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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
+3.4%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$11.2M
Cap. Flow
+$1.45M
Cap. Flow %
0.37%
Top 10 Hldgs %
20.02%
Holding
1,142
New
15
Increased
99
Reduced
119
Closed
54

Top Buys

Rank Stock Value
1
LEG icon
Leggett & Platt
LEG
+$938K
2
CVS icon
CVS Health
CVS
+$921K
3
AAP icon
Advance Auto Parts
AAP
+$646K
4
WRK
WestRock Company
WRK
+$637K
5
HNI icon
HNI Corp
HNI
+$589K

Top Sells

Rank Stock Value
1
KBR icon
KBR
KBR
+$1.23M
2
TECK icon
Teck Resources
TECK
+$876K
3
SNY icon
Sanofi
SNY
+$746K
4
ABB
ABB Ltd
ABB
+$708K
5
FLEX icon
Flex
FLEX
+$684K

Sector Composition

Rank Sector Weight
1 Financials 9.01%
2 Consumer Discretionary 8.81%
3 Technology 6.36%
4 Industrials 5.07%
5 Materials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRS icon
351
Carpenter Technology
CRS
$26.7B
$163K 0.04%
2,900
– –
AIG icon
352
American International
AIG
$40.4B
$163K 0.04%
2,825
– –
FITB
353
Fifth Third Bancorp
FITB
$52.2B
$162K 0.04%
6,174
– –
RF icon
354
Regions Financial
RF
$26.9B
$158K 0.04%
8,877
– –
ACCO icon
355
Acco Brands
ACCO
$396M
$158K 0.04%
30,270
– –
IWF icon
356
iShares Russell 1000 Growth ETF
IWF
$127B
$157K 0.04%
2,288
– –
MUR icon
357
Murphy Oil
MUR
$5.12B
$156K 0.04%
4,064
– –
ORAN
358
DELISTED
Orange
ORAN
$156K 0.04%
13,364
– –
XLK icon
359
State Street Technology Select Sector SPDR ETF
XLK
$122B
$154K 0.04%
1,770
– –
TXN icon
360
Texas Instruments
TXN
$257B
$152K 0.04%
846
– –
MU icon
361
Micron Technology
MU
$981B
$151K 0.04%
2,400
– –
OXY icon
362
Occidental Petroleum
OXY
$59B
$150K 0.04%
2,547
– –
SRCL
363
DELISTED
Stericycle Inc
SRCL
$147K 0.04%
3,175
– –
ACI icon
364
Albertsons Companies
ACI
$5.95B
$146K 0.04%
+6,701
New +$139K
DGX icon
365
Quest Diagnostics
DGX
$26.2B
$142K 0.04%
1,009
– –
AA icon
366
Alcoa
AA
$14.3B
$138K 0.03%
4,070
– –
UAL icon
367
United Airlines
UAL
$41B
$137K 0.03%
2,500
– –
HBI
368
DELISTED
Hanesbrands
HBI
$136K 0.03%
29,950
– –
NGVC icon
369
Vitamin Cottage Natural Grocers
NGVC
$635M
$135K 0.03%
11,000
– –
IYE icon
370
iShares US Energy ETF
IYE
$1.79B
$131K 0.03%
3,050
– –
HLN icon
371
Haleon
HLN
$43.7B
$130K 0.03%
15,548
– –
BRFS
372
DELISTED
BRF SA
BRFS
$130K 0.03%
68,482
– –
MRO
373
DELISTED
Marathon Oil Corporation
MRO
$130K 0.03%
5,650
– –
RTX icon
374
RTX Corp
RTX
$302B
$130K 0.03%
1,325
– –
VDE icon
375
Vanguard Energy ETF
VDE
$10.4B
$129K 0.03%
1,139
– –
13 14
15
16 17

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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 Q2 2023 Portfolio in Review

As of Q2 2023, Investors Research Corp held 1,142 positions worth $396M, up 2.9% from $385M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Investors Research Corp's Q2 2023 filing shows 15 new, 99 increased, 119 reduced and 54 closed positions. Its largest new stake was Leggett & Platt: 29,809 shares worth $883K. The largest sale was KBR, an estimated $1.23M.

By sector, the portfolio is most concentrated in Financials at 9% of assets, down from 9.3% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q2 2023 buy was Leggett & Platt: 29,809 shares worth $883K.
  • Investors Research Corp added most to CVS Health in Q2 2023, an estimated $921K increase.
  • Investors Research Corp's biggest Q2 2023 reduction was KBR, cutting an estimated $1.23M.
  • Investors Research Corp fully exited ABB Ltd in Q2 2023, selling an estimated $708K.
  • Investors Research Corp's ten largest holdings make up 20% of its $396M portfolio in Q2 2023.
  • Investors Research Corp opened 15 new positions and closed 54 in Q2 2023.
  • Investors Research Corp's portfolio value rose 2.9% quarter-over-quarter to $396M.

Based on Investors Research Corp's 13F filing for Q2 2023, filed 14 Aug 2023.