IRP
Investment Research Partners LLC Portfolio
Invests via Investment Research Partners LLC | Managed by Michael Allison, Thomas Konrad, Geoff Caber, Brett Greenfield, Derek Varner, Martin Wildy
Invests via Investment Research Partners LLC
Managed by Michael Allison, Thomas Konrad, Geoff Caber, Brett Greenfield, Derek Varner, Martin Wildy
Automatically Tracked
Company Profile
Specialist investment research and advisory firm delivering institutional-grade equity and credit research, sell-side analytics, and portfolio due diligence for asset managers, family offices and corporate investors. Investment Research Partners LLC positions itself as a boutique outsourcing partner, offering thematic research, customized model-ready reports and advisor support to inform mid-cap and sector-focused investment decisions, emphasizing actionable insight over product distribution.
Specialist investment research and advisory firm delivering institutional-grade equity and credit research, sell-side analytics, and portfolio due diligence for asset managers, family offices and corporate investors. Investment Research Partners LLC positions itself as a boutique outsourcing partner, offering thematic research, customized model-ready reports and advisor support to inform mid-cap and sector-focused investment decisions, emphasizing actionable insight over product distribution.
Investment Philosophy & Strategy
Operates as a research-centric boutique that prioritizes deep fundamental and thematic analysis to support active managers and private capital. Capital deployment philosophy favors conviction-driven, mid-cap and sector-focused ideas underwritten with rigorous cash-flow and credit sensitivity workstreams. Portfolio approach is advisory and outcome-oriented—providing model-ready research, scenario analysis and position-sizing guidance rather than market timing. Risk discipline emphasizes downside protection, stress testing and liquidity analysis; time horizon aligns with multi-quarter to multi-year value realization. Competitive edge derives from bespoke diligence, sell-side analytics integration and repeat advisory relationships.
Operates as a research-centric boutique that prioritizes deep fundamental and thematic analysis to support active managers and private capital. Capital deployment philosophy favors conviction-driven, mid-cap and sector-focused ideas underwritten with rigorous cash-flow and credit sensitivity workstreams. Portfolio approach is advisory and outcome-oriented—providing model-ready research, scenario analysis and position-sizing guidance rather than market timing. Risk discipline emphasizes downside protection, stress testing and liquidity analysis; time horizon aligns with multi-quarter to multi-year value realization. Competitive edge derives from bespoke diligence, sell-side analytics integration and repeat advisory relationships.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.3%
Gain
Monthly
0.03%
Yearly
0.3%
Drawdown
14.46%
$265.73M
Equity
Holdings
$265.73M
Investment
$238.12M
$28.29M
Profit -$711,892.88
Realized
$681,389.39
Unrealized
$27.61M
Dividends
$4.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$711,892.88
Win %
71%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$2.47M
Win %
71%
This Month
Compared to last month
Gain
-1.08%
Profit
-$2.89M
Win %
71%
This Year
Compared to last year
Gain
8.82%
Profit
$21.53M
Win %
68%
TRV The Travelers Companies, Inc.
+7.91%
+$24,150.36 
SNDK SanDisk Corporation
+5.84%
+$33,380.11 
STX Seagate Technology Holdings plc
+4.71%
+$18,443.23 
MU Micron Technology, Inc.
+4.02%
+$38,884.85 
HPQ HP Inc.
+3.02%
+$12,999.84 
GE General Electric Company
+2.79%
+$10,103.55 
ORCL Oracle Corporation
+2.58%
+$21,275.88 
CSCO Cisco Systems, Inc.
+2.54%
+$66,923.73 
TTE TotalEnergies SE
+2.5%
+$33,450.6 
GEV GE Vernova Inc.
+2.44%
+$6,097.3 
HIG The Hartford Insurance Group, Inc.
