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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
+1.98%
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
DLS icon
326
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$138K 0.03%
1,707
– –
XLV icon
327
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$138K 0.03%
892
+19
+2% +$2.85K
SCHB icon
328
Schwab US Broad Market ETF
SCHB
$44.7B
$136K 0.02%
5,193
+1,045
+25% +$27.2K
VCIT icon
329
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$134K 0.02%
1,597
– –
DFAT icon
330
Dimensional US Targeted Value ETF
DFAT
$14.7B
$133K 0.02%
2,238
– –
RQI icon
331
Cohen & Steers Quality Income Realty Fund
RQI
$1.66B
$133K 0.02%
11,615
– –
NOW icon
332
ServiceNow
NOW
$132B
$131K 0.02%
855
– –
ENB icon
333
Enbridge
ENB
$113B
$131K 0.02%
2,738
-313
-10% -$14.9K
DBI icon
334
Designer Brands
DBI
$321M
$130K 0.02%
17,517
-750
-4% -$3.6K
IIPR icon
335
Innovative Industrial Properties
IIPR
$1.67B
$128K 0.02%
2,700
-40
-1% -$2.07K
WDAY icon
336
Workday
WDAY
$44.8B
$128K 0.02%
+594
New +$135K
CBRL icon
337
Cracker Barrel
CBRL
$1.25B
$128K 0.02%
5,020
-1,600
-24% -$51.2K
UNP icon
338
Union Pacific
UNP
$174B
$126K 0.02%
546
– –
GE icon
339
GE Aerospace
GE
$382B
$126K 0.02%
409
– –
OVV icon
340
Ovintiv
OVV
$17.6B
$125K 0.02%
3,200
-80
-2% -$3.1K
GEN icon
341
Gen Digital
GEN
$17.4B
$125K 0.02%
4,600
– –
GS icon
342
Goldman Sachs
GS
$301B
$125K 0.02%
142
-233
-62% -$190K
DFAC icon
343
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$124K 0.02%
3,135
– –
CSCO icon
344
Cisco
CSCO
$475B
$120K 0.02%
1,561
+7
+0.5% +$519
NWL icon
345
Newell Brands
NWL
$2.62B
$120K 0.02%
32,197
-1,550
-5% -$6.26K
OXY icon
346
Occidental Petroleum
OXY
$59B
$119K 0.02%
2,906
– –
WBD icon
347
Warner Bros
WBD
$67.9B
$119K 0.02%
4,112
-2,156
-34% -$50.4K
RNST icon
348
Renasant Corp
RNST
$3.92B
$117K 0.02%
3,314
– –
NULG icon
349
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$116K 0.02%
1,184
+111
+10% +$11K
ESGV icon
350
Vanguard ESG US Stock ETF
ESGV
$13.6B
$116K 0.02%
955
+90
+10% +$10.8K
12 13
14
15 16

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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
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.