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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
251
Ford
F
$55.7B
$298K 0.07%
30,106
– –
BRK.B icon
252
Berkshire Hathaway Class B
BRK.B
$1.11T
$296K 0.07%
653
+17
+3% +$7.85K
VEA icon
253
Vanguard FTSE Developed Markets ETF
VEA
$236B
$295K 0.06%
6,165
– –
QCOM icon
254
Qualcomm
QCOM
$171B
$292K 0.06%
1,899
+31
+2% +$5.08K
DON icon
255
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$290K 0.06%
5,695
-193
-3% -$10.1K
EQNR icon
256
Equinor
EQNR
$97.2B
$287K 0.06%
12,108
-300
-2% -$7.21K
TRV icon
257
Travelers Companies
TRV
$78.3B
$286K 0.06%
1,186
-193
-14% -$48.2K
BUD icon
258
AB InBev
BUD
$159B
$284K 0.06%
5,674
-75
-1% -$4.34K
CBRL icon
259
Cracker Barrel
CBRL
$1.25B
$280K 0.06%
5,300
-1,495
-22% -$73.9K
MMI icon
260
Marcus & Millichap
MMI
$1.18B
$278K 0.06%
7,275
– –
DAL icon
261
Delta Air Lines
DAL
$59.5B
$277K 0.06%
4,575
-3,743
-45% -$221K
DB icon
262
Deutsche Bank
DB
$71.8B
$275K 0.06%
16,156
– –
KN icon
263
Knowles
KN
$3.29B
$271K 0.06%
13,575
– –
MOS icon
264
The Mosaic Company
MOS
$7.34B
$268K 0.06%
10,900
– –
CVX icon
265
Chevron
CVX
$386B
$264K 0.06%
1,822
+33
+2% +$5.05K
PBF icon
266
PBF Energy
PBF
$8.22B
$264K 0.06%
9,925
– –
KSS icon
267
Kohl's
KSS
$2.1B
$261K 0.06%
18,625
-1,192
-6% -$20.5K
FITB
268
Fifth Third Bancorp
FITB
$52.2B
$261K 0.06%
6,174
– –
IWF icon
269
iShares Russell 1000 Growth ETF
IWF
$127B
$257K 0.06%
2,560
-96
-4% -$9.44K
BRFS
270
DELISTED
BRF SA
BRFS
$256K 0.06%
62,832
-500
-0.8% -$2.17K
NDAQ icon
271
Nasdaq
NDAQ
$53.1B
$255K 0.06%
3,300
-3,900
-54% -$302K
AAP icon
272
Advance Auto Parts
AAP
$3.19B
$248K 0.05%
5,250
-925
-15% -$37.7K
LEG icon
273
Leggett & Platt
LEG
$1.3B
$246K 0.05%
25,635
-3,363
-12% -$40.3K
XRX icon
274
Xerox
XRX
$423M
$245K 0.05%
29,086
-625
-2% -$5.76K
SPSB icon
275
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$244K 0.05%
8,176
+98
+1% +$2.94K
9 10
11
12 13

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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 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.