+2.39%
+$4,821.54 
CB Chubb Limited
+2.27%
+$11,902.44 
SHEL Shell plc
+2.07%
+$12,730.08 
UNH UnitedHealth Group Incorporated
+2.04%
+$11,011.89 
HPE Hewlett Packard Enterprise Company
+2.02%
+$20,461.35 
LYB LyondellBasell Industries N.V.
+1.95%
+$5,995.12 
CNC Centene Corporation
+1.83%
+$8,030.88 
CF CF Industries Holdings, Inc.
+1.82%
+$6,121.44 
ETN Eaton Corporation plc
+1.77%
+$4,367.23 
XBI SPDR S&P Biotech ETF
+1.68%
+$38,305.28 
CAT Caterpillar Inc.
+1.65%
+$11,688.3 
CIG Companhia Energética de Minas Gerais S.A. ADR
+1.64%
+$1,385.72 
XOM Exxon Mobil Corporation
+1.63%
+$6,052.34 
F Ford Motor Company
+1.48%
+$8,972.32 
PSX Phillips 66
+1.46%
+$9,265.8 
BMY Bristol-Myers Squibb Company
+1.45%
+$14,657.12 
BP BP p.l.c. Sponsored ADR
+1.4%
+$4,160.12 
JNJ Johnson & Johnson
+1.38%
+$28,735.05 
ABBV AbbVie Inc.
+1.34%
+$16,347.2 
RTX RTX Corporation
+1.3%
+$4,507.11 
CVX Chevron Corporation
+1.26%
+$12,943.22 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+1.25%
+$98,007.85 
PRU Prudential Financial, Inc.
+1.12%
+$9,086.56 
GLD SPDR Gold Shares
+1.03%
+$3,996.88 
LMT Lockheed Martin Corporation
+1.02%
+$3,554.57 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
+0.97%
+$5,892.7 
NVS Novartis AG Sponsored ADR
+0.97%
+$9,062.04 
PWR Quanta Services Inc.
+0.93%
+$6,914.76 
BHP BHP Group Ltd.
+0.92%
+$4,960.96 
ET Energy Transfer L.P.
+0.89%
+$2,447.28 
COP ConocoPhillips
+0.87%
+$1,768.9 
MRK Merck & Co., Inc.
+0.85%
+$6,824.49 
FCX Freeport-McMoRan Inc.
+0.82%
+$2,291.04 
COLD Americold Realty Trust
+0.82%
+$1,566.63 
TNGY Tortoise Energy Fund, Inc.
+0.79%
+$1,420 
GNRC Generac Holdings Inc.
+0.77%
+$2,598.75 
LLY Eli Lilly and Company
+0.74%
+$14,215.83 
MPC Marathon Petroleum Corporation
+0.7%
+$2,187.08 
GD General Dynamics Corporation
+0.68%
+$2,430 
JCI Johnson Controls International plc
+0.67%
+$2,375.98 
VRT Vertiv Holdings Co
+0.67%
+$13,214.32 
NUE Nucor Corporation
+0.59%
+$6,948.61 
LNG Cheniere Energy Inc.
+0.58%
+$2,741.98 
IDV iShares International Select Dividend ETF
+0.56%
+$8,517.6 
CCI Crown Castle Inc.
+0.56%
+$1,616.12 
TGT Target Corporation
+0.56%
+$2,258.13 
MCK McKesson Corporation
+0.53%
+$7,198.86 
JPM JPMorgan Chase & Co.
+0.5%
+$10,126.05 
CEG Constellation Energy Corporation
+0.42%
+$1,019.72 
DE Deere & Company
+0.42%
+$4,261.28 
SLF Sun Life Financial Inc.
+0.37%
+$2,846.1 
ARE Alexandria Real Estate Equities, Inc.
+0.34%
+$2,432.53 
VZ Verizon Communications Inc.
