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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
AAP icon
276
Advance Auto Parts
AAP
$3.19B
$221K 0.05%
5,625
+375
+7% +$16.1K
MU icon
277
Micron Technology
MU
$1.03T
$220K 0.05%
2,530
+10
+0.4% +$960
DAVA icon
278
Endava
DAVA
$155M
$217K 0.05%
+11,125
New +$309K
SIG icon
279
Signet Jewelers
SIG
$3.59B
$215K 0.05%
3,700
– –
BRFS
280
DELISTED
BRF SA
BRFS
$215K 0.05%
62,377
-455
-0.7% -$1.6K
IVW icon
281
iShares S&P 500 Growth ETF
IVW
$77.4B
$214K 0.05%
2,306
+907
+65% +$91.4K
GTLS
282
DELISTED
Chart Industries
GTLS
$213K 0.05%
1,475
-950
-39% -$175K
XLG icon
283
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
$211K 0.05%
4,580
+1,703
+59% +$84K
WKC icon
284
World Kinect Corp
WKC
$1.89B
$210K 0.05%
7,400
– –
NWL icon
285
Newell Brands
NWL
$2.59B
$209K 0.05%
33,747
+400
+1% +$3.21K
QDEF icon
286
FlexShares Quality Dividend Defensive Index Fund
QDEF
$563M
$207K 0.04%
2,967
+9
+0.3% +$640
KN icon
287
Knowles
KN
$3.34B
$206K 0.04%
13,575
– –
BLD
288
DELISTED
TopBuild
BLD
$206K 0.04%
+675
New +$216K
IWL icon
289
iShares Russell Top 200 ETF
IWL
$2.28B
$204K 0.04%
1,481
+552
+59% +$80.1K
TX icon
290
Ternium
TX
$10.8B
$203K 0.04%
6,500
– –
IBM icon
291
IBM
IBM
$221B
$202K 0.04%
+813
New +$199K
SOLV icon
292
Solventum
SOLV
$14.1B
$201K 0.04%
2,642
– –
BMO icon
293
Bank of Montreal
BMO
$128B
$201K 0.04%
2,102
+65
+3% +$6.43K
XMMO icon
294
Invesco S&P MidCap Momentum ETF
XMMO
$7.66B
$200K 0.04%
1,756
+677
+63% +$83.4K
QDF icon
295
FlexShares Quality Dividend Index Fund
QDF
$2.28B
$197K 0.04%
2,880
+9
+0.3% +$637
RF icon
296
Regions Financial
RF
$26.9B
$193K 0.04%
8,877
– –
THG icon
297
Hanover Insurance
THG
$7.7B
$191K 0.04%
1,100
– –
DINO icon
298
HF Sinclair
DINO
$15.4B
$191K 0.04%
5,800
– –
DAN icon
299
Dana Inc
DAN
$3.26B
$188K 0.04%
14,075
– –
DD icon
300
DuPont de Nemours
DD
$19.5B
$187K 0.04%
1,995
– –
10 11
12
13 14

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DIM
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CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 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
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FGAM
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TC
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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.