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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
+1.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
-$2.17M
Cap. Flow %
-0.4%
Top 10 Hldgs %
33.42%
Holding
908
New
39
Increased
94
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$963K
2
OMC icon
Omnicom Group
OMC
+$950K
3
CNH
CNH Industrial
CNH
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

Rank Stock Value
1
IPG
Interpublic Group of Companies
IPG
+$1.04M
2
HII icon
Huntington Ingalls Industries
HII
+$985K
3
FHN icon
First Horizon
FHN
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

Rank Sector Weight
1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VFC icon
226
VF Corp
VFC
$5.81B
$407K 0.07%
22,485
– –
UNH icon
227
UnitedHealth
UNH
$365B
$390K 0.07%
1,180
-16
-1% -$5.42K
SKM icon
228
SK Telecom
SKM
$12.9B
$388K 0.07%
18,878
-182
-1% -$3.74K
KSS icon
229
Kohl's
KSS
$2.1B
$376K 0.07%
18,442
-1,550
-8% -$29K
RTX icon
230
RTX Corp
RTX
$302B
$373K 0.07%
2,034
-1,050
-34% -$182K
UBS icon
231
UBS Group
UBS
$176B
$372K 0.07%
8,036
-2,275
-22% -$91.9K
STM icon
232
STMicroelectronics
STM
$49.1B
$366K 0.07%
14,120
-6,225
-31% -$160K
IVZ icon
233
Invesco
IVZ
$13.8B
$357K 0.07%
13,600
-17,712
-57% -$433K
MCD icon
234
McDonald's
MCD
$194B
$340K 0.06%
1,113
+2
+0.2% +$613
VOD icon
235
Vodafone
VOD
$36.7B
$331K 0.06%
25,084
-522
-2% -$6.32K
GT icon
236
Goodyear
GT
$1.75B
$327K 0.06%
37,325
-2,025
-5% -$16K
NGG icon
237
National Grid
NGG
$80.7B
$327K 0.06%
4,227
-61
-1% -$4.59K
BIIB icon
238
Biogen
BIIB
$30.1B
$326K 0.06%
1,850
– –
QCOM icon
239
Qualcomm
QCOM
$171B
$325K 0.06%
1,899
– –
NDAQ icon
240
Nasdaq
NDAQ
$53.1B
$321K 0.06%
3,300
– –
M icon
241
Macy's
M
$6.45B
$309K 0.06%
13,991
-4,550
-25% -$93.1K
SIG icon
242
Signet Jewelers
SIG
$3.68B
$307K 0.06%
3,700
– –
GTLS
243
DELISTED
Chart Industries
GTLS
$304K 0.06%
1,475
– –
E icon
244
ENI
E
$80.3B
$302K 0.06%
7,950
-350
-4% -$12.9K
CVX icon
245
Chevron
CVX
$386B
$299K 0.05%
1,964
+28
+1% +$4.26K
ACN icon
246
Accenture
ACN
$110B
$292K 0.05%
1,088
+982
+926% +$249K
FITB
247
Fifth Third Bancorp
FITB
$52.2B
$289K 0.05%
6,174
– –
EQNR icon
248
Equinor
EQNR
$97.2B
$286K 0.05%
12,108
– –
BRK.B icon
249
Berkshire Hathaway Class B
BRK.B
$1.11T
$286K 0.05%
569
– –
F icon
250
Ford
F
$55.7B
$284K 0.05%
21,660
-9,246
-30% -$119K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Investors Research Corp held 908 positions worth $546M, up 1% from $540M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Research Corp's Q4 2025 filing shows 39 new, 94 increased, 257 reduced and 62 closed positions. Its largest new stake was Omnicom Group: 12,438 shares worth $1M. The largest sale was Interpublic Group of Companies, an estimated $1.04M.

By sector, the portfolio is most concentrated in Financials at 5.2% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2025 buy was Omnicom Group: 12,438 shares worth $1M.
  • Investors Research Corp added most to Devon Energy in Q4 2025, an estimated $963K increase.
  • Investors Research Corp's biggest Q4 2025 reduction was Huntington Ingalls Industries, cutting an estimated $985K.
  • Investors Research Corp fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $1.04M.
  • Investors Research Corp's ten largest holdings make up 33% of its $546M portfolio in Q4 2025.
  • Investors Research Corp opened 39 new positions and closed 62 in Q4 2025.
  • Investors Research Corp's portfolio value rose 1% quarter-over-quarter to $546M.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.