+0.33%
+$3,263.95 
AMLP Alerian MLP ETF
+0.3%
+$821.28 
LRCX Lam Research Corporation
+0.28%
+$6,132.6 
BAC Bank of America Corporation
+0.27%
+$1,885.95 
CI The Cigna Group
+0.25%
+$565.92 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$2,659.6 
HST Host Hotels & Resorts Inc.
+0.23%
+$2,444.86 
T AT&T Inc.
+0.18%
+$732.52 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.17%
+$1,556.4 
HDV iShares Core High Dividend ETF
+0.16%
+$5,770.8 
ASML ASML Holding N.V. New York Registry Shares
+0.15%
+$1,853.45 
GILD Gilead Sciences Inc.
+0.14%
+$1,194.37 
WFC Wells Fargo & Company
+0.14%
+$726.24 
DVYE iShares Emerging Markets Dividend ETF
+0.12%
+$566.56 
EIX Edison International
+0.1%
+$437.84 
AEP American Electric Power Company, Inc.
+0.1%
+$301.21 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$9,199.14 
NEE NextEra Energy, Inc.
+0.09%
+$649.2 
O Realty Income Corporation
+0.08%
+$309.49 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$2,540.37 
FBND Fidelity Total Bond ETF
+0.08%
+$195.62 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$589.71 
D Dominion Energy, Inc.
+0.06%
+$161.06 
IUSB iShares Core Universal USD Bond ETF
+0.06%
+$117.1 
UGI UGI Corporation
+0.04%
+$142.6 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$472.6 
FTI TechnipFMC plc
+0.04%
+$141.07 
NXTE AXS Green Alpha ETF
+0.03%
+$102.86 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.03%
+$1,860.35 
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$277.61 
TJX The TJX Companies, Inc.
+0.01%
+$25.46 
IQLT iShares MSCI International Quality Factor ETF
+0.01%
+$101.22 
PTL Inspire 500 ETF
+0.01%
+$446.24 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
STKL SunOpta Inc.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.36%
-$24,473.25 
META Meta Platforms Inc Class A
-4.67%
-$159,721.2 
ALIT Alight Inc.
-4.54%
-$1,045.61 
IBM International Business Machines Corporation
-3.25%
-$45,852.39 
PNR Pentair plc
-3.18%
-$5,310.69 
IX Orix Corporation Sponsored ADR
-3.15%
-$31,154.12 
SYK Stryker Corporation
-2.98%
-$12,758.5 
KO The Coca-Cola Company
-2.88%
-$6,779.15 
PTON Peloton Interactive, Inc.
-2.47%
-$1,720.39 
BKNG Booking Holdings Inc.
-2.42%
-$5,575 
A Agilent Technologies Inc.
-2.41%
-$10,636.83 
ZM Zoom Video Communications, Inc.
-2.41%
-$6,442.24 
GSK GSK plc Sponsored ADR
-2.39%
-$10,318.96 
MSFT Microsoft Corp.
-2.29%
-$108,131.22 
GOOG Alphabet Inc
-2.27%
-$21,100.59 
GOOGL Alphabet Inc
-2.27%
-$127,099 
TMDX TransMedics Group Inc.
-2.23%
-$7,390.13 
EW Edwards Lifesciences Corporation
-2.05%
-$11,237.4 
DIS The Walt Disney Company
-2.05%
-$6,897.24 
ACN Accenture plc Class A
-2.02%
-$7,218.9 
AMAT Applied Materials, Inc.
-1.98%
-$6,859.8 
V Visa Inc. Class A
-1.96%
-$21,993.4 
FISV Fiserv, Inc.
-1.95%
-$12,767.41 
RF Regions Financial Corporation
-1.9%
-$20,419.85 
TSLA Tesla, Inc.
-1.87%
-$14,337.2 
JBHT J.B. Hunt Transport Services, Inc.
-1.83%
-$9,515.72 
MTD Mettler-Toledo International Inc.
-1.8%
-$13,311.69 
MA Mastercard Incorporated
-1.75%
-$20,384.36 
IQV IQVIA Holdings Inc.
