Titelia

Holdings of Investment Research Partners LLC

220 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.1 % of the equity sleeve

Sector breakdown

  • Technology 20.0 %
  • Funds 8.2 %
  • Health care 7.2 %
  • Financials 5.7 %
  • Communication 5.0 %
  • Industrials 4.8 %
  • Consumer discretionary 3.8 %
  • Consumer staples 2.7 %
  • Utilities 1.6 %
  • Energy 1.5 %
  • Materials 1.4 %
  • Real estate 0.5 %
  • Unattributed 37.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.4 %
  • JP 0.9 %
  • GB 0.8 %
  • NL 0.6 %
  • TW 0.6 %
  • KR 0.4 %
  • AU 0.2 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US207214.2M $96.43 %
2JP32.1M $0.93 %
3GB41.9M $0.84 %
4NL21.3M $0.58 %
5TW11.2M $0.55 %
6KR1887.4K $0.40 %
7AU1487.7K $0.22 %
8BR194.6K $0.04 %

Positions

RankCompanySharesValueWeight
201S&P Global Inc 508216.1K $
202Easterly Government Properties Inc 10,045215.3K $
203Franklin Resources Inc 9,015212.9K $
204Natera Inc 1,063212.6K $
205Applied Materials Inc 618211.2K $
206Booking Holdings Inc 50210.5K $
207Coca-Cola Co/The 2,767210.4K $
208GE Vernova Inc 241210.4K $
209Cigna Group/The 786209.7K $
210Newmont Corp 1,912207K $
211MasTec Inc 639205.6K $
212Capital One Financial Corp 1,124205.1K $
213TJX Cos Inc/The 1,273203.3K $
214Hartford Insurance Group Inc/The 1,479200K $
215Brandywine Realty Trust 60,007162.6K $
216Americold Realty Trust Inc 12,051138.1K $
217Cia Energetica de Minas Gerais 39,59294.6K $
218Peloton Interactive Inc 11,08547.6K $
219Granite Point Mortgage Trust Inc 24,17035K $
220Alight Inc 21,33912.4K $