We are live on ! Find out more
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
ADP icon
351
Automatic Data Processing
ADP
$109B
$129K 0.03%
421
+43
+11% +$13K
BGS icon
352
B&G Foods
BGS
$298M
$128K 0.03%
18,700
+300
+2% +$2K
XLV icon
353
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$127K 0.03%
873
– –
OXY icon
354
Occidental Petroleum
OXY
$57.7B
$126K 0.03%
2,552
– –
ELV icon
355
Elevance Health
ELV
$86.3B
$123K 0.03%
282
+47
+20% +$18.9K
GEN icon
356
Gen Digital
GEN
$17.6B
$122K 0.03%
4,600
– –
DUK icon
357
Duke Energy
DUK
$96.8B
$122K 0.03%
999
-1
-0.1% -$114
AA icon
358
Alcoa
AA
$13.2B
$120K 0.03%
3,938
– –
SCHF icon
359
Schwab International Equity ETF
SCHF
$69.4B
$118K 0.03%
5,984
-330
-5% -$6.47K
MATV icon
360
Mativ Holdings
MATV
$669M
$116K 0.03%
18,554
+2,050
+12% +$16.7K
V icon
361
Visa
V
$678B
$115K 0.03%
329
-58
-15% -$19.6K
DFAT icon
362
Dimensional US Targeted Value ETF
DFAT
$14.8B
$115K 0.03%
2,238
– –
TROX icon
363
Tronox
TROX
$963M
$115K 0.02%
16,300
+2,300
+16% +$19.8K
SCHB icon
364
Schwab US Broad Market ETF
SCHB
$45.2B
$114K 0.02%
5,310
-1,176
-18% -$26.8K
RNST icon
365
Renasant Corp
RNST
$3.99B
$112K 0.02%
3,314
-750
-18% -$27.1K
KT icon
366
KT
KT
$9.03B
$109K 0.02%
6,150
– –
ACCO icon
367
Acco Brands
ACCO
$400M
$107K 0.02%
25,615
-1,422
-5% -$6.98K
PTEN icon
368
Patterson-UTI
PTEN
$4.16B
$107K 0.02%
13,050
– –
MUR icon
369
Murphy Oil
MUR
$4.98B
$107K 0.02%
3,764
+300
+9% +$8.46K
TGT icon
370
Target
TGT
$70.7B
$106K 0.02%
1,020
– –
NSC icon
371
Norfolk Southern
NSC
$75.9B
$106K 0.02%
446
– –
MA icon
372
Mastercard
MA
$496B
$105K 0.02%
191
– –
XLF icon
373
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
$104K 0.02%
2,086
– –
DRI icon
374
Darden Restaurants
DRI
$25.3B
$104K 0.02%
500
-3,025
-86% -$584K
DE icon
375
Deere & Co
DE
$165B
$104K 0.02%
221
– –
13 14
15
16 17

Similar funds

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.