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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
LVHD icon
301
Franklin US Low Volatility High Dividend Index ETF
LVHD
$623M
$185K 0.04%
4,514
+16
+0.4% +$633
MT icon
302
ArcelorMittal
MT
$56.2B
$185K 0.04%
6,399
-211
-3% -$5.82K
HPQ icon
303
HP
HPQ
$26.1B
$184K 0.04%
6,631
– –
PBF icon
304
PBF Energy
PBF
$8.23B
$183K 0.04%
9,600
-325
-3% -$8.09K
XLK icon
305
State Street Technology Select Sector SPDR ETF
XLK
$124B
$183K 0.04%
1,770
– –
IEI icon
306
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$178K 0.04%
1,510
+5
+0.3% +$582
ABBV icon
307
AbbVie
ABBV
$441B
$177K 0.04%
846
+105
+14% +$20.4K
SHV icon
308
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$175K 0.04%
1,585
+6
+0.4% +$662
COP icon
309
ConocoPhillips
COP
$151B
$174K 0.04%
1,658
– –
TXN icon
310
Texas Instruments
TXN
$255B
$173K 0.04%
965
+90
+10% +$16.8K
PIPR icon
311
Piper Sandler
PIPR
$5.36B
$173K 0.04%
2,800
– –
META icon
312
Meta Platforms (Facebook)
META
$1.49T
$173K 0.04%
300
-1
-0.3% -$645
DGX icon
313
Quest Diagnostics
DGX
$26.1B
$171K 0.04%
1,009
– –
NVRI icon
314
Enviri
NVRI
$555M
$169K 0.04%
25,475
-260
-1% -$2.04K
PHG icon
315
Philips
PHG
$26.1B
$169K 0.04%
7,182
– –
AZN icon
316
AstraZeneca
AZN
$245B
$166K 0.04%
1,130
+120
+12% +$17.4K
SCS
317
DELISTED
Steelcase
SCS
$164K 0.04%
15,000
– –
SCHZ icon
318
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$164K 0.04%
7,094
– –
KSS icon
319
Kohl's
KSS
$2.15B
$164K 0.04%
19,992
+1,367
+7% +$15.9K
TFLO icon
320
iShares Treasury Floating Rate Bond ETF
TFLO
$6.72B
$163K 0.04%
3,219
+13
+0.4% +$658
TDTF icon
321
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
$163K 0.04%
6,712
+28
+0.4% +$663
FL
322
DELISTED
Foot Locker
FL
$163K 0.04%
11,529
+1,900
+20% +$35.2K
GES
323
DELISTED
Guess Inc
GES
$162K 0.04%
14,650
+800
+6% +$9.66K
BIDU icon
324
Baidu
BIDU
$35.2B
$162K 0.04%
1,760
+300
+21% +$26.9K
GNMA icon
325
iShares GNMA Bond ETF
GNMA
$432M
$160K 0.03%
3,655
+15
+0.4% +$650
11 12
13
14 15

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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.