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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
-1.79%
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
DFAC icon
376
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
$103K 0.02%
3,135
– –
PG icon
377
Procter & Gamble
PG
$335B
$103K 0.02%
606
+287
+90% +$48.1K
CHRW icon
378
C.H. Robinson
CHRW
$17.5B
$102K 0.02%
1,000
– –
CTVA icon
379
Corteva
CTVA
$50.6B
$102K 0.02%
1,620
– –
VBR icon
380
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.2B
$102K 0.02%
546
– –
WBD icon
381
Warner Bros
WBD
$69.6B
$102K 0.02%
9,464
– –
VTI icon
382
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$100K 0.02%
364
-61
-14% -$17.7K
FFBC icon
383
First Financial Bancorp
FFBC
$3.6B
$99.9K 0.02%
4,000
– –
IEMG icon
384
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$99.3K 0.02%
1,840
+423
+30% +$22.8K
GE icon
385
GE Aerospace
GE
$374B
$94.3K 0.02%
471
-2,537
-84% -$499K
COTY icon
386
Coty
COTY
$2.42B
$94.1K 0.02%
17,200
+1,200
+8% +$7.51K
ESGD icon
387
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$92.9K 0.02%
1,137
– –
WM icon
388
Waste Management
WM
$89.6B
$92.6K 0.02%
400
-54
-12% -$12K
XLC icon
389
State Street Communication Services Select Sector SPDR ETF
XLC
$22.8B
$91.7K 0.02%
951
– –
CLF icon
390
Cleveland-Cliffs
CLF
$6.93B
$90.9K 0.02%
11,055
– –
CB icon
391
Chubb
CB
$133B
$89.7K 0.02%
297
+50
+20% +$13.9K
NXST icon
392
Nexstar Media Group
NXST
$5.81B
$89.1K 0.02%
497
– –
EVCM icon
393
EverCommerce
EVCM
$1.79B
$88.9K 0.02%
8,822
– –
HON icon
394
Honeywell
HON
$74.2B
$88.1K 0.02%
441
+77
+21% +$15.6K
COKE icon
395
Coca-Cola Consolidated
COKE
$12.7B
$87.8K 0.02%
650
– –
AIG icon
396
American International
AIG
$39.8B
$86.9K 0.02%
1,000
-1,825
-65% -$142K
MAR icon
397
Marriott International
MAR
$91.9B
$86.2K 0.02%
362
– –
IWD icon
398
iShares Russell 1000 Value ETF
IWD
$84.3B
$86.2K 0.02%
458
– –
GD icon
399
General Dynamics
GD
$106B
$85.9K 0.02%
315
– –
TG icon
400
Tredegar Corp
TG
$278M
$84.7K 0.02%
11,000
– –
14 15
16
17 18

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DIM
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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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AAS
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KF
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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.