We are live on ! Find out more
IRC

Investors Research Corp Portfolio holdings

AUM $559M
1-Year Est. Return 21.55%
This Fund
S&P 500
This Quarter Est. Return
+1.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
-$2.17M
Cap. Flow %
-0.4%
Top 10 Hldgs %
33.42%
Holding
908
New
39
Increased
94
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$963K
2
OMC icon
Omnicom Group
OMC
+$950K
3
CNH
CNH Industrial
CNH
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

Rank Stock Value
1
IPG
Interpublic Group of Companies
IPG
+$1.04M
2
HII icon
Huntington Ingalls Industries
HII
+$985K
3
FHN icon
First Horizon
FHN
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

Rank Sector Weight
1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAX icon
276
Baxter International
BAX
$14.3B
$236K 0.04%
12,326
-150
-1% -$3K
GES
277
DELISTED
Guess Inc
GES
$235K 0.04%
14,000
-650
-4% -$11K
DB icon
278
Deutsche Bank
DB
$71.8B
$231K 0.04%
5,992
– –
BIDU icon
279
Baidu
BIDU
$35.9B
$230K 0.04%
1,760
– –
AZN icon
280
AstraZeneca
AZN
$246B
$228K 0.04%
1,240
– –
SAM icon
281
Boston Beer
SAM
$1.85B
$224K 0.04%
1,150
-175
-13% -$36.1K
AAP icon
282
Advance Auto Parts
AAP
$3.19B
$221K 0.04%
5,625
– –
BNY
283
Bank of New York Mellon
BNY
$109B
$220K 0.04%
1,894
– –
IEI icon
284
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$213K 0.04%
1,788
+196
+12% +$23.5K
ESGU icon
285
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$211K 0.04%
1,418
+75
+6% +$11.1K
MATV icon
286
Mativ Holdings
MATV
$706M
$210K 0.04%
17,304
-1,250
-7% -$14.7K
SOLV icon
287
Solventum
SOLV
$14.3B
$209K 0.04%
2,642
– –
VEA icon
288
Vanguard FTSE Developed Markets ETF
VEA
$236B
$209K 0.04%
3,351
-225
-6% -$13.8K
BCS icon
289
Barclays
BCS
$93.7B
$206K 0.04%
8,100
-3,012
-27% -$66.7K
EL icon
290
Estee Lauder
EL
$31.8B
$204K 0.04%
1,949
– –
AA icon
291
Alcoa
AA
$14.3B
$204K 0.04%
3,838
-100
-3% -$4.09K
DINO icon
292
HF Sinclair
DINO
$15.2B
$203K 0.04%
4,400
– –
THG icon
293
Hanover Insurance
THG
$7.73B
$201K 0.04%
1,100
– –
TRV icon
294
Travelers Companies
TRV
$78.3B
$199K 0.04%
686
-105
-13% -$29.6K
MMI icon
295
Marcus & Millichap
MMI
$1.18B
$199K 0.04%
7,275
– –
LVHD icon
296
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$197K 0.04%
4,944
+59
+1% +$2.39K
FMC icon
297
FMC
FMC
$1.3B
$197K 0.04%
14,191
-1,025
-7% -$19.5K
MGK icon
298
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$195K 0.04%
2,360
-60
-2% -$4.93K
MO icon
299
Altria Group
MO
$109B
$189K 0.03%
3,275
– –
DAN icon
300
Dana Inc
DAN
$3.27B
$188K 0.03%
7,900
– –
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 2025 Portfolio in Review

As of Q4 2025, Investors Research Corp held 908 positions worth $546M, up 1% from $540M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Research Corp's Q4 2025 filing shows 39 new, 94 increased, 257 reduced and 62 closed positions. Its largest new stake was Omnicom Group: 12,438 shares worth $1M. The largest sale was Interpublic Group of Companies, an estimated $1.04M.

By sector, the portfolio is most concentrated in Financials at 5.2% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2025 buy was Omnicom Group: 12,438 shares worth $1M.
  • Investors Research Corp added most to Devon Energy in Q4 2025, an estimated $963K increase.
  • Investors Research Corp's biggest Q4 2025 reduction was Huntington Ingalls Industries, cutting an estimated $985K.
  • Investors Research Corp fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $1.04M.
  • Investors Research Corp's ten largest holdings make up 33% of its $546M portfolio in Q4 2025.
  • Investors Research Corp opened 39 new positions and closed 62 in Q4 2025.
  • Investors Research Corp's portfolio value rose 1% quarter-over-quarter to $546M.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.