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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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBI icon
351
Designer Brands
DBI
$312M
$170K 0.04%
19,442
-700
-3% -$6.72K
RF icon
352
Regions Financial
RF
$27B
$165K 0.04%
8,877
– –
COP icon
353
ConocoPhillips
COP
$150B
$164K 0.04%
1,658
-400
-19% -$43.8K
FITB
354
Fifth Third Bancorp
FITB
$52.5B
$164K 0.04%
6,174
– –
ACCO icon
355
Acco Brands
ACCO
$399M
$161K 0.04%
30,270
-900
-3% -$5.15K
SCHB icon
356
Schwab US Broad Market ETF
SCHB
$45.2B
$159K 0.04%
9,999
– –
ORAN
357
DELISTED
Orange
ORAN
$159K 0.04%
13,364
– –
PTEN icon
358
Patterson-UTI
PTEN
$4.16B
$159K 0.04%
13,625
-600
-4% -$8.76K
OXY icon
359
Occidental Petroleum
OXY
$57.7B
$159K 0.04%
2,547
– –
HBI
360
DELISTED
Hanesbrands
HBI
$158K 0.04%
29,950
– –
TSLA icon
361
Tesla
TSLA
$1.34T
$157K 0.04%
759
+60
+9% +$10.5K
TXN icon
362
Texas Instruments
TXN
$250B
$157K 0.04%
846
– –
MUR icon
363
Murphy Oil
MUR
$4.99B
$150K 0.04%
4,064
– –
WBD icon
364
Warner Bros
WBD
$69.6B
$149K 0.04%
9,836
-7
-0.1% -$100
MU icon
365
Micron Technology
MU
$1.07T
$145K 0.04%
2,400
– –
DGX icon
366
Quest Diagnostics
DGX
$26.1B
$143K 0.04%
1,009
– –
AIG icon
367
American International
AIG
$39.8B
$142K 0.04%
2,825
– –
THG icon
368
Hanover Insurance
THG
$7.77B
$141K 0.04%
1,100
– –
IWF icon
369
iShares Russell 1000 Growth ETF
IWF
$129B
$140K 0.04%
2,288
+28
+1% +$1.61K
SRCL
370
DELISTED
Stericycle Inc
SRCL
$138K 0.04%
3,175
-200
-6% -$9.9K
MRO
371
DELISTED
Marathon Oil Corporation
MRO
$135K 0.04%
5,650
– –
XLK icon
372
State Street Technology Select Sector SPDR ETF
XLK
$125B
$134K 0.03%
1,770
– –
IYE icon
373
iShares US Energy ETF
IYE
$1.8B
$133K 0.03%
3,050
– –
VDE icon
374
Vanguard Energy ETF
VDE
$10.4B
$130K 0.03%
1,139
– –
RQI icon
375
Cohen & Steers Quality Income Realty Fund
RQI
$1.69B
$130K 0.03%
+10,915
New +$137K
13 14
15
16 17

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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.