63.25 +26.4%
76 IEFA ISHARES TR 9,549.0 $922K 0.31% NEW $96.58 +2.9%
77 QQQ INVESCO QQQ TR Financial Services 1,242.0 $915K 0.31% NEW $736.40 -3.9%
78 NEE NEXTERA ENERGY INC Utilities 10,153.0 $891K 0.30% NEW $87.77 -5.5%
79 CAT CATERPILLAR INC Industrials 822.0 $875K 0.30% NEW $1064.25 -26.8%
80 EXC EXELON CORP Utilities 18,705.0 $872K 0.29% NEW $46.62 -6.0%
Page 4 of 14  ·  278 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 13.6%
Healthcare 11.1%
Industrials 10.1%
Consumer Cyclical 6.9%
Communication Services 6.3%
Consumer Defensive 5.1%
Utilities 3.8%
Energy 2.9%
Real Estate 2.6%