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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
-0.53%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$455M
AUM Growth
-$2.44M
Cap. Flow
+$4.01M
Cap. Flow %
0.88%
Top 10 Hldgs %
28.58%
Holding
997
New
24
Increased
109
Reduced
252
Closed
54

Top Buys

Rank Stock Value
1
HII icon
Huntington Ingalls Industries
HII
+$1.23M
2
CVE icon
Cenovus Energy
CVE
+$1.19M
3
TD icon
Toronto Dominion Bank
TD
+$980K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$827K
5
APA icon
APA Corp
APA
+$800K

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$1.33M
2
CM icon
Canadian Imperial Bank of Commerce
CM
+$1.16M
3
JHG
Janus Henderson
JHG
+$897K
4
UNM icon
Unum
UNM
+$705K
5
TPR icon
Tapestry
TPR
+$584K

Sector Composition

Rank Sector Weight
1 Financials 7.62%
2 Consumer Discretionary 6.43%
3 Technology 4.03%
4 Industrials 3.49%
5 Materials 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GCO icon
376
Genesco
GCO
$410M
$113K 0.02%
2,650
– –
COTY icon
377
Coty
COTY
$2.47B
$111K 0.02%
16,000
-1,600
-9% -$12.3K
ADP icon
378
Automatic Data Processing
ADP
$107B
$111K 0.02%
378
-15
-4% -$4.43K
GBX icon
379
The Greenbrier Companies
GBX
$1.43B
$110K 0.02%
1,800
– –
DFAC icon
380
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$108K 0.02%
3,135
– –
VBR icon
381
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$108K 0.02%
546
– –
PTEN icon
382
Patterson-UTI
PTEN
$4.16B
$108K 0.02%
13,050
– –
DUK icon
383
Duke Energy
DUK
$95.8B
$108K 0.02%
1,000
– –
FFBC icon
384
First Financial Bancorp
FFBC
$3.58B
$108K 0.02%
4,000
– –
MRNA icon
385
Moderna
MRNA
$24.1B
$105K 0.02%
2,527
– –
MUR icon
386
Murphy Oil
MUR
$5.1B
$105K 0.02%
3,464
-300
-8% -$9.64K
NSC icon
387
Norfolk Southern
NSC
$74.8B
$105K 0.02%
446
-100
-18% -$25.4K
CLF icon
388
Cleveland-Cliffs
CLF
$6.98B
$104K 0.02%
11,055
– –
CHRW icon
389
C.H. Robinson
CHRW
$17B
$103K 0.02%
1,000
– –
MAR icon
390
Marriott International
MAR
$91.8B
$101K 0.02%
362
– –
XLF icon
391
State Street Financial Select Sector SPDR ETF
XLF
$59B
$101K 0.02%
2,086
– –
MA icon
392
Mastercard
MA
$490B
$101K 0.02%
191
– –
WBD icon
393
Warner Bros
WBD
$68.7B
$100K 0.02%
9,464
-742
-7% -$6.89K
EVCM icon
394
EverCommerce
EVCM
$1.76B
$97.1K 0.02%
8,822
– –
UNFI icon
395
United Natural Foods
UNFI
$2.86B
$97K 0.02%
3,550
– –
KT icon
396
KT
KT
$8.88B
$95.4K 0.02%
6,150
– –
CLW icon
397
Clearwater Paper
CLW
$370M
$93.8K 0.02%
3,150
– –
DE icon
398
Deere & Co
DE
$168B
$93.6K 0.02%
221
– –
DBI icon
399
Designer Brands
DBI
$316M
$93.1K 0.02%
17,434
-833
-5% -$4.66K
FLG
400
Flagstar Bank National Association
FLG
$5.92B
$92.6K 0.02%
9,930
-15,611
-61% -$170K
14 15
16
17 18

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CFP
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QL
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NCA
Newbrook Capital Advisors New York $560M AUM 62.9% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
MCM
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FGAM
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TC
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Investors Research Corp's Q4 2024 Portfolio in Review

As of Q4 2024, Investors Research Corp held 997 positions worth $455M, down 0.53% from $458M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Investors Research Corp's Q4 2024 filing shows 24 new, 109 increased, 252 reduced and 54 closed positions. Its largest new stake was Huntington Ingalls Industries: 5,675 shares worth $1.07M. The largest sale was International Paper, an estimated $1.33M.

By sector, the portfolio is most concentrated in Financials at 7.6% of assets, down from 7.9% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2024 buy was Huntington Ingalls Industries: 5,675 shares worth $1.07M.
  • Investors Research Corp added most to Toronto Dominion Bank in Q4 2024, an estimated $980K increase.
  • Investors Research Corp's biggest Q4 2024 reduction was International Paper, cutting an estimated $1.33M.
  • Investors Research Corp fully exited Canadian Imperial Bank of Commerce in Q4 2024, selling an estimated $1.16M.
  • Investors Research Corp's ten largest holdings make up 29% of its $455M portfolio in Q4 2024.
  • Investors Research Corp opened 24 new positions and closed 54 in Q4 2024.
  • Investors Research Corp's portfolio value fell 0.53% quarter-over-quarter to $455M.

Based on Investors Research Corp's 13F filing for Q4 2024, filed 7 Feb 2025.