-1.73%
-$7,397.23 
DAL Delta Air Lines, Inc.
-1.71%
-$8,665.4 
HMC Honda Motor Co., Ltd.
-1.7%
-$10,406.13 
MTZ MasTec, Inc. Common Stock
-1.68%
-$3,655.09 
LKQ LKQ Corporation
-1.65%
-$3,715.2 
EME EMCOR Group, Inc.
-1.59%
-$3,626.72 
SPGI S&P Global Inc.
-1.55%
-$3,611.87 
LOW Lowe's Companies Inc.
-1.54%
-$17,645.67 
GBDC Golub Capital BDC, Inc.
-1.5%
-$7,397.6 
WMB The Williams Companies, Inc.
-1.45%
-$5,686.2 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$4,505.87 
ZTS Zoetis Inc.
-1.4%
-$2,886.37 
RELX Relx PLC Sponsored ADR
-1.4%
-$5,752.73 
ABNB Airbnb, Inc.
-1.39%
-$5,106.55 
AXP American Express Company
-1.35%
-$22,128.4 
ROP Roper Technologies Inc.
-1.3%
-$10,434.36 
PEP PepsiCo, Inc.
-1.28%
-$2,491.68 
MAS Masco Corporation
-1.25%
-$3,598 
MAR Marriott International Inc. - Class A
-1.21%
-$6,346.94 
BEN Franklin Resources Inc.
-1.2%
-$3,606 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$5,478.8 
COF Capital One Financial Corporation
-1.15%
-$2,731.32 
EXPE Expedia Group, Inc.
-1.15%
-$4,294.83 
NVDA NVIDIA Corporation
-1.11%
-$123,730.53 
HD The Home Depot, Inc.
-1.09%
-$3,827.9 
HSY The Hershey Company
-1.08%
-$5,556.6 
GPMT Granite Point Mortgage Trust Inc.
-1.07%
-$362.55 
ING ING Groep N.V. Sponsored ADR
-1.07%
-$5,226.55 
IAT iShares U.S. Regional Banks ETF
-1.03%
-$4,586.82 
QUAL iShares MSCI USA Quality Factor ETF
-1%
-$9,472.06 
CIEN Ciena Corporation
-0.98%
-$79,144.92 
DHR Danaher Corporation
-0.96%
-$3,721.33 
FIX Comfort Systems USA, Inc.
-0.92%
-$4,226.76 
MCD McDonald's Corporation
-0.91%
-$2,382.5 
TM Toyota Motor Corporation
-0.91%
-$6,356.64 
AMGN Amgen Inc.
-0.9%
-$12,208.11 
C Citigroup Inc.
-0.9%
-$3,176.56 
AAPL Apple Inc.
-0.88%
-$77,196.63 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$6,908.51 
QCOM QUALCOMM Incorporated
-0.87%
-$10,197.2 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$9,065.48 
XIFR Xplr Infrastructure Partners L.P.
-0.82%
-$2,958.2 
COST Costco Wholesale Corporation
-0.81%
-$13,143.9 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.81%
-$4,535.69 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.79%
-$16,547.7 
MOS Mosaic Company
-0.78%
-$3,711.4 
AMZN Amazon.com Inc
-0.75%
-$13,276.56 
KBWB Invesco KBW Bank ETF
-0.74%
-$4,306.27 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,867.88 
INTC Intel Corporation
-0.7%
-$8,914.12 
TPSC Timothy Plan US Small Cap Core ETF
-0.68%
-$16,465.89 
KHC The Kraft Heinz Company
-0.67%
-$7,200.37 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$4,241.44 
DEA Easterly Government Properties, Inc.
-0.66%
-$1,707.65 
HTGC Hercules Capital Inc.
