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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
TGI
251
DELISTED
Triumph Group
TGI
$366K 0.1%
31,585
– –
E icon
252
ENI
E
$79.8B
$362K 0.09%
12,945
– –
EPAC icon
253
Enerpac Tool Group
EPAC
$1.88B
$362K 0.09%
14,200
– –
KOP icon
254
Koppers
KOP
$858M
$357K 0.09%
10,200
– –
CEG icon
255
Constellation Energy
CEG
$100B
$356K 0.09%
4,529
– –
HSBC icon
256
HSBC
HSBC
$357B
$350K 0.09%
10,266
– –
BABA icon
257
Alibaba
BABA
$298B
$348K 0.09%
3,406
-3
-0.1% -$301
QCOM icon
258
Qualcomm
QCOM
$170B
$346K 0.09%
2,710
– –
BHE icon
259
Benchmark Electronics
BHE
$2.99B
$342K 0.09%
14,450
– –
KRO icon
260
KRONOS Worldwide
KRO
$925M
$341K 0.09%
37,075
-775
-2% -$8.14K
M icon
261
Macy's
M
$6.26B
$339K 0.09%
19,356
– –
JNJ icon
262
Johnson & Johnson
JNJ
$626B
$333K 0.09%
2,148
– –
GE icon
263
GE Aerospace
GE
$379B
$331K 0.09%
4,334
-977
-18% -$65.4K
SPLK
264
DELISTED
Splunk Inc
SPLK
$329K 0.09%
3,435
-129
-4% -$12.4K
F icon
265
Ford
F
$55.3B
$328K 0.09%
26,064
– –
TRV icon
266
Travelers Companies
TRV
$77.9B
$323K 0.08%
1,887
– –
IEFA icon
267
iShares Core MSCI EAFE ETF
IEFA
$196B
$316K 0.08%
4,733
+12
+0.3% +$787
BGS icon
268
B&G Foods
BGS
$287M
$314K 0.08%
20,225
-300
-1% -$4.18K
STM icon
269
STMicroelectronics
STM
$49.8B
$313K 0.08%
5,850
– –
ABBV icon
270
AbbVie
ABBV
$441B
$312K 0.08%
1,957
– –
ABR icon
271
Arbor Realty Trust
ABR
$987M
$309K 0.08%
+26,885
New +$373K
VOD icon
272
Vodafone
VOD
$37.3B
$304K 0.08%
27,560
-163
-0.6% -$1.86K
MGK icon
273
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$304K 0.08%
7,435
-330
-4% -$12.5K
DINO icon
274
HF Sinclair
DINO
$15.4B
$300K 0.08%
6,200
– –
BIDU icon
275
Baidu
BIDU
$35.2B
$296K 0.08%
1,960
-2
-0.1% -$284
9 10
11
12 13

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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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AAS
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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.