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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
MBSD icon
326
FlexShares Disciplined Duration MBS Index Fund
MBSD
$89M
$160K 0.03%
7,729
+33
+0.4% +$674
BNY
327
Bank of New York Mellon
BNY
$110B
$159K 0.03%
1,894
– –
GBIL icon
328
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$159K 0.03%
1,585
+6
+0.4% +$600
BNS icon
329
Scotiabank
BNS
$111B
$152K 0.03%
3,200
– –
SBH icon
330
Sally Beauty Holdings
SBH
$1.55B
$151K 0.03%
16,725
– –
IYE icon
331
iShares US Energy ETF
IYE
$1.8B
$150K 0.03%
3,050
– –
IIPR icon
332
Innovative Industrial Properties
IIPR
$1.67B
$148K 0.03%
2,740
– –
VDE icon
333
Vanguard Energy ETF
VDE
$10.4B
$148K 0.03%
1,139
-72
-6% -$9.09K
ACI icon
334
Albertsons Companies
ACI
$6.02B
$147K 0.03%
6,701
– –
HBI
335
DELISTED
Hanesbrands
HBI
$147K 0.03%
25,500
– –
CSCO icon
336
Cisco
CSCO
$447B
$144K 0.03%
2,337
-9,371
-80% -$577K
XRX icon
337
Xerox
XRX
$414M
$142K 0.03%
29,461
+375
+1% +$2.81K
OVV icon
338
Ovintiv
OVV
$17.2B
$140K 0.03%
3,280
– –
ESGU icon
339
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
$139K 0.03%
1,137
+150
+15% +$19.3K
RQI icon
340
Cohen & Steers Quality Income Realty Fund
RQI
$1.69B
$137K 0.03%
10,915
– –
NOW icon
341
ServiceNow
NOW
$132B
$136K 0.03%
+855
New +$165K
NMR icon
342
Nomura Holdings
NMR
$29.2B
$135K 0.03%
22,000
– –
ENB icon
343
Enbridge
ENB
$112B
$135K 0.03%
3,051
+264
+9% +$11.5K
BKR icon
344
Baker Hughes
BKR
$63B
$135K 0.03%
3,075
– –
TSLA icon
345
Tesla
TSLA
$1.34T
$132K 0.03%
510
-51
-9% -$17K
VCIT icon
346
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$131K 0.03%
1,597
-7
-0.4% -$566
GVA icon
347
Granite Construction
GVA
$5.41B
$130K 0.03%
1,728
-1,016
-37% -$84.9K
UNP icon
348
Union Pacific
UNP
$177B
$129K 0.03%
546
– –
DFAX icon
349
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.5B
$129K 0.03%
4,911
– –
EL icon
350
Estee Lauder
EL
$31.6B
$129K 0.03%
1,949
+250
+15% +$18.1K
12 13
14
15 16

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DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 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
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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.