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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
PEP icon
276
PepsiCo
PEP
$189B
$241K 0.05%
1,583
+22
+1% +$3.6K
GVA icon
277
Granite Construction
GVA
$5.49B
$241K 0.05%
2,744
-6,200
-69% -$559K
PAG icon
278
Penske Automotive Group
PAG
$14.2B
$240K 0.05%
1,575
– –
NGG icon
279
National Grid
NGG
$80.7B
$239K 0.05%
4,193
-69
-2% -$4.15K
KEY icon
280
KeyCorp
KEY
$24.3B
$237K 0.05%
13,832
– –
MCD icon
281
McDonald's
MCD
$194B
$237K 0.05%
816
– –
TWI icon
282
Titan International
TWI
$461M
$231K 0.05%
33,950
– –
TSLA icon
283
Tesla
TSLA
$1.31T
$227K 0.05%
561
-73
-12% -$23.5K
UTG icon
284
Reaves Utility Income Fund
UTG
$3.63B
$224K 0.05%
7,077
– –
VCSH icon
285
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$224K 0.05%
2,872
+37
+1% +$2.9K
NVDA icon
286
NVIDIA
NVDA
$5.27T
$223K 0.05%
1,662
-100
-6% -$13.8K
UAL icon
287
United Airlines
UAL
$41B
$218K 0.05%
2,250
-250
-10% -$21.1K
VOD icon
288
Vodafone
VOD
$36.7B
$217K 0.05%
25,606
+400
+2% +$3.64K
HPQ icon
289
HP
HPQ
$26.6B
$216K 0.05%
6,631
– –
MU icon
290
Micron Technology
MU
$981B
$212K 0.05%
2,520
+45
+2% +$4.58K
PIPR icon
291
Piper Sandler
PIPR
$5.35B
$210K 0.05%
2,800
– –
FL
292
DELISTED
Foot Locker
FL
$210K 0.05%
9,629
-1,900
-16% -$44.4K
RF icon
293
Regions Financial
RF
$26.9B
$209K 0.05%
8,877
– –
QDEF icon
294
FlexShares Quality Dividend Defensive Index Fund
QDEF
$560M
$208K 0.05%
2,958
+38
+1% +$2.73K
HBI
295
DELISTED
Hanesbrands
HBI
$208K 0.05%
25,500
-1,275
-5% -$10K
XLK icon
296
State Street Technology Select Sector SPDR ETF
XLK
$122B
$206K 0.05%
1,770
– –
AIG icon
297
American International
AIG
$40.4B
$206K 0.05%
2,825
– –
PHIN icon
298
Phinia Inc
PHIN
$2.74B
$204K 0.04%
4,237
– –
WKC icon
299
World Kinect Corp
WKC
$1.88B
$204K 0.04%
7,400
– –
DINO icon
300
HF Sinclair
DINO
$15.2B
$203K 0.04%
5,800
– –
10 11
12
13 14

Similar funds

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.