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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 8 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PCG PG&E CORP Utilities 29,341.0 $494K 0.17% NEW $16.82 -22.9%
142 GSK GSK PLC Healthcare 9,385.0 $492K 0.17% NEW $52.42 -2.7%
143 SCHA SCHWAB STRATEGIC TR 13,554.0 $490K 0.17% NEW $36.13 -6.0%
144 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 500.0 $482K 0.16% NEW $965.00 -13.9%
145 A AGILENT TECHNOLOGIES INC Healthcare 3,583.0 $476K 0.16% NEW $132.84 +13.9%
146 VRTX VERTEX PHARMACEUTICALS INC Healthcare 956.0 $475K 0.16% NEW $496.73 +11.8%
147 GNRC GENERAC HLDGS INC Industrials 1,601.0 $469K 0.16% NEW $292.81 -38.4%
148 SYK STRYKER CORPORATION Healthcare 1,486.0 $468K 0.16% NEW $314.86 +0.6%
149 RTX RTX CORPORATION Industrials 2,446.0 $464K 0.16% NEW $189.73 +7.3%
150 HPQ HP INC Technology 21,093.0 $463K 0.16% NEW $21.94 +45.0%
151 CWEN CLEARWAY ENERGY INC Utilities 13,508.0 $462K 0.16% NEW $34.18 -7.1%
152 RELX RELX PLC Communication Services 14,403.0 $456K 0.15% NEW $31.67 +11.0%
153 COLD AMERICOLD REALTY TRUST INC Real Estate 28,884.0 $454K 0.15% NEW $15.72 -7.1%
154 C CITIGROUP INC Financial Services 3,227.0 $452K 0.15% NEW $139.96 -4.8%
155 GLW CORNING INC Technology 1,762.0 $450K 0.15% NEW $255.43 -42.3%
156 SUSA ISHARES TR 2,873.0 $443K 0.15% NEW $154.30 +1.6%
157 COF CAPITAL ONE FINL CORP Financial Services 2,203.0 $442K 0.15% NEW $200.62 +7.4%
158 JCI JOHNSON CONTROLS INTERNATION Industrials 2,985.0 $436K 0.15% NEW $146.11 -5.1%
159 CNC CENTENE CORP DEL Healthcare 6,739.0 $433K 0.15% NEW $64.19 +2.9%
160 DVYE ISHARES INC 13,408.0 $432K 0.15% NEW $32.23 +11.2%
Page 8 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%