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IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBL icon
226
Jabil
JBL
$38.4B
$444K 0.12%
5,033
– –
FDIS icon
227
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$442K 0.11%
6,748
+293
+5% +$18.5K
GT icon
228
Goodyear
GT
$1.74B
$439K 0.11%
39,800
-850
-2% -$9.43K
TEF
229
DELISTED
Telefonica
TEF
$434K 0.11%
101,308
-791
-0.8% -$3.13K
ETN icon
230
Eaton
ETN
$183B
$431K 0.11%
2,518
-900
-26% -$150K
MATV icon
231
Mativ Holdings
MATV
$703M
$430K 0.11%
20,029
-350
-2% -$8.62K
JWN
232
DELISTED
Nordstrom
JWN
$417K 0.11%
25,625
-325
-1% -$6.07K
HAS icon
233
Hasbro
HAS
$13.5B
$416K 0.11%
+7,751
New +$443K
D icon
234
Dominion Energy
D
$59.8B
$415K 0.11%
7,420
-150
-2% -$8.78K
AZN icon
235
AstraZeneca
AZN
$246B
$415K 0.11%
2,987
-350
-10% -$47.1K
FPX icon
236
First Trust US Equity Opportunities ETF
FPX
$1.52B
$411K 0.11%
4,893
+335
+7% +$27.8K
PHG icon
237
Philips
PHG
$26.1B
$406K 0.11%
25,852
– –
BUD icon
238
AB InBev
BUD
$156B
$402K 0.1%
6,024
– –
SPY icon
239
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$401K 0.1%
980
– –
NDAQ icon
240
Nasdaq
NDAQ
$53.3B
$400K 0.1%
7,323
– –
KO icon
241
Coca-Cola
KO
$370B
$392K 0.1%
6,324
– –
FCNCA icon
242
First Citizens BancShares
FCNCA
$25.5B
$392K 0.1%
403
-18
-4% -$13.4K
GVA icon
243
Granite Construction
GVA
$5.51B
$385K 0.1%
9,373
– –
PDCO
244
DELISTED
Patterson Companies, Inc.
PDCO
$375K 0.1%
14,025
-315
-2% -$8.86K
BSAC icon
245
Banco Santander Chile
BSAC
$16.6B
$373K 0.1%
20,925
– –
TWI icon
246
Titan International
TWI
$463M
$373K 0.1%
35,600
-500
-1% -$7.09K
PYPL icon
247
PayPal
PYPL
$50.2B
$371K 0.1%
4,884
-180
-4% -$13.9K
HEES
248
DELISTED
H&E Equipment Services
HEES
$369K 0.1%
8,350
-1,000
-11% -$48.8K
IRM icon
249
Iron Mountain
IRM
$37B
$368K 0.1%
6,954
– –
EQNR icon
250
Equinor
EQNR
$96.6B
$367K 0.1%
12,908
-500
-4% -$15.1K
8 9
10
11 12

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CFP
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QL
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NCA
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CAM
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MCM
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FGAM
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TC
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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.