-0.64%
-$2,528.93 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$2,693.05 
IVV iShares Core S&P 500 ETF
-0.61%
-$59,726.14 
SUSA iShares MSCI USA ESG Select ETF
-0.6%
-$2,678.4 
VOO Vanguard S&P 500 ETF
-0.6%
-$3,543.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$1,954.16 
OAIM OneAscent International Equity ETF
-0.58%
-$19,801.08 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$1,461.27 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$6,805.8 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$8,367.52 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.56%
-$3,632.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.53%
-$1,520.09 
CBOE Cboe Global Markets Inc.
-0.52%
-$4,180.35 
DG Dollar General Corporation
-0.52%
-$1,238.82 
MDT Medtronic plc
-0.5%
-$2,076.9 
ADBE Adobe Inc.
-0.49%
-$3,535.71 
CWEN Clearway Energy Inc.
-0.49%
-$2,131.47 
PCG PG&E Corporation
-0.48%
-$1,903.83 
DOLE Dole plc
-0.48%
-$2,500.4 
BDN Brandywine Realty Trust
-0.47%
-$900.11 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.47%
-$26,899.25 
GLW Corning Incorporated
-0.44%
-$1,361.5 
SJM The J.M. Smucker Company
-0.44%
-$2,461 
GM General Motors Company
-0.44%
-$1,372.58 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$4,010.58 
FDX FedEx Corporation
-0.41%
-$1,277.25 
VGT Vanguard Information Technology ETF
-0.41%
-$1,992.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$14,950.17 
UPS United Parcel Service, Inc.
-0.37%
-$8,187.96 
BEPC Brookfield Renewable Corporation
-0.35%
-$3,543.96 
AWF AllianceBernstein Global High Income Fund Inc.
-0.34%
-$3,675.98 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.34%
-$1,037.75 
EFA iShares MSCI EAFE ETF
-0.32%
-$2,355.54 
ORLY O'Reilly Automotive Inc.
-0.31%
-$2,161.35 
IWD iShares Russell 1000 Value ETF
-0.3%
-$829.93 
VONV Vanguard Russell 1000 Value Index Fund
-0.29%
-$967.05 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$1,346.22 
WMT Walmart Inc.
-0.28%
-$3,880 
AVGO Broadcom Inc.
-0.25%
-$9,607.35 
EXC Exelon Corporation
-0.25%
-$1,978.92 
PLD Prologis Inc.
-0.23%
-$1,291.15 
NOW ServiceNow, Inc.
-0.23%
-$511.92 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.21%
-$738.53 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.19%
-$616.5 
NEM Newmont Corporation
-0.19%
-$334.6 
PG Procter & Gamble Co
-0.19%
-$1,827.87 
REGN Regeneron Pharmaceuticals, Inc.
-0.19%
-$357.84 
ETR Entergy Corporation
-0.18%
-$569.1 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.18%
-$1,826.24 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$1,151.15 
AMP Ameriprise Financial, Inc.
-0.14%
-$762.75 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.13%
-$1,993.96 
QEFA SPDR MSCI EAFE StrategicFactors ETF
-0.11%
-$600.6 
AME Ametek Inc.
-0.09%
-$1,044.34 
WAB Wabtec Corporation
-0.09%
-$308.96 
MUB iShares National Muni Bond ETF
-0.06%
-$2,299.18 
PFE Pfizer Inc.
-0.06%
-$232.46 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
-0.06%
-$669.98 
VRSN Verisign Inc.
-0.04%
-$117.99 
KVUE Kenvue Inc.
-0.03%
-$91.34 
IBMO iShares iBonds Dec 2026 Term ETF
-0.02%
-$151.28 
MS Morgan Stanley
-0.01%
-$21.24 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 641 | Longs Won 408/641 63% | Profit Factor 4.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,951.89 |
| Average Win $92,048.03 | Best Trade (Jul 10) $4.75M | Sharpe Ratio -9.96 |
| Average Loss -$39,763.76 | Worst Trade (Jul 10) -$1.85M | Z-Score 10.33 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 4d | Expectancy $44,135.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
