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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
MOS icon
251
The Mosaic Company
MOS
$7.15B
$288K 0.06%
10,675
-225
-2% -$5.95K
TWI icon
252
Titan International
TWI
$451M
$282K 0.06%
33,625
-325
-1% -$2.69K
NGG icon
253
National Grid
NGG
$81.2B
$277K 0.06%
4,413
+220
+5% +$12.9K
FLG
254
Flagstar Bank National Association
FLG
$5.93B
$266K 0.06%
22,867
+12,937
+130% +$145K
DON icon
255
WisdomTree US MidCap Dividend Fund
DON
$4.08B
$265K 0.06%
5,350
-345
-6% -$17.6K
NVDA icon
256
NVIDIA
NVDA
$5.42T
$264K 0.06%
2,437
+775
+47% +$98.2K
TRV icon
257
Travelers Companies
TRV
$78.1B
$262K 0.06%
991
-195
-16% -$48.6K
NDAQ icon
258
Nasdaq
NDAQ
$53.1B
$257K 0.06%
3,392
+92
+3% +$7.24K
GLD icon
259
SPDR Gold Trust
GLD
$144B
$257K 0.06%
893
+402
+82% +$106K
CBRL icon
260
Cracker Barrel
CBRL
$1.29B
$257K 0.06%
6,620
+1,320
+25% +$66.5K
KRO icon
261
KRONOS Worldwide
KRO
$917M
$252K 0.05%
33,750
– –
VEA icon
262
Vanguard FTSE Developed Markets ETF
VEA
$238B
$252K 0.05%
4,963
-1,202
-19% -$60.8K
MMI icon
263
Marcus & Millichap
MMI
$1.18B
$251K 0.05%
7,275
– –
SPSB icon
264
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$247K 0.05%
8,198
+22
+0.3% +$659
FITB
265
Fifth Third Bancorp
FITB
$52.2B
$242K 0.05%
6,174
– –
BCS icon
266
Barclays
BCS
$94.2B
$242K 0.05%
15,723
-8,100
-34% -$121K
VOD icon
267
Vodafone
VOD
$37.2B
$240K 0.05%
25,606
– –
M icon
268
Macy's
M
$6.24B
$233K 0.05%
18,541
+350
+2% +$5.08K
IWF icon
269
iShares Russell 1000 Growth ETF
IWF
$128B
$231K 0.05%
2,560
– –
UTG icon
270
Reaves Utility Income Fund
UTG
$3.68B
$230K 0.05%
7,077
– –
VCSH icon
271
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$227K 0.05%
2,880
+8
+0.3% +$627
PAG icon
272
Penske Automotive Group
PAG
$14.3B
$227K 0.05%
1,575
– –
LEG icon
273
Leggett & Platt
LEG
$1.28B
$224K 0.05%
28,322
+2,687
+10% +$25.5K
B
274
Barrick Mining
B
$67.6B
$224K 0.05%
11,523
– –
KEY icon
275
KeyCorp
KEY
$24.4B
$221K 0.05%
13,832
– –
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 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.