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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
+3.94%
1 Year Est. Return
+21.55%
3 Year Est. Return
+57.22%
5 Year Est. Return
+62.75%
10 Year Est. Return
–
AUM
$385M
AUM Growth
+$15.4M
Cap. Flow
+$5.44M
Cap. Flow %
1.41%
Top 10 Hldgs %
18.47%
Holding
1,176
New
30
Increased
99
Reduced
209
Closed
47

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$709K
2
USB icon
US Bancorp
USB
+$596K
3
TSN icon
Tyson Foods
TSN
+$535K
4
PNC icon
PNC Financial Services
PNC
+$526K
5
HAS icon
Hasbro
HAS
+$443K

Top Sells

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$891K
2
CAJ
Canon, Inc.
CAJ
+$750K
3
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$549K
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$159K
5
ETN icon
Eaton
ETN
+$150K

Sector Composition

Rank Sector Weight
1 Financials 9.25%
2 Consumer Discretionary 8.58%
3 Technology 6.3%
4 Industrials 5.4%
5 Materials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQC
401
DELISTED
Equity Commonwealth
EQC
$111K 0.03%
5,350
– –
UAL icon
402
United Airlines
UAL
$41B
$111K 0.03%
2,500
– –
UNP icon
403
Union Pacific
UNP
$177B
$110K 0.03%
546
– –
ELV icon
404
Elevance Health
ELV
$86.4B
$108K 0.03%
235
– –
XLV icon
405
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$107K 0.03%
829
– –
PM icon
406
Philip Morris
PM
$294B
$107K 0.03%
1,098
– –
NMR icon
407
Nomura Holdings
NMR
$29.2B
$106K 0.03%
28,000
– –
ENB icon
408
Enbridge
ENB
$112B
$106K 0.03%
2,787
– –
TRMK icon
409
Trustmark
TRMK
$2.8B
$106K 0.03%
4,300
-500
-10% -$14.8K
TG icon
410
Tredegar Corp
TG
$278M
$106K 0.03%
11,600
-500
-4% -$5.54K
ORCL icon
411
Oracle
ORCL
$450B
$105K 0.03%
1,128
– –
EVT icon
412
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.21B
$102K 0.03%
4,500
– –
KMB icon
413
Kimberly-Clark
KMB
$36.8B
$100K 0.03%
746
– –
DFAT icon
414
Dimensional US Targeted Value ETF
DFAT
$14.8B
$99.6K 0.03%
2,238
– –
CHRW icon
415
C.H. Robinson
CHRW
$17.5B
$99.4K 0.03%
1,000
– –
HOUS
416
DELISTED
Anywhere Real Estate
HOUS
$99.3K 0.03%
18,807
-400
-2% -$2.73K
LXU icon
417
LSB Industries
LXU
$711M
$99K 0.03%
9,588
– –
SCHM icon
418
Schwab US Mid-Cap ETF
SCHM
$15.3B
$98.3K 0.03%
4,347
– –
WM icon
419
Waste Management
WM
$89.6B
$97.7K 0.03%
599
– –
GCO icon
420
Genesco
GCO
$394M
$97.7K 0.03%
2,650
– –
FMC icon
421
FMC
FMC
$1.27B
$97.7K 0.03%
800
– –
SANM icon
422
Sanmina
SANM
$11.1B
$97.6K 0.03%
1,600
– –
PIPR icon
423
Piper Sandler
PIPR
$5.54B
$97K 0.03%
2,800
– –
BSV icon
424
Vanguard Short-Term Bond ETF
BSV
$45.7B
$96.1K 0.03%
1,256
– –
WMB icon
425
Williams Companies
WMB
$89.3B
$95.7K 0.02%
3,204
– –
15 16
17
18 19

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MCM
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FGAM
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AAS
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KF
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TCP
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Investors Research Corp's Q1 2023 Portfolio in Review

As of Q1 2023, Investors Research Corp held 1,176 positions worth $385M, up 4.2% from $370M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Investors Research Corp's Q1 2023 filing shows 30 new, 99 increased, 209 reduced and 47 closed positions. Its largest new stake was Tyson Foods: 8,721 shares worth $517K. The largest sale was Deckers Outdoor, an estimated $891K.

By sector, the portfolio is most concentrated in Financials at 9.3% of assets, down from 10% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Investors Research Corp's largest Q1 2023 buy was Tyson Foods: 8,721 shares worth $517K.
  • Investors Research Corp added most to Truist Financial in Q1 2023, an estimated $709K increase.
  • Investors Research Corp's biggest Q1 2023 reduction was Deckers Outdoor, cutting an estimated $891K.
  • Investors Research Corp fully exited Canon, Inc. in Q1 2023, selling an estimated $750K.
  • Investors Research Corp's ten largest holdings make up 18% of its $385M portfolio in Q1 2023.
  • Investors Research Corp opened 30 new positions and closed 47 in Q1 2023.
  • Investors Research Corp's portfolio value rose 4.2% quarter-over-quarter to $385M.

Based on Investors Research Corp's 13F filing for Q1 2023, filed 11 May 2023.