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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
-1.79%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$462M
AUM Growth
+$6.56M
Cap. Flow
+$18.5M
Cap. Flow %
4%
Top 10 Hldgs %
28.91%
Holding
1,000
New
57
Increased
203
Reduced
138
Closed
37

Top Buys

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$1.35M
2
WTRG icon
Essential Utilities
WTRG
+$1.3M
3
SEE
Sealed Air
SEE
+$1.24M
4
AES icon
AES
AES
+$1.17M
5
LW icon
Lamb Weston
LW
+$1.12M

Top Sells

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$1.15M
2
K
Kellanova
K
+$1.03M
3
SAN icon
Banco Santander
SAN
+$841K
4
HBAN icon
Huntington Bancshares
HBAN
+$730K
5
JHG
Janus Henderson
JHG
+$711K

Sector Composition

Rank Sector Weight
1 Financials 6.5%
2 Consumer Discretionary 5.41%
3 Technology 3.67%
4 Energy 3.01%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNC icon
226
Lincoln National
LNC
$8.51B
$367K 0.08%
10,207
– –
AMX icon
227
America Movil
AMX
$70.3B
$365K 0.08%
25,701
+800
+3% +$11.5K
GT icon
228
Goodyear
GT
$1.75B
$364K 0.08%
39,350
+5,225
+15% +$47.8K
MCD icon
229
McDonald's
MCD
$194B
$354K 0.08%
1,132
+316
+39% +$94.5K
E icon
230
ENI
E
$80.3B
$351K 0.08%
11,350
-595
-5% -$17.4K
BUD icon
231
AB InBev
BUD
$159B
$349K 0.08%
5,674
– –
VFC icon
232
VF Corp
VFC
$5.81B
$349K 0.08%
22,485
– –
JCI icon
233
Johnson Controls International
JCI
$93.7B
$349K 0.08%
4,351
-124
-3% -$10.2K
ERIC icon
234
Ericsson
ERIC
$33B
$347K 0.08%
44,683
– –
UBS icon
235
UBS Group
UBS
$176B
$341K 0.07%
11,118
– –
DB icon
236
Deutsche Bank
DB
$71.8B
$339K 0.07%
14,246
-1,910
-12% -$40.1K
WPP icon
237
WPP
WPP
$5.83B
$335K 0.07%
8,835
+163
+2% +$7.26K
KMT icon
238
Kennametal
KMT
$2.3B
$331K 0.07%
15,525
+200
+1% +$4.54K
CVX icon
239
Chevron
CVX
$386B
$324K 0.07%
1,936
+114
+6% +$17.8K
IEFA icon
240
iShares Core MSCI EAFE ETF
IEFA
$195B
$324K 0.07%
4,278
-1,152
-21% -$86.1K
BSAC icon
241
Banco Santander Chile
BSAC
$16.5B
$321K 0.07%
14,100
-6,050
-30% -$129K
EQNR icon
242
Equinor
EQNR
$97.2B
$320K 0.07%
12,108
– –
SAM icon
243
Boston Beer
SAM
$1.85B
$316K 0.07%
1,325
+150
+13% +$36.5K
ABR icon
244
Arbor Realty Trust
ABR
$998M
$316K 0.07%
26,885
– –
PYPL icon
245
PayPal
PYPL
$50.5B
$311K 0.07%
4,768
+100
+2% +$7.79K
DOW icon
246
Dow Inc
DOW
$22.6B
$311K 0.07%
8,903
+419
+5% +$16.1K
BRK.B icon
247
Berkshire Hathaway Class B
BRK.B
$1.11T
$303K 0.07%
569
-84
-13% -$40.8K
CNC icon
248
Centene
CNC
$32.1B
$302K 0.07%
4,975
– –
F icon
249
Ford
F
$55.7B
$302K 0.07%
30,106
– –
QCOM icon
250
Qualcomm
QCOM
$171B
$292K 0.06%
1,899
– –
8 9
10
11 12

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
TCM
Thames Capital Management Roseland, New Jersey $558M AUM 236.21% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Investors Research Corp's Q1 2025 Portfolio in Review

As of Q1 2025, Investors Research Corp held 1,000 positions worth $462M, up 1.4% from $455M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp deployed $18.5M of net new capital in Q1 2025, opening 57 new positions and adding to 203 existing holdings. Its largest new stake was Essential Utilities: 35,350 shares worth $1.4M.

By sector, the portfolio is most concentrated in Financials at 6.5% of assets, down from 7.6% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Gilead Sciences, an estimated $1.15M trimmed.

  • Investors Research Corp's largest Q1 2025 buy was Essential Utilities: 35,350 shares worth $1.4M.
  • Investors Research Corp added most to Crown Castle in Q1 2025, an estimated $1.35M increase.
  • Investors Research Corp's biggest Q1 2025 reduction was Gilead Sciences, cutting an estimated $1.15M.
  • Investors Research Corp fully exited Kellanova in Q1 2025, selling an estimated $1.03M.
  • Investors Research Corp's ten largest holdings make up 29% of its $462M portfolio in Q1 2025.
  • Investors Research Corp opened 57 new positions and closed 37 in Q1 2025.
  • Investors Research Corp's portfolio value rose 1.4% quarter-over-quarter to $462M.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.