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
+1.98%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$546M
AUM Growth
+$5.61M
Cap. Flow
-$2.17M
Cap. Flow %
-0.4%
Top 10 Hldgs %
33.42%
Holding
908
New
39
Increased
94
Reduced
257
Closed
62

Top Buys

Rank Stock Value
1
DVN icon
Devon Energy
DVN
+$963K
2
OMC icon
Omnicom Group
OMC
+$950K
3
CNH
CNH Industrial
CNH
+$706K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$669K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$660K

Top Sells

Rank Stock Value
1
IPG
Interpublic Group of Companies
IPG
+$1.04M
2
HII icon
Huntington Ingalls Industries
HII
+$985K
3
FHN icon
First Horizon
FHN
+$613K
4
CMA
Comerica
CMA
+$580K
5
MMM icon
3M
MMM
+$576K

Sector Composition

Rank Sector Weight
1 Financials 5.17%
2 Consumer Discretionary 4.53%
3 Technology 4.35%
4 Energy 2.91%
5 Materials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
376
Waste Management
WM
$90.7B
$87.9K 0.02%
400
– –
CTSH icon
377
Cognizant
CTSH
$26.4B
$87.6K 0.02%
1,056
– –
VBR icon
378
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$86.2K 0.02%
407
– –
AIG icon
379
American International
AIG
$40.4B
$85.5K 0.02%
1,000
– –
CRBN icon
380
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
$83.5K 0.02%
362
– –
ACCO icon
381
Acco Brands
ACCO
$396M
$82.9K 0.02%
22,215
-3,400
-13% -$12.6K
VTRS icon
382
Viatris
VTRS
$18.7B
$82.5K 0.02%
6,629
– –
LXFR icon
383
Luxfer Holdings
LXFR
$457M
$82.5K 0.02%
6,100
– –
WFC icon
384
Wells Fargo
WFC
$264B
$81.9K 0.02%
879
– –
TGT icon
385
Target
TGT
$69.2B
$81.8K 0.02%
837
-183
-18% -$16.9K
LRGE icon
386
ClearBridge Large Cap Growth Select ETF
LRGE
$382M
$81.3K 0.01%
988
-36
-4% -$2.99K
LOW icon
387
Lowe's Companies
LOW
$124B
$80.5K 0.01%
334
– –
IWD icon
388
iShares Russell 1000 Value ETF
IWD
$84B
$79.5K 0.01%
378
– –
EVT icon
389
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.17B
$79.2K 0.01%
3,145
– –
TG icon
390
Tredegar Corp
TG
$275M
$79K 0.01%
11,000
– –
HBAN icon
391
Huntington Bancshares
HBAN
$35.9B
$78.3K 0.01%
4,515
– –
PTEN icon
392
Patterson-UTI
PTEN
$4.22B
$77.3K 0.01%
12,650
-400
-3% -$2.39K
ABR icon
393
Arbor Realty Trust
ABR
$998M
$76.8K 0.01%
9,894
-16,991
-63% -$167K
BGS icon
394
B&G Foods
BGS
$277M
$75.7K 0.01%
17,600
-1,100
-6% -$4.92K
IBM icon
395
IBM
IBM
$225B
$75.5K 0.01%
255
-174
-41% -$52.1K
DAVA icon
396
Endava
DAVA
$160M
$74.3K 0.01%
11,750
-200
-2% -$1.53K
LION icon
397
Lionsgate Studios
LION
$3.53B
$73.9K 0.01%
8,093
– –
FIW icon
398
First Trust Water ETF
FIW
$1.94B
$73.5K 0.01%
677
-24
-3% -$2.68K
ITUB icon
399
Itaú Unibanco
ITUB
$82.7B
$72.3K 0.01%
10,091
-3
-0% -$21
USHY icon
400
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$72K 0.01%
1,925
+7
+0.4% +$262
14 15
16
17 18

Similar funds

DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
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 Q4 2025 Portfolio in Review

As of Q4 2025, Investors Research Corp held 908 positions worth $546M, up 1% from $540M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Investors Research Corp's Q4 2025 filing shows 39 new, 94 increased, 257 reduced and 62 closed positions. Its largest new stake was Omnicom Group: 12,438 shares worth $1M. The largest sale was Interpublic Group of Companies, an estimated $1.04M.

By sector, the portfolio is most concentrated in Financials at 5.2% of assets, down from 5.6% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q4 2025 buy was Omnicom Group: 12,438 shares worth $1M.
  • Investors Research Corp added most to Devon Energy in Q4 2025, an estimated $963K increase.
  • Investors Research Corp's biggest Q4 2025 reduction was Huntington Ingalls Industries, cutting an estimated $985K.
  • Investors Research Corp fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $1.04M.
  • Investors Research Corp's ten largest holdings make up 33% of its $546M portfolio in Q4 2025.
  • Investors Research Corp opened 39 new positions and closed 62 in Q4 2025.
  • Investors Research Corp's portfolio value rose 1% quarter-over-quarter to $546M.

Based on Investors Research Corp's 13F filing for Q4 2025, filed 6 Jan 2026.